Investing with Esho: Recent Episodes
Peter Esho
I’m Peter Esho and I publish podcasts here about socialy responsible investing. You can get my weekly notes at peteresho.com
Socially responsible and ethical investing is area I’m increasingly facinated with, combining my passion for investing with my desire to also help make the world a better place for my children and their children.
My goal is for you to take away weekly snippets from lessons I’m learning across impact and ethical investing.
In this week's episode, we look at the US government shutdown, which is making headlines again. It grabs attention, but let’s cut through the noise.
Shutdowns are theatre. They don’t change the fundamentals overnight, but they do show us how fragile the system has become.
The US runs on debt. Each year the ceiling gets lifted. Each year the debate gets nastier.
Shutdowns are the symptom of a bigger problem: an economy built on borrowed money with no political consensus on how to fix it.
That matters more than the shutdown itself.
Markets usually shrug these events off. Equities bounce back once a deal is done. But repeated dysfunction eats away at confidence.
The real story is in bond yields. Investors see a government unable to manage its balance sheet, so they demand higher returns to lend money.
That’s why yields have been rising, and why the US dollar stays strong in the short run but vulnerable in the long run.
For Australia, this isn’t abstract. Higher US yields set the tone for our own rates. The RBA can’t ignore what happens in Washington. Mortgage costs rise. Investment flows adjust. Capital gets repriced.
The lesson for investors: don’t get distracted by the noise of shutdown headlines. Focus on the signal. Rising debt costs. Shifting capital flows.
A global economy that is being repriced as the cost of money climbs. These are the changes that will shape property, credit, and wealth creation over the next decade.
In this episode, sponsored by Flexdoc, we look at the Australian government's new climate targets.
The plan is bold: cut emissions by 62–70 per cent by 2035, while holding firm on the 43 per cent cut by 2030 and net zero by 2050.
These numbers aren’t just about the environment. They are about money, jobs, and long-term growth.
To hit the targets, Canberra is putting billions on the table. A $5 billion Net Zero Fund will help heavy industry decarbonise.
A further $2 billion goes to the Clean Energy Finance Corporation to back renewables, storage, and clean fuels.
The Safeguard Mechanism will tighten on large emitters. Incentives are flowing into solar, wind, batteries, and low-carbon fuels like sustainable aviation fuel.
The economics are clear. Treasury modelling shows that if the transition is managed well, the economy could be $2.2 trillion larger by 2050.
Every Australian could be $36,000 better off on a per-person basis. But if the shift is delayed and messy, GDP per person could be $2,100 lower. The stakes are high.
For investors and entrepreneurs, the opportunity is real. Industry upgrades, renewable deployment, and new transmission lines will demand capital.
Clean fuel production and supply chains will open new markets. Local manufacturing of technology and equipment will be a growth story.
This is not just an environmental plan. It is an economic bet. One that reshapes where capital will flow over the next two decades.
The government has signalled where it will back winners. Investors who move early, with clarity and conviction, will have the chance to ride the upside of Australia’s $2 trillion energy bet.
In this episode, sponsored by Flexdoc, we discuss the slowdown in the US economy and what it means for property investors here in Australia.
The latest data shows US job growth cooling, unemployment edging up, and business confidence turning lower.
That’s a major signal for the US Federal Reserve, which is now under pressure to cut interest rates to stop the slowdown from tipping into a deeper recession.
Rate cuts in the US don’t just stay in the US. They set the tone for global markets.
When the Fed moves, the Reserve Bank of Australia takes notice. With inflation easing locally and growth already soft, the RBA will have room to follow with its own cuts.
Europe and China are facing the same challenges, which means 2025 could be a year of coordinated global easing.
For Australian property investors, this matters. The first sign of lower rates often sparks confidence. Investors re-enter the market, even before several cuts take place.
Add that to a supply shortage, strong population growth, and tight rental markets, and the outlook for property remains supported.
Listen in as Peter breaks down how global trends shape local opportunities.
The Home Guarantee Scheme is changing the property game.
In this episode, sponsored by Flexdoc, we break down what the early start means for the market and why it matters.
The scheme will open the door for around 70,000 buyers who would otherwise be locked out. That is a wave of fresh demand hitting Sydney, Melbourne and Brisbane at the same time the Reserve Bank is cutting rates.
We go past the headlines and focus on the mechanics. Smaller deposits mean lower barriers. Buyers who once needed years to save can now act sooner. The timing is not an accident. The government has pulled forward support just as affordability pressures mount.
For many, the scheme cuts years off the journey to a first home. For the market, it brings momentum where it is most needed, in the middle and lower tiers.
We also look at how this interacts with borrowing power. Every cut from the RBA lifts capacity by seven to ten percent. Add the deposit change and the effect compounds. A household that thought it could only borrow $700,000 can suddenly stretch closer to $800,000. That shift matters when competition heats up at auctions.
Our analysis shows the policy could add a few percentage points to prices in targeted suburbs over the next year. The effect will not be even. Sydney’s west, Melbourne’s growth corridors and Brisbane’s outer ring will feel the sharpest rise.
We weigh the winners and losers, and ask whether the benefits for new buyers outweigh the cost of pushing prices higher again.
In this episode, we discuss how AI can be used to help you with your investments. We look at ways you can use AI to help you manage your stocks or real estate portfolio and take your business to the next level.
This episode is sponsored by Flexdoc.
Notes: https://www.peteresho.com/p/us-housing-latest-and-impact-for
In this episode, we look at what Warren Buffett's Berkshire Hathaway is buying and how that is likely to impact the property market in 2026.
This episode is sponsored by Flexdoc.
In this episode, Peter Esho discusses his methodology for buying real estate and the areas he believes will grow in popularity over the next 5 years.
This episode is sponsored by Flexdoc.
In this episode, Peter Esho discusses the latest inflation data, which came out softer than expected for June and gives the RBA the room it needs to continue cutting rates.
He also points out risks in the US economy, which could trend lower, based on recent movements in oil prices.
This episode is sponsored by Flexdoc.
In this week's episode, I discuss the new Australian parliament and what we can expect for business and investment.
AI and energy are the biggest things on the agenda, both of which the Liberal party don't seem capable to grasp.
This episode is sponsored by Flexdoc.
In this episode, I bring you my key investment lessons learnt so far in 2025.
The conversation includes excerpts from my chat earlier this year with the team at Coposit, on their podcast channel.
This episode is sponsored by Flexdoc.
Show notes: https://www.peteresho.com/p/biggest-investment-lessons-of-2025
In this episode, I discuss why interest rates are likely to continue falling in Australia despite the RBA holding in July.
Productivity is dead flat. Real wages aren’t improving. Capex is sluggish. The rate cuts aren’t a matter of if but when.
This episode is sponsored by Flexdoc.
In this episode, we discuss the quality of life arbitrage and how you can use this as part of your real estate investment strategy.
We analyse why certain areas and locations grow in popularity and others languish.
Episode sponsored by Flexdoc.
Show Notes: https://www.peteresho.com/p/quality-of-life-arbitrage-for-property
In this episode, I break down the proposed unrealised capital gains tax reforms before the Australian parliament and explain that while there is some fear, the intentions behind the changes are about creating fairness.
This episode is sponsored by Flexdoc.
Show Notes: https://www.peteresho.com/p/taxing-unrealised-capital-gains-is
In this episode, I join Wealthi CEO Tiffy Rubinat to discuss the outlook for the Australian property market for the remainder of 2025 and going into 2026. I talk about my outlook and future interest rate movements in our forecast.
Learn more at flexdoc.com.au
Show Notes: https://www.peteresho.com/p/property-investing-and-interest-rate-outlook-2026
In this episode, I catch up with Aras Labutis from Coronation Property to discuss how they build and development new precincts across Sydney.
I speak to Michael McCarthy, CEO of Moomoo Australia about the Trump tariffs and the impact it will have on Australia's economy. We explore a range of interest topics including stocks and real estate markets.
In this episode, I chat with Steve Maroun from Lanevick about his growth as a property developer from highrise into niche, luxury townhouses in the Eastern Suburbs of Sydney.
In this episode, I catch up with Greg Edelmuth from Blackfox Property to discuss the way they buy commercial real estate and which areas they find attractive within the Australian market.
In this episode, I catch up with Jared Zak from Dott and Crossit, one of Australia's largest conveyancing firms. We discuss the best ways to negotiate property deals and common mistakes worth considering.
I recently sat down with my friend Ashur Bet Oshana from the Assyrian Times Cast to talk about the importance of working together, lifting each other up and preparing our children to live as 21st century Assyrians.
This episode is recorded in Assyrian language, we discuss a range of topics currently impacting the Assyrian community around the world and how we can all work together on building better solutions for each other through business.
I want to thank Ashur and the team at Assyrian Times Cast for this chat and I encourage you to visit his podcast and follow.
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In this month's episode, we go back to a conversation I had with Assyrian entrepreneur and HIVERY Co-Founder Franki Chamaki - a good friend of mine who has achieved amazing success.
HIVERY is a pioneer of next-generation hyper-local retail assortment strategy simulation and optimization analytics.
Since our conversation, Franki and his team have gone on to achieve amazing success. I hope you enjoy this episode as much as I did.
Peter Esho is joined by Dr. George Marano from RBV Consulting to explore the indelible mark Les Schwab left on the business world through his revolutionary practices.
They dissect how Schwab's commitment to sharing profits, empowering employees, and prioritizing customer satisfaction propelled his modest tire shop into an industry titan.
Drawing from Schwab's autobiography and firsthand accounts from those who knew him, this conversation sheds light on the principles of integrity, hard work, and people-first leadership that defined Schwab's success, offering timeless insights for today's leaders and entrepreneurs.
We take a deep dive into "Against the Odds" by James Dyson, exploring the legendary inventor's journey and the principles that underpin his success. Peter Esho is joined by Dr. George Marano of RGB Consulting, we unpack the relentless pursuit of innovation, the critical role of failure in the creative process, and the seamless integration of design and engineering that defines Dyson's approach to problem-solving.We delve into Dyson's philosophy of maintaining independence to foster a culture of innovation, his commitment to sustainability, and how these principles can be applied to modern business practices. Our discussion is enriched with direct insights from the book, providing a comprehensive understanding of Dyson's methodologies and thought processes.Subscribe to Peter's Newsletter https://peteresho.comPeter on Tiktok https://tiktok.com/@mrpeteresho Peter on LinkedIn https://linkedin.com/in/peteresho/#businessleadership #leadership #innovation #podcast
Peter Esho and co-host Dr. George Marano, founder of RGB Consulting, delve into the world of Jeff Bezos through the lens of his book, "Invent and Wander: The Collected Writings of Jeff Bezos." In this episode, we explore the key business principles that have shaped Bezos's success and how these can be applied in the dynamic Australian business environment, particularly for leaders of medium-sized enterprises.We break down five fundamental concepts from Bezos's writings: Customer Obsession, Long-Term Thinking, Willingness to Invent and Pioneer, Operational Excellence, and the Power of Regret Minimization. These principles are not just theoretical; we discuss practical applications and share relevant case studies, making them accessible and actionable for today's business leaders. Whether you're looking to scale up your business or expand your personal network, this episode is packed with valuable insights.Don’t miss this opportunity to gain a deeper understanding of how these strategies can be tailored to the Australian market. Our interactive discussion, along with Dr. Marano's expert insights, offers a unique perspective that is both inspiring and practical. Tune in to enhance your leadership skills and take your business acumen to the next level!#businessleadership #jeffbezos #goodreads Subscriber to Peter's Newsletter https://peteresho.comPeter on Tiktok https://tiktok.com/@mrpeteresho Peter on LinkedIn https://linkedin.com/in/peteresho/
Connect with Dr GeorgeLinkedIn https://www.linkedin.com/in/sgeorgemarano/Website https://www.rbvcg.com/
Peter Esho is joined by the esteemed Dr. George Marano, an expert in international business dynamics.
This episode offers a deep dive into the complex and vibrant world of international business, with a special focus on Latin America.
Dr. Marano brings to the table his extensive knowledge and experience, particularly highlighting the distinct business ecosystems and economic progress in Chile and Argentina.
Listeners will gain a nuanced understanding of the differences and opportunities that these two countries present for business expansion and investment.
Furthermore, Dr. Marano shares invaluable insights on leveraging government resources to support and enhance business growth internationally.
This discussion is a goldmine for entrepreneurs and business leaders looking to broaden their horizons and navigate the challenges of expanding their ventures globally.
Whether you're planning to venture into Latin America or looking to understand the intricacies of international business, this episode with Dr. Marano offers practical advice, strategic insights, and firsthand experiences that are not to be missed.
Get Peter's weekly investment notes at https://peteresho.com
Join us in this captivating episode of the CEO Coaching Series, as Peter Esho sits down with the remarkable Dr. Mariam Joseph, a Geriatrician and influential Assyrian community leader.
Dr. Joseph's journey is nothing short of extraordinary. Growing up in Iraq and studying medicine in Baghdad, her life took an unexpected turn with the onset of the first Gulf War.
This episode delves into her inspiring story of resilience, from being a displaced refugee to becoming a thriving entrepreneur, mother, and President of the Assyrian Medical Association of Australia.
Dr. Joseph shares her unique perspective on overcoming adversity, maintaining a positive mindset, and transforming life's biggest challenges into learning opportunities.
Peter and Dr. Joseph engage in a profound discussion about the essential elements of a balanced life and the importance of surrounding oneself with a supportive network, especially for leaders and CEOs.
This episode is a must-listen for anyone seeking motivation and insights on leadership, perseverance, and the power of a positive mindset. Tune in to hear how Dr. Joseph navigated through her trials and triumphs, and emerged as a beacon of hope and inspiration in her community.
In the latest CEO Coaching Series, Peter Esho speaks with Snezana Djuric about resilience, starting small, thinking big and developing atomic habits for long term corporate success. Djuric shares her profound insights on the significance of accountability and self-reflection, emphasizing the importance of resisting the urge to find external blame when confronted with adversity. Instead, she champions the idea of looking inwards, asking oneself what can be learned from every situation. Drawing from Stephen Covey's "Seven Habits of Highly Effective People", Djuric elaborates on concentrating efforts on areas within one's control, offering an enlightening perspective on how to navigate life's hurdles.Djuric, an experienced coach, also outlines her coaching methods, which revolve around posing powerful questions to instigate self-realization. These techniques help individuals identify the root of their issues, establish concrete goals, and craft actionable steps towards achieving them. To ensure consistent progress, she recommends starting small, believing that small, consistent efforts eventually lead to significant results. This ideology resonates with the book "Atomic Habits", which she recommends, highlighting its tenet of "don't break the chain", and the profound effect of compound gains over time.Closing the discussion, Djuric touches on the compelling concept of visualizing the person you aspire to become. This forward-looking perspective encourages individuals to evaluate current decisions based on future aspirations, providing a clear path for personal growth. As the chat winds down, Peter Esho appreciates the depth and breadth of the topics discussed, expressing hope that their audience finds value in their conversation about personal development, resilience, and the art of building lasting habits.
In this latest episode of my podcast, I had the privilege to sit down with Dr. George Marano, a luminary in the world of CEO coaching.
We delved deep into the intricacies of executive leadership, unraveling the profound impact of coaching on today's top-tier leaders. Dr. Marano shared invaluable insights from his extensive experience, highlighting real-life case studies and shedding light on both the triumphs and challenges CEOs face.
Together, we navigated the transformative journey of coaching, showcasing its pivotal role in shaping visionary leaders equipped to navigate the dynamic business terrains of the 21st century. Join us for this enlightening conversation, and discover the future of CEO leadership and coaching.
In this episode, I had the privilege of engaging in a thoughtful discussion with Barrie Heptonstall, a true veteran in the world of enterprise sales with a remarkable career at IBM spanning over three decades. What truly stands out is Barrie's remarkable journey from a corporate sales background to becoming an investor and advisor for early-stage businesses, a transition that adds a unique depth to his insights.
Throughout our conversation, Barrie shares the pivotal moments that led him to venture into the world of startup investments. His experiences and wisdom shed light on the qualities that make a startup investable, going beyond technical know-how to encompass the unwavering commitment, passion, and adaptability of the entrepreneurial team.
One of the key takeaways from this episode is the emphasis on the significance of backing the right team when investing in early-stage businesses. Barrie underscores the importance of passion, attention to detail, and a genuine commitment to success. We explore how these qualities can serve as crucial indicators of a startup's potential.
Additionally, we delve into the customer-centric approach that Barrie learned during his tenure at IBM. This approach focuses on understanding the customer's customer and helping businesses succeed by delivering value beyond cost reduction. Barrie illustrates this concept with a fascinating case study from his time at Visa, where technology solutions transformed the payment industry, challenging even traditional forms of payment like cash.
Join us in this enriching conversation as we uncover valuable insights into the world of startup investments, the traits of successful entrepreneurs, and the strategies that make businesses truly investable.
I recently sat down with executive coach Snezana Djuricto discuss the balance within our lives between business, parenting and with our spouse/partners.
Together, we explored the delicate art of maintaining balance as a leader, parent, and partner. Dive into our discussion to uncover coaching strategies, tools, and techniques that promote harmony across these essential roles.
If you're on a journey to achieve a more balanced life in leadership, family, and relationships, this episode offers insights and guidance to help you on your path. Join us for a conversation that's all about balance and growth
In this enlightening interview, host Peter Esho revisits a conversation with Dr. George Marano, building on the success of their previous podcast collaboration. The two delve deep into the intricacies of strategic management, emphasising its pivotal role in CEO coaching. Peter introduces the book "Beyond the Hockey Stick" and discusses its relevance to business growth expectations. They explore how the choice of industry can significantly influence a business's trajectory. As the dialogue unfolds, Dr. Marano underscores the importance of businesses being dynamic, emphasising the need to constantly adapt to changing market demands.
Full show notes here: https://insights.liv.so/p/the-art-of-change-and-the-adaptive
I recently caught up with with Snezana Djuric to discuss the nuances of CEO coaching. We delved deep into two primary challenges that I've observed many CEOs, including myself, grapple with: managing stress and the intricacies of delegation.
Together we explore the significance of clarity, suggesting that understanding the root cause of stress is the first step towards managing it. By simply documenting our concerns, we can gain a clearer perspective, helping transition from a state of overwhelm to one of control.
Delegation was another focal point of our conversation. I've often felt the urge to complete tasks myself, thinking it's quicker and more efficient.
However, Snezana highlighted the long-term benefits of entrusting tasks to team members, allowing them to grow and bring fresh perspectives to the table.
Reflecting on our discussion, I'm reminded of the continuous need for clarity in leadership. It's not just about setting goals but consistently revisiting and realigning them with our original vision. This conversation reinforced my belief in the journey of leadership, emphasizing the importance of each step along the way.
Full notes here: https://insights.liv.so/p/how-ceos-can-reduce-stress-and-delegating
I joined Bloomberg Radio last week to delve into the intricacies of the global economy and market movements. The conversation was enlightening, and I'd like to share some key takeaways.
U.S. interest rates have surged to levels we haven't seen in nearly 16 years. It's not just a fleeting statistic; it's a barometer of the global economic sentiment. Often, history unfolds right before our eyes in subtle increments, and we might be in the midst of such a transformative phase.
Full show notes here: https://www.peteresho.com/p/what-i-recently-told-bloomberg-radio
Recently, I had the distinct pleasure of engaging in a profound conversation with Anter Isaac as part of my CEO Coaching Series., For those who might not be familiar, Anter is a luminary in the world of corporate governance. Yet, his influence isn't limited to the boardrooms; it stretches into the dynamic world of sporting organizations, most notably the Football Federation of Australia.Our discussion was an enlightening journey into the depths of leadership. We navigated the intricate nuances between guiding a corporate entity and steering a sporting team. It was fascinating to hear Anter's insights on how motivations and strategies can both converge and diverge in these two realms.
Dive into a candid discussion I had with BFM radio this morning, where I share my insights on the evolving commodity sector, especially as we transition away from oil. We'll touch on the promising horizons of the US economy, jobs, and equities.
Yet, there's another side of the coin - my reservations about China's economic trajectory, liquidity issues, and the implications of their fiscal policies. Join me for an enlightening conversation on the global economic landscape.
Follow more at https://peteresho.com for my weekly updates
Quick update from Peter Esho about today's RBA decision to leave rates on hold.
Key topics explored in this video include:
- Peter's perspective on the RBA's decision to maintain interest rates, highlighting a shift towards a balanced bias and its divergence from the strategies of other global central banks.
- Esho's evaluation of recent inflation trends, specifically focusing on the trimmed mean measure, and how the RBA is reacting to these shifts.
- An analysis of recent retail sales data and its implications for Australia's economic outlook and potential impact on RBA's future decisions.
- Peter's expert commentary on the current state of the Australian housing market amidst the ongoing pandemic, touching on property prices, supply and demand dynamics, and likely future trajectories.
- Possible outcomes for the Australian dollar in the global economic context and why, in Esho's view, Australia maintains its appeal.
Join us in this insightful episode as we sit down with Dr. George Marano, an expert in the field of strategic management and planning. Hosted by Peter Esho, this podcast aims to address one of the biggest pain points for entrepreneurs and leaders: effective delegation and the challenge of working on the business rather than in it.
We understand that strategic management can be the key to shattering the glass ceiling that impedes the growth of so many businesses, and that's exactly what we're discussing in this episode.
Dive into the conversation as we tackle six critical questions. From understanding what strategic management truly means for entrepreneurs to how it applies in their everyday life, we cover it all.
We delve into the nuances between strategy in academia and the real world, and explore the scalability of strategic management inside organizations.
Additionally, we investigate whether performance can be quantified pre- and post- the implementation of strategic management. Dr. Marano also shares his top book recommendation for leaders keen to get started on their strategic wisdom journey and imparts some final advice from his rich trove of experience.
Whether you're an entrepreneur, a leader looking to break through barriers, or simply interested in strategic management, this episode is a treasure trove of insights. With this conversation, we aim to provide you with the tools and knowledge to navigate your journey better.
Tune in, take notes and be ready to see your business and leadership skills in a new light. Be sure to subscribe and share this episode across your network on Youtube, Spotify, Apple Podcasts, LinkedIn, Substack, and Tiktok.
I caught up this morning over breakdast with Malaysian business radio BFM to talk about the global economy and my view on where interest rates, stock markets and the general economy is heading into July 2023.
Rate rises are starting to have an impact and as I discuss, it's not a matter of if, but when the rises will start to have an impact on jobs. We saw US jobs call from 339k per month to 209k last month, with revisions down to the previous month too.
Are these early signs of a crack and that interest rate rises have perhaps gone too far? Check out the podcast to see my answers and outlook for the rest of the year.
Learn more at https://peteresho.com
I recently caught up with Byron McCaughey, who hosts the Psychlings Podcast. Byron and I go back to 2019 where we met at an accelerator program in London. Both of us were Aussies, living on the other side of the world, trying to make our mark on the business world.
Byron and his co-founder's startup hit a rough patch and they both decided to pull up stumps and focus on other things in life, something which I found to be very noble and gracious at the time.
Byron has since forged a career in psychology, adding to his distinguished academic career. In this episode, I speak to him about the lessons from business he used to build his new career where his long term passion was.
We speak about business failure, how to pivot, the importance of mental fitness and leadership development as a lifelong process.
More show notes at https://peteresho.com
I recently shared my market insights on stocks, real estate, and crypto during an interview with Malaysian business radio station BFM. US stocks have surged into bull market territory, yet the fog of uncertainty still hangs heavy, surrounding the Federal Reserve's rate hikes and the elusive path of inflation. We eagerly await distinct signals of a peak and a downward trend in inflation before drawing any firm conclusions.
Although jobless claims have recently risen and the labour market shows signs of cooling, I remain unconvinced that these indicators alone signify a turnaround in inflation. We need to witness a sustained decrease in inflation over a period of three to six months before central banks might consider altering their stance.
Full show notes here: https://www.peteresho.com/p/podcast-stocks-real-estate-and-crypto
I sat down with my business partner, friend and Managing Director of Wealthi Dom Nesci last week to discuss the current global investment outlook and how we see the residential property market outlook in 2024. We discussed a range of topics including the current interest rate cycle, property insights from our network of contacts, US debt and the trends that could translate next year.
You can follow Dom at https://domnesci.com and across social media platforms. If you haven't purchased his book, I recommend you give it a read. It's a great guide for those looking to build a real estate investment portfolio. You can purchase directly from his website.
More in depth notes around the topics I'm looking at and outlook at https://peteresho.com
I recently caught up with my coach Snezana Djuric to discuss mental fitness and leadership development. This is a new conversation topic around leadership, business and the importance of getting in the right frame of mind in order to execute successful in your business, career and investing goals.
While a little different to my usual content around markets and investing, I wanted to bring this important topic into the fold as I’ve personally and professional gained a lot from coaching over the last year. We’ve implemented executive coaching successfully at Wealthi and in this episode, Snezana and I explore how coaching is evolving to become more mainstream.
According to Betterup research, around 55% of the US surveyed workforce is in a state of languishing. They’re not ill. They’re not well. But they’re also not flourishing. And in this state of languishing, they are both less able to perform and build relationships in their professional and personal lives and more vulnerable to sliding into serious mental health conditions.
I’ll continue to write about markets and investing, but will intermittently include more topics around mental fitness and leadership over the coming months. I hope you enjoy it and find it useful.
There’s a lot of good news for investors, if you manage to look clearly. We’ve come out of the pandemic in a heightened state of fear. Many of us are constantly looking over our shoulder for the next bad news story to emerge. This is understandable and totally normal, the pandemic was a life changing period for many of us.
It is during our darkest moments that we must focus to see the light. -Aristotle
I’ve written about when and how to panic as an investor previously (If you must panic, panic early) There’s an art to it. Most are only now starting to worry about inflation, when the time to panic was when rates were at zero and inflation was non-existent.
While it’s good to be paranoid as an investor, and always look out for fear, the problem with this approach is you can miss the good news right in front of you. There’s a lot of good news going into 2023 — the jobs market across developed economies is extremely strong, central banks are on the ball when it comes to inflation and China is starting to open up from its lockdown phase.
Read more at https://peteresho.com
A normalisation of Chinese relations, coupled with a weaker US dollar and higher commodity prices, is one of the most compelling investment themes to drive Australia (and to a lesser extent New Zealand) economies over the next decade. That could be the cushion to provide a soft landing from rising rates. Australia might not be winning at the football world cup, but it is competing and we always punch above our weight. Never ride us off.
Read more at https://peteresho.com
One of the most important things to do as a macro investor, looking top down to determine investment themes, is to listen to the data very closely. Data changes from week to week, month to month. Markets are constantly pricing expectations, often wrong and having to recorrect. More notes at https://peteresho.com
The crypto collapse we’ve seen this year has the potential to cause a contagion event. It’s a really poor asset class to have exposure in and just as we didn’t think 2008 could get as bad as 2001, the lesson is that it could actually get worse. Read my full notes at https://peteresho.com
The rising US dollar is causing big problems, but like all things, there are big opportunities on the horizon. We look through the valley and highlight some macro investment themes for 2023. Show notes at https://peteresho.com
I caught up with the team at BFM Business Radio today in Malaysia to chat about the inevitable Fed pivot. We discussed the macro investment outlook and how Facebook, Apple and Amazon's earnings slump could give us a preview into where interest rates go in 2023. More notes at https://peteresho.com
I spoke with Dom today on his Tiktok live Q&A segment today and we discussed a range of topics including the outlook for Australian real estate prices for 2023. It was a short and sharp discussion, one where we spoke about the replacement cost of real estate becoming an important floor for any short term price movements. Everything is becoming more expensive, including building, so the value of our homes and apartments will have some natural protection. More analysis at notes at https://peteresho.com
I caught up with the team at BFM Business Radio today in Malaysia to chat about the investment outlook and how to position in the current market environment. One of the most important things is to focus on income and income growth. More notes at https://peteresho.com
I caught up with BBC TV Asia Business Report today to speak to their global audience about recent moves in interest rates and what we can expect over the next few months.
In the conversation, I touched on last week’s comments in the United States and the fact that rates are likely to continue rising in the short term before they slow down and potentially come back next year. More notes at https://peteresho.com
I caught up with the Bloomberg Radio team today to talk about the outlook for investments for the rest of 2022. In the interview, we touched on a few important topics such as rising interest rates and how a Chinese come back will play into easing some of the supply concerns that have seen costs rise around the world. More notes at https://peteresho.com
I caught up with Ausbiz TV today to talk about the future for interest rates here in Australia (audio above). As discussed, all eyes will be on Australia's quarterly inflation this week. But as discussed, the past is perhaps not as important as what lies ahead. Focus on the opportunity, not yesterday's old news. More notes on https://peteresho.com
I sat down with Dom Nesci today to just after the RBA’s interset rate decision in a Tiktok live session. We recorded and uploaded the audio version here for you to tune into. Full show notes at https://peteresho.com - subscribe to get updates each time a podcast episode is released.
I caught up with the team at BFM radio in Malaysia again today to talk about between rising prices, interest rates and how this will impact Australian real estate prices in the next few months. More notes at peteresho.com
I recently caught up with the team at BFM radio in Malaysia to talk about Australia's relationship with its Asian neighbours and what the future looks like under a new Labor government. We spoke about the impact of rising interest rates and how investors can position themselves to benefit from recent changes in a totally new world environment. More notes at peteresho.com
I recently caught up with the team at Bloomberg radio to talk about a range of business topics including the impact of rising costs on many well known businesses, such as Target. This is a bit more of an in-depth conversation than previously podcasts...but it gives you a good idea of the big picture themes that some of the world's biggest investors in the audience are thinking about. For more notes, check out peteresho.com
I recently caught up with the team at Ausbiz TV to talk about the Australian property market and crypto outlook given recent movements. Ultimately I think each of these are in a different league, real estate will most likely weather the storm much better and its wise to enter the next few years with a much more level head and caution. This episode and further notes are all at https://peteresho.com
We're back and what a year its shaping up to be. I sat down with Dom this week to talk about property and investing generally in 2022. Tune in to see where we see the market heading and how I'm thinking about positioning my portfolio this year. This episode aired originally on the Property Investing with Wealthi podcast, remember to subscribe to that to get weekly episodes.
You can also subscribe to my regular updates at https://peteresho.com
I recently spoke to Ausbiz TV about the uncertainty in global markets stemming from the Omicron variant. The next few days will be vital. Travel bans are already being announced around the world, particularly in countries struggling to contain Delta outbreaks. But there are always opportunities which I discuss in this episode.
More notes and insights at https://peteresho.com
One of the things I'm watching closely is interest rates. Once they start moving, there will be a sense of caution in the property market...that's a good thing. Any short term slowdown will be good news for long term investors. In this episode, I sit down with fellow Wealthi Co-Founder Dom Nesci to talk about the market and how I see things panning out of the next few months.
I'm also publishing my annual outlook each week which you can find at https://peteresho.com
I recently joined Chris Hynes on his Wealthi Expat podcast to talk about China's second largest real estate developer, Evergrande, facing issues and navigating its debt woes. There's a big lesson here for any investor and that is, we can all learn about the risk of too much debt when markets turn around. A great episode where we take what could be a pretty boring and dry topic, turning into insight for ordinary investors.
I've also written a full blog post on this topic, check it out at https://peteresho.com
The transition to working from home and having an on-demand office has several implications which interest me. It’s not just the economic impact of paying less/saving future rental increases but also the social and environmental impact of a global professional workforce that no longer wants to go back to the 9-5, Monday to Friday slog.
In this episode, we discuss the implications of remote work and how this will impact residential, commercial and industrial real estate. Our homes are no longer places we eat, sleep and entertain but also spaces where we now must do our most productive and creative work.
Read my full note on this topic at https://peteresho.com
In this episode, Dom and I look at the investment implications for the next 10 years and how you can utilise ultra low interst rates to build long term wealth. I also run through some of the biggest risks you should be aware of and how to thrive from risk and uncertainty.
Subscribe to https://peteresho.com to get my weekly notes and updates.
There's a time for everything under the sun. Sometimes, we need to deal with challenges and adversities, yet we can turn these into opportunities.
In this episode, I chat about the long term implications of the Delta veriant, which isn't good...but how this might present a near term opportunity to pick up high quality assets. Interest rates are likely to remain low for a very low period of time. I'm joined by my Wealthi colleagues Dom Nesci and Louis Heaton.
Subscribe to https://peteresho.com to get my weekly notes and updates.
I recently sat down with the Wealthi investment team and had a round table discussion about the different types of real estate investments. I spoke about my preference for apartments, purely because it meets my investment goals and aspirations. We spoke about which types of apartments have the greatest capital gains. Jam packed with a lot of great info.
Subscribe to https://peteresho.com to get my weekly notes and updates.
In this month's episode, I sat down with Chris Hynes who manages our London office to talk about the reasons why many Australian expats living and working overseas are coming back and bringing their profits back home. This has caused a big rise in Australian real estate prices and regions like Brisbane are benefiting from the trend.
Is this sustainable or will more Aussies leave for overseas once the borders open up again? Tune in to find out.
Subscribe to https://peteresho.com to get my weekly notes and updates.
In this month's episode, Dom and I sat down to talk about recent price rises in real estate, crypto, stocks and almost all other assets. We discuss how much further these prices can rise, what you should be doing to benefit and our prediction for the next couple of years. A great episode where you get a huge amount of value.
Subscribe to https://peteresho.com to get my weekly notes and updates.
In this episode I sit down with Reman Fayad from Ellerson Property, one of Sydney's most active property investment families. We spoke about their humble beginnings from the late 1960s to what is today a very significant property business. We touched on the key qualities of success and how long term returns require patience and incremental progress.
Find out more by visiting peteresho.com and subscribe to my weekly updates. If you want to connect with my investment team, please visit wealthi.com.au
In this month's chat, I sit down with Dom to talk about asset prices for the remainder of 2021. We look back at our 2020 forecasts and see how they have materialised. Not only did we get things right, we smashed them out of the park. On that basis, we make our outlook known for the next few months and how to best position for the future.
Find out more by visiting peteresho.com and subscribe to my weekly updates. If you want to connect with my investment team, please visit wealthi.com.au
I sat down with my business partner Domenic to talk about recent movements in real estate, stock markets and cryptocurrency (particularly Bitcoin and Dogecoin) and how to best position yourself to benefit from the opportunities that are coming in 2021.
Find out more by visiting peteresho.com, subscribe to weekly updates at peteresho.substack.com. If you want to connect with my investment team, please visit wealthi.com.au
In this week's episode, I bring you a recent chat I had with a major business TV channel about my belief that Rarity is the single most important thing to be focusing on while investing in 2021. We chat through the most recent Bitcoin price moves and I link it back to real estate investing. The rarest things will perform the best.
Find out more by visiting peteresho.com, subscribe to weekly updates at peteresho.substack.com. If you want to connect with my investment team, please visit wealthi.com.au
Welcome back to the first episode of 2021. During my break, I spent time understanding and reassessing what I knew about cryptocurrencies and Bitcoin in particular. I share with you what I learned and some of the most insightful people I have been listening to.
Cryotcurrencies are here to stay and Bitcoin, despite what the price does in the short term, has now passed the level of dismissal and is on an upward course to mass scale adoption.
Please remember that this information is for educational purposes only and no advice is intended. Make sure you listen to the whole thing and think carefully before any actions you may take. Also deal with reputable companies, who are registered and reputable.
Show Notes: https://peteresho.substack.com/p/why-i-changed-my-mind-about-bitcoin
Find out more by visiting https://peteresho.com. If you want to connect with my investment team, please visit https://wealthi.com.au
In my last episode for this year, I sit down with my business partner Domenic to discuss the growing tensions between Australia and China and how it will impact our property market.
They explain the challenges that will arise in the coming year with reference to the rising restrictions with international trading deals from China, the impact of COVID / travel bans but also talk about the opportunities that will be available despite the challenges.
Find out more by visiting https://peteresho.com or read my latest insights on https://peteresho.medium.com. If you want to connect with my investment team, please visit https://wealthi.com.au
In this episode, Dom and I discuss our top 5 investment ideas for 2021 and the mindset we think every successful investor needs to have in order to anticipate and maximise opportunities.
Find out more by visiting https://peteresho.com or read my latest insights on https://peteresho.medium.com. If you want to connect with my investment team, please visit https://wealthi.com.au
In this week's episode, I sit down with my business partner and Wealthi Co-Founder Domenic Nesci to discuss ways we believe ordinary investors can benefit from government spending and stimulus. There is a great window of opportunity opening up and we share our strategies and insights to give you maximum opportunity and benefit.
Find out more by visiting https://peteresho.com or read my latest insights on https://peteresho.medium.com. If you want to connect with my investment team, please visit https://wealthi.com.au
This week I touch on gold -- the previous metal that has been with us since the formation of the earth. Gold prices are skyrocketing this year and in the past few months, I've started buying more and adding to my portfolio. I share with you the insights and thoughts from one of the world's most published money experts on why he believes real estate and gold make a great combination.
Find out more by visiting https://peteresho.com or read my latest insights on https://peteresho.medium.com. If you want to connect with my investment team, please visit https://wealthi.com.au
In this week's episode I share some excellent insights into why I believe cash is trash and how to think about your savings. I share a quick chat with one of the world's most successful investors and his 3 key takeouts for many millennials looking to grow their wealth in the current ultra low interest rate environment.
Find out more by visiting https://peteresho.com or read my latest insights on https://peteresho.medium.com. If you want to connect with my investment team, please visit https://wealthi.com.au
This year has been a year full of blessings. Sure, it hasn't been easy. Yet the fire we've gone through has forged many of us into steel. In this episode, I walk through some of the blessings me and my friends have experienced this year and how we have chosen to live in the moment, rather than look for easier days ahead. I bring you a great talk by Zig Ziglar, one which inspired me many years ago to make the most out of any situation.
Find out more by visiting https://peteresho.com or read my latest insights on https://peteresho.medium.com. If you want to connect with my investment team, please visit https://wealthi.com.au
I recently sat down with Wealthi's Investment Director Steph Davies to talk about my where I see investment opportunities over the next 10 years. This is a great episode with the kind of content that you read in the paper or watch on TV. We shared some great ideas and concepts on how to generate passive income in the years to come.
Reach out to me at https://peteresho.com or read the latest insights at https://peteresho.substack.com
I recently sat down with my childhood friend Ninus Kanna, host of The Assyrian Podcast, to talk about my personal experience growing up in the Assyrian Community in Sydney. We explored a range of topics and I shed some light on my belief that no matter who you are, where you come from or what you do, there is always hope when you are surrounded by a strong community.
If you haven't already, I encourage you to subscribe to the Assyrian Podcast and listen to other similar stories of hope and survival. This is a bonus episode as we prepare for the next season. Stay tuned, I'm working on something special for Season 3 which will be back with a bang in a few weeks. Reach out to me at https://peteresho.com
My team and I recently sat down to share what we have all learnt in 2020. It's been an interesting year, one which many of us have faced challenges but equally grown and matured with a brand new perspective on life.
This is a bonus episode as we prepare for the next season. Stay tuned, I'm working on something special for Season 3 which will be back with a bang in a few weeks. Reach out to me at https://peteresho.com
I recently caught up with my good friend and respected finance journalist Peter Switzer on his weekly program to talk about real estate prices and mindset overall. The interview generated many comments on Youtube, most of them from haters. So this podcast episode is dedicated to them. Thank you for the motivation.
This is the last episode of Season 2, stay tuned, I'm working on something special for Season 3 which will be back with a bang in a few weeks. Reach out to me at https://peteresho.com
This week, Peter and the Wealthi team were joined by University of Sydney's Post-Doctoral Researcher, Cameron Murray. The panel put to bed old myths about real estate prices collapsing - something that is constantly pushed by the mainstream media.
This is a great episode which explores the facts and outlook for 2021. As Peter usually says, "ignore the noise and don't listen to idiots".
To learn more about our investment platform Wealthi, visit https://wealthi.com.au or connect with me personally via https://peteresho.com
In this episode, Peter and his team talk through recent grants announced by the Australian government to encourage real estate investment. The team discuss which areas they expect to out perform over the next few years and how to put together a rock solid plan for success.
To learn more about our investment platform Wealthi, visit https://wealthi.com.au or connect with me personally via https://peteresho.com
In this episode, Dom, Tiffy and I were joined by Barry Heptonstall, a successful London based investor which experience in real estate and more than 50 software businesses. We shared our own experiences and investment lessons, including one key piece of advice given to me by my late grandmother. With old age comes wisdom, something that I will never forget.
To learn more about our investment platform Wealthi, visit https://wealthi.com.au or connect with me personally via https://peteresho.com
In this week's episode, I reflect on a talk I gave in 2016 where I touch on four important principals that I live by. Most of these are still true and have proven to be excellent guiding rules by which I run my life. I want to share them with you, in what I call, the blueprint for perpetual success.
To learn more about our investment platform Wealthi, visit https://wealthi.com.au or connect with me personally via https://peteresho.com
In this week's episode, I sat down with my business partner Dom and Wealthi's Head of Client Success Tiffy to answer recent questions our listeners have sent through. Draw on our combined experience and invest like a boss during these amazing times we have before us.
This episode originally aired on the Wealthi Wednesday Podcast, which I encourage you to subscribe to. To learn more about Wealthi, visit https://wealthi.com.au or connect with me personally via https://peteresho.com
In this week's episode, I sat down with Wealthi's Co-Founder Dom and Head of Client Success Tiffy to chat about the latest real estate price data that has just come through. In the chat, I explained why house prices are NOT falling, but instead likely to moderate before rising again towards the end of the year. We break down the myths and explain the top 3 reasons driving house prices at the moment.
This episode originally aired on the Wealthi Wednesday Podcast, which I encourage you to subscribe to. To learn more about Wealthi, visit https://wealthi.com.au or connect with me personally via https://peteresho.com
In this week's episode, I sat down to talk with Carly Stebbing from Resolution123 about the best way employees can work to protect themselves during the Coronavirus pandemic. I wanted Carly to share with you her experience in helping negotiate the rights, responsibilities and strategies both sides can use to ensure we come out of this downturn stronger and smarter together. Carly is a seasoned legal professional, having worked on both sides of the negotiating table at some of the largest firms in town before starting her own business.
You can learn more by visiting her site at https://resolution123.com.au. To work with my investment team visit https://wealthi.com.au or contact me directly at https://peteresho.com
In this week's episode, our team discuss the importance of putting together a power team that will be part of your property investment "system". It takes effort and time to be able to find the right people but it definitely pays off in the long run. This is the best time to make appointments, ask for recommendations and suggestions.
Learn more at https://peteresho.com or chat with our team about your investments by visiting https://wealthi.com.au
In this week's episode, my team and I look at the common mistakes investors make when investing. Most of these happen when investors sell too early or purchase investments that they don't understand. We run through their own personal experiences and provide some handy insights to help you through the Coronavirus crisis.
Send me your questions at https://peteresho.com or connect with my investment team at https://wealthi.com.au
In this week's episode, I answer one of the most common questions I'm asked "what do you think will happen to real estate prices". The answer will surprise you. Tune in to listen to what I think will happen and who I look at when thinking about long term investment decisions. This episode comes to you at a special time - Easter - so I want to wish you all a blessed period with your families and a reminder that light will prevail over darkness.
Credits: In this episode, we played some audio from CNBC.
To get in touch, please visit https://peteresho.com or to learn more about investing speak to our team at https://wealthi.com.au
In this week's episode, my team and I sat down to discuss the implications of recent government actions to save the economy and how working from home will change the way we think of office space and our houses. If our travel to offices and schools is cut back and we can do more at home, this will impact the way we design our houses and reduce our commute times. We might be living in different locations, buildings and structures. Enjoy the conversation.
Learn more by visiting https://peteresho.com
In this week's episode, I talk about the duration of the Coronavirus pandemic and how I'm focusing on what comes next once the world deals with the pandemic. I talk about the importance of maintaining a balanced mindset and using spare time to focus on areas of opportunity, as opposed to the constant negative mainstream news cycle. I give my opinion on when I think things will end and how the recovery will look.
Show notes:
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LA Times article quoting Nobel Laurette
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Link to Goldman Sachs chart showing expected duration
Learn more by visiting https://peteresho.com
In this week's episode, I sit down with Domenic Nesci to discuss the economic and investment impact of the pandemic. We discuss the best way to reposition your thoughts, finances and relationships to make sure you come out of the crisis stronger than when going into it. Please keep those who are impacted from a health perspective in your prayers.
Learn more by visiting https://peteresho.com
I was recently invited by ABC News in Sydney to discuss the impact of the Corona Virus on investments and business. In the interview, I discuss my key areas of focus and where I think governments will step in to help cushion the impact of this pandemic. Please continue to pray for all those impacted by this virus and their families.
Would love your feedback and experiences, feel free to reach out at https://peteresho.com
I recently sat down with my business partner Domenic Nesci from Wealthi to discuss my approach to real estate investing and why I decided to leave the stock market. Would love your feedback and experiences, feel free to reach out at https://peteresho.com
To find out more about investing, chat to the team at https://wealthi.com.au
I recently caught up with my good friend Franki Chamaki from Hivery -- a Coca Cola backed machine learning venture. Franki has been one of my mentors since a young age and I caught up with him to ask about his business journey and recent success. A really interesting episode with some great practical insights and pieces of advice for you.
Would love your feedback and experiences, feel free to reach out at https://peteresho.com
To find out more about investing, chat to the team at https://wealthi.com.au
The first episode in more than three years. Find out what I've been working on and what I've been doing in the since the last time I was active here. I share with you my journey in building CRIBZ, what I was doing in London this year and what I have in store for you in the coming months. Would love your feedback and experiences, feel free to reach out at https://peteresho.com
To find out more about investing, chat to the team at https://wealthi.com.au
Peter Esho spoke with ABC News 24 Weekend Breakfast program today, his last interview for 2016. In the discussion, Peter was asked about:
- Recent economic number which shows slowing growth in Australia * Appropriate Government response to the numbers * Current banking environment and how that's impacting investors * How Australia is placed relative to the rest of the world Esho is a regular guest on the program and will be back to provide his 2017 outlook on Saturday 7 January 2017 at 7.30am.
In this quick episode, Peter Esho explains where the investing landscape is now and how its about to change in the next few months. Interest rates have been at historically low levels and he sees things changing in 2017 -- contrary to what other experts are saying. Over the past 10 years, Peter and the Esho team have advised hundreds of investors on more than $500m of assets. That is why Peter is invited regularly to speak with major media outlets like ABC News 24, Bloomberg and BBC TV worldwide.
Peter Esho speaks with ABC News 24 in Australia and also Bloomberg Television in New York. In this podcast, both interviews explore a whole range of topics including the US election, the financial implications and Peter's outlook on some major markets like gold and oil. Peter is regularly invited to speak with many media outlets and over the past 10 years has given more than 2150 media interviews. If you missed him on screen, this podcast will get you up to date.
Peter Esho speaks with Mathew Benjamin from Asiarecon.com about doing business in China and strategies to help improve success around the Asian region. Mathew is a well-known, trusted advisor in the Asian region, respected among many influential investors and business personalities.
In this episode, Peter speaks to a group of bankers and executives at one of Australia's largest financial institutions. Go behind the scenes as he explains the four steps that form part of a business success formula, used by some of the world's largest firms. You can immediately apply these to your business or job.
Peter Esho provides four strategies which you can use to immediately improve your career. He talks about his own personal circumstances and how he has used these four methods to pave the way in his own career.
Peter Esho explains the importance of adding value in any business or career relationship. He also explains the areas in which everybody can discover the value which they add and to have a win/win mindset early on in every encounter to ensure a lasting business relationship. The win/win strategy is discussed by Stephen Covey in his best selling book 'The 7 Habits of Highly Effective People'. *
Peter Esho speaks about his investment outlook for 2017. He talks about the experiences in 2009 and how the current market is behaving. Peter explains the early signs are important to watch. He also discusses the importance of expanding your sources of income in the upcoming year, to prepare for opportunities.
Peter Esho explains the difference between determination and motivation. He calls upon a famous quote from legendary NFL coach Vince Lombardi which says: "The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand"
This episode is inspired by a great quote from Dubai's rule, Sheikh Mohammed Bin Rashid Al Maktoum who says "...With each new day in Africa, a gazelle wakes up knowing he must outrun the fastest lion or perish. At the same time, a lion stirs and stretches, knowing he must outrun the fastest gazelle or starve. It's no different for the human race. Whether you consider yourself a gazelle or a lion, you have to run faster than others to survive..." Peter Esho uses the quote to explain the process of seeking continuous knowledge - a common habit in pursuing wealth and success in business.
Peter Esho speaks about the key habits identified by Jim Rohn in his legendary book "7 Strategies for Wealth & Happiness". In this podcast, Peter explains the 7 strategies and breaks down the first one. He talks about how he sets goals and provides a glimpse into a simple system that he finds useful.