Market Pulse Podcast: Recent Episodes
Market Pulse Podcast
Your insight and commentary on Australian and International markets, economic news and all things investing.
The Market Pulse Podcast contains information and commentary on investments, markets and business news. This podcast does not replace financial advice and has not been prepared with your individual needs or financial situation in mind. Please seek professional financial advice before making any decision
In Episode 69, Dion explains the reasons behind the collapse of Silicon Valley Bank (SVB), as well as some of the other fires in the banking sector.
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In Episode 68, Dion discusses some recent stories from the world of crypto, including market declines, layoffs and insider trading!
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In Episode 67, Dion examines the ongoing and ever-changing drama that is the acquisition of Twitter by SpaceX and Tesla CEO, Elon Musk. We discuss the timelines of events which led to the acceptance of Elon's offer by the Twitter board, and where exactly Twitter sits amongst its social media peers.
Have a question or topic suggestion for the show? Let us know at marketpulsepodcast@gmail.com
In Episode 66, Dion discusses the economic sanctions levied at Russia, the collapse (and rebound) of the Ruble and the impact this all has on oil markets.
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It's Episode 65! Dion recaps two of the major economic themes of 2021, The Great Resignation and Inflation.
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In Episode 64 Dion discusses the company on everyone's mind - Evergrande. Why is the Chinese property developer in trouble? How did it happen? and what has it meant for our market at home? We discuss all this plus the perks of dividend season!
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In Episode 63 Dion discusses the latest earnings result from Zoom, some interesting data on the continued issue with global supply chains and Aussie Broadband going from strength to strength.
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In Episode 62 Dion discusses the latest earnings results from AirBnB and DIsney, PLUS some indicators to understand when you're analysing Aussie bank stocks.
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In Episode 61, Dion discusses inflation data from the ABS, how the Delta variant has changed Australia's GDP outlook and some earnings season news from Apple, Tesla and Pfizer. He also discusses recent results from Temple & Webster and the big news that US-listed Square is acquiring Afterpay.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In Episode 60, Dion discusses further inflation scares in Australia and the US, employment vacancies and investing platform Superhero adding US trading. He also looks at the latest news from the BNPL sector and takeover offers for Sydney Airport.
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In Episode 59, Dion discusses recent ABS business sentiment data, a new player in the ASX trading space and the Woolworths demerger of Endeavour Group.
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In Episode 58, Dion discusses the recent May labour force data, Bubs expanding to the United States and a takeover offer for Altium.
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In Episode 57, Dion discusses the latest GDP figures, baby formula stocks and a change in Chinese domestic policy + the best and worst ETFs from the 2021 Stockspot ETF Research Report.
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In Episode 56, Dion reflects on market volatility over the past few weeks, the narrative of inflationary risks and wage growth data from the ABS. He also discusses Airtasker, Kogan and Qantas.
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It's Episode 55 and Dion discusses the continued rise of iron ore prices, inflation readings from the US and important bits from the Australian Federal Budget.
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In Episode 54, Dion discusses the latest inflation data released by the ABS this week, plus the continued rise in iron ore prices. He also highlights some of the key indicators from earnings season, specifically from Tesla, Apple and Alphabet (Google).
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In Episode 53, Dion discusses COVID19, Australian Labour data and the recent market updates from Redbubble and Kogan. He also answers a listener question on the recent news that Afterpay is considering a listing in the US.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Episode 52 is all about NFTs, or Non-fungible tokens.
In this episode, Dion discusses the idea behind "fungibility" and the key to understanding tokens and blockchain technology. He also highlights how NFTs compare to traditional alternative assets and collector culture, and answers the question of whether this technology is here to stay, or a bubble about to pop!
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In Episode 51, Dion looks at where the ASX, S&P500 and NASDAQ are sitting year to date, the change in CEO for AMP, APRA action against Macquarie Group and an acquisition from REA Group. He also discusses the current status of the Australian property market, and some key indicators that have helped drive recent growth in capital city prices.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
It's Episode 50 and Dion discusses the IPO of Airtasker, the takeover bid for Crown and the end of JobKeeper. He also examines the situation on the Suez Canal and highlights some potential side effects to the blocked trade route.
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In Episode 49, Dion gets deep on US macro data, including unemployment, savings and key parts within the recently approved American Rescue Plan. He also discusses the impact of the Aussie Government's tourism spending package on our ASX travel stocks, and explores the recent success of listed trading platform, Selfwealth.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In Episode 48, Dion discusses the tail end of interim reporting season for the ASX, the latest GDP figures released this week and the upcoming US stimulus package. He also discusses the role that rising bond yields have played in recent market volatility.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
It's Episode 47 and earnings season continues to be at the forefront - In this episode, Dion looks at results from Dominos, Wesfarmers, Redbubble and discusses the dividend bonanza from our biggest iron ore miners.
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In Episode 46, Dion dives head first into reporting season and discusses the results from Nick Scali, Temple & Webster, CBA, AMP and Baby Bunting.
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Episode 45 is all about Gamestop.
In this episode, Dion discusses the events that led to the meteoric rise in Gamestop shares over the past week, including how a reddit trading community dealt a significant blow to some of the biggest Hedge Funds in the world. If you're confused about what short selling is, or who Wallstreetbets are, this is a good place to start.
We Like The Stock
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In Episode 44, Dion discusses a bunch of company news for the week, including Netflix, Aussie Broadband, ZIP and the cracking retail results from JB Hi Fi and Super Retail Group.
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New Year, Same Podcast! The Market Pulse Podcast is back for 2021
In Episode 43, Dion touches on the events that drove the market between Christmas and early January. He also highlights some fun stories about investor behaviour and the surge in popularity of ETFs for Australians in 2020.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Dion discusses A2 Milk, Mesoblast and Tesla joining the S&P500, he also highlights some key labour data from Australia and the US. To conclude the podcast for 2020, Dion discusses some lessons and learning from the year that was - thankyou for tuning in to the Market Pulse Podcast for 2020, we will be back on January 17th 2021!
Outro song is performed by the United States Marine Band (Auld Lang Syne)
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In Episode 41, Dion discusses the wave of US IPOs this week, some gloomy economic data regarding potential rental evictions and the antitrust lawsuit filed against Facebook this week. He also discusses the why behind the recent iron ore price surge.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Episode 40 is packed with macro discussion, Dion covers the latest GDP data in Australia, jobs numbers in the US and the state of our market for 2020. He also answers a listener question regarding market/limit orders.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Dion discusses the Dow hitting 30K, Australian wine tariffs and the Bega Cheese acquisition of Lion Dairy. He also answers a listener question regarding tax considerations for investing in shares.
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Dion tackles the subject of ethical investing, sometimes referred to as sustainable or ESG investing. Dion explains the concept of Ethical Investing, the growing popularity of ethical funds and some of the praise/criticism the sector has received. He also outlines some practical tips to help you find the right ethical fund for your needs.
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Dion discusses the weekly market gains after positive news regarding a COVID-19 vaccine was announced by Pfizer. He also discusses the latest updates from Ramsay Health Care and REA Group.
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This week Dion discusses the US Election result, the RBA starting quantitative easing and the latest news from NAB, Westpac and Macquarie Group.
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This week Dion weighs the US Election results, COVID-19 cases surging across the European and American continent and the expected Reserve Bank rate cut here in Australia. He also highlights news from ResMed, Apple, Amazon and Pinterest.
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This week Dion discusses some of the highlights from US reporting season, including Netflix, Snap and Logitech. He also answers a listener question on the best and worst investments of 2020!
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion discusses some of the COVID19 and economic related data that is worrying financial markets across the globe. He also touches on updates from Telstra, CBA and CSL and discusses the incredible week for Redbubble and Aussie Broadband.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion discusses some highlights from the Federal Budget and the US market jitters surrounding further stimulus measures. He also discusses the recent market updates from ARB, Baby Bunting and the ASX tech sector.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Dion discusses the week that was, one dominated by US politics, and the impact that Trump contracting coronavirus had on equity markets on Friday. He also looks at the new ASX trading platform called Superhero that is offering $5 brokerage.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion discusses some interesting macro data out of the US concerning business closures and wages, he also jumps into the news that another RBA rate cut might be on the horizon. A couple companies were in focus this week including Soul Patts and outdoor retailer Kathmandu.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion takes a look at the latest Labour Force data from the ABS + some market updates from Kogan and SEEK. He also answers two listener questions about the impact of the US election on financial markets and the APRA enforced dividend cap for Aussie banks.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion discusses the story of the "NASDAQ Whale", and how this may have impacted the recent soaring prices of US tech stocks. He also discusses the further competition entering the BNPL sector and the Myer FY results.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion examines the latest GDP figures which ended a 30 year streak without a recession. He also dives into the drama surrounding PayPal and the Buy Now Pay Later sector, and explores the recent results and trends from A2M and Bubs.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
It's full steam ahead with reporting season news, Dion takes a look at Poinstbet, ZIP, oOh!media Group and Nanosonics.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
The podcast is back and there is almost too much news to talk about! Dion touches on some unemployment data and then covers a few reporting season highlights from Treasury Wine Estate, Dominos, Sydney Airport and Goodman Group.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
The podcast is coming in early this week - but it's also a trimmed down version! Dion discusses recent results from ResMed and Disney + answers a listener question on what to do when you miss a good investing opportunity.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Plenty of company news this week - Dion discusses recent market news from Temple & Webster and Rio Tinto. He also highlights the US GDP contraction, and the big results posted by NASDAQ heavyweight stocks during the week.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion highlights the changes to JobKeeper and JobSeeker announced during the week, as well as some key economic data from the ABS. He also discusses the looming end of US Government stimulus, and takes a look at the recent success of ASX listed SaaS company, Whispir.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Dion discusses the quarterly update from ZIP, and further data from APRA regarding the COVID-19 early release of super scheme. He also answers a listener question regarding the ASX200, index calculations and how indices are weighted.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Dion examines grim projections from the OECD, and continued COVID19 data that is playing on investors hope of a sharp recovery. Dion also dives in to Dollar Cost Averaging - after touching on this last week, he explains the method and argument behind this strategy, and how new investors can approach it.
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Dion reflects on the financial year that was, and discusses market news from Regional Express, Fisher and Paykel and Tesla.
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It was a mixed week in terms of market performance as investors weighed the likelihood of a second wave amid rising cases in Melbourne. Dion discusses the market sentiment as we head towards the end of the financial year, and evaluates the latest news regarding Qantas and Virgin Australia.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In this episode Dion looks at a bunch of economic data that impacted the market this week, including retail sales, unemployment figures and restaurant bookings. He also examines further news from Spotify and some wisdom from Howard Marks on the latest market movements.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
In this episode Dion takes a dive in to the world of Aussie retail, with some positive news from the likes of JB Hi-Fi and Harvey Norman. He also discusses a recent article in The Atlantic which suggests Banks haven't quite learned their lesson from the Global Financial Crisis.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This episode we're talking ZIP, Boeing and the zero care factor that the US markets appear to have towards a week of civil unrest across the country. Dion also talks about the latest GDP figures, the confirmation of recession in Australia and the latest Gov stimulus package.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
It was a big week for the ASX, especially for those companies in the travel and banking sector! Dion discusses this and examines some interesting data from the ABS about emergency super withdrawals. He also examines the reopening of the economy, and what it might look like on the other side.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion looks at data from Apple and The Economist that paint a picture of the cautious return to normality in the US. He also discusses Afterpay, Wesfarmers closing down Target stores and the market value that Spotify gained when it announced the Joe Rogan licensing agreement.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion outlines the tensions surrounding a potential trade dispute with China, and also looks at some important data from the CBA market update. The Australian Bureau of Statistics released unemployment data this week, and whilst the unemployment rate looks okay all things considered, it's important to understand other key indicators that paint a different picture. Dion jumps into this and answers a listener question on the capital raising topic discussed last week.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion examines some important data from the RBA, and why ASIC is worried about new investors entering the market right now. He also discusses Pushpay, Disney and what a capital raising means for you, the investor.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion discusses some takeaways from the Berkshire Hathaway shareholder Q&A, and Warren Buffet's decision to sell down his airline holdings. The past few weeks have also seen increased interest from first time investors looking to buy shares - Dion provides some handy tips on how to get started.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Well you might be wondering what happened to oil prices this week - does this mean your local petrol station is giving it away? Unfortunately not, Dion breaks down why. Also, Netflix posts strong subscriber growth for the first quarter of 2020, Dion discusses how the streaming giant has managed to gain momentum thanks to lockdown measures.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
It was another week of continued optimism shared by Aussie and global markets - Dion highlights how Netflix and Amazon have helped boost the NASDAQ, and what the unemployment scene might look like in Australia. He also touches on our domestic property market and Virgin Australia.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week Dion examines the continued impact of COVID-19 on the domestic and international stage, as markets appear to be blissfully uninterested! He also highlights the push from APRA to defer dividends, a potential demerger from Treasury Wine Estates and answers a listener question on ETFs to hold for the long term.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
This week we continue to examine the growing number of COVID-19 cases and the optimistic week that the ASX enjoyed. Dion touches on media companies, oil prices, Transurban and accidentally buying the wrong stock!
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This week Dion looks at the impact of our collapsing retail sector, as more stores close up shop in response to COVID-19. This includes some interesting card data that tells us where Aussies are choosing to spend their money, and where they are not. Dion also shares his thoughts on the inclusion of superannuation access as part of the stimulus package, and how to think about investing during a downturn.
Have a question for the show? Let us know at marketpulsepodcast@gmail.com
Dion looks at the highs and lows of the Australian market during the week that was - including Qantas, Afterpay and Village Roadshow. He also discusses the interesting way in which retail services are adapting to COVID-19 through live streaming and delivery. With a bunch of dividends about to be paid out this week, Dion explains what dividends are and some of the important dates to be aware of.
Dion explains the impact that oil prices have had on the market and exactly why the price has fallen so significantly over the past month. He also outlines the stimulus response from the Australian Government and the continued fallout across global financial markets. This week we have our first listener question - if you want to submit a question you can by emailing marketpulsepodcast@gmail.com or tweeting @marketpulsepod
This week we continue to dive into the impact that COVID-19 is having on markets and sentiment across Australia and the world. Dion outlines some key takeaways from the decision to cut interest rates, including the impact the RBA is likely hoping to have. He also highlights some further data on what companies are bucking the trend right now and how to react to a falling market and uncertain times.
What a week to kick-off an investing podcast! Dion outlines the purpose of this podcast, how the markets played out this week and a few of the positive stories in a sea of red.
He also looks at the latest Warren Buffett Shareholder Letter and how some wisdom from the Oracle of Omaha might come in handy through periods like this.