A morning show condensing essential market information into a few minutes, to brief you for the upcoming day. Contains leading market stories across all stock markets, commodity markets and political stories of note.
In this episode I do a bit of an update on where we are at with the virus. There is a youtube version of this available if you would like to see the articles I am referring to.
Episode for 5 February 2019 - I spend all of the time talking about the Royal Commission Final Report and the recommendations that we within it. This is not extensive, and I encourage you to read all of the news sources out there in order to get the full picture.
Episode for 4 February 2019 - I kick off some talk about the Royal Commission Report which is due to be released today. I also talk about the housing downturn and some considerations to think about when reading the news about it.
Check out my new podcast called Business as Usual, found at the below link!
Episode for 22 January, 2019 - We talk about the global economic growth slowdown in a report from the International Monetary Fund. We also talk about the CBA dividend cut, and the grain harvest numbers for the summer
Episode for 11 January, 2019 - We talk about the ASX gains and what is driving markets, the Jeff Bezos divorce, changing retail calendar and the Costa Group profit guidance as demand for avocados slows.
Episode for 9 January, 2019 - We talk about the good news from the trade negotiations in China, which have sent markets up overnight, the developments in VW's dieselgate and ASICs new demands of the superannuation sector.
Episode for 7 January, 2019. I talk about the looming credit crunch for Australia mortgage holders as interest only loans which fed the property boom of 2014-2015 expire. We also talk about the US government shutdown and the Tesla Model Y news.
Special Episode for 5 January 2019 - This is a lengthy episode with Matt Brewis from the Millenial Investor YouTube channel. We have a discussion about the news coming out from Apple this week, and some issues surrounding tech in general, where we think tech is going, and if we would buy Apple stock.
Check out Matt's YouTube Channel at this link:
Episode for 3 January, 2019 - We talk about the outlook for interest rates both in Australia and the United States. Wall Street has a volatile night as the new US Congress was sworn in. US Bond markets are not behaving as Jerome Powell has been planning.
Episode for 28 December, 2018 - Wall Street has the best day in a decade, and then loses half of those gains the next day. We talk about some of the things driving the markets, and some of the problems facing Facebook as we head into the next election.
Episode for 24 December, 2018 - We talk about what has been troubling the markets around the world. US Government shut down, oil prices, Chinese spies. All fun stuff - at least Santa is here is tonight!
Episode for 21 December, 2018 - We talk about the troubles that retailers are facing due to buy now, pay later services. And of course, we have to talk about the very real risk of a bear market developing as we move into 2019.
Episode for 19 December - I talk about the Dow Theory, and how the S&P500 is currently satisfying the conditions for entry into a bear market, Telstra has access to 5G already and the ACCC is cleaning up the insurance industry in Northern Australia
Episode for 3 December, 2018 - We talk about the positive news coming out of the G20 summit in Argentina. However, this weekend has been bad for the local housing market, with the latest drop in clearance rate putting us in GFC territory.
Episode from 29 November, 2018 - We talk about General Motors decision to shut down several plants in North America, and the political fallout from it. We also discuss the buy now, pay later industry and the coming review by ASIC.