The Wide Lens

In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:

Artifical Intelligence (AI) and Google's updated Bard, inflation, the current state of the econony, where the stock market goes from here, the turning of the property market, and much more.

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In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:

The world's copper shortage and what this means for clean energy, the recent rate rises, household balance sheets, monetary policy lags, credit slow down, earnings season, debt ceiling, First Republic's collapse, and much more.

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In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:

The Nasdaq's rally and whether it's sustainable, First Republic's 95% stock decline and what it means for the banking sector, the latest on the Australian property and construction sector, sell in May and go away, inflation, interest rates, migration, and much more.

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Beef: https://www.netflix.com/au/title/81447461

King Richard: https://www.netflix.com/au/title/81039550

In this week's episode of The Wide Lens, Robert Baharian is joined by special guest, Andrew Papageorgiou of Realm Investment House where they discuss:
The US and European banking crisis, the impact on Australian banks, US and Australian Commercial Real Estate (CRE) debt and how big of a problem this really is, interest rates and the 'fixed rate cliff', and what all of this means for investors, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:

The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio construction for the new world, and more.

In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:

The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio construction for the new world, and more.

In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:

The recent rally in financial markets, the new "no landing" scenario, the Australian property market and the upcoming Fixed Loan cliff, and the rise of AI.

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https://binge.com.au/shows/show-the-white-lotus!10491 

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The current state of play of global markets, inflation, consumer spending, property prices and rent, what the next 6-12 months might look like in the stock market, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Global interest rates, the decline of the balanced portfolio, why commodities are useless over the long-term, the European crisis, the most remarkable chart we've ever seen, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby take a deeper dive into:

The recent Australian property decline and what to expect in the future, and the bullish/bearish battle of the stock market and what history tells us about the future.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

What is really going on in the economy, interest rates and what to expect going forward, the stock market's rally rejection, and much more in Director's Cuts this week.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Investor's shifting from apocalyptically bearish to just bearish, the resilience of the US consumer, the recent rise in markets and what to expect over the next 12 months, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The craziest recession we've ever seen, US inflation and what the latest numbers mean, the latest on supply chains, the death and resurrection of the 60/40 portfolio, the (almost) new bull market, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Forecasting returns over the next decade and what investors could expect, looking forward to a potential soft landing, the RBA's rate hikes, did the market just bottom, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The markets full capitulation - does opportunity knock, market timing, everybody hates stocks - is it time to buy? is this a real recession, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The headlines versus what is happening in reality (the consumer conundrum), inflation and interest rates and the impact on US property sales, the upcoming recession, the impact of rising rates on Australian borrowers, the loan boycott in China, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Bitcoin's logical fall, why no one understands inflation, why no one is moving to Australia, why financial headlines are frustrating Robert, consumer sentiment and unemployment, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Capitulation in crypto, capitulation in stocks, capitulation in bonds, capitulation in tech, forward expected returns from here, global CEO outlook, retail sales, stockpiling of goods, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The decline in US and Australian loan applications, the RBA's monster rate hike, the prospect of rate cuts, JP Morgan's economic hurricane prediction, global inventories rising which could be deflationary, and why we're not in a recession and probably won't be in the immediate short-term, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Forward returns are looking strong, why inflation turned the corner, Elon says Get Back to Work, property continues to be safe as houses, the economy is bending not breaking, and the US is out of baby formula, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Bitcoin is risky business, tech-wreck indicating a recession, parallels to the 1970's, the best performing asset classes for 2022, the state of play in the US (and Australian) property market, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Retailers getting crushed, the price of hamburgers, that 2000's feeling, super-charging property, cashed up investors, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Earnings season recap, the bull market has ended, rates are exploding, we've given everything up, online shopping, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The stock market's valuations, the RBA's tough gig, rates are going up so that rates can come down, is this the tech wreck or is this not the tech wreck, Cathie Wood doing God's work, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The worst bullish sentiment since 1992, the slowdown in Sydney and Melbourne's property market, the rise of real yields, the bank of mum and dad, past performance is no guarantee of future results, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

We're going back to the office, Hong Kong's property market crash, foreign buyers returning to Australia, why investor's shouldn't abandon their bond strategy, recession risks rising, Tesla and Netflix earnings, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

Stocks and bonds must crash to curb inflation, a recession is on the way, long bonds have crashed - where to from here, used car sales start to decline, listener questions, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The death of deglobalisation, investors have nowhere to hide, the most expensive properties in the world, the role infrastructure plays in portfolios (if at all), company profits soaring, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

An end of an office era, the return of shipping delays, the yield curve might just be wrong, rising rates may not be as bad for Aussies with mortgages as what we're hearing, what happens to stocks when rates rise, and much more.

In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:

The expected downturn in Sydney's property market, COVID's market bottom anniversary, has the stock market bottomed, the upcoming recession, rising inventories, active management's struggle, and much more.