Macro Economy: Inflation
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What if we’re thinking about inflation all wrong?
The economy of the 1940’s looks a lot like the economy of today. High consumer demand for goods, record corporate profits and production bottlenecks in key areas. In 1940’s United States, the Office of Price Administration had some power to set prices and simply prohibited companies from raising prices over certain levels. Be careful if you suggest something similar today, as Isabella Weber from the University of Massachusetts found out.14th Jun, 2023
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Should airlines be fined for cancelled flights?
The ACCC wants to follow Europe’s lead and start fining airlines for cancelled flights. Germany is in recession while the Greek stock market is at new highs. AI leaders want us to worry about an AI extinction event, and Woolies is taking their trucking fleet electric. All this and more on this week’s Comedian v Economist.7 June
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Binance takes a double-blow. Can crypto survive?
Binance is struggling to find anyone who’ll do business with them in Australia. The labour market is weaking and consumers sentiment is depressed, but if you were born before 1965, you won’t believe what this economy has to offer you. And inflation in Argentina is fully off the hook. All this and more on this week’s Comedian v Economist.24 May
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Is the debt ceiling the black swan to end it all?
Negotiations around the US debt ceiling look like they will come down to the wire. What will it mean if they fail? Is last week’s budget going to lead to inflation and higher interest rates, or are we all good? What happens if work from home goes out of fashion, and is Thomas secretly a tree-hugging socialist? All this and more on this week’s Comedian v Economist.17 May
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Overinflated: The journey of a humble tire reveals why prices are still so high
This article traces the causes of that price rise. Starting in the rubber plantations of Thailand and Malaysia two years earlier, where COVID shutdowns prevented migrant workers reaching the plantations and rubber output fell.17th May, 2023
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Cup Noodle sales are booming and why that’s bad news
Inflation is coming down, but not in the places it matters. The banks have stopped predicting any further house price falls. Ray Dalio has a new list of mega-trends for us, and why US box office sales are booming. All this and more on this week’s Comedian v Economist.3 May
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Perspectives on banking developments and volatility
Bringing inflation down was never going to be easy and is likely to be met with an economic slowdown.12th Apr, 2023
Source: Vanguard
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Investing in high inflation conditions
There are investing strategies that can protect your portfolio from inflation, but it's important to keep a long-term perspective.12th Apr, 2023
Source: Vanguard
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The Risks of Not Investing
In this article, we will discuss the risks of not investing and why it is crucial to invest your money wisely.12th Apr, 2023
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Green Light, Red Light — Monthly Market Review March 2023
Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.7th Mar, 2023
Source: J.P Morgan Asset Management
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Good news = bad news? Bad news = good news? Please explain.
Discover the impact of good news, bad news, and how they interact in the markets. Gain insight into market behavior and investment strategies to help you navigate both positive and negative news events.3rd Mar, 2023
Source: Fidelity
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The world is running out of onions
Onions, a staple in many dishes worldwide, are currently facing a shortage. Today Alec & Sascha ask - why is the world running out of onions?3 March
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The true cost of market timing
Here's why market timing can be one of the most serious mistakes investors can make.2nd Mar, 2023
Source: Vanguard
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Ask an Adviser: Charlie Viola on investing for kids & portfolio construction
Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side.2 March
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Abercrombie & Fitch posts a fall in quarterly profit
Abercrombie & Fitch Co on Wednesday reported a 41.5% drop in quarterly profit, as higher labor costs and inflationary pressures squeezed margins. -
Finding global equity ideas for your portfolio in 2023
Candice and Felicity are joined by Jeff Cullen on today’s podcas!17 February
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The four horsemen of the tech recession
After the go-go years of 2020 and 2021, the global tech industry fell into recession in 2022. Funding dried up, revenue growth slowed and layoffs started. And we are certainly not out of the woods yet.14th Feb, 2023
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Vanguard's 2023 market and economic outlook
Vanguard's 2023 market and economic outlook.10th Feb, 2023
Source: Vanguard
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A short history of share market downturns
We look at some notable share market downturns and why it’s always important to look at the big picture.8th Feb, 2023
Source: Sharesies
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2023 Market Outlook: A Framework for Optimism
Wilson Asset Management lay out five dominant themes that will drive markets in 2023.7th Feb, 2023
Source: Wilson Asset Management
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The spillover effects of China’s reopening
China’s reopening rebound will be largely driven by consumption rather than investment, which means this rebound will be concentrated in consumer sensitive sectors, tourism, and retail markets.3rd Feb, 2023
Source: J.P Morgan Asset Management
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Dr Doom vs Mr Sunshine - what's instore for 2023?
The CVE boys are back. What does 2023 have in store for markets? How’s the housing market looking? And what’s threatening to derail China’s economy? All this and more on this week’s Comedian v Economist.1 February
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Meet the Manager – Ryan Quinn from WCM Investment Management
Future Generation conduct an in-depth interview with Ryan Quinn from WCM Investment Management30th Jan, 2023
Source: Future Generation
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Monthly Market Review - January 2023
The hawkishness of the U.S. Federal Reserve at its December meeting set the tone for markets in December, even as there is clear evidence that inflationary pressures are easing across large swaths of the developed world.23rd Jan, 2023
Source: J.P Morgan Asset Management
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The 6 biggest business stories of the year
It's our final episode for the year. Since launching at the end of April, we’ve released 149 episodes, written a quarter of a million words in notes, won Best Business Podcast at this year’s Australian Podcast Award, and been downloaded hundreds of thousands of times - by you.22 December