Macro Economy: Inflation

We think this is the toughest year since we’ve started doing the podcast. Ren think it’s been a reality check - reminding him of the importance of a strong core. Bryce said 2022 showed him DCA is the way to go.

We're so excited to bring to you a special 12 stocks for 12 days of Christmas over 2 episodes. Candice and Felicity thought they'd share a bunch of different ideas for you to consider! They are looking at the themes of Resources, Healthcare, Retail, ESG, and Recession Proof Blue Chip stocks!

In this episode, Bryce and Alec are joined by Portfolio Manager Oliver Hextall of the Fidelity Global Demographics Fund.

For the final show of the year, the boys look at the bull-case and the bear-case for 2023, they recap the latest GDP numbers, and take stock of where the property market is at. And then they wish you a Merry Christmas from everyone at Comedian v Economist and Equity Mates Media!

The government is expected to introduce a cap on gas prices today. The industry has been lobbying hard the past week or so - here are the five stupidest arguments they've made.

Candice and Felicity are joined today by Mary Manning - who's a Portfolio Manager at Alphinity Investment Management.

What have the Black Friday sales told us about the health of the Aussie consumer? Why is the RBNZ on a hiking spree? What does the market for lemons tell us about crypto? And why Amazon cutting Alexa loose? All this and more on this week's Comedian v Economist.

Origin has received a 'monster' take-over bid, markets were ecstatic about last week's US inflation data, and some boomers reckon Gen Z are taking too many sickies. All this and more on this week's Comedian v Economist.

Any hope that the RBA and Fed were about to start cutting rates was blown completely out of the water this week, while Facebook nose-dived on "the uncertain and volatile macroeconomic landscape."

Has the market fully priced in a recession? Today Candice and Felicity do a review of the international and Australian markets.

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management. Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry..

In Australia, inflation is at 6.8%. In the United States inflation is at 8.2%. In Britain it is 10.1%. In Turkey, it is 83%.

Inflation rocked markets last week... again. When do we stop pretending it's transitory? The Perth Mint is in trouble, and it's more than just fridge magnets. Goldman Sachs foray into credit cards isn't going all that great, and e-truck manufacturer Nikola's founder has gone on trial for wire fraud. All this and more on this week's Comedian v Economist.