Macro Economy: Unemployment
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GeneralChina's kids are not alright: Youth unemployment tops 20%
Today Alec and Sascha ask - what is happening with the youth in China?
4 September -
GeneralChina’s record-high 20.4% youth unemployment
This stat is mind-blowing. And it shatters a lot of preconceived notions about China’s rise and how the job market functions in the quasi-communist, quasi-capitalist economy. 1-in-5 young people are unemployed in China.26th Jun, 2023
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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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Beijing needs to junk its economic playbook
China's economy is slowing. For the first time in decades, economic growth in China is slower than the Asia-Pacific region as a whole.13th Feb, 2023
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![Vanguard's 2023 market and economic outlook]()
GeneralVanguard's 2023 market and economic outlook
Vanguard's 2023 market and economic outlook.10th Feb, 2023
Source: Vanguard
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![2023 Market Outlook: A Framework for Optimism]()
General2023 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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![Five Realistic Surprise Predictions for 2023]()
GeneralFive Realistic Surprise Predictions for 2023
Every December, we try to come up with predictions for the New Year. We believe these predictions have at least a one in three probability of materialising – making them realistic while not necessarily our base case.24th Jan, 2023
Source: J.P Morgan Asset Management
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GeneralSpace ads become economically viable, and other disasters
New research shows that orbiting space ads are already economically viable. Elsewhere in this dystopian hellscape, infrastructure is getting a makeover in this year's budget, but is it all cosmetic? Jobs ads data has clearly turned, so is it time to cut the RBA off? And the Victorian government is nationalising its electricity market. All this and more on this week's Comedian v Economist.26 October -
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Why are rail workers around the world striking?
Today Alec and Sascha talk about what’s going on with rail strikes all over the world, and ask is there more at play than just the cost of living and inflation story?22 September -
![Disruption continues despite ‘technical recession’]()
GeneralDisruption continues despite ‘technical recession’
Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.18th Aug, 2022
Source: Loftus Peak
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Quiet Quitting: How Covid changed the jobs market
The RBA hiked like we predicted last week - how did they get it all so wrong? Russia is weaponising inflation and multinationals are desperately looking for friends. Covid is getting people reevaluate their working life, and beards making you a better sales person... and sexier. It's science. All this and more on this week's Comedian v Economist.10 August -
![The rise of automation and robotics]()
GeneralThe rise of automation and robotics
The human race is aging at an unprecedented rate. Over 2 billion people expected to be over 60 by the year 2050, placing unsustainable pressure on the work force. The answer may lie in automation and robotics - something we've already seen in Japan. But what are the opportunities for investors?14th Apr, 2022
