Articles
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
It’s a very big debate for asset allocators by very big people that I respect [...]
Webinars
It would be hard to do a podcast on anything other than tariffs… In this [...]
DXY is back. AUD is tariffied. Auld lead boots is the big question as the [...]
Are we heading into a classic central bank-created bust, following a boom fuelled by low [...]
This week we look at how to profit from a falling iron ore price. [...]
Globally producer price indexes have turned down quite decisively. China is trying to deal with [...]
In this episode, we confront the prevailing fixation on GDP as a sole indicator of [...]
Over the past few months the market has had a bifurcated view. Q2 earnings are [...]
Steve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve [...]
The Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large [...]
In his book, The Ulysses Contract, Michael Kemp explores some of the innate behaviors, biases [...]
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it [...]
Extraordinary scenes in Russia this week as a coup put a significant dent into Putin’s [...]
For the last few months we have been talking about how the soft data (i.e. [...]
Grant Williams is a titan of the financial podcasting world, interviewing the biggest names in [...]
We have seen a raft of comments and discussions from the governor of the Reserve [...]
NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of [...]
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser [...]