Australian Early Finance Briefing

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Being first matters. Start your day with a compact briefing containing the information and data that matters. Find out what to watch for in the day ahead and the key issues facing markets, the economy and society. Delivered by Nick Hurley, CFA, former portfolio manager at J. P. Morgan.

Nick Hurley


    • Nov 30, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 6m AVG DURATION
    • 100 EPISODES


    Search for episodes from Australian Early Finance Briefing with a specific topic:

    Latest episodes from Australian Early Finance Briefing

    ASX still suffering from outages. Treasury Wine Estates to fast-track its trade diversification strategy. (Audio Edition)

    Play Episode Listen Later Nov 30, 2020 4:37


    ASX still suffering from outages. Treasury Wine Estates to fast-track its trade diversification strategy.

    The Energy and Bank heavy ASX outperforms global markets in November. China's attempts at economic coercion against Australia a great opportunity to diversify. (Audio Edition)

    Play Episode Listen Later Nov 27, 2020 5:54


    The Energy and Bank heavy ASX outperforms global markets in November. China's attempts at economic coercion against Australia a great opportunity to diversify.

    USD to weaken 20%: Citi. (Audio Edition)

    Play Episode Listen Later Nov 26, 2020 3:32


    USD to weaken 20%: Citi.

    Aust Banking Association lays out a strong case for watering-down of lending laws. CFA Institute under fire for ESG disclosure standards. (Audio Edition)

    Play Episode Listen Later Nov 25, 2020 4:57


    Aust Banking Association lays out a strong case for watering-down of lending laws. CFA Institute under fire for ESG disclosure standards.

    MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO. (Audio Edition)

    Play Episode Listen Later Nov 24, 2020 5:28


    MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO.

    Multinationals to get tax break. 60:40 mutual fund rebal to cause sell-off. Virgin's market share may shrink to just 21%. (Audio Edition)

    Play Episode Listen Later Nov 23, 2020 6:29


    Multinationals to get tax break. 60:40 mutual fund rebal to cause sell-off. Virgin's market share may shrink to just 21%.

    Copper at a two-year high. Multi-factor funds falling out of favour. (Audio Edition)

    Play Episode Listen Later Nov 20, 2020 4:50


    Copper at a two-year high. Multi-factor funds falling out of favour.

    Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines. (Video Edition)

    Play Episode Listen Later Nov 19, 2020 5:16


    Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines.

    Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines. (Audio Edition)

    Play Episode Listen Later Nov 19, 2020 5:16


    Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines.

    Will Australian super funds all become index trackers? Priming is smashing covenant-light loans. (Video Edition)

    Play Episode Listen Later Nov 18, 2020 5:18


    Will Australian super funds all become index trackers? Priming is smashing covenant-light loans.

    Will Australian super funds all become index trackers? Priming is smashing covenant-light loans. (Audio Edition)

    Play Episode Listen Later Nov 18, 2020 5:18


    Will Australian super funds all become index trackers? Priming is smashing covenant-light loans.

    BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive. (Video Edition)

    Play Episode Listen Later Nov 17, 2020 5:27


    BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive.

    BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive. (Audio Edition)

    Play Episode Listen Later Nov 17, 2020 5:27


    BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive.

    ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets. (Video Edition)

    Play Episode Listen Later Nov 16, 2020 8:21


    ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets.

    ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets. (Audio Edition)

    Play Episode Listen Later Nov 16, 2020 8:21


    ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets.

    Why do value stocks outperform following presidential inaugurations? Retail investors outperform hedge funds. (Audio Edition)

    Play Episode Listen Later Nov 13, 2020 6:50


    Why do value stocks outperform following presidential inaugurations? Retail investors outperform hedge funds.

    Telstra

    Play Episode Listen Later Nov 12, 2020 7:09


    Is Australia

    Play Episode Listen Later Nov 11, 2020 8:12


    Is Australia

    Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Video Edition)

    Play Episode Listen Later Nov 10, 2020 6:33


    Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities.

    Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Audio Edition)

    Play Episode Listen Later Nov 10, 2020 6:33


    Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Audio Edition)

    Despite popular commentary, trade with China

    Play Episode Listen Later Nov 9, 2020 9:06


    Despite popular commentary, trade with China

    Despite popular commentary, trade with China

    Play Episode Listen Later Nov 9, 2020 9:06


    Despite popular commentary, trade with China

    Exciting times for domestic aviation

    Play Episode Listen Later Nov 6, 2020 6:19


    Exciting times for domestic aviation

    Exciting times for domestic aviation

    Play Episode Listen Later Nov 6, 2020 6:19


    Exciting times for domestic aviation

    What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery

    Play Episode Listen Later Nov 5, 2020 8:10


    What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery

    What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery

    Play Episode Listen Later Nov 5, 2020 8:10


    What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery

    Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08. (Video Edition)

    Play Episode Listen Later Nov 4, 2020 7:07


    Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08.

    Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08. (Audio Edition)

    Play Episode Listen Later Nov 4, 2020 7:07


    Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08.

    RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering. (Video Edition)

    Play Episode Listen Later Nov 3, 2020 5:31


    RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering.

    RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering. (Audio Edition)

    Play Episode Listen Later Nov 3, 2020 5:31


    RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering.

    Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals. (Video Edition)

    Play Episode Listen Later Nov 2, 2020 7:41


    Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals.

    Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals. (Audio Edition)

    Play Episode Listen Later Nov 2, 2020 7:41


    Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals.

    What's going on with Seek.com.au? US treasury yields back up. (Video Edition)

    Play Episode Listen Later Oct 30, 2020 6:23


    What's going on with Seek.com.au? US treasury yields back up.

    What's going on with Seek.com.au? US treasury yields back up. (Audio Edition)

    Play Episode Listen Later Oct 30, 2020 6:23


    What's going on with Seek.com.au? US treasury yields back up.

    Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms. (Video Edition)

    Play Episode Listen Later Oct 29, 2020 5:59


    Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms. 

    Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms. (Audio Edition)

    Play Episode Listen Later Oct 29, 2020 5:59


    Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms.

    A big November for the RBA? Bill Ackman praises our superannuation system. Bond holders suffering from lack of covenants. (Video Edition)

    Play Episode Listen Later Oct 28, 2020 8:22


    A big November for the RBA? Bill Ackman praises our superannuation system. Bond holders suffering from lack of covenants.

    A big November for the RBA? Bill Ackman praises our superannuation system. Bond holders suffering from lack of covenants. (Audio Edition)

    Play Episode Listen Later Oct 28, 2020 8:22


    A big November for the RBA? Bill Ackman praises our superannuation system. Bond holders suffering from lack of covenants.

    How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance. (Video Edition)

    Play Episode Listen Later Oct 27, 2020 7:31


    How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance.

    How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance. (Audio Edition)

    Play Episode Listen Later Oct 27, 2020 7:31


    How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance.

    Blow-out in Australian business late payments. China meets to devise new 5-year plan. (Video Edition)

    Play Episode Listen Later Oct 26, 2020 5:06


    Blow-out in Australian business late payments. China meets to devise new 5-year plan. 

    Blow-out in Australian business late payments. China meets to devise new 5-year plan. (Audio Edition)

    Play Episode Listen Later Oct 26, 2020 5:06


    Blow-out in Australian business late payments. China meets to devise new 5-year plan. 

    Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger. (Video Edition)

    Play Episode Listen Later Oct 23, 2020 6:23


    Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger.

    Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger. (Audio Edition)

    Play Episode Listen Later Oct 23, 2020 6:23


    Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger.

    Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. (Video Edition)

    Play Episode Listen Later Oct 22, 2020 6:30


    Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. Intangible value >80% of SPX.

    Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. (Audio Edition)

    Play Episode Listen Later Oct 22, 2020 6:30


    Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. Intangible value >80% of SPX.

    More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia. (Video Edition)

    Play Episode Listen Later Oct 21, 2020 5:30


    More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia.

    More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia. (Audio Edition)

    Play Episode Listen Later Oct 21, 2020 5:30


    More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia.

    Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed? (Video Edition)

    Play Episode Listen Later Oct 20, 2020 8:26


    Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed?

    Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed? (Audio Edition)

    Play Episode Listen Later Oct 20, 2020 8:26


    Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed?

    China's

    Play Episode Listen Later Oct 19, 2020 5:22


    China's

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