Devils and Details by Business Insider Australia

A bunch of things about central banking and what we've learned about money. See acast.com/privacy for privacy and opt-out information.

Accumen Management's Ken Veksler cynicism, FX trading phrases, the global economy and the Australian outlook See acast.com/privacy for privacy and opt-out information.

Westpact global head of market strategy shares his insights on the deteriorating outlook for the world economy, the US-China trade tensions, and the implications for Australia. See acast.com/privacy for privacy and opt-out information.

AMP Capital chief economist Shane Oliver explains why he was the first economist at a major institution to start forecasting RBA rate cuts; plus we take a look at the deteriorating global growth outlook. See acast.com/privacy for privacy and opt-out information.

ANZ senior economist Joanne Masters, VFS Group's James Whelan, and Laura Fitzsimmons, executive director, macro sales at J.P. Morgan, join Paul Colgan and David Scutt for the Devils and Details annual Christmas special looking back at the year in economics and markets, as well as some of the best and worst calls of the year. See acast.com/privacy for privacy and opt-out information.

CBA senior economist Gareth Aird joins Paul and David to take a deep dive on GDP data and discuss the changing picture on interest rates for the RBA before getting into some of the problems with migration policy underpinning economic growth. Aird argues that some economists and policy makers focus too much on aggregate numbers rather than people's lived experience in the economy. See acast.com/privacy for privacy and opt-out information.

The second part of our live show in Sydney on November 27. The first panel is on indicators, featuring Eleanor Creagh of Saxo, James Whelan of VFS Group, Cameron Kusher of CoreLogic, and Adam Smith COO at OFX. The second is the finale and features a wide-ranging discussion on the outlook with Bill Evans of Westpac, Jo Masters of ANZ, Stephen Koukoulas, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan and Pete Wargent of Allen Wargent. See acast.com/privacy for privacy and opt-out information.

Our live show in Sydney on November 27. The first panel is THE ALLOCATORS: James Whelan of VFS Group, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan, and Eleanor Creagh of Saxo. Followed by PROPERTY EXPERTS: Pete Wargent of Allen Wargent, Joanne Masters of ANZ, Stephen Koukoulas, Cameron Kusher of CoreLogic. See acast.com/privacy for privacy and opt-out information.

Young Australians have a detectable sympathy for socialism in surveys. Eugenie Joseph from the Centre for Independent Studies joins Paul and David to discuss why governments should be pro-markets rather than pro-business, and the proven but questionable success of capitalism over time. See acast.com/privacy for privacy and opt-out information.

J.P. Morgan's Chief Economist and Head of Fixed Income and FX Strategy Sally Auld joins Paul and David to discuss the global equity sell-off, how it's affecting Australia, as well as the global macro picture and the outlook for the Australian dollar over the coming years. Plus we share some of our must-read books. See acast.com/privacy for privacy and opt-out information.

CBA agri commodities strategist Tobin Gorey joins us to talk about the impact of US-China tensions on global trade, the impact of the strong US dollar, and the economics of the food on your plate. See acast.com/privacy for privacy and opt-out information.

Regardless of your industry, there will be times you'll face crises and difficult decisions. Richard de Crespigny knows more than most about handling pressure. He was the captain on the ill-fated Qantas flight 32 that suffered a major engine failure in 2010. His new book, FLY, looks at the lessons from that day and what aviation generally can teach others about performing under pressure. See acast.com/privacy for privacy and opt-out information.

Johnathan Tepper, economist and founder of Variant Perception, joins us to talk about his new book, 'The Myth of Capitalism', a detailed look at how advanced economies demonstrate little real competition in many industries, with implications for the economy, wage inflation, and even politics. Tepper also famously predicted a severe housing crash for Australia, and he updates us on his views now that house prices are declining. See acast.com/privacy for privacy and opt-out information.

Su-Lin Ong, managing director and chief economist at RBC Capital Markets, joins us to talk about what’s driving the global equity sell-off and the likely impact of Labor policy on property prices and consumption outlook. See acast.com/privacy for privacy and opt-out information.

Market Economics MD Stephen Koukoulas joins us to discuss accelerating house price declines, the RBA's challenge, stocks under pressure, the rise of private credit, as well as the improving budget outlook. We also talk about The Everest, the Pies, and the Wallabies. See acast.com/privacy for privacy and opt-out information.

This week we welcome Westpac’s Head of Macro Strategy David Goodman to talk spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution. See acast.com/privacy for privacy and opt-out information.

Benjamin Griffiths’ $500 million small company fund returned over 30% last year. He joins us to talk banking risk, finding stocks to buy, the managers he supports, and what he gets out of Surf Livesaving at North Bondi in Sydney, See acast.com/privacy for privacy and opt-out information.

Iain Stealey, managing director at JP Morgan Asset Management’s global fixed income group based in London, joins us to talk about the global bond market in the age of quantitative tightening – as well as Australian property, and rugby. See acast.com/privacy for privacy and opt-out information.

ABC Bullion chief economist Jordan Eliseo joins us to talk about the GFC 10 years on, why gold has been under pressure, creaky cryptos and Australia’s domestic outlook See acast.com/privacy for privacy and opt-out information.

VFS Group investment manager James Whelan joins us to discuss the global economy, Australia's domestic outlook amid weak capex, corporate risk attitudes and what the go is with the au pairs. See acast.com/privacy for privacy and opt-out information.

Statewide Super chief investment officer Con Michalakis joins us to talk about the global picture, diversifying to manage risk, Canberra chaos, Australian property, and the rock we’re listening to. See acast.com/privacy for privacy and opt-out information.

AMP Capital head of investment strategy and chief economist Shane Oliver joins us to talk through the problems for Turkey, the impact of a strong US dollar, and his views on the keys to successful investing over time – and some music.Produced by Pod Paste/Daren Lake. See acast.com/privacy for privacy and opt-out information.

Former prime ministerial press secretary and Hawker Britton director Eamonn Fitzpatrick joins us to share insights on the politics of Australian populism, company tax, property prices – and how to run a better Instagram account. See acast.com/privacy for privacy and opt-out information.

ANZ senior economist Joanne Masters reviews the latest consumer price index data, and we talk property prices, Sydney population, and hear about Jo’s work with the Women in Economics Network See acast.com/privacy for privacy and opt-out information.

John Hempton, founder and CIO of Bronte Capital and one of Australia’s best-known hedge fund managers, joins us to share some key insights -- including Bronte's approach, how he thinks about what makes a good business over a bad business, and the perils of shorting stocks. And yes, crypto. See acast.com/privacy for privacy and opt-out information.

Westpac Head of Global Markets Strategy Robert Rennie joins us to talk about US tariff regime: how it works, what to expect, and the real economic impacts to watch for. See acast.com/privacy for privacy and opt-out information.

Eleanor Creagh, market strategist at Saxo Capital Markets, joins us to discuss the escalation of the US-China trade wars, sinking markets, the long-term view for Chinese stocks, and Australia’s outlook See acast.com/privacy for privacy and opt-out information.

ANZ senior rates strategist Martin Whetton joins us for an in-depth discussion on the fixed income market and what’s driving the upwards pressure on borrowing costs for Australian banks. See acast.com/privacy for privacy and opt-out information.

Corelogic’s head of research Cameron Kusher, one of Australia’s foremost authorities on property market data, joins us to talk about the downturn in housing prices, the RBA’s predicament, the impact of events abroad, and all the sport. See acast.com/privacy for privacy and opt-out information.

Market Economics MD Stephen Koukoulas joins us to explain why he thinks the RBA should be cutting rates, the wages conundrum, the impact of pulling negative gearing and the end of QE - plus the footy. See acast.com/privacy for privacy and opt-out information.

Commonwealth Bank senior economist Kristina Clifton joins us to discuss the changing global outlook, GDP data, the property outlook and CBA’s new PMI surveys pointing to further growth ahead. See acast.com/privacy for privacy and opt-out information.

Federal Treasurer Scott Morrison joins us to talk about the national accounts, house price falls, tightening credit, and immigration rates.Produced by DarenLake & Pod Paste See acast.com/privacy for privacy and opt-out information.

AMP Capital chief economist Shane Oliver joins the show to discuss the chaos in Italy, the bond market, the outlook for Australian property - and pop music. See acast.com/privacy for privacy and opt-out information.

We're joined this week by Westpac Senior Economist Justin Smirk, one of the country's most accurate inflation forecasters, to talk rates, the differences between men and women in the workforce, and the global outlook with a rising US dollar. See acast.com/privacy for privacy and opt-out information.

Pete Wargent of Allen Wargent property advisors joins us to talk about the reality of price declines and the macro outlook for Australian housing. See acast.com/privacy for privacy and opt-out information.

Former senior Treasury official and ANZ chief economist Warren Hogan joins us to discuss the economics and politics of the 2018 federal budget. See acast.com/privacy for privacy and opt-out information.

With James Whelan on banks, the royal commission, property, rates, global growth and the budget. See acast.com/privacy for privacy and opt-out information.

We’re joined by ANZ’s Joanne Masters, JPMorgan’s Laura Fitzsimmons, and VFS Group’s James Whelan to talk about the year that was. See acast.com/privacy for privacy and opt-out information.

Bonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig See acast.com/privacy for privacy and opt-out information.

Jordan Eliseo joins us for a deep dive on cryptocurrency, bitcoin, scams, plus a chat about this week's Australian and global market moves.  See acast.com/privacy for privacy and opt-out information.

An epic deep dive on iron ore is part of this episode as Robert Rennie, Westpac’s Global Head of Strategy, joins the show to discuss the domestic and global outlook. See acast.com/privacy for privacy and opt-out information.

Martin Shanahan, CEO of Ireland's Industrial Development Authority, explains the Irish crisis and what the opportunities are for companies now in a recovering Ireland with low tax and access to Europe.  See acast.com/privacy for privacy and opt-out information.

Noted economist Warren Hogan joins us to talk about Australia’s domestic outlook, China’s National Party Congress, and what the nasty retail sales data is telling us. See acast.com/privacy for privacy and opt-out information.

The CIO of Statewide Super joins us to explain his bearish take on the world in general See acast.com/privacy for privacy and opt-out information.

On this week’s episode, David is joined by Stephen Koukoulas of Market Economics and Tapas Strickland of the National Australia Bank to discuss Australia’s GDP report, the outlook for the economy and interest rates, along with the greatest risks posed to the global economy in late 2017. The footy finals are also dissected to determine who’ll win the AFL and NRL premierships. See acast.com/privacy for privacy and opt-out information.

James Whelan, investment manager at VFS Group, joins us to talk North Korea, the ASX, retail stocks, and the cricket. See acast.com/privacy for privacy and opt-out information.

With IG Markets Head of Research Chris Weston on the big macro issues, and the sport See acast.com/privacy for privacy and opt-out information.

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