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Devils and Details by Business Insider Australia
Bronte Capital’s John Hempton on good companies versus bad, and the perils of shorting stocks.
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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.
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AMP's Shane Oliver on why he started forecasting RBA rate cuts, plus a look at the deteriorating global outlook
51:50|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.
The Devils and Details Christmas special: the year that was, the year to come, and our naughty and nice list
01:00:17|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.
With CBA senior economist Gareth Aird on GDP data, the shifting RBA rate outlook, and why economists care too much about aggregate numbers
41:49|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.
Devils & Details LIVE (Part II -- The RBA's challenge, and indicators)
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Devils & Details LIVE in Sydney (Part I -- property and portfolios)
43:40|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.
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59:07|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.