BIP Show on China, recession, copper and 2023 outlooks

We charge headlong into the fray once again and it's a little more bullish than last year, with good reason. Kyle Rodda (Ausbiz) joins Heath Moss (HLM Investments) and James Whelan (VFS Group) to discuss the ups and downs of China reopening and how to gain exposure to the first and second derivatives of it. The copper shortage is almost upon us too and we have lots of stats about the year ahead and how much of the recession is priced in? Also who will win the battle between the Fed and the bond market?Sponsored by Global X ETFs -&nbsp;<a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>&nbsp;

2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss

BIP Show Christmas Special 2022

Another year gone so we review and make some wild predictions. Adelaide Timbrell, Senior Economist ANZ, Martin Whetton, Head of FI &amp; FX at CBA, Kit Lowe, CIO of Lowe Capital Management and Heath Moss of HLM Investments join James to talk about canaries in the coal mine, actual coal mines, rate expectations, China reopening, inventories and so much more. Another jam packed Xmas special!!

Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss

BIP Show with Bloomberg Rates Chief, Asia: Garfield Reyonlds

Garfield Reynolds, one of the best in the business, joins us to talk about what he, 20 year veteran of Bloomberg, looks at every day. What are the signals to look out for? What is the Fed REALLY looking at? Is this a pivot or a semi-pivot? Is China back? Lots to learn here. Questions answered.&nbsp;

Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more

BIP Show doing a lap and reminding people how we all should have listened more

We take a trip down memory lane to review the 4th show ever and the (at the time) highly controversial Dr Foster who in 2020 said we were going too far on lockdowns. The dust has settled on the pandemic now so we can look back and review who said what and what we can take away from the mistakes made going forward. We run through the salient points of her new book "Do lockdowns and border closures serve the “greater good”? A cost-benefit analysis of Australia’s reaction to COVID-19" and see if there's any hope for human dialogue

Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"

BIP Show on housing in Australia 

Pete helps us navigate Australian property like no one else can. Host James Whelan gets a full education on what's happening around Australia and where the stress (or relief) is at the moment.Federal Budget, NSW scrapping stamp duty for first homebuyers, fixed rate mortgage cliff,&nbsp;massive rebound in temporary visas, construction crunch, especially in QLD. Insolvencies rising for developers, record low rental vacanciesIt's all there

Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!

BIP Show with David Sokulsky and Clayton Daniel

David joins us for a freestyle run through of all things markets. China reopening a moot point? The USD controls all things, EM value and Europe untouchable? (Or is it?) Clayton Daniel, XY Adviser also joins us for a walk through of a very interesting app for financial markets people.

 David Sokulsky: Carrara Capital CIO/CEO on all things markets

BIP Show talking rates, budget, spending and confidence

When will people stop spending so much money? Sooner rather than later is the RBA hope. Adelaide runs us through the ANZ view and points out some interesting incongruities in the data.

Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!

BIP Show talking Cadence Capital, behavioural finance, longs and shorts, energy, rate expectations and more

Founder &amp; PM of Cadence Capital, Karl Siegling, talking to James Whelan on the future of energy, longs and shorts in the market, how high interest rates can go, silver and much much more. James &amp; Red Leaf Securities' John Athanasiou with a market wrap at the top for all the intel you'll need.

Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more

BIP Show talking housing and rentals with RES Group

Senior Economist at REA Group Eleanor Creagh joins James to look at the latest data from REA, talk about how that data is gathered and why it's superior. We go into rental projections and city/regional price moves. Market wrap at the top by Host James Whelan

Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more

Business. Investing. Policy. 

The BIP Show is a regular look at markets and economics hosted by James Whelan of VFS Group and featuring top analysts, leading investors, and key decision-makers. Business, investing, and policy -- that's what we're here to talk about.

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