The BIP Show
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
Season 5, Ep. 14
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.
2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss
Season 7, Ep. 1
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 - https://www.globalxetfs.com.au/
Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss
Season 6, Ep. 5
Another year gone so we review and make some wild predictions. Adelaide Timbrell, Senior Economist ANZ, Martin Whetton, Head of FI & 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!!
Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more
Season 6, Ep. 4
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.