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 on bailouts, what happens next, China, commodities, footy

James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. Sponsored by Australian Mutual Funds Exchange <a href="https://amfex.com/" rel="noopener noreferrer" target="_blank">https://amfex.com/</a>

James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

BIP Show Commodities Daniel Hynes

Daniel offers the ANZ view on oil, natty, iron ore in the light of China adjusting their growth ambitions for 2023. Get the latest and James offers a few trade ideas. Long the widowmaker? when? Sponsored by Global X ETFs - <a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>

Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

BIP Show talking Aussie economy, copper & oil

Adelaide walks us through recent building approval numbers, confidence disasters, rental outlook, rate expectations and more. Heath helps us with copper insight and James with what's predicted in oil. Sponsored by Global X ETFs - <a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>

Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

BIP Show talking global contrarian investing

Another cracking episode for you. We have Alec Cutler, head of the <a href="https://www.orbis.com/au/investor/funds/orbis-global-balanced-fund" rel="noopener noreferrer" target="_blank">Orbis Global Balanced Fund</a> talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - <a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>

Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

BIP Show talking clean tech and the commodities within

Head of Investment Strategy at Global X ETFs Blair Hannon joins us to talk about the inevitability of clean tech and the commodities attached to it. Rare Earths, Nickel, Zinc and crowd favourite copper all get a look in. Where's the demand and for how much? An interesting talk with lots covered. Head to <a href="whelancapital.com/thebipshow" rel="noopener noreferrer" target="_blank">whelancapital.com/thebipshow</a> to find the slides accompanying the podcast. Sponsored by Global X ETFs - <a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>

Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing

BIP Show talking everything with David Scutt

We finally get David Scutt back online to talk about his time with Ausbiz and wow it's a doozy. We solve all the world's problems from interest rate rise fairness, consumer discretionary expectations, China outlook and so much more.&nbsp;Bonus content: James FINALLY tells his UBS London Garbage Bag story.Sponsored by Global X ETFs -&nbsp;<a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>

David Scutt!!! We get the great man in for a chat about...everything

BIP Show talking to Simon Mawhinney of Allan Gray

In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why.There is a substantial gap between cheap and expensive at the moment and we have a look at how to find it. Did the beatup in tech make them (gasp!) buyable for the best contrarian fund around?&nbsp;We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable.We even delve into where the very humble Simon cracked his start in the industry and what drove him to look at markets how he does.Sponsored by Global X ETFs -&nbsp;<a href="https://www.globalxetfs.com.au/" rel="noopener noreferrer" target="_blank">https://www.globalxetfs.com.au/</a>

Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

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

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

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Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more