The BIP Show
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
Season 1, Ep. 9
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
Season 1, Ep. 10
Gold has hit all-time highs in US dollar terms over the past week. Jordan Eliseo, Manager Listed Products and Investment Research, joins the show to talk about how the gold rally fits into the bigger moves in global markets.
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
Season 1, Ep. 8
Westpac Senior Economist Justin Smirk is an authority on the Australian labour force. He shares a detailed overview of the latest employment data from the ABS, which saw unemployment tick up to 7.4%. We also discuss ways Australia might finally see wages growth, and talk about the skills of the future.
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?
Season 1, Ep. 7
With so much market data in disarray because of the Covid19 pandemic, some of the usual measures of value have found strange extremes. That's where we start this week's show with our JP Morgan Global Markets Strategist Kerry Craig, discussing very high P/E valuations in equities. We also talk about the global inflation picture, the "policy put", and then chat about whether having a macro view on the world can really give you any kind of edge any more.