Stephen Kirchner of the US Studies Centre joins the show to talk central banking and the scale of the COVID-19 downturn

Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario

ANZ Senior Economist Cherelle Murphy joins the show to discuss the further deterioration in Australia's economic outlook 

Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook  

Manager Listed Products and Investment Research at the Perth Mint, Jordan Eliseo, joins the show to talk about the gold rally 

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 10 - Jordan Eliseo - Record gold prices in the global markets picture 

What jobs will Australia need in a post-COVID19 world? Will we see any inflation or wage hikes? 

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 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation

JP Morgan Executive Director and Strategist Kerry Craig walks through the global picture 

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.

Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?

Pepperstone Head of Research Chris Weston joins us to discuss global share market performance and the COVID-led rise of retail

We're through what was certainly one of the weirder six months in markets in our lifetimes. What will the next six months bring? We look at end-of-quarter rebalancing, and then talk about the astonishing rise in the amount of retail trading that's been happening in markets since the COVID-19-induced meltdown in March. We also discuss how trading can go horribly wrong, and some of the strategies to avoid it.

Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make

Pete Wargent of Allen Wargent property agents joins the show to talk about the impact of COVID-19 on the outlook for Australian property and the policy options

Pete Wargent is one of Australia's foremost property commentators. A Chartered Accountant by training, Pete is one of the keenest and most even-handed commentators on residential and commercial property in the country. He joins Ken Veksler, James Whelan, and Paul Colgan to talk about the outlook for property -- how commercial property is being affected by the lockdowns, how new ways of working might affect how cities work, and the outlook for house prices.

Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades

UNSW Professor of Economics Gigi Foster joins the show to talk about improving decision-making around virus-related lockdown policies 

Various lockdown policies by governments around the world have been effective in controlling the spread of COVID-19. But they also inflicted enormous economic damage by shutting down entire industries. The effectiveness and severity of the lockdown measures has been one of the critical policy questions of our lifetimes. UNSW Professor of Economics Gigi Foster joins Paul Colgan, James Whelan, and Ken Veksler to discuss problems with the policy advice to governments and how the process might be improved in future.

Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far? 

CBA Executive Director and Head of Fixed Income and FX Strategy Martin Whetton joins us to talk through the activity in global and Australian bond markets 

The RBA's decision to start quantitative easing via Yield Curve Control is where we start this look at the universe of fixed income and bonds, the biggest of all the asset classes but rarely covered in the media. Here Martin Whetton of CBA talks through some of the realities of fixed income markets, and explains why there are "different types of money" when it comes to bank funding.

Episode 3 - Martin Whetton of CBA - Bond market developments

Business. Investing. Policy. 

The BIP Show is a regular look at global economics, policy, business, and markets hosted by Paul Colgan with James Whelan of VFS Group and Ken Veksler of Accumen Management, featuring top analysts, leading investors, and key decision-makers.

The BIP Show

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Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario

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Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture

Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation

Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?