The BIP Show
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
Season 1, Ep. 9
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.
Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
Season 6, Ep. 3
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