News of the Money World

summary In this episode, Darcy Ungaro and Rupert Carlyon discuss the current state of the New Zealand economy, predictions for the Reserve Bank's OCR adjustments, and the broader global economic landscape. They delve into the implications of political decisions on economic policies, the future of cryptocurrency, and the potential for New Zealand to adapt to changing market conditions. The conversa...

summary In this conversation, Darcy Ungaro and Rupert Carlyon discuss the current economic landscape in New Zealand, focusing on interest rates, inflation, and the influence of geopolitical events on markets. They explore the psychology behind market behaviors, the potential future of Bitcoin, and its implications for national debt management. The discussion also touches on investment strategies a...

In this conversation, Darcy Ungaro and Rupert Carlyon discuss the recent changes in financial markets, the influence of media on public perception, and the political parallels between Donald Trump and Boris Johnson. They explore the implications of tariffs and tax policies on the economy, particularly in relation to global trade dynamics and the potential inflationary effects of these policies. In...

summary In this conversation, Darcy Ungaro and Rupert Carlyon discuss the current state of the global economy, focusing on inflation, interest rates, and geopolitical tensions. They explore the implications of the upcoming US election on economic policies and market sentiment, particularly in relation to oil prices and the energy sector. The discussion also delves into the evolving landscape of Bi...

Summary: In this episode, Darcy Ungaro and Rupert discuss the current economic landscape in New Zealand, including the recent interest rate cuts by the Reserve Bank and the implications for the economy. They explore China's economic stimulus efforts and the challenges it faces, particularly in light of Japanification trends. The conversation also delves into the future of inflation and interest ra...

Summary: In this conversation, Darcy Ungaro and Rupert discuss the recent economic developments in China, including a significant stimulus package aimed at reviving the economy. They explore the implications of these measures for global markets, particularly New Zealand. The discussion then shifts to the U.S. Federal Reserve's interest rate decisions and the potential for inflation. The conversati...

Summary In this conversation, Darcy Ungaro and Rupert Carlyon discuss the recent 50 basis point cut by the US Federal Reserve, comparing it to New Zealand's economic strategies. They delve into the implications of BlackRock's increasing interest in Bitcoin and analyze the challenges facing the Chinese economy. The discussion also covers recent capital raising efforts in New Zealand, particularly f...

Summary In this conversation, Darcy Ungaro and Rupert Carlyon discuss several key topics including the rise of the 493 stocks, the influence of social media on the stock market, the Duval property developer's statutory management situation in New Zealand, and the implications of interest rate changes on the economy. They explore how market sentiment is shifting, the role of diversification in inve...

Summary: The conversation covers three main themes: the new jobs report data in the US, China's economic struggles, and the dynamics of gold and cryptocurrency. The jobs report showed a decrease in job creation, leading to debates about whether it's good or bad news for the economy. China's economy has been struggling due to lockdowns, reduced investment, and trade barriers, which could have globa...

Summary: The conversation covers various topics including the recent U-turns by the US Federal Reserve, the implications of the Fed's actions, the New Zealand economy and share market, the banking industry as an oligopoly, and the potential for decentralized finance. The hosts discuss the challenges faced by central banks in reacting to data and the impact of government spending and immigration on...

Summary The conversation covers topics such as the unexpected U-turn in the official cash rate by the Reserve Bank of New Zealand, the potential impact of universal basic income (UBI), and the current state of the market. Rupert Carlyon and Darcy Ungaro discuss the challenges and implications of lower interest rates, the potential effects of UBI on productivity and work, and the role of technology...

In this conversation, Darcy Ungaro and Rupert Carlyon discuss various topics including the Japanese carry trade, the VIX, the new normal of good news, Bitcoin, and the property market in New Zealand. They explore the unwinding of the carry trade and the impact it has had on investors. They also discuss the volatility in the market and the role of leverage in trading. They touch on the correlation...

Summary The conversation discusses the recent market volatility and its potential causes, including the Japanese yen carry trade, unemployment data, and the tech sector. The speakers explore the impact of interest rates, the future of tech companies, and the importance of taking a long-term perspective in investing. They also touch on the correlation between different tech stocks and the potential...

In this conversation, Darcy Ungaro and Rupert Carlyon discuss various topics including falling interest rates, allegations of bond market manipulation by ANZ, the great stock rotation, takeover interest in NZX-listed companies, and the impact of the US election on Bitcoin. They explore the reasons behind falling interest rates and the reluctance of banks to pass on the rate cuts to consumers. They...

Summary: The conversation covers various topics including the need for a manufacturing strategy in New Zealand, the impact of interest rates on inflation, and the potential influence of Donald Trump on the crypto market. The main takeaways are the importance of developing a manufacturing base in New Zealand, the need for a strategic approach to economic growth, the potential inflationary effects o...

Summary The conversation covers topics such as the shift to the far right in politics, the French election, Biden's performance, the rise of India as an emerging market, and the challenges and opportunities in China. The main themes include political shifts, global economic trends, investment opportunities, and the impact of elections on markets. The conversation highlights the importance of long-...

In this conversation, Darcy Ungaro and Rupert Carlyon discuss various topics including the New Zealand GDP, KiwiSaver, the US equity markets, the petrodollar, and the approval of an Ethereum ETF. They analyze the positive GDP growth in New Zealand and the factors driving it, such as consumer demand and immigration. They also emphasize the importance of reviewing and optimizing one's KiwiSaver acco...

Summary In this conversation, Darcy Ungaro and Rupert Carlyon discuss various topics including the differences between New Zealand and the rest of the world, the potential risks of higher interest rates and bond market instability, the concept of inflation targeting and its implications, and the behaviour of Elon Musk and Tesla. They also touch on the idea of a deflationary economy and the role of...

In this conversation, Darcy Ungaro and Rupert Carlyon discuss various topics including the approval of an Ethereum ETF, the fluctuating interest rates, and the geopolitical landscape. They also touch on the implications of the rise of right-wing politics and the challenges faced by the commercial real estate market. The conversation highlights the uncertainty and complexity of these issues and the...

The conversation covers a range of topics including tax cuts, inflation, the state of the New Zealand economy, Indian elections, and their potential impact on New Zealand. The discussion delves into the implications of tax cuts on inflation, the state of the New Zealand economy, and the potential effects of Indian economic reforms on New Zealand. The conversation also explores the impact of immigr...

Summary: The conversation covers a range of topics including the budget announcement, monetary policy, tax cuts, government spending, inflation, austerity, new revenues, demographic bulge, and supporting the aging population. The discussion delves into the impact of tax cuts on inflation, the Reserve Bank's monetary policy, government spending, and the potential social impacts of austerity measure...

The conversation covers a range of topics including the killing of the Iranian president, the impact of geopolitical risks on markets, hedging strategies, the growth of AI and the potential of Nvidia, and the role of clean energy in the future.

Bored of the same old topics when it comes to financial podcasts? Rupert and Darcy are too. This week learn about the disconnect between the performance of the stock market and the state of the global economy, the influence of the media on the markets, and the impact of AI and technology on the investment landscape. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz

This week Darcy and Rupert break down the recent the mixed messaging from the Fed, the potential for stagflation, and the surprising size of the Bitcoin ETF outflows! Hot tip: Remember to take a long-term perspective when investing. Tune in every week with a unique New Zealand-focused podcast that looks at our economic situation through a slightly contrarian lens. Kōura Wealth is the issuer. View...

This week Rupert and Darcy break down whether the markets can be considered a pyramid scheme 🤔 Learn about the market structure, the dominance of tech companies, the need for New Zealand to adapt to global changes, and the recent intervention by the Japanese Ministry of Finance in the currency market. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz