Betashares

Bassanese Bites: The Podcast

Business EN ↓ 41 episodes

For years, Betashares Chief Economist David Bassanese has been providing an unmissable weekly roundup of the macroeconomic and geopolitical stories that matter most to Australian investors as well as an insightful look at the week ahead. Now, you can join David and his analysis every week in podcast form. Subscribe wherever you get your podcasts.

Be sure to visit the podcast's website and support the creator: bassanesebites.podbean.com

Author

Betashares

Category

Business

Podcast website

bassanesebites.podbean.com

Latest episode

Sep 28, 2026

Where to listen?

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Episodes

RBA to act 28.09.2026
Fed calms markets 21.09.2026
AI-mageddon? 14.09.2026
US inflation test 07.09.2026
Hot CPI, cold GDP 31.08.2026
Bond market blues 24.08.2026
Standoff 17.08.2026
RBA reprieve 10.08.2026
Rates relief 03.08.2026
CPI to pressure rates 27.07.2026
Moonshot 20.07.2026
Southern route 13.07.2026
Housing blues 06.07.2026

House prices are retreating and FOMO has turned to FOBE. Meanwhile, Iran tensions are fading, US rate fears have eased and the AI bubble debate rolls on.

Chip wreck 29.06.2026

Global markets stumbled as AI valuation concerns and Middle East tensions weighed on sentiment, while Australia's stubborn underlying inflation kept the focus on central banks, payrolls and house prices.

Still hoping 01.06.2026
Recession watch 25.05.2026
Waiting game 18.05.2026
Budget blues 11.05.2026
RBA D-day 04.05.2026
Indefinite ceasefire 28.04.2026
In TACO we trust 20.04.2026
Now we wait 13.04.2026

Markets pushed higher last week on optimism around a temporary ceasefire, but the Iran conflict has quickly shifted back into uncertain territory. With peace talks failing and the US now threatening to impose a naval blockade in the Strait of Hormuz, risks to global energy supply and geopolitical stability are back in sharp focus. In this week’s Bassanese Bites Podcast, David Bassanese unpacks the...

Iran investor update: A vital peace deadline looms, putting markets on edge 07.04.2026

Markets edged higher last week on fleeting hopes of de-escalation, but the Iran conflict is entering a new phase. With the US' imposed deadline for a peace deal approaching and retaliation risks rising, the threat to global energy supply remains front of mind. In this week’s Bassanese Bites Podcast, David Bassanese breaks down the risks around the Strait of Hormuz, why energy infrastructure is now...

Iran market update: Investor jitters persist as oil supply risks build 29.03.2026

The Iran conflict remains front and centre, with fragile talks doing little to ease concerns over oil supply through the Strait of Hormuz. While some shipments are still flowing, the buffer from earlier supply may soon run out. In this week’s Bassanese Bites Podcast, David Bassanese explains why markets are stuck in a holding pattern, the risk of escalation in energy infrastructure, and how a rene...

Iran market update: Strait of Hormuz deadline looms, raising risks of another oil shock 23.03.2026

The Iran conflict has entered a critical phase, with a US ultimatum on the Strait of Hormuz raising the risk of a major escalation in global energy markets. Oil prices are surging, equities are under pressure and investors are bracing for a potential spike in inflation if tensions worsen. In this week’s Bassanese Bites Podcast, David Bassanese breaks down the growing risk of a Middle East “mutuall...

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