Comedian v Economist

Sydney Airport's share price jumped 30% on talk of a takeover, but is this just the tip of the iceberg? Insider Trading allegations at Nuix were all over the papers last week, but look who's got egg on their face. The global tax floor got agreement but there's still some challenges ahead, and how did Australia end up dead last on climate action? All this and more on this week's Comedian v Economis...

The relationship with China has "turned to custard" and the Port of Darwin is caught in the middle. Why have Australia and the US gone opposite ways on wages growth? Could blockchain be one of the building blocks of building better buildings? And how did Australia become the wealthiest nation on earth? All this and more... If you've got a question for Thomas... or Adam... then go ahead and send th...

The jobs data looks amaaaazing, but is it really all that? The minimum wage got topped up last week, but the boys' Dad says the impact will be bigger than we think. Ronaldo trolled Coke and won, and Thomas discovers that giving non-alcoholic beer to kids is apparently a no-no. This, and many more revelations like it, on this week's Comedian v. Economist. If you've got a question for Thomas... or A...

Australia held on to its AAA credit rating, but the numbers seem a little fishy. Retail sales are four years ahead of schedule, but CBD movements are down everywhere but party-town Radelaide. Trump fires a broad-side at Bitcoin, and is CBA expensive or front-running the market? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expressed...

If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended a...

Biden has come out gunning for big business and the uber-wealthy, and says “Trickle-down economics has never worked.” What actually is trickle-down economics, and has it ever worked? And what’s this weird puzzle in the rental market that Thomas has uncovered. Adam will give it his best crack to come up with an answer. If you've got a question for Thomas... or Adam... then go ahead and send them to...

Is Kogan’s recent share price crash about Covid, Kogan, or something else entirely? Is this the end of Bitcoin, and is Thomas (finally) vindicated? Why does Facebook et al pay so little tax in Australia, and why did Pauline Hanson harpoon changes to the responsible lending regulations? And what’s actually in Adam’s “bag-o-breakfast”? If you've got a question for Thomas... or Adam... then go ahead...

Thomas digs a bit deeper into the budget, and uncovers something that is either a total paradigm shift in the way Conservatives think about deficits, or is it just some old fashioned pork? What is budget repair, what is an Austerity Budget, and where did the Future Fund get all its money? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views...

All eyes are on the budget this week, but Adam still finds it hard to care. Markets moved on big undershoots on US employment and Australian inflation, the nation's 9th largest lending is under-investing in marketing, and oil prices spiked on market-focused cyber terrorism. A broad view of events on this weeks Comedian v Economist. If you've got a question for Thomas... or Adam... then go ahead an...

Is Dr Doom a real person, and what’s his take on the macro-economic policy settings when he’s not producing phat beats. How does stag-flation differ from vanilla inflation, are rents rising in Australia right now, and what is carbon leakage? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expressed by the podcast host or any guest are...

Who actually is the most powerful woman in the world (Hint: it’s not Beyonce), and what’s she going to do with that power? What was the anger that brought Trump into power, and how are the economic levers being used to ward off another Trump? And if this war gets out of hand, what the outlook for share prices? *** If you've got a question for Thomas... or Adam... then go ahead and send them to cve...

The CEOs of the big four banks fronted the House of Reps Economics Committee in Canberra last week, giving us a privileged insight into their outlook for the economy. They also took time to throw some shade at state governments for letting the housing boom get out of control. This is what the view from the C-suites of money town looks like, while this tpyo’s for you Iain. ;) And here’s a link to t...

A year on from Covid, what have we learnt? Why has America - the bastion of democracy and free-market capitalism - had one of the worst Covid experiences? Can our commitment to freedom be weaponised against us? Is Russian sh!t-posting a serious attempt to undermine democracy, or is it just for the lols? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymate...

Goldman Sachs and JP Morgan are talking up a new commodity supercycle. It is true that commodity prices are through the roof, but are they going to stay there? Are we on the cusp of another 12-year boom, or is it just going to fade away the way the last mining boom did, along with ‘The Chinese Century’? And how doe we get rich on the back of it? If you've got a question for Thomas... or Adam... th...

A massive container ship, The Ever Given, got sideways last week and plugged up the Suez Canal, one of the most important shipping routes in the world. Is the global economy really that easy to knock off its axis? What does it mean for inflation, and why is China watching this one nervously? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any vi...

The massive Jobkeeper program winds up at the end of March, just as the US is mailing out cheques for $1400 to the whole country. Is the end of Jobkeeper the end of the Aussie economy? And why do we spend money on entertainment vouchers for people when you could just send them cold hard cash? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any v...

Non-fungible tokens (NFTs) are selling for millions of dollars, but what are they? Thomas says they’re what happens when you combine the financial illiteracy of crypto-bois with the self-indulgent pretentiousness of the arts market, but he would say that wouldn’t he? But don’t worry, Adam is the family’s in-house tech-guy, so he’ll walk us through this “new and exciting” asset class. If you've got...

GDP boomed last week, just as Thomas predicted, but markets didn’t do nothing. Why? Why is WA all about cutting payroll tax, and why don’t economists dance when inflation is zero? And if economists think inflation is picking up, is that going to cause another rout in share markets? And why did mum make Adam pay tax? Want to win that tidy sum of cash (cash, cash, cash)? Our listener survey is here...

Adam was shocked last week to see that bond yields had caused share markets to tank. Bond yields? He doesn’t know what either of those words even mean. Thomas unpacks the puzzle as best he can, and explains why these days, in the strange post-covid economy, good news is bad news. If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expresse...

Thomas lays out 10 reasons why he (and pretty much every economist in the country right now!) thinks the Australian economy is set to boom. Adam is alarmed to learn that there’s perma-bears in these woods. What’s their trip? *** If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expressed by the podcast host or any guest are their own and...

The ‘stoush’ came to a head this week, with Facebook shutting down news, Google going it alone with agreements with some media outlets, and the government pushing through its bargaining code. Thomas called it.  This bonus ep is a quick update on the whole kerfuffle. If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com *** Any views expressed by...

In February, the RBA committed to printing another $100bn - a massive $5bn a week! But isn’t the economy better? It is way better than they were forecasting... So what’s going on? And what’s happening to interest rates now, why is the RBA predicting house prices to rise 30%, and should Adam cash out his house and live in a tent? If you've got a question for Thomas... or Adam... then go ahead and s...

Google hinted recently that they might have to remove Google Search from Australia if the government legislates the new News Media and Digital Platforms Bargaining Code . WTF is going on? Thomas unpacks the ‘stoush’ for us, and finds himself surprised to be taking sides with Google. And what’s going on in Bundaberg? *** If you've got a question for Thomas... or Adam... then go ahead and send them...

The news this week in markets was all about darling little retro company, Gamestop, which was driven 400% higher on a short-squeeze. How does that work? Was there an investment thesis at play or was it pure hype? And why is Elon Musk getting involved? If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expressed by the podcast host or any...

The boys walk through Thomas’ pick for the top trends that will dominate markets in 2021. Is there anything here you can trade on? And if truth really is dead, as Thomas says, should you be listening to these guys anyway? *** If you've got a question for Thomas... or Adam... then go ahead and send them to cve@equitymates.com Any views expressed by the podcast host or any guest are their own and do...