Theory of Thing Investment Podcast

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 t...

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...

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 mig...

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 K...

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. General advice...

Chief Economist at EY Oceania Joanne Masters joins us to talk about the expected shape of the global recovery, Australia's GDP, the equity rally and more General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show . Hosted on Acast. See acast.com/privacy for more information.

Ken Veksler explains his theory of the 'Lobotomy Paradigm' currently at work in markets as risk appetite makes a comeback General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show . Hosted on Acast. See acast.com/privacy for more information.