Лучшие подкасты про Simplifying Investing (2024)

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Episode #136: Market Updates - Peering through a 'wall of worry' 18:36

24d ago18:36

18:36

Join Shane and Diana for a quick update on: Shares at record highs, war conflict and oil prices. Is it a clear crystal ball for RBA rate cuts in Feb 2025? The 50/50 run-up to the US election and Queensland primary school kids to get a free lunch. But who really pays?Important information: This podcast is general in nature and hasn’t taken your circ…

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Episode #135: Alan Kohler - Why it's really tough to have a recession now 48:27

1M ago48:27

48:27

Since the 1987 crash, the evolving role of central banks has fundamentally changed the way the economy and markets work over the past few decades. Shane and Diana are joined by special guest Alan Kohler this week as they discuss the role of central banks today in the face of uncertainty, looming fears over a recession and geopolitical tensions in t…

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Episode #134: China’s economy - Special 22:44

2M ago22:44

22:44

Join Diana and special guests Brad Creighton - SMA lead portfolio manager at AMP and Stuart Eliot - Head of portfolio management at AMP as they take a deeper look into the past, present and future of China’s economy. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you conside…

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Episode #133: Brad Creighton - How markets have moved and why. 21:01

2M ago21:01

21:01

Generative AI, decarbonisation and re-onshoring are three key themes that have created fertile ground for investing in recent months. Join Diana and our special guest Brad Creighton - SMA lead portfolio manager at AMP - as they discuss how these themes have shaped the outlook for the US market, why share markets around the world have proven to be r…

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Episode #132: Eliza Owen - What is going on in the property market right now? 23:34

3M ago23:34

23:34

This week on Simplifying Investing Eliza Owen - Head of Research Australia for CoreLogic drops in on Shane and Diana to chat all things - Property Markets. Important information: This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial advise…

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Episode #131: Market volatility, RBA forecasts and how to predict an Australian recession. 15:58

3M ago15:58

15:58

Join Shane and Diana as they review this week's latest economics news including: Market volatility, RBA's August meeting, The Sahm Rule, Doctor Don Stammer, Gummy and Grizzly bears, Compounding interest and indictors to watch, in the making of an Australian recession. Important information: This podcast is general in nature and hasn’t taken your ci…

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Episode #130: The rise of populism and bigger government – what it means for investors 14:28

4M ago14:28

14:28

Fears that income levels are stagnating, rising inequality and cost of living pressures are seeing more voters turn towards populism across Europe and the US amid calls for greater government intervention to protect workers, create new jobs and enhance wages. With Harris replacing Biden as the Democrats' nominee, join Shane and Diana as they look a…

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Episode #129: TRUMPonomics 10:50

4M ago10:50

10:50

In light of the recent assassination attempt on former US President Donald Trump, Shane and Diana unpack aspects of Trump's decision and potential future policy making. And how this could impact future share markets and global trade, if he does in fact become President Trump 2.0. Important information: This podcast is general in nature and hasn’t t…

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Episode #128: AU share market high, global inflation, what's supercore & the hike in coffee beans. 10:06

4M ago10:06

10:06

Join Shane and Diana as they review this week's latest economics news including: AU share market high, global inflation, what's supercore & the hike in coffee beans.Important information:This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financia…

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Episode #127: NVidia, Eggs, Stage 3 tax cuts, The lipstick effect and happy share market songs 14:57

4M ago14:57

14:57

In this ep, AMP's chief economist Dr. Shane Oliver is joined once again by economist My Bui, who's filling in this week for Diana Mousina. Join Shane and My as they review this week's latest economics news including: The strength of NVidia stocks, AU retail and housing, Stage 3 tax cuts, the current egg shortage, the lipstick effect and could there…

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Episode #126: Trump 2.0 and the rise of the far right in Europe 16:56

5M ago16:56

16:56

America's strategic response to China through tariffs and protectionism are stirring fears the tariff rate could lift to its highest rate since the 1930s, if Trump is re-elected. Similarly, the success of far-right political parties in Europe and the calling of an election in France have increased uncertainty for investors. Join Shane and Diana as …

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Episode #125: RBA stays Hawkish, and will Powell be looking for a new gig, if it’s Trump 2.0 15:21

5M ago15:21

15:21

It’s been a busy two weeks with a few central bank’s meetings, this week the Reserve Bank of Australia met and kept the cash rate at 4.35% Will we see a cut at the next live meeting? Or will it mean there’s another and more hikes on the cards? Join Shane and Diana for this week's latest economic news and insights. Important information:This podcast…

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Episode #124: Housing affordability: A tale of three cities 14:48

5M ago14:48

14:48

Home prices reached a record new high in Australia, driven by recent surges in Brisbane, Adelaide and Perth benefitting from a shortage of listings and inter-state migration. Join Shane and My as they look at the latest GDP data this week, implications of the per capita recession continuing as well as what's driving the demand for property amid hei…

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Episode #123: Australian April inflation, global trends and will it be Trump in 2025? 17:30

5M ago17:30

17:30

This week Shane and Diana share insights on the Australian April inflation data, recent global trends in inflation, the broader growth backdrop in Australia and the weak retail sales data. Wrapping up they share some quick takeaways on the possible impact of the November US Presidential election.Important information:This podcast is general in natu…

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Episode #122: Federal Budget 2024 - what a second surplus means for Australian households 17:09

6M ago17:09

17:09

In this week's Federal Budget, the government announced a second consecutive surplus for the first time in 20 years amid questions over what will be done to arrest inflation. Join Shane and My as they unpack the winners and losers, looking at plans for A Future Made in Australia, housing affordability, cost of living pressures and what we can learn…

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Episode #121: Rates on hold and crystal balling next week's budget. 13:31

6M ago13:31

13:31

The RBA decided to keep rates unchanged for the 4th consecutive meeting as inflation continues to fall and expectations are that inflation will go below target next year. Join Shane and Diana this week as they unpack the RBA's decision, look at the latest household spending data and preview some of the key highlights in next week's Federal Budget. …

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Episode #120: Revisiting retail and home prices: will we see another rate hike? 16:16

6M ago16:16

16:16

Data this week on retail and home prices showed that the consumer is still struggling in Australia amid growing concerns there could be another rate hike this year. The growth story in our view is that Australia is different to other markets because the consumer is much more sensitive to rising interest rates. Join Shane and Diana as they look at t…

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Episode #119: Inflation: how did we get it so wrong? 13:32

6M ago13:32

13:32

The latest inflation numbers are in and it's held up more than expected. Overall, inflation is still trending down on an annual basis but progress slowed in the March quarter which will concern the RBA. Join Shane and Diana as they look at the inflation data, discuss what the government is considering ahead of their Federal Budget and why there is …

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Episode #118: How vulnerable are shares? 14:47

6M ago14:47

14:47

Increasing fears of an escalation between Israel and Iran has left markets concerned amid growing geopolitical tensions. Meanwhile, The Fed has been winding back its comments about cutting rates this year after a third month of higher inflation numbers.Join Diana and Shane this week as they look at expectations for equities, why Australian inflatio…

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Episode #117: The Australian property market, income and happiness and rising petrol prices 16:02

7M ago16:02

16:02

This week Diana and Shane look at seven key things you need to know about the Australian property market, why the link between income and happiness is messy and what’s driving higher petrol prices.Important information:This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circu…

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Episode #116: How to invest in the current macro environment 15:34

7M ago15:34

15:34

Global markets have had a strong start to 2024 with US markets at a record high and a similar uplift seen in Australia. But, the macroeconomic backdrop remains complicated and downside risks are high which makes for an interesting investing environment. Join AMP's Deputy Chief Economist Diana Mousina and SMA Lead Portfolio Manager Brad Creighton as…

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Episode #115: Inflation surprised on the downside in February 13:11

8M ago13:11

13:11

This week saw some important news on inflation with headline inflation unchanged at 3.4% which was less than expected. While the RBA is not rushing to change its stance, it was pleasing to see lower than expected levels of inflation in February with forecasts of a further slowing in inflation to 3.3% by June, which should see the start of rate cuts…

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Episode #114: RBA Not ruling anything out or anything in 9:52

8M ago9:52

9:52

While the Reserve Bank of Australia decided to keep the cash rate on hold this week at 4.35%, there was a noticeable shift in Governor Michele Bullock's tone, indicating the RBA remains fairly cautious but are getting less hawkish. Join AMP's Chief Economist Dr. Shane Oliver and Deputy Chief Economist Diana Mousina as they look at the key take outs…

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Episode #113: Inflation expectations 5:47

9M ago5:47

5:47

AMP's Deputy Chief Economist Diana Mousina simplifies inflation expectations and the gender financial literacy gap; in light of the RBA's recent look at the public's understating of the inflation target and inflation expectations as a test of economic financial literacy.Important information:This podcast is general in nature and hasn’t taken your c…

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Episode #112: Five problems with the Australian tax system 11:09

9M ago11:09

11:09

The Australian Government’s changes to the Stage 3 tax cuts have refocussed attention on the need for tax reform. Failure to adequately reform the tax system could further damage productivity growth and living standards in Australia. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks the Stage 3 tax cuts, examines why tax reform is needed in…

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Episode #111: Still cautious but less concerned: why the RBA left rates on hold 6:39

9M ago6:39

6:39

At its February meeting, the RBA left the cash rate at 4.35%, with noted progress in reducing inflation and bringing demand back to supply. While probably reluctant to raise rates again, the Reserve Bank still has a mild tightening bias and remains somewhat cautious. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks Governor Bullock's comme…

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Episode #110: Falling inflation – what does it mean for investors? 10:39

10M ago10:39

10:39

The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years. But what’s driving the fall, what are the risks and what does it mean for interest rates? Join AMP's Chief Economist Dr. Shane Oliver as he looks at the key implications for investors.Important inform…

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Episode #109: Is high Australian household wealth a source of support for consumers? 6:40

10M ago6:40

6:40

AMP's Deputy Chief Economist Diana Mousina takes a closer look at Australian household wealth. Why did we have one of the lowest rates of disposable income growth per capita amongst OECD countries in mid 2023? Important information:This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your p…

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Episode #108: Four reasons for optimism 13:20

10M ago13:20

13:20

2024 is likely to see positive returns helped by falling rates but they are likely to be more constrained and volatile than seen in 2023 given risks around the timing of rate cuts, recession risks and geopolitics. Join AMP's Chief Economist Dr. Shane Oliver as he unpacks the five key themes and lessons from 2023, the three primary challenges we fac…

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Episode #107: Five key lessons from 2023 8:54

11M ago8:54

8:54

Join AMP's Deputy Chief Economist Diana Mousina as she takes a deep dive on the five key lessons we learnt from 2023 and what to expect in the next 12 months.Important information:This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a financial advis…

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Episode #106: 2023 saw the return of Goldilocks, but what’s in store for 2024 for investors? 11:40

11M ago11:40

11:40

Despite lots of angst at the start of the year, 2023 turned out far better for investors with stronger than feared growth despite lots of bumps along the way. With high levels of inflation persisting in 2024, uncertainty in the Chinese economy and property sector, continuing geopolitical risks around recession and the lagged impact of rate hikes, t…

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Episode #105: The RBA leaves rates on hold – have we finally reached the top? 14:05

11M ago14:05

14:05

At its December meeting the RBA left the cash rate on hold at 4.35% but still maintained a tightening bias with relatively hawkish commentary. With the economy likely to slow further into next year, join AMP's Chief Economist Dr. Shane Oliver as he looks at whether we are now likely at the peak in rates and why the RBA has done more than enough to …

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Episode #104: Population growth in Australia 9:30

11M ago9:30

9:30

Since 2005, the pace of immigration has been a very dominant driver of population growth in Australia, helping address chronic skills shortages in both urban and remote areas. Join AMP’s Deputy Chief Economist, Diana Mousina as she looks at the economic impact of migration levels over the last 12 months and whether the current record pace of net mi…

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Episode #103: What would a further rise in the $A mean for investors? 10:48

12M ago10:48

10:48

Changes in the value of the Australian dollar are important for Australian investors as they impact both the value of international investments and the performance of domestic assets like shares. AMP’s Chief Economist, Dr. Shane Oliver looks at five reasons for why we can expect the Australian dollar to rise into next year, providing recession is a…

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Episode #102: 9 key things for successful investing 13:07

12M ago13:07

13:07

Successful investing is not always easy and can be stressful, even in good times. We are all susceptible to psychological traps, however there are some basic principles that can help to avoid silly mistakes. Join AMP's chief economist Shane Oliver as he shares nine key things for investors to bear in mind when navigating the world of markets.Import…

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Episode #101: Are RBA rate hikes doing more harm or help to the economy? 10:31

12M ago10:31

10:31

Australia's economy has performed stronger than expected despite a slowing down in discretionary consumer spending and persistently high levels of inflation that have fuelled the cost of living crisis. AMP’s Deputy Chief Economist, Diana Mousina looks at why the RBA continues to raise interest rates, the impact this has had on both households and l…

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Episode #100: RBA retains a tightening bias by raising to 4.35 per cent 12:37

1y ago12:37

12:37

AMP's Chief Economist Shane Oliver reviews the RBA's decision to yet again push north and raise interest rates. Will this be the last or is there is still more to come? Important information:This podcast is general in nature and hasn’t taken your circumstances into account. It’s important you consider your personal circumstances and speak to a fina…

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Episode #99: What impact does geopolitics have on financial markets? 12:15

1y ago12:15

12:15

The last few years have been associated with many geopolitical crises causing investor uncertainty and volatility in financial markets. AMP's Deputy Chief Economist, Diana Mousina looks at the impact of these risks on economies and global markets, the implications for investors and the five key geopolitical challenges to watch for over the coming y…

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Episode #98: Australian home prices up on supply shortfall, but at risk from high rates 12:12

1y ago12:12

12:12

The last three major cyclical upswings in home prices have required lower interest rates to be sustained. With rate cuts still a long way away, AMP's Chief Economist Shane Oliver looks at why the risk of another leg down in prices is high next year, particularly if unemployment rises significantly, and the key indicators to watch in the months ahea…

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Episode #97: Five constraints on medium term investment returns 12:37

1y ago12:37

12:37

In the 1980s and 90s superannuation investment returns were very strong. But since 1999, nominal superannuation returns have been more constrained averaging 6.2% pa as we entered a lower return world. Five key structural trends suggest higher medium term inflation pressures and constrained economic growth than pre-pandemic. AMP’s Chief Economist, D…

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Episode #96: Rate hikes: how households have weathered the storm 11:47

1y ago11:47

11:47

Australia has witnessed the largest interest rate hiking cycle since the late 1980s, with rates today up by a total of 400 basis points over 14 months. AMP's Deputy Chief Economist Diana Mousina takes a closer look at what the impact has been on borrowers, the number of households in negative equity and how to measure levels of mortgage stress. Dia…

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Episode #95: The threat from higher oil and petrol prices 11:58

1y ago11:58

11:58

Posing many humanitarian consequences, the war between Israel and Hamas could further lead to a surge in oil prices that will add to inflation, keep interest rates higher for longer and add to the risk of recession. AMP's head of investment strategy and chief economist Dr. Shane Oliver looks at the implications for investors as well as the impact o…

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Episode #94: 1987 vs now - rising bond yields (& war in Israel) and the risks for shares 12:24

1y ago12:24

12:24

The rise in bond yields has left shares offering a low risk premium over bonds leaving them at risk of more softness. The conflict in Israel this week has added to the risk, although the threat should be minimal if Iran is not drawn in, avoiding a severe impact on oil supplies. AMP's chief economist Dr. Shane Oliver looks at the parallels with the …

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Episode #93: The housing market 12:30

1y ago12:30

12:30

The Australian housing market is a deeply watched sector of the economy, because it impacts everybody. This week AMP's deputy chief economist Diana Mousina looks more closely at the housing market, including why prices have rebounded so fast, the outlook for home prices, conditions in the lending market and why the rental market is still so hot. Im…

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Episode #92: Is another rate hike still imminent? 12:59

1y ago12:59

12:59

In the last week, we saw the RBA leave interest rates on hold for the fourth month in a row, against the backdrop of increasing uncertainty around political developments in the US and geopolitical risks concerning China. AMP's chief economist Dr. Shane Oliver explores the outlook for interest rates amid the further softening of the jobs market, fal…

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Episode #91: For what it’s worth: why what you pay for an investment is a key driver of its return 13:45

1y ago13:45

13:45

The cheaper you buy an asset the higher its prospective return might be. However, this is frequently forgotten with investors who focus on recent returns. AMP's chief economist Dr. Shane Oliver explores the main issues behind starting point valuations and what current valuation signals are telling us. Read Oliver's insights here: https://www.amp.co…

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Episode #90: The Labour Market 8:03

1y ago8:03

8:03

AMP's deputy chief economist Diana Mousina looks more closely at the labour market. Join Diana as she unpacks why employment growth has been so strong, what has happened to the unemployment rate as well as what the outlook is from here regarding employment growth.Important information:This podcast is general in nature and hasn’t taken your circumst…

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Episode #89: Immigration and housing affordability 13:17

1y ago13:17

13:17

Australian housing affordability has deteriorated due to low interest rates and a chronic housing supply shortfall. AMP's Chief Economist, Dr. Shane Oliver looks at the vexed issue of housing affordability and in particular the implications of high levels of immigration.Read Oliver's insights here: https://www.amp.com.au/insights-hub/blog/investing…

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Bonus episode: Retire with Confidence Whitepaper 17:32

1y ago17:32

17:32

Retire with Confidence Whitepaper with Daniel Paperny and Ben HillierNew national research released by AMP today has found most older Australians find it challenging to navigate our retirement system and lack knowledge about fundamental aspects of managing their retirement finances. 3 in 5 wish they’d started planning for retirement earlier in life…

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Episode# 88: Has the RBA finished rate hikes? 9:03

1y ago9:03

9:03

Increasing evidence is mounting to suggest rate hikes are beginning to bite, with a fall in real retail sales for three quarters in a row, a sharp slump in building approvals and slowing GDP growth. AMP's Chief Economist, Dr. Shane Oliver makes the case for why we are likely at the peak for interest rates in Australia in 2023, arguing the RBA has d…

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