Category: Financial Markets

Schrödinger’s Economy – With Tarric Brooker

My Friday afternoon chat with Journalist Tarric Brooker

CONTENTS
0:00 Start
0:40 Introduction
1:15 Fed And Bonds
11:00 YCC
11:40 Schrödinger’s Economy
23:10 Employment Data and JobKeeper
28:55 Migration?
33:40 WA Election Result
36:30 Responsible Lending
43:20 Core Ideology?
45:40 SME Support
49:50 Demographics
54:00 Conclusions

Go to the Walk The World Universe at https://walktheworld.com.au/

Fighting Against The FED – The DFA Daily 18th March 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

CONTENTS

0:00 Start
0:30 Introduction
1:05 FED FMOC Decision
10:50 February Employment Data
15:10 JobKeeper Hot Spots
15:56 Tasmanian Housing Crisis
18:30 JobKeeper Payments To The Wrong Firms
23:15 WA Housing
16:00 NZ KiwiBuild Misuse?
18:50 Westpac Sells LMI Business
30:30 Conclusions

Go to the Walk The World Universe at https://walktheworld.com.au/

Consumer Lending Reprieve Against Chaotic Data! – The DFA Daily 17th March 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

CONTENTS

0:00 Intro
0:44 Summary
1:04 Responsible Lending Remains
1:44 Property Prices
3:50 Bank Profit Dropped
6:00 Risky Loans Rise
12:20 Using Super For Home Buying
17:00 Debt Recycling Risks
19:37 Leading Indicator Down
23:10 JobKeeper Numbers
27:17 Another Construction Company Fails
27:45 Mortgage Defaults Higher
30:00 Conclusions

Go to the Walk The World Universe at https://walktheworld.com.au/

DFA Live Q&A HD Replay – Tony Locantro: Market Signals

This is an edited edition of our latest live event.

Join us for a live Q&A as I discuss the latest financial market trends with Tony Locantro from Alto Capital. https://www.altocapital.com.au/the-alto-team

CONTENTS

0:00 Start
0:30 Introduction And News
03:20 Tony Joins
04:20 A Year On From The Crash
10:20 Tony’s Presentation
27:35 5 Stocks
39:00 Tony’s Bingo
45:00 Market Valuations
50:00 Bond Prices
58:00 Sentiment Change
1:08:30 Back To Basics
1:15:00 Central Banks Control
1:20:40 Safest Assets?
1:29:30 Is Cash Safe In The Bank?
1:35:10 Bitcoin
1:38:30 Managing Debt
1:41:25 Summary And Close

Original version of the stream with live chat: https://youtu.be/Rk2Xsm1Eggs

Go to the Walk The World Universe at https://walktheworld.com.au/

FINAL REMINDER: DFA Live 8pm Sydney Tonight – Tony Locantro Market Signals

Join us for a live discussion with Tony Locantro from Alto Capital. You can ask a question via the live YouTube chat. Some of the questions already in the queue:

  • How do you know when a market is over-valued – and what’s the difference between fundamental value and momentum trading – and which do you do?
  • Perth property seems hot – what’s Tony’s view of the next few months? Difference in different areas?
  • Gold is languishing – how does this connect to the price of Gold miners?
  • Small Caps seem more about relationships than market value – is this true?
  • Does Tony still hold his negative view on Bitcoin?
  • Tony talked about simplification – how to start is my question?

Markets Reach New Highs: The DFA Daily 13th March 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

0:00 Start
0:45 Introduction
1:00 US Markets
4:30 Biden Support Packages
6:30 US and Global Charts
11:35 RBA Speech and Low Rates
17:07 Bond Rate Control
18:00 Westpac Investigation Closed
19:15 Responsible Lending Repealed
24:50 Australian Charts
28:10 End and Close

Go to the Walk The World Universe at https://walktheworld.com.au/

The Great Steel Steal – Radio Interview

A segment in which I discuss the recent Greensill Capital collapse, and the implications for local steel operations, plus some observations on the impact of “Financial Engineering” which underlays these ventures. It was broadcast on our local ABC Radio station this week.

Go to the Walk The World Universe at https://walktheworld.com.au/