Category: Financial Markets

A Quick Market Update

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

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How Much Is Too Much? – With Tarric Brooker

The latest in our Friday afternoon chats with Journalist Tarric Brooker.

CONTENTS

0:00 Start
0:20 Introduction
0:57 Stimulus Is Massive
7:20 Tapering?
10:00 Home Price Rises?
12:30 Risks Ahead
15:32 Auction Fever
21:40 Commercial Property Risks
30:00 US Stimulus
33:30 Where Do Trump Voters Go?
39:00 How Real Is The Divide?
40:00 Social Media – Publishers?
45:36 Religion As Politics
50:40 Propaganda and Theatre
53:00 Some Real Imperatives … But…
56:45 Close

Tarric is @AvidCommentator on Twitter.

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

Watch For The Signs – The DFA Daily 22 January 2021

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

CONTENTS

0:00 Start
0:35 Introduction
0:50 Crypto Moves
2:51 Double-Spend
7:56 Yellen On Bitcoin
10:20 Yellen On US Policy
18:09 Auction Fever
22:40 RBA Intervention On Prices?
28:00 Rate Completion – Savers Hit Again
30:00 Conclusion and Close

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DFA Live Q&A HD Replay – Markets On The Edge

Join us for a replay of our latest live Q&A as I discuss the latest market moves with Damien Klassen Head of Investments at Nucleus Wealth.

CONTENTS

0:00 Start

0:18 Introduction
2:31 Damien’s Introduction
4:06 Central Banks Forcing Risks
4:45 Averaging or Not?
11:25 Bitcoin
28:00 CBDC
32:45 US 10 Year Bond
38:17 US Dollar Index
44:10 Aussie Dollar
45:00 Iron Ore
53:35 Forward Profit Estimates
56:00 Inequality
1:01:30 Flash Crash?
1:07:00 Inflation Is Higher?
1:10:00 Banks Are Subsidised
1:13:45 Shoe Event Horizon
1:17:14 Superannuation
1:24:30 Deposit Rates So Low
1:31:00 Summary
1:35:11 Ending

https://walktheworld.com.au/

Original stream with live chat is also available: https://youtu.be/9toEfHG8IWM

Mirage Versus Reality – The DFA Daily 15th January 2021

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

We look at the latest new lending stats in Australia and also the events in the USA as Jerome Powell jaw-bones the markets and a new rescue plan is mooted.

CONTENTS

0:00 Start
0:34 Introduction
1:06 New Lending For November
5:21 HIA On The Numbers
9:00 USA Economy
9:45 Biden’s Rescue Package
15:35 Jobless Claims Surged
21:40 Jerome Powell’s Jaw-boning
26:33 Conclusion
29:34 Ending

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

Apologies for the higher-than-normal background sounds – studio door was open

New Year – Same Old Problems: With Tarric Brooker

The latest Friday chat with Journalist Tarric Brooker. The he on Twitter @AvidCommentator.

0:00 Start
1:38 The Virus
4:04 The Economic Fallout
7:30 MMT By Proxy
12:50 Economic Outcomes
16:45 Bitcoin
22:53 Liquidity For What?
28:45 The “K Shaped” Recovery
34:50 Who Stands For The Weak?
38:10 The Australian Decay
44:19 The Blessed
45:02 A For Apathy
52:17 The Property Event Horizon
58:20 The Short Term Plan
59:10 Conclusion

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

Are The Markets Fundamentally Broken?

Two opposing points of view currently exist, in tension to each other. Some argue the Central Bank Stimulus, QE and low rates will drive the Financial Markets higher – while others point to a significant stretch in valuations, and a significant risk of a correction. Both cannot be right – but which side has the winning argument? You decide!

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