News of the Money World Kōura Wealth
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- ビジネス
News of the Money World! An informative, quirky, and curious look into current financial events that may affect you, the everyday investor.
A joint podcast venture hosted by financial adviser - Darcy Ungaro and Kōura Wealth CEO - Rupert Carlyon.
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Disclaimer: The content provided is intended as an overview and as general information only - it is not financial advice. Before making any decisions based on the information provided, please use your discretion and seek independent guidance.
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Navigating Fiscal Challenges: Budget Announcement and Monetary Policy
Summary: The conversation covers a range of topics including the budget announcement, monetary policy, tax cuts, government spending, inflation, austerity, new revenues, demographic bulge, and supporting the aging population. The discussion delves into the impact of tax cuts on inflation, the Reserve Bank's monetary policy, government spending, and the potential social impacts of austerity measures. The conversation covers a wide range of topics, including the future of tax, superannuation, healthcare, trade wars, globalisation, and bank profitability. The discussion delves into the challenges and potential solutions for these issues, providing insights into the economic landscape and the impact on individuals and businesses.
Takeaways
The impact of tax cuts on inflation and the Reserve Bank's monetary policyThe need for government spending cuts and the potential social impacts of austerity measuresThe demographic bulge and the challenges of supporting the aging populationThe role of new revenues in addressing fiscal challenges The future of tax, superannuation, and healthcare presents significant fiscal challenges that require strategic planning and policy changes.Trade wars have implications for consumer costs, inflation, and global economic growth, with potential impacts on productivity and unintended consequences.Globalization and the role of the US in the global economy raise questions about the future of international trade and economic alliances.Bank profitability and the need for open banking and competition in the banking sector are important considerations for the financial industry and consumers.Titles
Tax Cuts, Inflation, and Austerity: Balancing Fiscal PolicyDemographic Bulge and Aging Population: Addressing Future Challenges Globalization and the Role of the USThe Impact of Trade Wars on Global EconomicsSound Bites
"The government is the only member of this conversation here that doesn't actually have to prove value before they get paid, they can just get paid first. We actually have to do this podcast, right? Before we get any value out of it, they just demand it and it's fantastic.""The only way that we are going to be able to solve this problem is if we're willing to recognize it and acknowledge that there is a big issue and be.""I mean, I don't think anyone wins.""Look, banks do need to be profitable."Chapters
00:00Navigating Fiscal Challenges: Budget Announcement and Monetary Policy
13:00Tax Cuts, Inflation, and Austerity: Balancing Fiscal Policy
22:15Navigating the Future of Tax, Superannuation, and Healthcare
27:06The Impact of Trade Wars on Global Economics
33:45 Globalisation and the Role of the US
39:41Bank Profitability and the Need for Open Banking -
Navigating Markets: Geopolitical Risks, AI and the Future of Clean Energy
The conversation covers a range of topics including the killing of the Iranian president, the impact of geopolitical risks on markets, hedging strategies, the growth of AI and the potential of Nvidia, and the role of clean energy in the future.
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Back to the future: The Elon Musk Oligopoly
Bored of the same old topics when it comes to financial podcasts? Rupert and Darcy are too. This week learn about the disconnect between the performance of the stock market and the state of the global economy, the influence of the media on the markets, and the impact of AI and technology on the investment landscape.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz -
Market Shocks: 80% of companies have beaten earnings estimates
This week Darcy and Rupert break down the recent the mixed messaging from the Fed, the potential for stagflation, and the surprising size of the Bitcoin ETF outflows! Hot tip: Remember to take a long-term perspective when investing.
Tune in every week with a unique New Zealand-focused podcast that looks at our economic situation through a slightly contrarian lens.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz -
The S&P 500: “The Markets Are Really Just 50 Companies”
This week Rupert and Darcy break down whether the markets can be considered a pyramid scheme 🤔 Learn about the market structure, the dominance of tech companies, the need for New Zealand to adapt to global changes, and the recent intervention by the Japanese Ministry of Finance in the currency market.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz -
Lightening Episode: Central Banks, Unemployment, Inflation, and more!
This week Darcy and Rupert kept it snappy with a lightening round on the central banks, unemployment, inflation, and the impact of global events on the economy. Find out why they feel the central banks need to improve their communication and why it can be so hard to predict interest rate movements in the episode.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz