10 episodes

The BIP Show is a regular look at global economics, policy, business, and markets hosted by Paul Colgan with James Whelan of VFS Group and Ken Veksler of Accumen Management, featuring top analysts, leading investors, and key decision-makers.
See acast.com/privacy for privacy and opt-out information.

The BIP Show Paul Colgan

    • Investing
    • 3.0, 4 Ratings

The BIP Show is a regular look at global economics, policy, business, and markets hosted by Paul Colgan with James Whelan of VFS Group and Ken Veksler of Accumen Management, featuring top analysts, leading investors, and key decision-makers.
See acast.com/privacy for privacy and opt-out information.

    Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture

    Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture

    Gold has hit all-time highs in US dollar terms over the past week. Jordan Eliseo, Manager Listed Products and Investment Research, joins the show to talk about how the gold rally fits into the bigger moves in global markets.
    See acast.com/privacy for privacy and opt-out information.

    • 57 min
    Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario

    Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario

    Stephen Kirchner of the US Studies Centre joins the show to talk central banking and the scale of the COVID-19 downturn
    See acast.com/privacy for privacy and opt-out information.

    • 44 min
    Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation

    Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation

    Westpac Senior Economist Justin Smirk is an authority on the Australian labour force. He shares a detailed overview of the latest employment data from the ABS, which saw unemployment tick up to 7.4%. We also discuss ways Australia might finally see wages growth, and talk about the skills of the future.
    See acast.com/privacy for privacy and opt-out information.

    • 58 min
    Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?

    Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?

    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 the world can really give you any kind of edge any more.
    See acast.com/privacy for privacy and opt-out information.

    • 55 min
    Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make

    Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make

    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 avoid it.
    See acast.com/privacy for privacy and opt-out information.

    • 50 min
    Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades

    Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades

    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 might affect how cities work, and the outlook for house prices.
    See acast.com/privacy for privacy and opt-out information.

    • 54 min

Customer Reviews

3.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Investing

Listeners Also Subscribed To