Equity Mates Investing Podcast

Inflation, AI, Trump & Gold with Economist David Bassanese

25 snips
Feb 9, 2026
Guest
David Bassanese
David Bassanese, Chief Economist at BetaShares known for data-driven market analysis. He breaks down inflation signals and RBA timing. He sizes up AI growth versus bubble risk. He separates gold’s safe-haven move from commodity demand for copper and uranium. He assesses Trump-era tariffs, China’s steady recovery and the global rotation toward value and Japan.
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INSIGHT

Global Growth Is Surprisingly Resilient

  • Global growth remains resilient despite tariff threats and shocks over the past year.
  • Australia’s rebound is broad-based but risks hitting inflationary constraints that may require rate rises.
INSIGHT

Look Past Headline CPI To The Trim Mean

  • The trim mean is the preferred underlying inflation gauge because it strips out volatile items.
  • Australia's underlying inflation bounced in recent quarters and may moderate back into the 2–3% band within a few quarters.
INSIGHT

Some Q4 Inflation Drivers May Be One-Offs

  • Some Q4 inflation drivers in Australia look one-off, including new-home price jumps and event-driven travel demand.
  • Those factors may fade, but the rebound in demand raises the risk inflation stays elevated.
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