The Money Puzzle

A week of mass protest in the streets of America hasn't subdued Wall Street. Is this rally too good to be true? James and Alan ponder how long stocks can soar in the face of civil unrest in this week's episode of The Money Cafe, and consider how the grim outlook for GDP should be read.  See omnystudio.com/listener for privacy information.

Stephen Mayne joins James in the Money Cafe this week for an episode largely focused on a rash of capital raisings. Is the current system set up in a way that is unfair to retail investors? Why have some famous rich listers not opted into their own raisings? And which offerings were the real winners in this batch?  See omnystudio.com/listener for privacy information.

Have we entered the Land of Oz? Where markets and the economy can persist in divergent realities? James and Alan space out on the big questions in this week's episode The Money Cafe, and attack a rising bag of listener questions.  See omnystudio.com/listener for privacy information.

After the release of today’s confronting employment figures, Alan Kohler and James Kirby unpack the numbers and reveal the true damage to Australia’s labour force. The duo also discuss the Commonwealth Bank’s grim forecast for property prices in this week’s episode of The Money Café.  See omnystudio.com/listener for privacy information.

Have markets found the floor, or are we looking at another dip coming down the tracks? James and Alan compare notes on recent history and consider the shaky case for optimism in the future in this week's episode of The Money Cafe.  See omnystudio.com/listener for privacy information.

Alan Kohler and James Kirby get stuck into a big week in finance which has been dominated by the banks and more big movements in the oil price. They also look to the US and whether its largest GDP contraction since the GFC is just the beginning of a deep recession.  See omnystudio.com/listener for privacy information.

James is back in the Money Cafe for a meaty discussion of a dramatic week of business news. Crashing oil prices have left some traders scrambling for space in the garage for a few extra barrels, and the RBA has issued an economic update that may have under-stated the depths of Australia's economic dip.  See omnystudio.com/listener for privacy information.

As March 23 becomes further and further away, Alan Kohler is joined this week by Principal of Minack Advisors, Gerard Minack, to ponder whether we have in fact, seen the bottom. They also question the IMF’s bullish economic outlook and dissect how a potential second wave of COVID-19 might impact Australia socially and economically.  See omnystudio.com/listener for privacy information.

Analysts have started to try and call the bottom, but could we see a bear market rally or just a dead cat bounce? James and Alan discuss the latest market data in this week's episode, along with the true value of PE ratios in the absence of guidance, the dilemma residential landlords find themselves in, and the curious popularity of $100 notes in Australia's circulation.  See omnystudio.com/listener for privacy information.

In this week’s isolation podcast, Alan Kohler and James Kirby unpack the government’s extraordinary JobKeeper package, the impact it will have on future budget deficits and marvel at technological developments being used while in isolation.  See omnystudio.com/listener for privacy information.