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Cover image of Devils and Details by Business Insider Australia

Devils and Details by Business Insider Australia

A regular podcast featuring leading economic thinkers and market strategists on global and Australian economic issues, financial market developments, policy, and strategy. See acast.com/privacy for privacy and opt-out information.

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2017 SPECIAL: Rates, bitcoin, property, and our naughty and nice list

We’re joined by ANZ’s Joanne Masters, JPMorgan’s Laura Fitzsimmons, and VFS Group’s James Whelan to talk about the year that was. See acast.com/privacy for privacy and opt-out information.

1hr 1min

13 Dec 2017

Rank #1

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Devils & Details LIVE (Part II -- The RBA's challenge, and indicators)

The second part of our live show in Sydney on November 27. The first panel is on indicators, featuring Eleanor Creagh of Saxo, James Whelan of VFS Group, Cameron Kusher of CoreLogic, and Adam Smith COO at OFX. The second is the finale and features a wide-ranging discussion on the outlook with Bill Evans of Westpac, Jo Masters of ANZ, Stephen Koukoulas, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan and Pete Wargent of Allen Wargent. See acast.com/privacy for privacy and opt-out information.

57mins

7 Dec 2018

Rank #2

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Devils & Details LIVE in Sydney (Part I -- property and portfolios)

Our live show in Sydney on November 27. The first panel is THE ALLOCATORS: James Whelan of VFS Group, Con Michalakis of Statewide, Laura Fitzsimmons of JP Morgan, and Eleanor Creagh of Saxo. Followed by PROPERTY EXPERTS: Pete Wargent of Allen Wargent, Joanne Masters of ANZ, Stephen Koukoulas, Cameron Kusher of CoreLogic. See acast.com/privacy for privacy and opt-out information.

43mins

7 Dec 2018

Rank #3

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With RBC Capital Markets MD Su-Lin Ong on the stock sell-off, property and policy, and the macro outlook

Su-Lin Ong, managing director and chief economist at RBC Capital Markets, joins us to talk about what’s driving the global equity sell-off and the likely impact of Labor policy on property prices and consumption outlook. See acast.com/privacy for privacy and opt-out information.

47mins

25 Oct 2018

Rank #4

Most Popular Podcasts

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With Sally Auld, J.P Morgan Chief Economist and Head of FX Strategy, on volatility, bonds, property and books

J.P. Morgan's Chief Economist and Head of Fixed Income and FX Strategy Sally Auld joins Paul and David to discuss the global equity sell-off, how it's affecting Australia, as well as the global macro picture and the outlook for the Australian dollar over the coming years. Plus we share some of our must-read books. See acast.com/privacy for privacy and opt-out information.

57mins

23 Nov 2018

Rank #5

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With JPMorgan’s Kerry Craig on the yield curve, and the inflation mystery that has economists stumped

Bonds, weak wages, Australia’s outlook, and the pressures on the RBA with JPMorgan global strategist Kerry Craig See acast.com/privacy for privacy and opt-out information.

44mins

23 Nov 2017

Rank #6

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With CBA senior economist Gareth Aird on GDP data, the shifting RBA rate outlook, and why economists care too much about aggregate numbers

CBA senior economist Gareth Aird joins Paul and David to take a deep dive on GDP data and discuss the changing picture on interest rates for the RBA before getting into some of the problems with migration policy underpinning economic growth. Aird argues that some economists and policy makers focus too much on aggregate numbers rather than people's lived experience in the economy. See acast.com/privacy for privacy and opt-out information.

41mins

9 Dec 2018

Rank #7

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With ABC Bullion chief economist Jordan Eliseo on wage pressure, the prospect of a royal commission, and bitcoin.

Jordan Eliseo joins us for a deep dive on cryptocurrency, bitcoin, scams, plus a chat about this week's Australian and global market moves.  See acast.com/privacy for privacy and opt-out information.

52mins

16 Nov 2017

Rank #8

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With Robert Rennie, Westpac’s Global Head of Strategy, on Sydney property, rates, iron ore and more

An epic deep dive on iron ore is part of this episode as Robert Rennie, Westpac’s Global Head of Strategy, joins the show to discuss the domestic and global outlook. See acast.com/privacy for privacy and opt-out information.

48mins

9 Nov 2017

Rank #9

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The crushing impact of oligopolies on wealth inequality, wages, and company survival

Jonathan Tepper, economist and founder of Variant Perception, joins us to talk about his new book, 'The Myth of Capitalism', a detailed look at how advanced economies demonstrate little real competition in many industries, with implications for the economy, wage inflation, and even politics. Tepper also famously predicted a severe housing crash for Australia, and he updates us on his views now that house prices are declining. See acast.com/privacy for privacy and opt-out information.

51mins

1 Nov 2018

Rank #10

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With Stephen Koukoulas on property price declines, the case for a rate cut, global markets, private credit risk, plus the budget and all the sport.

Market Economics MD Stephen Koukoulas joins us to discuss accelerating house price declines, the RBA's challenge, stocks under pressure, the rise of private credit, as well as the improving budget outlook. We also talk about The Everest, the Pies, and the Wallabies.  See acast.com/privacy for privacy and opt-out information.

47mins

16 Oct 2018

Rank #11

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Budget Special with Warren Hogan

Former senior Treasury official and ANZ chief economist Warren Hogan joins us to discuss the economics and politics of the 2018 federal budget.  See acast.com/privacy for privacy and opt-out information.

43mins

9 May 2018

Rank #12

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CBA agri commodities strategist Tobin Gorey on trade tensions, currencies, and the food on your plate

CBA agri commodities strategist Tobin Gorey joins us to talk about the impact of US-China tensions on global trade, the impact of the strong US dollar, and the economics of the food on your plate. See acast.com/privacy for privacy and opt-out information.

58mins

15 Nov 2018

Rank #13

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QF32 Captain Richard de Crespigny on staying calm in a crisis, leadership, and building resilience

Regardless of your industry, there will be times you'll face crises and difficult decisions. Richard de Crespigny knows more than most about handling pressure. He was the captain on the ill-fated Qantas flight 32 that suffered a major engine failure in 2010. His new book, FLY, looks at the lessons from that day and what aviation generally can teach others about performing under pressure. See acast.com/privacy for privacy and opt-out information.

54mins

12 Nov 2018

Rank #14

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Defending capitalism: pro-markets vs. pro-business, with Eugenie Joseph from the Centre for Independent Studies

Young Australians have a detectable sympathy for socialism in surveys. Eugenie Joseph from the Centre for Independent Studies joins Paul and David to discuss why governments should be pro-markets rather than pro-business, and the proven but questionable success of capitalism over time. See acast.com/privacy for privacy and opt-out information.

59mins

29 Nov 2018

Rank #15

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We're Back! With James Whelan on banks, the royal commission, property, rates, global growth and the budget.

With James Whelan on banks, the royal commission, property, rates, global growth and the budget. See acast.com/privacy for privacy and opt-out information.

37mins

4 May 2018

Rank #16

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With Westpac’s Head of Macro Strategy David Goodman on spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution

This week we welcome Westpac’s Head of Macro Strategy David Goodman to talk spiking bond yields, stock market carnage, housing risks, and the looming fourth industrial revolution. See acast.com/privacy for privacy and opt-out information.

47mins

11 Oct 2018

Rank #17

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With Eley Griffiths founder Ben Griffiths on banks, finding great companies, and rolling with the market

Benjamin Griffiths’ $500 million small company fund returned over 30% last year. He joins us to talk banking risk, finding stocks to buy, the managers he supports, and what he gets out of Surf Livesaving at North Bondi in Sydney, See acast.com/privacy for privacy and opt-out information.

57mins

4 Oct 2018

Rank #18

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With JP Morgan Asset Management MD Iain Stealey on the global bond landscape and the end of QE

Iain Stealey, managing director at JP Morgan Asset Management’s global fixed income group based in London, joins us to talk about the global bond market in the age of quantitative tightening – as well as Australian property, and rugby. See acast.com/privacy for privacy and opt-out information.

34mins

25 Sep 2018

Rank #19

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With Jordan Eliseo on GFC war stories, gold under pressure, cryptos and rates

ABC Bullion chief economist Jordan Eliseo joins us to talk about the GFC 10 years on, why gold has been under pressure, creaky cryptos and Australia’s domestic outlook See acast.com/privacy for privacy and opt-out information.

45mins

13 Sep 2018

Rank #20