The InvestSense Podcast
By InvestSense
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Episodes: 223
Description
InvestSense discuss the latest in portfolio management, economics and investments while joined by leading voices from around the world.
Learn more about InvestSense: https://www.investsense.com.au/investsense-our-solutions
Subscribe to our weekly newsletter here: https://www.investsense.com.au/investsense-insights?utm_source=Podcast&utm_medium=Weekly
Learn more about InvestSense: https://www.investsense.com.au/investsense-our-solutions
Subscribe to our weekly newsletter here: https://www.investsense.com.au/investsense-insights?utm_source=Podcast&utm_medium=Weekly
| Episode | Date |
|---|---|
|
April's record rally meets Sunday's missile strike as the RBA hikes to 4.35%
|
May 05, 2026 |
|
Liquidity, Faith and a Coming Reckoning? Andrew Hunt's Macro Outlook
|
May 01, 2026 |
|
Oil at US$108, US earnings surge and Europe cracks
|
Apr 27, 2026 |
|
The Defence Dilemma: Why Hiding in Bonds Isn't What It Used to Be
|
Apr 24, 2026 |
|
In TACO we trust: Equity markets rally for a third straight week
|
Apr 21, 2026 |
|
The ceasefire sparked the strongest rally in weeks but it didn't last
|
Apr 13, 2026 |
|
Iran Brinkmanship Dominates as Markets Ride a Rollercoaster Week
|
Apr 07, 2026 |
|
March tested markets from every angle. Here's where things stand.
|
Mar 30, 2026 |
|
The Plumbing is Creaking, But It's Not Quite Time to Run for the Hills with Andrew Hunt
|
Mar 27, 2026 |
|
War, Oil and the Spectre of Rate Hikes Define a Brutal Week for Markets
|
Mar 23, 2026 |
|
Who are the disrupted and who are the disruptors with Tim Binsted
|
Mar 20, 2026 |
|
The largest oil disruption on record but markets remain resilient
|
Mar 16, 2026 |
|
The "SaaSpocalypse" & where Munro Partners is finding growth
|
Mar 13, 2026 |
|
Middle East conflict drives oil's largest weekly gain on record and Australian shares' worst week since 2022
|
Mar 09, 2026 |
|
Middle East Conflict: Central banks will probably come to the rescue but watch for cracks in credit
|
Mar 06, 2026 |
|
A volatile February ends with geopolitics front and centre
|
Mar 02, 2026 |
|
The 2006 parallels as global capital flows reverse with Economist Andrew Hunt
|
Feb 27, 2026 |
|
The Week the Supreme Court Moved Markets
|
Feb 23, 2026 |
|
US Inflation cools but tech continues to takes hits
|
Feb 16, 2026 |
|
Markets navigate RBA hike, AI capex jitters and a growing rotation trade
|
Feb 09, 2026 |
|
The Case for Emerging Market Consumers with Tassos Stassopoulos
|
Feb 06, 2026 |
|
January Closes with Gold's Dramatic Reversal
|
Feb 02, 2026 |
|
The U.S. credit boom and why the PBOC holds the cards with Andrew Hunt
|
Jan 30, 2026 |
|
Gold Surges and the Dollar Slides as Geopolitical Tensions and Rate Expectations Collide
|
Jan 28, 2026 |
|
Navigating Bond and Credit Markets in 2026 with Christian Baylis
|
Jan 23, 2026 |
|
Geopolitics, rotation and early earnings test market confidence
|
Jan 20, 2026 |
|
Markets start 2026 with momentum but caution is warranted
|
Jan 15, 2026 |
|
2025 confounded expectations in one crucial way.
|
Dec 19, 2025 |
|
Private credit in Australia under the microscope with Joel Sasim & James Fleiter
|
Dec 12, 2025 |
|
Rate Hike Risks Resurface Across Major Economies
|
Dec 10, 2025 |
|
There’s still opportunity within Chinese macro constraints with Trinetra Investment Management
|
Dec 05, 2025 |
|
Central Banks Diverge as Australia Charts Its Own Course
|
Dec 03, 2025 |
|
Why the global economy is on the precipice with economist Andrew Hunt
|
Nov 28, 2025 |
|
A Week of Two Halves: From Early Weakness to a Late-Week Recovery
|
Nov 26, 2025 |
|
AI Jitters Leave Markets on Edge
|
Nov 19, 2025 |
|
Markets Caught Between Shutdown Relief and Valuation Reality
|
Nov 12, 2025 |
|
Cautious Central Banks and Overconfident Markets
|
Nov 05, 2025 |
|
Markets Balance Tech Optimism Against Consumer Headwinds as Central Banks Loom
|
Oct 28, 2025 |
|
Equity markets have calmed down but gold is anxious
|
Oct 22, 2025 |
|
An Uptick in Volatility as Markets Navigate Trade Tensions and Policy Uncertainty
|
Oct 15, 2025 |
|
Markets Navigate Data Blackout Amid Political Turbulence
|
Oct 07, 2025 |
|
Markets Navigate Mixed Signals as Q3 Ends
|
Oct 01, 2025 |
|
Markets Digest Fed Expectations and Global Growth Concerns
|
Sep 24, 2025 |
|
Markets Navigate Fed Expectations Amid Mixed Global Signals
|
Sep 17, 2025 |
|
Markets Split as U.S. Weakens but Australia Holds Firm
|
Sep 10, 2025 |
|
Markets Navigate Political Uncertainty as Gold Soars and Trade Tensions Escalate
|
Sep 02, 2025 |
|
Markets Wrestle with Tech Reality Check and Policy Divergence
|
Aug 27, 2025 |
|
Markets send mixed signals | CSL leads headlines in Aussie reporting season
|
Aug 19, 2025 |
|
Markets digest tariffs, rate cuts, and record bank earnings
|
Aug 13, 2025 |
|
Big tech delivers but jobs and trade risks weigh on markets
|
Aug 06, 2025 |
|
Trade Relief Meets Sluggish Data
|
Jul 30, 2025 |
|
S&P at All‑Time Highs but Consumers Feel Tariff Pressure
|
Jul 23, 2025 |
|
Markets Shrug at Tariffs But Inflation Pressures Are Building
|
Jul 16, 2025 |
|
RBA Holds, Fed Pressured, and Tariffs Return
|
Jul 09, 2025 |
|
Markets Weigh Trade Deals, Rate Cuts and Fiscal Uncertainty
|
Jul 02, 2025 |
|
Markets Recover as Geopolitical Tensions Ease and Central Banks Shift Focus
|
Jun 25, 2025 |
|
Despite Escalating Middle East Conflict, Global Markets Show Resilience
|
Jun 18, 2025 |
|
With Tariffs Unresolved and Growth Slowing, Central Banks Tread Carefully
|
Jun 11, 2025 |
|
Tariffs, Tech & Slow Growth: The Mixed Signals of Markets
|
Jun 04, 2025 |
|
Markets Whipsaw on Trade Tensions and Tariff Reprieves
|
May 28, 2025 |
|
Markets Climb Despite Debt Downgrade and Economic Worries
|
May 20, 2025 |
|
Trade Truce Lifts Markets But Long-Term Clarity Still Lacking
|
May 15, 2025 |
|
Markets Balance Positive Signals Against Persistent Risks
|
May 07, 2025 |
|
Markets Rise in Relief Ahead of Important Data Release
|
Apr 30, 2025 |
|
Markets Caught Between Tension and Relief
|
Apr 23, 2025 |
|
Relief, Rally, Retreat: A Turbulent Week for Global Markets
|
Apr 16, 2025 |
|
Markets in Flux: Navigating the Fallout from Tariffs and Global Tensions
|
Apr 08, 2025 |
|
Markets Slip as Quarter Closes on Uneasy Note
|
Apr 01, 2025 |
|
A ‘Meh’ Budget and a Mixed Bag of Data
|
Mar 26, 2025 |
|
Markets Rebound but Uncertainty Lingers
|
Mar 18, 2025 |
|
Markets Rocked by Trade Tensions and Policy Shifts
|
Mar 11, 2025 |
|
Tariffs, Tensions and Turmoil: Markets React to Trump’s Trade Moves
|
Mar 05, 2025 |
|
Cautious Markets and Slowing Growth Signals
|
Feb 25, 2025 |
|
Rate cuts, inflation surprises, trade tensions: The week’s market movements.
|
Feb 18, 2025 |
|
Market Resilience to Trump’s Deal-Making & is Crypto going mainstream?
|
Feb 12, 2025 |
|
Markets Rattle as Tariffs and AI Disrupt Global Outlook
|
Feb 03, 2025 |
|
Tech Sell-Off: What DeepSeek’s AI Means for U.S. Dominance and Investors
|
Jan 29, 2025 |
|
Markets Await Policy Clarity as Trump Takes Office
|
Jan 22, 2025 |
|
2024 in Review, 2025 in Focus: What you and your clients need to know
|
Jan 15, 2025 |
|
Financial Markets Digest Fed's Hawkish Cut as Central Banks Make Final Moves of 2024
|
Dec 19, 2024 |
|
Central Banks Poised to Cut Rates Amid Sluggish Growth
|
Dec 10, 2024 |
|
Markets Adjust as Trump Rhetoric Heats Up and Central Banks Signal Slower Pace of Cuts
|
Dec 03, 2024 |
|
A Tale of Two Economies: U.S. Growth vs. Europe's Challenges
|
Nov 26, 2024 |
|
Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals
|
Nov 19, 2024 |
|
Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome
|
Nov 11, 2024 |
|
A week of calm market conditions ahead of the U.S. elections
|
Oct 30, 2024 |
|
Australian Economic Resilience & a Cautious Start to Q3 Earnings
|
Oct 23, 2024 |
|
Markets Show Resilience Amid Challenges
|
Oct 16, 2024 |
|
Strong U.S. Jobs Report and China's Disappointing Stimulus
|
Oct 09, 2024 |
|
China’s 16-Year Stock Surge Amid Global Market Shifts & September’s Market Performance
|
Oct 01, 2024 |
|
Markets brush off Fed rate cut as the outlook remains uncertain
|
Sep 25, 2024 |
|
How big will the Fed rate cut be? | Survival of the fittest small companies
|
Sep 17, 2024 |
|
Nasdaq Tumbles as Job Growth Slows | Active Manager Underperformance and Looking Ahead to the Next Decade
|
Sep 11, 2024 |
|
August Earnings Recap: Hits, Misses, and What's Next for the Market
|
Sep 03, 2024 |
|
Financial Markets Grapple with Implications of Fed's Shift in Signals
|
Aug 28, 2024 |
|
Equity Markets Rally on Rate Cut Hopes and Positive Economic Data
|
Aug 21, 2024 |
|
US Markets Settle as Australian Reporting Takes Centre Stage
|
Aug 14, 2024 |
|
Market Turbulence Following Weak U.S. Jobs Report and Surprise Rate Hikes in Japan
|
Aug 07, 2024 |
|
A Week of Mixed Market Movements: Small Caps Rise as Tech Wavers
|
Jul 31, 2024 |
|
A Week of Contrasts in Global Markets: From Record Highs to Renewed Growth Concerns
|
Jul 24, 2024 |
|
US Inflation Decline Triggers Market Shift
|
Jul 16, 2024 |
|
Delicately Balanced Markets React to Mixed Economic Signals and Political Uncertainty
|
Jul 10, 2024 |
|
Markets End Financial Year on Turbulent Note
|
Jul 03, 2024 |
|
Nvidia's Volatile Week & Divergent Global Market Performance
|
Jun 25, 2024 |
|
Another good (inflation) and bad (politics) week for markets
|
Jun 18, 2024 |
|
Tech Gains and Conflicting Economic Signals Drive a Volatile Market
|
Jun 12, 2024 |
|
May: A Month of Gains Tempered by Volatility
|
Jun 04, 2024 |
|
Nvidia's record surge in a mixed week in markets
|
May 28, 2024 |
|
ASX rallies amid policy shifts and rate cut expectation
|
May 21, 2024 |
|
Positive Momentum Continues Amid Mixed Signals
|
May 14, 2024 |
|
US growth slows but cyclicals gain ground
|
May 05, 2024 |
|
A tug-of-war between solid corporate profits and gathering macroeconomic headwinds was on full display this week.
|
Apr 27, 2024 |
|
Good news for the economy, not so great news for the Fed and worst news for the markets.
|
Apr 19, 2024 |
|
Markets on edge as inflation, earnings and economic data paint a mixed picture, complicating the outlook for Fed policy.
|
Apr 13, 2024 |
|
Markets navigate cross currents of stronger economies and a higher rate outlook
|
Apr 07, 2024 |
|
Q1 2024 Market Performance - low volatility and high returns
|
Apr 02, 2024 |
|
Central Banks Shake Markets: The Weekly Market Sense Check
|
Mar 22, 2024 |
|
A flat market despite surprising inflation data - Your Weekly Market Sense Check
|
Mar 15, 2024 |
|
Volatility, Fed Rate Signals and Global Growth Trends - The Weekly Market Sense Check
|
Mar 08, 2024 |
|
A relatively flat market, inflation trends and a review of February's performance
|
Mar 01, 2024 |
|
Global Markets Navigate Mixed Signals: Earnings Surges, Inflation Divergences, and the Persistent Volatility Ahead
|
Feb 23, 2024 |
|
Unpacking a Volatile Week Amid Inflation Warnings and Surprising Strengths
|
Feb 19, 2024 |
|
S&P 500 Breaks 5,000 Amid Mixed Economic Signals and Rate Cut Speculations
|
Feb 12, 2024 |
|
U.S. Jobs Report Sparks Market Shift
|
Feb 05, 2024 |
|
Global Equities Surge on Hopes of Economic Stimulus
|
Jan 28, 2024 |
|
Markets Retreat on Fading Rate Cut Hopes
|
Jan 19, 2024 |
|
Markets Shrug Off Surprise Upside in US Inflation
|
Jan 12, 2024 |
|
Tech Stocks Stumble, Testing Market Resilience
|
Jan 08, 2024 |
|
Recap of 2023: Two Stories With The Same Ending
|
Dec 22, 2023 |
|
Santa (Powell) Has Come Early For Markets
|
Dec 15, 2023 |
|
Big Tech Flexes Its Muscles With Late Week Surge
|
Dec 08, 2023 |
|
Booming Small Caps to Bond Spreads Tightening
|
Dec 01, 2023 |
|
Altman Drama Shakes Up Silicon Valley
|
Nov 24, 2023 |
|
Markets Trek Higher on Approach to Peak Inflation
|
Nov 17, 2023 |
|
Australian Dollar Slides on Divergent RBA and Fed Policy Messaging
|
Nov 10, 2023 |
|
October's Financial Flux: A Precursor to Change in Investor Fortunes
|
Nov 03, 2023 |
|
Stocks Stumble, Bonds Steady as Growth Fears Loom
|
Oct 27, 2023 |
|
Rising Rates Rattle Stocks as Geopolitical Risks Emerge
|
Oct 20, 2023 |
|
Riding the Market Rollercoaster
|
Oct 13, 2023 |
|
Sticky Inflation Concerns Put Markets on the Back Foot
|
Oct 05, 2023 |
|
Markets Slammed By Hawkish Rhetoric Despite Pause From The Fed
|
Sep 27, 2023 |
|
US Markets Closed Flat, China Stabilizes, and the End of Monetary Tightening in Europe?
|
Sep 20, 2023 |
|
Global Economic Sentiment Shifts as US Data Strengthens whilst Eurozone Data Weakens
|
Sep 12, 2023 |
|
US Labor Upswing, Eurozone Inflation, and China's Policy Shifts
|
Sep 04, 2023 |
|
Strategies Conference 2023 Wrap
|
Aug 29, 2023 |
|
Central banks are data-dependant as market awaits rate decisions
|
Aug 29, 2023 |
|
Economic Scenarios: Bull, Bear, and Muddle-Through Perspectives
|
Aug 21, 2023 |
|
China wobbles and US tech down, while value is resilient
|
Aug 14, 2023 |
|
Dissecting Economic Consensus: Preparing for the Portfolio Strategies Conference
|
Aug 11, 2023 |
|
US downgrade and earnings season update
|
Aug 07, 2023 |
|
Markets starting to get a bit sanguine
|
Jul 31, 2023 |
|
Markets more or less flat as Fed continues as expected
|
Jul 28, 2023 |
|
Disinflation driven impulse jump-starts a broad rally
|
Jul 20, 2023 |
|
Mixed labour data sows the seeds of doubt and volatility
|
Jul 11, 2023 |
|
Markets dream of a soft landing
|
Jul 05, 2023 |
|
Equity market declines, resilient bond markets, and the AI perspective
|
Jun 28, 2023 |
|
The coming of the immaculate disinflation
|
Jun 19, 2023 |
|
Man vs Machine in Market Commentary
|
Jun 14, 2023 |
|
Market resilience fueled by the AI frenzy
|
Jun 05, 2023 |
|
AI Stocks Soar as Nvidia Reports Blowout Earnings
|
May 29, 2023 |
|
Markets mostly flat aside from Japan and tech titans
|
May 22, 2023 |
|
It's quiet out there...
|
May 11, 2023 |
|
Buffet effect boosts Japanese market, US consumer remains strong
|
May 05, 2023 |
|
Taking stock - US banks and the Asian economy
|
May 05, 2023 |
|
Weak economic data not reflected in strong earnings results
|
Apr 28, 2023 |
|
Portfolio Construction Forum - Finology Summit 2023 Preview
|
Apr 27, 2023 |
|
Markets stay strong despite manufacturing weakness and recession fears
|
Apr 20, 2023 |
|
Markets have mixed feelings about a slowing US economy
|
Apr 14, 2023 |
|
US tech and emerging markets lead recovery
|
Apr 06, 2023 |
|
Oh, what a week!
|
Mar 23, 2023 |
|
SVB bankruptcy triggers swift response from the Fed
|
Mar 15, 2023 |
|
Markets Up Despite Rising Bond Yields and Inflationary Data
|
Mar 07, 2023 |
|
Equities turbulent but resilient as interest rates rise
|
Mar 01, 2023 |
|
Markets following a recently familiar path
|
Feb 21, 2023 |
|
Interest rate nerves as RBA walks a tightrope
|
Feb 15, 2023 |
|
Markets think we're there - but are we?
|
Feb 07, 2023 |
|
The year of moderation
|
Feb 01, 2023 |
|
Strong start to the year continues despite recession concerns
|
Jan 24, 2023 |
|
Interest rate sensitivity persists into the new year
|
Jan 09, 2023 |
|
Central banks remain wary as US inflation comes down
|
Dec 19, 2022 |
|
All eyes on the CPI
|
Dec 13, 2022 |
|
China's stock market bounces back
|
Dec 05, 2022 |
|
A subdued black Friday starts the holiday season
|
Nov 28, 2022 |
|
Will they or won't they
|
Nov 21, 2022 |
|
An imploded crypto exchange, muted inflation and a better-than-expected results for the Democrats
|
Nov 15, 2022 |
|
US markets down while China leads the way
|
Nov 07, 2022 |
|
Last week of October caps off a strong month for markets
|
Nov 01, 2022 |
|
Whispers of a changing rates outlook
|
Oct 24, 2022 |
|
Volatile ride continues as markets react to inflation data
|
Oct 17, 2022 |
|
A full cycle in one week
|
Oct 10, 2022 |
|
UK pension system reaches breaking point
|
Oct 04, 2022 |
|
Will the Fed's continued tightening cause something to break?
|
Sep 26, 2022 |
|
Markets face biggest one day drop since March 2020
|
Sep 19, 2022 |
|
Are we there yet, or is it just another short squeeze?
|
Sep 13, 2022 |
|
Rate expectations push markets down for the month
|
Sep 05, 2022 |
|
Fed ready to do whatever it takes
|
Aug 29, 2022 |
|
US dips down while Australia dances to a different tune
|
Aug 22, 2022 |
|
Is inflation still bubbling under the surface?
|
Aug 15, 2022 |
|
US jobs report surprises on the upside
|
Aug 08, 2022 |
|
Market finish off the month with another strong week
|
Aug 01, 2022 |
|
US CPI best economists' expectations
|
Jul 19, 2022 |
|
There was nowhere to hide last financial year
|
Jul 03, 2022 |
|
Another torrid week for markets
|
Jun 20, 2022 |
|
US CPI surprises on the upside
|
Jun 14, 2022 |
|
Bad news equals good news
|
Jun 06, 2022 |
|
'Buy the dip' opportunism starts surfacing
|
May 30, 2022 |
|
US momentarily dips into official bear market territory
|
May 23, 2022 |
|
Global markets have become extremely US centric
|
May 16, 2022 |
|
Daily volatility as high as mid-March 2020 levels
|
May 09, 2022 |
|
Highest inflation print in Australia since 2000
|
May 02, 2022 |
|
Rising rates and slowing growth, can't have one without the other
|
Apr 26, 2022 |
|
A quiet week with some swelling volatility
|
Apr 19, 2022 |
|
Quantitative Tightening (QT) with Hunt Economics
|
Apr 14, 2022 |
|
Market starts to believe central banks are genuine about tightening
|
Apr 11, 2022 |
|
The worst quarter since 2020 finishes with an unusual rally in March
|
Apr 04, 2022 |
|
Another week, another odd rally
|
Mar 28, 2022 |
|
Is the 'recession we have to have' already happening?
|
Mar 25, 2022 |
|
Fed raises rates for the first time in 2 years since COVID
|
Mar 21, 2022 |
|
London Metal Exchange halts nickel trading as volatility threatens solvency
|
Mar 14, 2022 |
|
Commodity markets continue to climb and push on inflation
|
Mar 07, 2022 |
|
Investors attempt to price in the invasion and the ensuing sanctions on Russia
|
Feb 28, 2022 |
|
Teflon markets no more and the unseen tightening
|
Feb 24, 2022 |
|
All eyes on the Ukraine and Russia border
|
Feb 21, 2022 |