The Rate Debate

By Darren Langer

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Category: Investing

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Subscribers: 3
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Episodes: 47

Description

What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income zillennial? The Rate Debate.

Darren Langer and Jess Ren are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye.

Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters influencing markets.


Episode Date
Ep 47: RBA loosens its grip: the end of a tightening era?
Mar 20, 2024
Ep 46: New regime, same outcome
Feb 07, 2024
Ep 45: Is Australia set for a soft or hard landing in 2024?
Dec 06, 2023
Ep44: Is “funflation” fuelling rising interest rates?
Nov 07, 2023
Ep 43: What’s driving higher bond yields?
Oct 03, 2023
Ep 42: Inflation has peaked
Sep 05, 2023
Ep 41: Uncertainty abounds in the face of economic challenges
Aug 01, 2023
Ep 40: The winners and losers
Jul 04, 2023
Ep 39: Monetary policy changing the goalposts
Jun 06, 2023
Ep 38: Mixed signals from RBA creating market confusion
May 03, 2023
Ep 37: Did the RBA fuel the fire or douse the flames? 
Apr 04, 2023
Ep 36: How many times can the RBA say "just one more time"?
Mar 07, 2023
Ep 35: Is the RBA setting monetary policy in the rear-view mirror?
Feb 07, 2023
Ep34: 2023 predictions on the economy, inflation, and the fixed-rate mortgage cliff
Dec 06, 2022
Ep33: Storm clouds continue to gather in global markets
Nov 01, 2022
Ep32: Are central banks at risk of blowing up markets?
Oct 04, 2022
Ep31: No sign of a pause from the RBA as the risk of mortgage stress intensifies
Sep 06, 2022
Ep 30: Can the RBA thread the needle?
Aug 03, 2022
Ep29: Leading indicators warn of global recession
Jul 06, 2022
Ep28: Has the RBA hit panic mode?
Jun 07, 2022
Ep27: Is the RBA risking a recession to solve inflation?
May 04, 2022
Ep26: How high and how fast can rates go?
Apr 05, 2022
Ep25: RBA flags global uncertainty, remains patient on rate hikes
Mar 01, 2022
Ep24: RBA ends QE and pushes back on rate hike
Feb 02, 2022
Ep23: The reopening trade to determine economic growth in 2022
Dec 07, 2021
Ep22: Bond market loses confidence in the RBA's forward guidance
Nov 03, 2021
Ep21: Is the heat coming off the housing market?
Oct 06, 2021
Ep20: Is the RBA banking on a rebound?
Sep 07, 2021
Ep19: RBA sees Delta impact as a temporary phenomenon
Aug 04, 2021
Ep18: The market versus the RBA – is a hike before 2024 likely?
Jul 07, 2021
Ep17: Could an increase in interest rates derail the housing market?
Jun 01, 2021
Ep16: Are we heading for a debt trap?
May 04, 2021
Ep15: Is the free ride over?
Apr 07, 2021
Ep14: What’s driving interest rates higher?
Mar 03, 2021
Ep13: Could housing be the good news story for 2021?
Feb 02, 2021
Ep12: Could house prices top 20% growth in 2021?
Dec 01, 2020
Ep11: The RBA finally unleashes the bazooka
Nov 03, 2020
Ep10: Has the RBA gone too far by not going far enough?
Oct 06, 2020
Ep9: Talk is cheap
Sep 02, 2020
Ep8: Is Australia ready for more monetary stimulus?
Aug 05, 2020
Ep7: A sting in the tail
Jul 08, 2020
Ep6: Out of step
Jun 02, 2020
Ep5: Credit crunch or crisis?
May 05, 2020
Ep4:The RBA’s buying spree
Apr 08, 2020
Ep3: Special Edition: The RBA Announcement
Mar 19, 2020
Ep2: Down, but not out
Mar 04, 2020
Ep1: Introducing The Rate Debate
Feb 04, 2020