최고 Attention Recession 팟캐스트 (2024)

1
How To Reset Your Career | Part 2 (Season 2 Eps 8) 44:27

2d ago44:27

44:27

One common piece of career advice is to “follow your heart”—that is, pursue what you love and chase your passions. While this may be great advice at 40, it can be downright misleading at 20, as what works in one season of life may not apply in the next. In this episode, Daniel Sih and Matt Bain continue their exploration of career resets as the yea…

1
Bond market jitters, UK Budget preview, Trudeau’s immigration U-turn and more 29:44

4d ago29:44

29:44

Perhaps the most frequently asked question of the Capital Economics team is around fiscal risks and their implications for financial markets. There were more incoming this past week as Donald Trump looked to be doing better in the polls and more details about the UK Budget trickled out, all against a backdrop of rising bond yields. Group Chief Econ…

1
59. What Is P/E Ratio and Stock Valuation? 33:01

1d ago33:01

33:01

How do you know if a stock is "on sale" or expensive to buy right now? In this Market MakeHer podcast episode, we'll learn all about stock valuation and how to look at the price-to-earnings ratio to make informed investing decisions. We discuss how to determine if a stock is overpriced or underpriced, the significance of earnings potential, and the…

1
How To Reset Your Career | Part 1 (Season 2 Eps 7) 52:40

9d ago52:40

52:40

You are never too old to change your career. The average Australian changes jobs 13 times in their lifetime, with many taking up study or starting businesses in their 40s. While career resets are challenging at any age, they are particularly so in mid-life. In this episode, Daniel Sih and Matt Bain explore why we need habits of “set and reset” to n…

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58. What is Stock Lending? 27:15

11d ago27:15

27:15

In this episode of the Market MakeHer podcast, we delve into the topic of stock lending, addressing a listener's question about whether retail investors should participate in this practice. We explain the mechanics of stock lending, its relationship with short selling, and the potential benefits and risks involved. The discussion also covers tax im…

1
What Trump gets wrong on tariffs, a super-sized ECB rate cut, EV sales vs oil demand and more 30:38

11d ago30:38

30:38

Donald Trump says ‘tariff’ is “the most beautiful word in the dictionary”. That’s up for debate – but what’s less arguable is that raising taxes on imports as much as the Republican presidential candidate is threatening would be bad trade policy, according to Group Chief Economist Neil Shearing. He’s on the latest episode of The Weekly Briefing fro…

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57. Stock Market MakeHER Update: 10.14.24 (New AI Series) 16:31

15d ago16:31

16:31

Subscribe to our Weekly Stock Market Update Newsletter! In this episode of Market MakeHer, we're trying something different. We've taken our weekly SMU email and given it to AI to create a separate podcast series. That's right, the email newsletter is also a podcast read by Artificial Intelligence. The hosts delve into the current state of the stoc…

1
Smarter, Not Harder: Rethinking Health in Mid-Life (Season 2 Eps 6) 49:25

16d ago49:25

49:25

Our culture is obsessed with staying young and living for as long as possible, doing everything we can to slow down ageing and cheat death. Yet, despite our best efforts, we all face physical decline with age. So, what does it mean to let go of old health and fitness habits and establish new, age-appropriate ones? How can we exercise smarter, not h…

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Another China stimulus let-down, the Fed and ECB’s next steps, India’s commodities demand and more 23:54

16d ago23:54

23:54

It’s a rare thing for a press conference from China’s Minister of Finance to excite quite so much, but there were widespread hopes in markets that Saturday’s briefing from Lan Fo’an would finally provide the details of fiscal easing plans that had been missing from the government’s stimulus pledges so far. Did Minister Lan deliver? Group Chief Econ…

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56. How to Construct & Manage an Investment Portfolio 33:52

18d ago33:52

33:52

What Is Portfolio Management and Asset Allocation? Put On Your Construction Hats. So you started investing in the stock market, now what? Want to learn how to construct an investment portfolio or manage your retirement portfolio? In this episode of Market MakeHer, hosts Jess Inskip and Jessie DeNuit delve into the intricacies of portfolio managemen…

1
Breaking The Friendship Recession (Season 2 Eps 5) 55:44

23d ago55:44

55:44

If you could make one life-changing choice to lead a better life, what would it be? The answer doesn't lie in personal achievements or material success, but in the quality of our relationships—including our friendships. Research shows that our health, happiness, and longevity are profoundly influenced by our connections. However, maintaining and su…

1
55. Replay: How did the Stock Market Perform Under Biden vs. Trump? 29:39

25d ago29:39

29:39

[This episode was originally recorded on July 05, 2024, before Biden dropped out of the Presidential Election Race. We examined historical data, facts, and statistics of what happens to the stock market when there is a Republican vs Democrat as President of the U.S.] During election years, the stock market tends to experience increased volatility d…

1
Larry Adam and Neil Shearing on the global macro/markets outlook 34:15

25d ago34:15

34:15

Is the US facing a hard landing, a soft landing or no landing? Have stimulus announcements fundamentally changed the China equities story? How should investors trade risks around the US election? Raymond James CIO Larry Adam joins Group Chief Economist Neil Shearing on the latest episode of The Weekly Briefing from Capital Economics. They talk to D…

1
Special: Iran's missile strike on Israel and oil market implications 8:59

27d ago8:59

8:59

In the wake of Iran’s missile strike on Israel on Tuesday, Deputy Chief EM Economist Jason Tuvey and David Oxley, our Chief Commodities and Climate Economist, talk about implications for the global oil market, including: What an Israeli retaliation against Iranian oil production could mean for prices; The risks around Iran closing the Strait of Hor…

1
The Productivity of Unlearning (Season 2 Eps 4) 40:52

30d ago40:52

40:52

What does it truly mean to be productive and accomplish the right things? The answer evolves with age. In our 20s, embracing new experiences and saying "yes" often helps build skills and confidence. However, by our 40s, the focus shifts towards saying "no" more frequently, prioritising our limited time and energy on what truly matters. In this epis…

1
China’s stimulus blizzard, the ECB’s quandary, Kamala Harris' housing plan and more 25:06

1M ago25:06

25:06

China’s leadership finally took action this week to staunch the economy’s bleeding with a flurry of stimulus announcements and pledges to do more. But will it be enough? Group Chief Economist Neil Shearing talks to David Wilder about whether the outlook for the Chinese economy has fundamentally shifted as a result of a news-packed few days. He also…

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54. How to Find Investment Sector Opportunities 33:56

1M ago33:56

33:56

It's time to give your money a job, but if you can't decide on a company, you can start with a sector. GICS stands for the Global Industry Classification Standard and they set the classifications for the 11 sectors. 2 Types of Sectors: Cyclical sectors are sensitive to economic conditions. They do well when the economy is growing but can struggle d…

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As the Fed gets cutting, where will rates settle? 21:06

1M ago21:06

21:06

After the long-awaited start to the Federal Reserve’s easing cycle, Group Chief Economist Neil Shearing discusses next steps. He answers client questions about the risks of inflation bouncing back and explains why we expect rates to settle at levels much higher than before the pandemic. Also, on the show, Lily Millard and Shilan Shah from our emerg…

1
Navigating the Happiness Curve (Season 2 Eps 3) 48:11

1M ago48:11

48:11

Research clearly demonstrates that age plays a significant role in determining our happiness. Generally, we start and end our lives feeling happier, with a noticeable dip during our mid-40s and 50s. It's common in mid-life to feel dissatisfied and to grapple with regret, questioning if there's more to life. In this episode, Daniel and Matt unpack t…

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53. The Fed Cut Interest Rates: Prepare For Landing 🛬 30:56

1M ago30:56

30:56

The Fed aka The Federal Reserve finally cut interest rates. Papa Powell (aka fed chair Jerome Powell) announced this week the federal funds rate is cut by 50 basis points (which means .50%). This might not seem like much to consumers like us, but cutting it by .50% in one meeting is actually a pretty big deal. Normally, everyone would flip out over…

1
Property Special: Retail’s return from the dead and what to expect from its recovery 15:23

1M ago15:23

15:23

Reports of retail’s death have been exaggerated. After a long and painful adjustment, the retail’s potential to deliver decent returns means our commercial real estate team now thinks it’ll be the second best performer among the major sectors over our forecast horizon in both the US and UK. CRE Chief Economist Kiran Raichura and Matt Pointon, our U…

1
25 or 50? What the Fed will do, how markets could react, and our new recession indicators 24:06

1M ago24:06

24:06

As the much-anticipated start of Fed easing approaches, the debate has centred on whether Powell & Co. will opt for a 25 or a 50-basis point rate cut. On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing discusses the rationale for a larger move, but also explains why we’re expecting this easing c…

1
The Science of the Stages of Life (Season 2 Eps 2) 45:42

1M ago45:42

45:42

There are well-documented stages in a well-lived human life. While everyone's journey is unique, the ups and downs experienced at different ages are common to many. In this episode, Matt and Daniel delve into the science behind life's stages. We'll help you identify the key landmarks associated with each stage, highlighting the types of habits to c…

1
52. Introduction to Bonds 32:55

2M ago32:55

32:55

What Is A Bond? What Are The Different Types Of Bonds? How Do You Buy Bonds? In this episode of the Market Maker Podcast, Jessie and Jess delve into the world of bonds, discussing their significance in the financial market, the mechanics of how they work, and the various types of bonds available for investment. Explore the relationship between inte…

1
Zoom In and Zoom Out (Season 2 Eps 1) 36:34

2M ago36:34

36:34

We all know the adage, 'Live every day as if it’s your last.' But is this truly wise advice? If we live for today, what happens tomorrow? Conversely, if we delay gratification for the future, might we overlook the joys of the present? This episode delves into compelling research that reveals how our life decisions are shaped by our perceptions of t…

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What that payrolls report means for the Fed, the ECB's balancing act, recession risks and more 12:41

2M ago12:41

12:41

That August payrolls report was one of the more keenly awaited data releases in a while – but what do its details suggest about how the Fed is likely to start monetary easing when it meets later this month? On the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth and Group Chief Economist Neil…

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51. What is the Business Cycle? Why Does it Matter NOW? 35:27

2M ago35:27

35:27

We are revisiting the business cycle and how it relates to the menstrual cycle, much like we did in ⁠Episode 13⁠ on Recessions, but we compare the phases in each cycle, side-by-side this time and break it down further. What Is The Business Cycle? The Business Cycle is Periods of economic expansion and contraction based on the 3-Ds we discussed last…

1
August payrolls preview, China's confused policy moves, key risks to watch and more 20:30

2M ago20:30

20:30

August’s US employment report release on Friday will be the coming week’s must-watch market event. On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing talks about what we’re expecting and how the outcome could influence the anticipated start of Fed easing this month. Neil also discusses China’s c…

1
The Spacemakers - Season 2 Trailer 2:50

2M ago2:50

2:50

Thank you for joining us for the second season of The Spacemakers – “How to Make Space for Life's Inevitable Resets.” Hosts Daniel Sih and Matt Bain will explore a simple yet profound idea: the habits and practices that fuel success in our 20s and 30s can become barriers to maturity in our 40s and 50s. To navigate this, we need the humility and wis…

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50. SMU: NVDA Earnings, Market Participation & Fed Expectations 35:24

2M ago35:24

35:24

Stock Market Update (SMU) Let's discuss and demystify the recent volatility in the stock market, NVDA earnings, Jackson Hole highlights including rate cuts, and the dreaded "R" word (recession). 🔮 "If the Mag 7 is coming down, and the other 493 are participating, that is a recipe for sideways action." ~Jess Inskip Who Are The Magnificent 7? ⁠Alphab…

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What Powell said at Jackson Hole, China-India ties in a fractured world and more 18:42

2M ago18:42

18:42

On the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing and Stephen Brown, our Deputy Chief North America Economist, give their take on what Jerome Powell said to the Fed’s annual gathering at Jackson Hole. Neil and Stephen assess the likelihood of the Fed's easing cycle beginning with a 50 basis poi…

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49. Better w/ My Finance-Sis, Pt 2: Funds 35:06

2M ago35:06

35:06

Continuing our "Better with my Finance-Sis" Mini-Series, in part 2 we talk all about Funds! But not just the different types of investment funds, also the difference between Passive and Active Funds. Passive Funds vs Active Funds What is a passive fund? Passive funds usually have lower expense ratios, with a more simplified investment strategy and …

1
After the summer growth scare – The state of the global economy 13:32

2M ago13:32

13:32

As markets have come roaring back from the recent growth scare, Group Chief Economist Neil Shearing talks to Jennifer McKeown, Capital Economics’ Chief Global Economist, about the true state of the global economy and the outlook for policy. Their discussion takes in the latest activity data from across the US, UK, Europe and China, as well as the s…

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48. Better W/ My Finance-Sis Mini-Series, Pt. 1: Stock Market Essentials 37:28

2M ago37:28

37:28

🔮 Introducing a new mini-series with our Gen Z "finance-sis" Jacey Saige. It's Jessie DeNuit's turn to teach how the stock market works while Jessica Inskip makes sure she's not leading Jacey astray. In part 1, we talk about why we invest and try to simplify how the stock market works, as best as possible without too many tangents. 🙃 ✨ Follow Jacey…

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Has the global markets storm blown over? 23:38

3M ago23:38

23:38

Global markets appear to have stabilised at the end of a week which began with a nasty bout of volatility. But is the selling in equities over or will fears about the US economy and an unwinding carry trade trigger more pain for investors? Deputy Chief North America Economist Stephen Brown and Jonas Goltermann, Capital Economics’ Deputy Chief Marke…

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47. The Recipe for a Market Sell-Off: Carry Trade, SAHM Rule, Recession Fear 29:30

3M ago29:30

29:30

The stock market has been having quite the week since our last episode on the Fed’s decision to NOT do a rate cut and the resulting effects of the not-so-great unemployment numbers that came out last Friday. Recipe for disaster? Is the stock market crashing? Why was there a sell-off and what is a market sell-off? And is this a good time for us self…

1
Payrolls fallout – The spectre of US recession haunts the stock market 15:10

3M ago15:10

15:10

With that grim July payrolls report triggering fresh selling in US stocks and bond buying on Friday, Group Chief Economist Neil Shearing and Deputy Chief Markets Economist Jonas Goltermann join David Wilder to talk about whether there's anything to recession fears, what the Fed will do in the coming weeks and what this all means for equities. Durin…

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46. Fed Update: What is Event Risk? Could it Trigger a Sell-Off? 29:40

3M ago29:40

29:40

We recorded this on 08/01/2024, knowing that unemployment numbers will not drop until this podcast airs on 08/02/2024, and that might also change so keep that in mind. **Employment Report Update from Jess** Fed's View on Labor Market:Fed Chair Jerome Powell stated that the changes in the labor market are "broadly consistent with a normalization pro…

1
What to watch in a jam-packed week of market events 26:45

3M ago26:45

26:45

Chinese PMI, Australian CPI, euro-zone GDP, the new UK chancellor’s statement to Parliament, the Bank of Japan, the Bank of England, the Fed…it’s a packed week of releases and central bank meetings and Group Chief Economist Neil Shearing talks through what will be some of the more closely watched market events. In the process, he puts recent US dat…

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45. What is Market Breadth & Concentration Risk? Why Should YOU Care? 30:10

3M ago30:10

30:10

Inflation is at an all-time high and so is the stock market. This is a tale of two markets. How is the S&P 500 making record highs when so many Americans are living paycheck to paycheck? We're going to break it all down. What's happening in the stock market, what the S&P 500 actually is, what market breadth and concentration risk means and why it a…

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Special episode: Who's going to lead the global CRE recovery? 12:12

3M ago12:12

12:12

Which commercial real estate markets are set to recover first, and where will recovery be strongest? The Capital Economics real estate team has been looking closely at the comparative performance of the US, European and UK markets to advise clients on where to find opportunities – and where painful adjustments to the post-pandemic world are likely …

1
The global IT outage, China’s growth and reform struggles, an update on the inflation battle and more 31:56

3M ago31:56

31:56

In the latest episode of The Weekly Briefing from Capital Economics, Chief Global Economist Jennifer McKeown speaks about the macroeconomic implications of the global IT outage before going on to explain what’s happening to the world inflation and monetary policy picture. Jenny talks about the challenges posed by sticky services inflation, discusse…

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44. Replay: Where to invest first in your personal finance journey 33:21

3M ago33:21

33:21

Let's refresh and re-assess our financial planning goals for our future selves. You've budgeted, you've saved, you've looked at what you've got going on in your spending and bills and what you have left over - what do you do with that extra money? (Invest it, of course 👻) *this is educational info, not advice - personal finance is personal, duh, an…

1
'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up 23:57

4M ago23:57

23:57

In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wil…

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43. Stock Market During Election Years: We're Not Getting Political, But Is The Market? 29:39

4M ago29:39

29:39

How Does The Stock Market Perform During an Election Year? We are not getting political in this episode -- however, we are on a fact finding mission to understand if the stock market is. Let your fin-mom and fin-auntie break it down for you. 😉🔮 Does the U.S. Presidential election affect the stock market? Does the political party of the elected lead…

1
UK Election Special Briefing – What will Labour do to fix the economy? 25:38

4M ago25:38

25:38

This special episode of The Weekly Briefing from Capital Economics presents our Drop-In briefing to clients the morning after the UK general election. Group Chief Economist Neil Shearing spoke to Paul Dales, Ruth Gregory and Ashley Webb from our UK Economics team about the results. During this 25-minute briefing, they highlight key implications for…

1
Biden’s debate stumble and the macro/market context, UK election preview, shipping rates resurgent and more 33:02

4M ago33:02

33:02

In the aftermath of Joe Biden’s poorly received debate performance, Group Chief Economist Neil Shearing explains the market response and highlights potential economic risks around a second Trump presidency. He also reviews the latest US inflation data and talks about the AI’s transformational promise in the wake of a sharp market sell-off in stocks…

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42. AI Under Power Grid Pressure: The Price to Energy Ratio Risk 28:20

4M ago28:20

28:20

In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk’ isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke 👻) AI Investing Most of us are invested in AI, whethe…

1
Bond markets in election season, the stock market bubble, India economic outlook and more 31:25

4M ago31:25

31:25

In the latest episode of The Weekly Briefing from Capital Economics, Group Chief Economist Neil Shearing previews upcoming US inflation data, outlines the fiscal challenges facing the next UK Chancellor and explains how Chinese manufacturing overcapacity isn’t just a problem for advanced economies. Plus, Deputy Chief Markets Economist Jonas Golterm…

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41. Stock Order Types: Demystifying The Ways to Trade Securities 35:52

4M ago35:52

35:52

There are so many different ways to buy and sell securities in your brokerage account. In this episode, we'll go over many of the different order types you may see in your brokerage account when you go to buy or sell a stock, or any securities. What does Bid and Ask mean? What is Stop and Limit Order? What are market orders? How many different Orde…

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