The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Nearmap CEO: New AI development will be crucial in decision-making Property is likely to be bull-ish, but that's mainly due to confidence New acquisition to give investors better access to investments Hosted on Acast...
Jun 01, 2020•10 min•Ep. 18
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: CEO Chat: First on ausbiz: Vaxxas announces two major partnerships for its flagship product Ariel's Bhansali: This rally is hallucination - there's no such thing as a free lunch The Good, The Bad, The Ugly of Austral...
May 29, 2020•7 min•Ep. 17
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: CFO Chat: Western Areas: Robust balance sheet, cash still king in opportunities Talking China: If they're willing to feel a bit of pain, they can cause us pain too Retail is changing but e-commerce is booming Hosted ...
May 28, 2020•10 min•Ep. 16
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: CEO Chat: SENEX finding a balance between energy and heavy industry - the market works Trans-Tasman Bubble Strategy: a look at economic resilience and to complement the ANZ economies There is room for a market pullba...
May 27, 2020•9 min•Ep. 15
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Total Eclipx of the corporate car leasing market during COVID abates as recovery on the horizon China Watch: Is this the end of Hong Kong as a financial hub? Miners are the new banks when it comes to growth and yield...
May 26, 2020•9 min•Ep. 14
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Master Builders: Stimulus, deregulation, plenty of ways to help ailing construction sector InteliCare: It's all about execution Tourism industry's plan to get back on its feet Hosted on Acast. See acast.com/privacy f...
May 25, 2020•12 min•Ep. 13
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: The AUD has fought back beyond many expectations Economic week ahead: Given lower incomes and rents, house price recovery will be tough "I think there's been some misunderstanding": Why Australia's iron ore isn't und...
May 22, 2020•12 min•Ep. 12
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: CEO Chat: Elders chats spectacular earnings amidst the coronavirus pandemic Australia Ahead: Markets bounce between four themes - and economic data ain't one of them Are trade wars just the product of class wars? Hos...
May 21, 2020•10 min•Ep. 11
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Controversy over Moderna vaccine trials "a transient setback" says Platinum AM analyst Australia needs more "courageous" fiscal policy Fidelity: We're overweight on Asian equities despite the trade war Hosted on Acas...
May 20, 2020•9 min•Ep. 10
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: “The size of the economy won’t be back where it was at the start of the year until the end of 2021" Frazis: Afterpay continues to be underestimated Tourism needs domestic travel to restart Hosted on Acast. See acast....
May 19, 2020•7 min•Ep. 9
The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Charting the recovery path: Who will survive the coronavirus recession? The 'Pink Recession': How COVID-19 impacts women in the workforce Plant power! WOA up almost 135% on news of non-meat protein deal Hosted on Aca...
May 18, 2020•8 min•Ep. 8
Westpac filed documents in the Federal Court this afternoon admitting to 23 million anti-laundering breaches redefining what us media types call, 'taking out the trash.' Equities bounced at the open to close out a week where a surprise rival to a Qantas emerged in the form of Regional Express (REX) and the term, 'awakenings' is now an economic objective as opposed to a Robin Williams movie. Hosted on Acast. See acast.com/privacy for more information....
May 15, 2020•11 min•Ep. 7
A sobering day for the local market with a below-consensus but still disastrous 6.2% headline unemployment rate with record high underutilisation rate. Meanwhile, an interesting night ahead in the US as the market assesses the full impact of Jerome Powell's speech from last night, in which he flagged a long recovery for the global economy. Hosted on Acast. See acast.com/privacy for more information.
May 14, 2020•8 min•Ep. 6
Scutty's take on the RBNZ vs RBA (hint: it's like the All Blacks vs The Wallabies), the CBA's Q3 update and what to watch out for in tomorrow's employment data. Our stock of the day is Breville (BRG). Hosted on Acast. See acast.com/privacy for more information.
May 13, 2020•9 min•Ep. 5
The Aussie market slides as consequences of second wave crystallise, with Treasurer Frydenberg warning another lockdown could be a $4 billion hit to the economy. Our stock of the day is Mesoblast (MSB). Hosted on Acast. See acast.com/privacy for more information.
May 12, 2020•7 min•Ep. 4
Another rally on the Australian market, buoyed by Friday's US session. While the record-breakingly bad data sets keep coming, equity markets keep seemingly brushing them off. Our stock of the day is Cochlear (COH). Hosted on Acast. See acast.com/privacy for more information.
May 11, 2020•10 min•Ep. 3
Story and link to video 1 here. Story and link to video 2 here. Our Stock of the Day is CSL (CSL), one of 11 stocks covered in today's edition of The Call. Watch the full episode here or listen to the podcast. Hosted on Acast. See acast.com/privacy for more information.
May 08, 2020•9 min•Ep. 2
