A flat session for the ASX as investors followed the turnaround in US tech stocks overnight. The BNPLs copped the brunt of the sell off with Afterpay down 7%. A lift in the iron ore price helped the miners a touch with consumer staples up 0.2%. Out of session US futures are up 0.5%, pointing to a positive open for Wall St tonight. Our top three VODs are: iPhone 12 could make Apple world's first US$2 trillion company CEO Chat: Cashing-in on supply chain disruption The crucial element that is key ...
Jul 14, 2020•14 min•Season 1Ep. 47
A solid start to the week with a positive lead from Wall St on Friday flowing through to the local market. The ASX climbed above 6,000 points before dipping back in afternoon trade. Banks, miners and REITs led the way, with a rotation out of recent growth sectors like health and tech, which saw Afterpay down 1%. The BNPL dream run is far from over though - Sezzle up 17%, ZIP up 6% and Splitit up 5%... Hosted on Acast. See acast.com/privacy for more information....
Jul 13, 2020•12 min•Season 1Ep. 46
Our top four VODs for today: BNPL is great, but it's Amazon and Microsoft that will thrive post-COVID QuickFee CEO: Maintaining blue skies in the US is our priority Australia caught between its largest trading partner and its largest security partner Upgrades galore for the commodities! Hosted on Acast. See acast.com/privacy for more information....
Jul 10, 2020•9 min•Ep. 46
Our top three VODs for today: CEO chat: Cold calling leads Oovvuu to ink deal with WordPress The curious case of the irrational markets Meet the Australian small cap biotech that just made the big time! Hosted on Acast. See acast.com/privacy for more information....
Jul 09, 2020•12 min•Ep. 45
Our top three VODs for today are: The bulls are in control and we could still see a V Size does matter when it comes to the retail sector Kate Carnell's wishlist for SMEs amid fresh lockdowns Hosted on Acast. See acast.com/privacy for more information....
Jul 08, 2020•12 min•Ep. 44
Our top three VODs from today: Hogan: "The Australian economy probably has a real unemployment rate of 15%" Afterpay is "trying to be the global dominant player" CEO Chat: Unique technology powers rise in share price Hosted on Acast. See acast.com/privacy for more information....
Jul 07, 2020•14 min•Ep. 43
Our top three VODs today: Quant trade: Find companies that provide earnings leadership The Aussie government needs to do two things: Go hard and go smart SelfWealth CEO Chat - fourth qtr revenue doubles to $4.18 million Hosted on Acast. See acast.com/privacy for more information....
Jul 06, 2020•13 min•Ep. 42
Our top three VODs today: CEO Chat: Dicker Data gets ready to go global Hands down the biggest risk to recovery is the consumer CEO Chat: "Cafe is Australian for small business" Hosted on Acast. See acast.com/privacy for more information....
Jul 03, 2020•8 min•Ep. 41
Our top three VODs of the day: Jumbo CEO: News that Tabcorp commissions would halve is "not quite" correct If you want to reshape your portfolio, just do it with your eyes wide open! CEO Chat: Feeling confused about housing grants? This one's for you Hosted on Acast. See acast.com/privacy for more information....
Jul 02, 2020•13 min•Ep. 40
Our three VODs of the day are: Without doubt, macro events will drive markets in the next 12 months Open Banking to stimulate innovation says IBM Cuts to ad spend have had a 'devastating' impact on the industry Hosted on Acast. See acast.com/privacy for more information....
Jul 01, 2020•12 min•Ep. 39
Our top three VODs of the day: ASIC says 80% of lockdown retail day traders have lost money CEO Chat: There's gonna be no issues with this new gold venture Get ready for 'regime change' when a vaccine arrives Hosted on Acast. See acast.com/privacy for more information....
Jun 29, 2020•13 min•Ep. 38
Our top three VODs of the day are: Valuations are toppy, making time horizon key for investors The Recovery Book: What Australian governments should do now The Office Hosted on Acast. See acast.com/privacy for more information....
Jun 29, 2020•13 min•Ep. 37
Our top three for VODs for the day are: Risky business: airlines and travel "still don't have revenue" Sezzle CEO: eCommerce focus keeps Sezzle soaring as it attains B Corp status Say goodbye to art and hello to pinpall machines Hosted on Acast. See acast.com/privacy for more information....
Jun 26, 2020•13 min•Ep. 36
Our top three VODs of the day: Bapcor CEO: Stimulus spices up sales for Autobarn Climate of uncertainty makes asset valuations post COVID "unknown" CEO Chat: Where to next for 3P Learning following its deal in the Middle East Hosted on Acast. See acast.com/privacy for more information....
Jun 25, 2020•15 min•Ep. 35
Our top 3 VODS for today: MTO races ahead "The secret's out of the bag... sustainable investing is outperforming other mainstream investments" CEO Chat: Aroa to IPO with Asia in its sights Hosted on Acast. See acast.com/privacy for more information....
Jun 24, 2020•10 min•Ep. 34
Our top three VODs of the day: Humm is humming, as is the FlexiGroup share price "The cloud lives somewhere. It lives in data centres." Nervous market drops over 1% after Trump adviser says China trade deal over. Then gains it all back. Hosted on Acast. See acast.com/privacy for more information....
Jun 23, 2020•12 min•Ep. 33
Today’s Top 3 VODs on ausbiz: Chinese e-commerce names riding momentum but income plays abound. "People need to reset expectations of what to pay for stocks" They're buying, but the majority are holding Hosted on Acast. See acast.com/privacy for more information....
Jun 22, 2020•10 min•Ep. 32
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: Paul Zahra appreciates the sugar hit, but really wants some meat and veggies CEO Chat: G8 expects drop in attendance in July but cap raise will see it through Investors still excited by Buy-now Pay-Later Hosted on Ac...
Jun 19, 2020•10 min•Ep. 31
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: Job shocker: Jobless rate rises to 7.1% but we're through the worst says chief economist Splitit CEO: "Next stage is to build out acceptance to merchants" CEO Chat: How global steel giant, GFG Alliance, plans to be c...
Jun 18, 2020•12 min•Ep. 30
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: Putting cash to work, staying nimble and avoiding too much liquid We're onto fourth base, here are themes worth investing in Carsales CEO: The worst is over Hosted on Acast. See acast.com/privacy for more information...
Jun 17, 2020•9 min•Ep. 29
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: Beware the cliff warns Comm Bank Chief Economist Pandemic aftershocks ahead but banks still offer "compelling value": Shaw & Partners CEO Startup Daily: Tuesday 16 June Hosted on Acast. See acast.com/privacy for ...
Jun 16, 2020•9 min•Ep. 28
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: There are companies that will come out stronger after this Auswide well-positioned to take advantage of COVID-19 Environment tops the list of changes Aussie's want to make post coronavirus Hosted on Acast. See acast....
Jun 15, 2020•11 min•Ep. 27
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 big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag Hosted on...
Jun 12, 2020•10 min•Ep. 26
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 big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag Hosted on...
Jun 11, 2020•10 min•Ep. 25
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: It's likely to be a drawn-out U Going after the big guns: Aussie fund first to invest in national security thematic Cannatrek's giant plans include a massive plantation and getting vertica...
Jun 10, 2020•9 min•Ep. 24
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: Online sales up 89% - Wesfarmers just went through the looking glass NAB survey points to 'plain-vanilla' recession Tax reform is the highest priority for private capital-backed businesses Hosted on Acast. See acast....
Jun 09, 2020•10 min•Ep. 23
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: OML CEO: Working hard to reboot the outdoor media market We’ve cut off that bad tail risk of things getting out of control What have we learned from this crisis when it comes to investment opportunities? Hosted on Ac...
Jun 05, 2020•9 min•Ep. 22
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: Property Council CEO: Stimulus saving jobs, making construction a driver of recovery Arguments for and against negative rates; will its impact ever be clear cut? Running with the Bulls Hosted on Acast. See acast.com/...
Jun 04, 2020•10 min•Ep. 21
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: Zip's push into US squeezes shorts as stock reaches record high Recovery will be a gentle upturn, don't expect rampaging strength Amasyim CEO says the company is nearing a seminal event Hosted on Acast. See...
Jun 03, 2020•10 min•Ep. 20
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: PointsBet CEO: reality is we'll need more capital to win in the US IFM's take on the negative rate debate Equities pip bonds to the post Hosted on Acast. See acast.com/privacy for more information....
Jun 02, 2020•8 min•Ep. 19
