PODCAST · business
Signal or Noise
by Livewire Markets
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Livewire’s Hans Lee and featuring Australia’s best macro minds.
Episodes
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Will 2025 be a goldilocks year for investors?
The full-time whistle (or horn, if you're a hockey fan like me) is about to be blown on a market year that confounded all the consensus expectations. Luckily, it was for all the best reasons. As the below table shows, the S&P 500 has climbed 27% and has recorded 57 all-time highs this year (as of...
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The Australian city where house prices could surge all the way to 2032
Interest rates have not been cut this year in Australia, much to the chagrin of many investors. Yet despite this, the housing market has continued to remain remarkably strong. While central banks still impact the performance of the housing market, it's clear that the bigger factors this cycle…
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Could the RBA not cut interest rates at all?
The prospect of the first interest rate cut for this cycle from the Reserve Bank of Australia continues to be pushed back. And while Moody's may argue that "hope is on the horizon", there is no denying that an ultra-tight labour market, in addition to an elongated disinflation process, has made…
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The one data point investors must not ignore right now
For the first time in four years, the world's most consequential central bank, the US Federal Reserve, has cut interest rates. Unusually for the Fed, the cut was double the regular size of an interest rate move. As a result, different asset classes had different reactions. For equities, which are...
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The 4 investments to buy in the next pullback
The overwhelming consensus we are hearing from the professional investing community is that the volatility spike on August 5th was not so much a scare, but a gift for patient investors. Sure, it was the worst day for the ASX 200 in four years and the worst for the Nikkei 225 since 1987. But, to...
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Why discretionary stocks are a contrarian opportunity (and 7 ASX-listed ideas)
Global investors know Australia for three things - our houses (the property investment opportunity), our holes (the massive mining sector), and our beaches (and let's face it, our sharks). But the truth is that the Australian economy is driven by a much larger force than the property or mining...
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Why everything has to go right this ASX reporting season (and 4 must-watch stocks)
We are about to enter the most important month on the calendar for Australian investors. And it's not a far stretch to say that there is a lot at stake for the ASX 200 over the next four weeks. At the last reporting season in February, over 80% of ASX 200 companies made a profit. That number…
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6 opportunities for Australian income investors
Welcome to the Goldilocks era for income, where a good quality term deposit can pay 5%, an investment grade corporate bond can net you 7-8%, and the hottest trade in town (private credit) is now aiming for upwards of 10% yield. Sure, NVIDIA might be the hottest growth trade in town but there are...
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What will the RBA do next? (And what does it mean for your money?)
Forecasts are forecasts but the numbers don't lie. And at the end of the day, the numbers show an extremely tough conundrum for the Reserve Bank of Australia. Services inflation has not come down as fast as the RBA would like and goods inflation is starting to tick up. And while the overall...
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7 commodities (and 8 stocks) to watch in this complex market
Cast your mind back to when markets were expecting seven rate cuts from the Federal Reserve, thanks to hopes of an immaculate disinflation in the United States and the persistence of a tight jobs market both stateside and in Australia. The 10-year yield in the US was under 4% and the crude oil...
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Where these investors are putting over $3 trillion to work in markets
In this brand new episode of Livewire's top-down investing show Signal or Noise, we'll aim to distil the noise and make sense of where the best investment opportunities live. Joining myself and our permanent panellist, AMP Deputy Chief Economist Diana Mousina are: Lukasz de Pourbaix, Global...
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Could ASX earnings and dividends beat the odds and rise this year?
What do all the numbers of the last four weeks really say about the state of corporate Australia - and where are the best of the best investing their money given what has been handed down? To find out, we bring you the Signal or Noise February Reporting Season episode. Joining AMP's Diana Mousina...
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Why there is no credit crunch coming in 2024
While Signal or Noise was away on its summer break, the bulls were certainly out in force. The Santa Rally which dominated the end of 2023 has been spurred on by an even bigger anticipation for rate cuts. The RBA was not tipped to cut rates at all just six months ago. Now, thanks to an inflation...
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Why Australia is already in a recession (but the RBA can’t afford to cut interest rates)
Signal or Noise is a show that is designed to make sense of data and headlines - and 2023 had both of those in spades. For starters, 2023 revealed just how much 425 basis points in rate hikes from the Reserve Bank of Australia is affecting the economy. Economic growth has slowed markedly and...
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Signal or Noise: Are we at the start of the next house price boom?
What does the housing cycle look like ahead of 2024? And will the consensus forecast of 5% national house price growth be smashed again? To discuss it all, Signal or Noise has assembled the country's top property experts for our annual show focused on the Australian housing story. Joining…
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How to invest in a market full of confusing signals
For a show called Signal or Noise, market pricing of late has been full of confusing and contradicting signals. On one hand, equity markets in Australia and the US pulled back from recent highs. The ASX 200 is tracking at six-month lows while the NASDAQ is off by more than 6% in the last 30 days...
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Signal or Noise: 10 things every investor should know right now
When Livewire's Hans Lee set out to create a macro-focused series 18 months ago, he had one mission. From the beginning, the aim has been to make economics and data more relevant to the everyday investor. In every episode, we endeavour to take the most interesting headlines and narratives from…
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Why these fund managers think the hiking cycle is done (and what it means for your investments)
Cast your mind back to December 2022 when the consensus among analysts was that 2023 would see an extension of the large falls in markets. The 40-year rally in government bonds which preceded last year's crash was ancient history and central bank rate hikes would keep equities down and yields...
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7 key themes (and 4 stocks) to watch this ASX reporting season
Investors have arrived at one of the most important and fascinating earnings periods in a long time. Weaker profit growth and cautious guidance statements look likely to dominate the upcoming annual results season. After all, the list of headwinds is plentiful and many of them remain unresolved.…
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Why the ASX is trading like a recession is coming (and the NASDAQ isn’t)
On May 3rd, 2022, the Reserve Bank of Australia hiked the cash rate target by 25 basis points to 0.35%. In the last paragraph of that day's decision statement, the Board wrote the following: "The Board is committed to doing what is necessary to ensure that inflation in Australia returns to target...
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The ultimate guide to Australian income investing
No matter your age, market experience, or life goals, one thing every investor loves is a dividend. And with good reason! Australia has a friendly tax structure for those who rely on those dividends for passive income. But after 11 rate rises in an unprecedented year for markets, other investment...
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Signal or Noise: Why the RBA’s May rate hike was the right decision
Before the COVID-19 pandemic, the Reserve Bank of Australia was considered one of the leading lights in the global central banking circuit. For a large part of the last 30 years, inflation has been within the Bank's 2-3% target and the broader economy has not been in a technical recession once...
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Is this the start of a second Global Financial Crisis?
Banking is a game of confidence. When the public loses faith in its financial institutions, the whole system crumbles. This month's episode of Signal or Noise probes those exact questions and how the fallout from the global banking crisis is impacting the decisions of investors. Joining moderator...
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Five commodities stocks successfully navigating geopolitical change
The global commodities market is at a vital point in its current cycle. Years of underinvestment have caused massive supply problems in the energy market. Climate change has drastically changed the food production supply chain. And central bank rate hikes are adding to real yields - creating a...
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The biggest event in markets is happening right now
Since the last episode of Signal or Noise was taped in early December, the narrative around the global economy has shifted dramatically. But nowhere has it shifted more than in the world's second largest economy. While most major markets were in holiday mode, the Chinese government decided to...
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ABOUT THIS SHOW
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Livewire’s Hans Lee and featuring Australia’s best macro minds.
HOSTED BY
Livewire Markets
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Frequently Asked Questions
How many episodes does Signal or Noise have?
Signal or Noise currently has 25 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Signal or Noise about?
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Livewire’s Hans Lee and featuring Australia’s best macro minds.
How often does Signal or Noise release new episodes?
Signal or Noise has 25 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Signal or Noise?
You can listen to Signal or Noise on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Signal or Noise?
Signal or Noise is created and hosted by Livewire Markets.
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