PODCAST · business
The Wide Lens
by Robert Baharian
The Wide Lens is a weekly podcast and vodcast on the latest topics in finance and investing hosted by Robert Baharian and Jonathan Sim. We're currently taking a long vacation and hope to be back soon.
Episodes
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Property Turns The Corner - The Wide Lens EP42
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: Artifical Intelligence (AI) and Google's updated Bard, inflation, the current state of the econony, where the stock market goes from here, the turning of the property market, and much more. Tips and…
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No Boom, No Bust
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: The world's copper shortage and what this means for clean energy, the recent rate rises, household balance sheets, monetary policy lags, credit slow down, earnings season, debt ceiling, First Republic's collapse…
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The Market Has Cemented a Bottom
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: The Nasdaq's rally and whether it's sustainable, First Republic's 95% stock decline and what it means for the banking sector, the latest on the Australian property and construction sector, sell in May and go away,...
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Banking Crisis - What's Next?
In this week's episode of The Wide Lens, Robert Baharian is joined by special guest, Andrew Papageorgiou of Realm Investment House where they discuss: The US and European banking crisis, the impact on Australian banks, US and Australian Commercial Real Estate (CRE) debt and how big of a problem...
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The Fed Gamble
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: The Fed's decision to raise rates, underperformance of the financial sector and what this means for the broader economy, tighter credit conditions, the importance of smaller banks, a shift in political power, and…
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A Classic Bank Run
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: SVB's collapse and what it means for markets, the benefit of hindsight on SVB's balance sheet, New Zealand's lack of insurance deposit, four reasons why SVB's collapse can't happen in Australia, rate hikes to rate...
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Show Me The Money
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: The bond bonanza, a sticky and messy inflation outlook, private debt funds and private fees, why if you can't earn 9% you're better off in cash, what the ultra high net worth investors are doing with their money…
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Pearls and Pitfalls of Private Debt
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss: The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio...
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Pearls and Pitfalls of Private Debt
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss: The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio...
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An Economy So Good That it’s Bad
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: The stranglehold on the world's food security, an economy so good it's bad, the looming US hunger cliff, and why rate rises aren't impacting the US consumer as much as you'd think. Tips & Recommendations:...
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Good Bye Soft Landing, Hello No Landing
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss: The recent rally in financial markets, the new "no landing" scenario, the Australian property market and the upcoming Fixed Loan cliff, and the rise of AI. Tips and Recommendations: https://www.masterclass.com/...
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A Global Market Wrap Up
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The current state of play of global markets, inflation, consumer spending, property prices and rent, what the next 6-12 months might look like in the stock market, and much more.
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A European Crisis
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Global interest rates, the decline of the balanced portfolio, why commodities are useless over the long-term, the European crisis, the most remarkable chart we've ever seen, and much more.
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Deep Dive into Aussie Property
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby take a deeper dive into: The recent Australian property decline and what to expect in the future, and the bullish/bearish battle of the stock market and what history tells us about the future.
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Normalisation of The Economy
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: What is really going on in the economy, interest rates and what to expect going forward, the stock market's rally rejection, and much more in Director's Cuts this week.
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Trust The Thrust
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Investor's shifting from apocalyptically bearish to just bearish, the resilience of the US consumer, the recent rise in markets and what to expect over the next 12 months, and much more.
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The (Almost) New Bull Market
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The craziest recession we've ever seen, US inflation and what the latest numbers mean, the latest on supply chains, the death and resurrection of the 60/40 portfolio, the (almost) new bull market, and much more.
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Forecasting The Future
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Forecasting returns over the next decade and what investors could expect, looking forward to a potential soft landing, the RBA's rate hikes, did the market just bottom, and much more.
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A Recession Special
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The markets full capitulation - does opportunity knock, market timing, everybody hates stocks - is it time to buy? is this a real recession, and much more.
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Headlines Versus Reality
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The headlines versus what is happening in reality (the consumer conundrum), inflation and interest rates and the impact on US property sales, the upcoming recession, the impact of rising rates on Australian...
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No One Knows Nothing
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Bitcoin's logical fall, why no one understands inflation, why no one is moving to Australia, why financial headlines are frustrating Robert, consumer sentiment and unemployment, and much more.
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Capitulation of Everything
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Capitulation in crypto, capitulation in stocks, capitulation in bonds, capitulation in tech, forward expected returns from here, global CEO outlook, retail sales, stockpiling of goods, and much more.
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What Recession?
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The decline in US and Australian loan applications, the RBA's monster rate hike, the prospect of rate cuts, JP Morgan's economic hurricane prediction, global inventories rising which could be deflationary, and why...
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Have We Hit The Bottom?
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Forward returns are looking strong, why inflation turned the corner, Elon says Get Back to Work, property continues to be safe as houses, the economy is bending not breaking, and the US is out of baby formula, and...
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Surely We're in a Recession
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Bitcoin is risky business, tech-wreck indicating a recession, parallels to the 1970's, the best performing asset classes for 2022, the state of play in the US (and Australian) property market, and much more.
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That 2000's Feeling
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Retailers getting crushed, the price of hamburgers, that 2000's feeling, super-charging property, cashed up investors, and much more.
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We've Given Everything Up
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Earnings season recap, the bull market has ended, rates are exploding, we've given everything up, online shopping, and much more.
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This is The Tech Wreck
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The stock market's valuations, the RBA's tough gig, rates are going up so that rates can come down, is this the tech wreck or is this not the tech wreck, Cathie Wood doing God's work, and much more.
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The Bull is Shot and Wounded
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The worst bullish sentiment since 1992, the slowdown in Sydney and Melbourne's property market, the rise of real yields, the bank of mum and dad, past performance is no guarantee of future results, and much more.
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Don't Abandon Your Bond Strategy
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: We're going back to the office, Hong Kong's property market crash, foreign buyers returning to Australia, why investor's shouldn't abandon their bond strategy, recession risks rising, Tesla and Netflix earnings…
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Stocks and Bonds Must Crash
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Stocks and bonds must crash to curb inflation, a recession is on the way, long bonds have crashed - where to from here, used car sales start to decline, listener questions, and much more.
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Investors Had Nowhere to Hide in Q1
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The death of deglobalisation, investors have nowhere to hide, the most expensive properties in the world, the role infrastructure plays in portfolios (if at all), company profits soaring, and much more.
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The End of an Office Era
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: An end of an office era, the return of shipping delays, the yield curve might just be wrong, rising rates may not be as bad for Aussies with mortgages as what we're hearing, what happens to stocks when rates rise,...
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The Recession Oracle
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The expected downturn in Sydney's property market, COVID's market bottom anniversary, has the stock market bottomed, the upcoming recession, rising inventories, active management's struggle, and much more.
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The Massacre in Stocks
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: The worst start to the year in stocks, Fed raising rates and what this means for markets, when is the next recession, oil's sharp reversal, bearish investors, the massacre in stay-at-home stocks, and why you can't...
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Volatility of Everything
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Do commodity booms precede recessions, investors are actually not yet panicking, volatility spike in everything, a global wheat disruption, Aussie stocks, what Nasdaq bear markets mean for investors, and much more.
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Model: Property to Decline 33%
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Quick corrections in stock markets, house prices will collapse by 33%, the rush to sell property, soaring renovations costs, Russia and financial markets, and a flight to Bitcoin.
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Conflict, Contradictions, and Corrections
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Why bond outflows matter more than you think, ESG marketing, pullbacks in stocks and bonds, producer prices rising, consumer contradiction, and Russia versus Omicron and what matter more to markets.
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Picking Stocks is Hard
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Why picking stocks is hard, investors moving funds to cash, why consumers are in a strong position to withstand rate rises, Disney roaring back, Aussie property, and what geopolitics means for your investments.
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What Property Bubble?
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Australia's housing market, RBA and interest rates, trillion-dollar companies, investor panic, and Meta's biggest one-day loss. Show Notes https://www.baharianwealth.com.au/post/the-bursting-of-a-property-bubble
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Buy the Dip
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: Australian CPI, Bitcoin is not an inflation hedge, explosion in Australia's ETF market, property prices and inventory, extreme movements in stocks, what rate rises means for stocks, and buying the dip.
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Pain in the Nasdaq
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss: A stock market not driven by 5 stocks, pain in the Nasdaq, Netflix, and Peloton, is the CAPE ratio dead, and predictions for 2022. Show Notes https://www.bloomberg.com/graphics/2022-investment-outlooks/
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The Tao of Wealth 3.0 - Debbie Baharian [Wife/Mum/The Boss]
My number 1 guest on MII is back, Debbie Baharian. I have interviewed company CEO's, MDs, and Chief Investment Officers, and I have never had as much difficulty as I have to secure this meeting. We talk about financial freedom, beliefs, agendas in life and business, and we talk about why clients...
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The Emergence of Alternative Assets - Koby Jones [The SILC Group]
My guest today is Koby Jones, Managing Director of The SILC Group, a specialised investment and lending group, focussing on alternative investments. In our conversation we discuss the rise of alternatives, the role alternatives play in portfolios, and what investors can expect from alternatives…
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Raise The Rates - Richard Quin [Bentham Asset Management]
My guest today is Richard Quin of Bentham Asset Management, one of Australia's most respected money managers. During our conversation we discuss inflation and what this means for the economy, interest rates, and investors. We talk about China Evergrande Group and what it really means for the...
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An Evergrande Collapse - Andrew Papageorgiou [Realm Investment House]
My guest today is Andrew Papageorgiou, Managing Director of the $2B money manager, Realm Investment House. During our conversation today we discuss the China Evergrande Group story and it's impact on Australia and Australian investors, shadow banking, and why investing is so personal, and not a...
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The $670M Idea - David Haintz [Shadforth Financial Group (SFG)]
My guest today is David Haintz. David took his boutique financial advice business, and with a few others, created Shadforth Financial Group (SFG) and in 2014 monetized for $670M. During our conversation, we talk about what the best financial and wealth management business are focussing on, the...
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Bringing New Ideas to Life - James Sinclair [Signature Hospitality Group]
My guest today is James Sinclair. CEO of Signature Hospitality Group - with brands such as The Sporting Globe, TGI Fridays, All Hands Brewing House, and W.J. Wills Eatery. In our conversation today, we discuss bringing new ideas to life, the constant growth of those new ideas, systemising...
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Bae Business - Liam Gostencnik & Tim O'Sullivan [Bae Juice]
My guests today are Liam and Tim from Bae Juice. Bae Juice is an Aussie start-up whose products are now stocked all across Australia. We talk about what it takes to start a business, the overnight success that actually took 10 years, the power of relationships, and why saying yes more than no is...
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Bets, Odds, and Hindsight - Bhanu Singh [Dimensional Fund Advisors]
My guest today is Bhanu Singh - Head of Asia Pacific Portfolio Management at Dimensional. Bhanu is responsible for all portfolios managed out of the Dimensional offices in Australia, Singapore and Japan. He's also Bhanu is a member of Dimensional's Investment Research Committee and serves as a...
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Frequently Asked Questions
How many episodes does The Wide Lens have?
The Wide Lens currently has 74 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Wide Lens about?
The Wide Lens is a weekly podcast and vodcast on the latest topics in finance and investing hosted by Robert Baharian and Jonathan Sim. We're currently taking a long vacation and hope to be back soon.
How often does The Wide Lens release new episodes?
The Wide Lens has 74 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Wide Lens?
You can listen to The Wide Lens 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 The Wide Lens?
The Wide Lens is created and hosted by Robert Baharian.
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