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All Episodes

On Point — 400 episodes · page 1 of 4

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1

ep 404 | The week ahead - Can markets shake off this volatility, or is there more to come?

2

ep 403 | As markets hit the home stretch, what can investors expect?

3

ep 402 | The week ahead - Another cracking earnings season expected

4

ep 401 | What’s going down with the NZ dollar?

5

ep 400 | The week ahead - Treasury set to unveil the PREFU

6

ep 399 | What does a Fed hiking cycle mean for markets?

7

ep 398 | The week ahead - NZ dollar slumps to a 15-year low

8

ep 397 | Are bonds back to the old normal?

9

ep 396 | The week ahead - Have oil and inflation forced the Fed's hand?

10

ep 395 | The week ahead - The report that could determine the Fed's next move

11

ep 394 | Value, growth, or a bit of both?

12

ep 393 | The week ahead - Another OCR hike on the cards?

13

ep 392 | What does a tight election race mean for markets?

14

ep 391 | The week ahead - Rising bond yields rattle global markets

15

ep 390 | Are sharemarket valuations too high?

16

ep 389 | The week ahead - Local earnings deluge incoming

17

ep 388 | What should we expect this earnings season?

18

ep 387 | The week ahead - Will US inflation fall enough for the Fed?

19

ep 386 | Spotlight on the US equity market

20

ep 385 | Big market moves under the hood

21

ep 384 | The week ahead - Earnings roll on as markets endure massive volatility

22

ep 383 | The OCR is headed higher, but is the economy?

23

ep 382 | The week ahead - Oil prices surge ahead of the Fed meeting

24

ep 381 | How the '87 crash shaped a generation

25

ep 380 | The week ahead - Will strong earnings put markets in a better mood?

26

ep 379 | Is America just built different?

27

ep 378 | The week ahead - It's OCR week! Will the RBNZ hike or hold?

28

ep 377 | How is the second half of 2026 shaping up?

29

ep 376 | The week ahead - Oil prices crash as the Strait of Hormuz reopens

30

ep 375 | Deals and dots mean changes for central banks

31

ep 374 | Should we worry about rising government debt?

32

ep 373 | The week ahead - The Kevin Warsh era begins at the Fed

33

ep 372 | The SpaceX IPO is bigger than you think

34

ep 371 | The week ahead - Tech stocks stumble as SpaceX prepares to debut

35

ep 370 | Don't let your home bias be your downfall

36

ep 369 | The week ahead - Markets keep marching higher in May

37

ep 368 | Why inflation expectations are so important right now

38

ep 367 | The week ahead - Will the RBNZ hike or hold the OCR?

39

ep 366 | The sharemarket that’s been crushing the US

40

ep 365 | What might OCR hikes mean for markets?

41

ep 364 | The week ahead - Trump and Xi to meet against a volatile backdrop

42

ep 363 | What’s the Consumers Price Index anyway?

43

ep 362 | The week ahead - Is our unemployment rate headed higher?

44

ep 361 | Why is the US sharemarket so strong?

45

ep 360 | The week ahead - Will Big Tech earnings push the market higher?

46

ep 359 | Could 1970s-style stagflation happen again today?

47

ep 358 | The week ahead - US shares surge to new highs, but will they stay there?

48

ep 357 | Conflict leaves markets at a crucial crossroads

49

ep 356 | The week ahead - Markets monitor Iran talks as earnings season kicks off

50

ep 355 | What's the best way to invest that lump sum?

51

ep 354 | The week ahead - Markets rebound, but will the optimism last?

52

ep 353 | Is it time to sell stocks?

53

ep 352 | The week ahead - Local business confidence set to slump?

54

ep 351 | Are we set for early OCR hikes as petrol prices surge?

55

ep 350 | The week ahead - All eyes on the RBNZ Governor

56

ep 349 | Should we worry about the election, or get on with it?

57

ep 348 | The week ahead - What will central banks have to say about surging oil prices?

58

ep 347 | What should investors do about rising oil prices?

59

ep 346 | The week ahead - Markets to keep grappling with Middle East uncertainty

60

ep 345 | Should we be worried about a concentrated US sharemarket?

61

ep 344 | The week ahead - US shares remain soft as other markets rise

62

ep 343 | Bumpy ride ahead for markets? If so, that's quite normal.

63

ep 342 | The week ahead - Is that the end of Trump's tariff plans?

64

ep 341 | Inflation - is 3% the new 2%?

65

ep 340 | The week ahead - Will the RBNZ bring forward its OCR hiking plans?

66

ep 339 | Here's where to look for evidence of a recovery

67

ep 338 | The week ahead - Where to next for markets, after last week's volatility?

68

ep 337 | What can the “January barometer” tell us about the rest of this year?

69

ep 336 | The week ahead - What might a Warsh-led Fed mean for markets?

70

ep 335 | The biggest investment lesson of 2025

71

ep 334 | The week ahead - Fed decision and Mag 7 earnings incoming!

72

ep 333 | What is Wall Street expecting from the S&P 500 in 2026?

73

ep 332 | The week ahead - Is inflation set to exceed RBNZ forecasts?

74

ep 331 | Why investors need to watch Japan closely this year

75

ep 330 | Six predictions for 2026

76

ep 329 | Where are house prices headed in 2026?

77

ep 328 | Five observations from a big year for investors

78

ep 327 | Summer encore - The uncomfortable truth about inflation

79

ep 326 | Summer encore - Should I pay of the mortgage faster, or invest that spare cash?

80

ep 325 | Summer encore - How do the uber-rich invest?

81

ep 324 | The week ahead - a MONSTER week to close out the year!

82

ep 323 | Wrapping up 2025, and looking ahead to next year

83

ep 322 | The week ahead - Will we get a Fed rate cut to finish the year?

84

ep 321 | Are investors facing lower returns in the years ahead?

85

ep 320 | The week ahead - Is that the end of the OCR cuts?

86

ep 319 | Why investors should embrace a market sell-off

87

ep 318 | The week ahead - Will this week's OCR cut be the last?

88

ep 317 | The local sharemarket just hit a record high, or did it?

89

ep 316 | The week ahead - Will the NVIDIA earnings release settle the AI boom or bubble debate?

90

ep 315 | The week ahead - The kiwi dollar sinks further

91

ep 314 | Could Labour’s CGT policy be a winner?

92

ep 313 | The week ahead - Is unemployment set to rise again?

93

ep 312 | How can savers deal with declining deposit rates?

94

ep 311 | Are credit concerns a canary in the coalmine?

95

ep 310 | The week ahead - Inflation is headed up again, should we be worried?

96

ep 309 | What does a weaker currency mean for the economy?

97

ep 308 | The week ahead - Trump threatens China with new tariffs

98

ep 307 | Are US stocks in a bubble?

99

ep 306 | The week ahead - Will the RBNZ cut by 25 or 50?

100

ep 305 | What might the final quarter of 2025 bring?