All Episodes
On Point — 361 episodes
ep 364 | The week ahead - Trump and Xi to meet against a volatile backdrop
ep 363 | What’s the Consumers Price Index anyway?
ep 362 | The week ahead - Is our unemployment rate headed higher?
ep 361 | Why is the US sharemarket so strong?
ep 360 | The week ahead - Will Big Tech earnings push the market higher?
ep 359 | Could 1970s-style stagflation happen again today?
ep 358 | The week ahead - US shares surge to new highs, but will they stay there?
ep 357 | Conflict leaves markets at a crucial crossroads
ep 356 | The week ahead - Markets monitor Iran talks as earnings season kicks off
ep 355 | What's the best way to invest that lump sum?
ep 354 | The week ahead - Markets rebound, but will the optimism last?
ep 353 | Is it time to sell stocks?
ep 352 | The week ahead - Local business confidence set to slump?
ep 351 | Are we set for early OCR hikes as petrol prices surge?
ep 350 | The week ahead - All eyes on the RBNZ Governor
ep 349 | Should we worry about the election, or get on with it?
ep 348 | The week ahead - What will central banks have to say about surging oil prices?
ep 347 | What should investors do about rising oil prices?
ep 346 | The week ahead - Markets to keep grappling with Middle East uncertainty
ep 345 | Should we be worried about a concentrated US sharemarket?
ep 344 | The week ahead - US shares remain soft as other markets rise
ep 343 | Bumpy ride ahead for markets? If so, that's quite normal.
ep 342 | The week ahead - Is that the end of Trump's tariff plans?
ep 341 | Inflation - is 3% the new 2%?
ep 340 | The week ahead - Will the RBNZ bring forward its OCR hiking plans?
ep 339 | Here's where to look for evidence of a recovery
ep 338 | The week ahead - Where to next for markets, after last week's volatility?
ep 337 | What can the “January barometer” tell us about the rest of this year?
ep 336 | The week ahead - What might a Warsh-led Fed mean for markets?
ep 335 | The biggest investment lesson of 2025
ep 334 | The week ahead - Fed decision and Mag 7 earnings incoming!
ep 333 | What is Wall Street expecting from the S&P 500 in 2026?
ep 332 | The week ahead - Is inflation set to exceed RBNZ forecasts?
ep 331 | Why investors need to watch Japan closely this year
ep 330 | Six predictions for 2026
ep 329 | Where are house prices headed in 2026?
ep 328 | Five observations from a big year for investors
ep 327 | Summer encore - The uncomfortable truth about inflation
ep 326 | Summer encore - Should I pay of the mortgage faster, or invest that spare cash?
ep 325 | Summer encore - How do the uber-rich invest?
ep 324 | The week ahead - a MONSTER week to close out the year!
ep 323 | Wrapping up 2025, and looking ahead to next year
ep 322 | The week ahead - Will we get a Fed rate cut to finish the year?
ep 321 | Are investors facing lower returns in the years ahead?
ep 320 | The week ahead - Is that the end of the OCR cuts?
ep 319 | Why investors should embrace a market sell-off
ep 318 | The week ahead - Will this week's OCR cut be the last?
ep 317 | The local sharemarket just hit a record high, or did it?
ep 316 | The week ahead - Will the NVIDIA earnings release settle the AI boom or bubble debate?
ep 315 | The week ahead - The kiwi dollar sinks further
ep 314 | Could Labour’s CGT policy be a winner?
ep 313 | The week ahead - Is unemployment set to rise again?
ep 312 | How can savers deal with declining deposit rates?
ep 311 | Are credit concerns a canary in the coalmine?
ep 310 | The week ahead - Inflation is headed up again, should we be worried?
ep 309 | What does a weaker currency mean for the economy?
ep 308 | The week ahead - Trump threatens China with new tariffs
ep 307 | Are US stocks in a bubble?
ep 306 | The week ahead - Will the RBNZ cut by 25 or 50?
ep 305 | What might the final quarter of 2025 bring?
ep 304 | Has your home bias left money on the table?
ep 303 | The week ahead - Soft GDP puts a 50-basis point OCR cut on the table
ep 302 | The asset outperforming everything else in 2025
ep 301 | The week ahead - Are we due for the first Fed rate cut of 2025?
ep 300 | Why are markets upbeat amidst such grim data?
ep 299 | The week ahead - Did a weak jobs report just lock in a Fed rate cut later this month?
ep 298 | New Zealand's economic recovery is delayed, not cancelled
ep 297 | The week ahead - Are Trump's tariffs illegal?
ep 296 | What happens when mega-caps bend the benchmarks?
ep 295 | The week ahead - A deluge of domestic earnings, plus NVIDIA in the US!
ep 294 | The bull market is back on, but does it deserve to be?
ep 293 | The week ahead - An OCR cut is likely on Wednesday, but where to after that?
ep 292 | Will the reporting season point to better days ahead?
ep 291 | The week ahead - Can Trump broker a deal with Putin?
ep 290 | Why lower inflation doesn't mean lower prices
ep 289 | The week ahead - Is unemployment about to hit an eight-year high?
ep 288 | Should I pay off the mortgage faster, or invest?
ep 287 | The week ahead - Trade talks, jobs, the Fed and more Mag7 earnings - it's all on!
ep 286 | Where’s the long-awaited housing market recovery?
ep 285 | The week ahead - Brace yourself for a hotter CPI report here in NZ
ep 284 | This is almost as good as it gets for borrowers
ep 283 | The week ahead - Global earnings deluge incoming!
ep 282 | The overnight success of AI
ep 281 | The week ahead - The RBNZ should cut this week, but will it?
ep 280 | The myth of missing the ten best days
ep 279 | Forget about "average" sharemarket returns, because you'll hardly ever see them!
ep 278 | Second half outlook - what’s the market mood at the moment?
ep 277 | The week ahead - After a solid GDP report, is the OCR already at the bottom?
ep 276 | What is stagflation and should it worry investors?
ep 275 | The week ahead - Middle East tension rattles investors
ep 274 | How much faith should we put in analyst recommendations?
ep 273 | The week ahead - Will US inflation figures show signs of tariff-induced higher prices?
ep 272 | How do the world’s wealthiest families invest, and what can we learn from them?
ep 271 | The week ahead - US shares post biggest monthly gain in 18 months
ep 270 | Greenback gloom
ep 269 | The week ahead - Another OCR cut looms, but will this be the last?
ep 268 | Drawdown déjà vu
ep 267 | The week ahead - Shares surge while the Budget looms
ep 266 | Has the tariff truce turned the tide?
ep 265 | The week ahead - NZX 50 on track for its best month in five years
ep 264 | If there's a US recession, which stocks will hold up best?
ep 263 | Why Jerome Powell will be quietly fuming at President Trump
ep 262 | The week ahead - Jobs report a key test for markets
ep 261 | A sell-off survival guide
ep 260 | The week ahead - Investors ditch US assets amidst tariff uncertainty
ep 259 | Deciphering a week of dramatic market moves
ep 258 | The week ahead - An OCR cut looms against a very volatile backdrop
ep 257 | With Q1 behind us, what's in store for the next three months?
ep 256 | The week ahead - Markets on edge as US tariffs loom in April
ep 255 | What’s with the mixed messages from our economy?
ep 254 | The week ahead - Flash PMIs will take the pulse of global growth
ep 253 | The week ahead - Will the GDP report reflect a recovering NZ economy?
ep 252 | It's officially a correction, so where to from here?
ep 251 | The market leading the charge as the US falters
ep 250 | The week ahead - Tariffs to kick in and Trudeau set to be replaced
ep 249 | The myth of missing the ten best days
ep 248 | Is it time to dump the deposits?
ep 247 | The week ahead - German election, a raft of local results and NVIDIA earnings
ep 246 | Should we let Trump put us off investing?
ep 245 | The week ahead - Another bumper OCR cut, and maybe the RBA's first move?
ep 244 | Will we see some green shoots this earnings season?
ep 243 | The week ahead - US inflation, Jerome Powell and (sigh) more tariff talk!
ep 242 | Where's the New Zealand economy at right now?
ep 241 | Filling the void with fixed income
ep 240 | The week ahead - Tariff tensions to keep markets on edge
ep 239 | Why most S&P 500 targets for 2025 are likely to be wrong
ep 238 | The week ahead | Mag7 earnings incoming!
ep 237 | Is the Fed set to pause next week?
ep 236 | The biggest investment lesson of 2024
ep 235 | Summer encore - What's the better investment, shares or property?
ep 234 | Summer encore - There's more to mortgage rates than the OCR
ep 233 | Summer encore - Six predictions for 2025
ep 232 | Summer encore - Shares are more predictable than you think
ep 231 | Summer encore - Do we need a capital gains tax in New Zealand?
ep 230 | Is a Kiwibank IPO on the cards, and would it be a good thing?
ep 229 | The week ahead - GDP figures are due, so are we still in recession?
ep 228 | Six predictions for 2025
ep 227 | The week ahead - US inflation in the spotlight ahead of next week's Fed meeting
ep 226 | Stumbling Spark's string of missteps
ep 225 | The week ahead - a crucial US jobs report in focus
ep 224 | Will we get a "Santa rally" in 2024?
ep 223 | The week ahead - it’s RBNZ week, but will it cut by 25, 50 or 75?
ep 222 | There's more to mortgage rates than the OCR
ep 221 | The week ahead - Global growth indicators and NVIDIA earnings in focus
ep 220 | A showdown is looming between Trump and the Fed
ep 219 | The week ahead - can the Trump trade keep pushing markets higher?
ep 218 | Shares are more predictable than you think
ep 217 | The week ahead - brace yourself for the biggest week of the year!
ep 216 | Are you prepared for a Trump victory?
ep 215 | The week ahead - five of the Mag-7 set to report earnings!
ep 214 | What’s the better investment, shares or property?
ep 213 | The week ahead - the global earnings season ramps up
ep 212 | Has the local sharemarket turned a corner?
ep 211 | The week ahead - will the inflation report open the door for another big OCR cut?
ep 210 | October encore - The case for gold
ep 209 | October encore - Farmers make great investors, here's why
ep 208 | October encore - Pessimists sound smart, optimists make money
ep 207 | The strong NZ dollar - what’s driven the rebound?
ep 206 | The week ahead - will confidence bounce in the QSBO?
ep 205 | Don't fight the Fed?
ep 204 | The week ahead - retail earnings in focus on the NZX
ep 203 | Is now a good time to buy a house?
ep 202 | The week ahead - a US rate cut looms, but will the Fed go big?
ep 201 | Do we need a capital gains tax in New Zealand?
ep 200 | The week ahead - it's debate time again, but with Trump vs Harris
ep 199 | Will mortgage rates fall as much as you're hoping?
ep 198 | The week ahead - will the US jobs report boost soft landing hopes?
ep 197 | All that glitters...
ep 196 | The week ahead - business confidence, PCE inflation and NVIDIA
ep 195 | How do markets usually perform after rate cuts?
ep 194 | The week ahead - let the earnings landslide begin!
ep 193 | Will the reporting season give any cause for cheer?
ep 192 | The week ahead - will the RBNZ cut the OCR this week?
ep 191 | What's driving the market volatility, and will it continue?
ep 190 | Did the Fed just make a policy mistake?
ep 189 | The week ahead - how much will unemployment rise this week?
ep 188 | Money Month - three simple rules for financial success
ep 187 | More twists in the US election tale
ep 186 | The week ahead - big tech earnings in the spotlight
ep 185 | Rate cuts are coming, what should investors do?
ep 184 | The week ahead - the US sector rotation is on!
ep 183 | Mid-year encore - The trouble with non-tradables inflation
ep 182 | Mid-year encore - Currencies and share investing
ep 181 | The week ahead - will the RBNZ give anything away?
ep 180 | Mid-year wrap, and a look ahead to the second half
ep 179 | The week ahead - elections in France and the UK
ep 178 | Pessimists sound smart, optimists make money
ep 177 | The week ahead - what did the GDP report tell us?
ep 176 | It’s election debate time, and Trump's in the box seat
ep 175 | The week ahead - why is European politics rattling markets?
ep 174 | What could turn the local market around?
ep 173 | The week ahead - should we expect a housing market rebound?
ep 172 | Farmers often make great investors, here’s why
ep 171 | The week ahead - did the Budget change OCR expectations?
ep 170 | The trouble with non-tradables inflation
ep 169 | The week ahead - what should we expect from Budget 2024?
ep 168 | Sell in May and go away?
ep 167 | The week ahead - flash PMIs, an OCR decision and the latest NVIDIA result
ep 166 | The diverging outlook for global central banks
ep 165 | The week ahead - how healthy is the US consumer?
ep 164 | Women make great investors, so what’s holding them back?
ep 163 | The week ahead - what does rising unemployment mean for markets?
ep 162 | Currencies and share investing
ep 161 | The week ahead - how high is the unemployment rate set to rise?
ep 160 | The week ahead - will inflation fall enough for the RBNZ?
ep 159 | Can Japanese shares continue their stellar run?
ep 158 | The week ahead - what should we expect from the RBNZ on Wednesday?
ep 157 | Q1 recap and what to watch in Q2
ep 156 | The week ahead - US labour market and manufacturing in focus
ep 155 | Trusts, tax rates and PIEs
ep 154 | The week ahead - what does the recession mean for interest rates?
ep 153 | Is it time to ditch the term deposits?
ep 152 | The week ahead - is the Bank of Japan set to upstage the Fed?
ep 151 | What might interest deductibility changes mean for the property market?
ep 150 | The week ahead - will the US inflation report spoil the party?
ep 149 | Will lacklustre results make way for optimism?
do 148 | The week ahead - Jerome Powell, the jobs report and 'Super Tuesday'
ep 147 | What might the US election mean for the sharemarket?
ep 146 | The week ahead - will the Reserve Bank increase the OCR this week?
ep 145 | High share prices don’t always mean expensive
ep 145 | The week ahead
ep 143 | The week ahead
EPS 144 | Is it too late to buy US stocks?
EPS 142 | Are ETFs a gamechanger for Bitcoin?
EPS 141 | The week ahead
EPS 140 | Is a soft landing upon us?
EPS 139 | The week ahead
EPS 138 | Are you prepared for a fall in income?
EPS 136 | New Year encore - Should I pay off the mortgage, or invest?
ep 134 | Six big questions for investors in 2024
EPS 133 | New Year encore - Jump right into the market, or sit tight until later?
EPS 132 | New Year encore - Why the sharemarket is nothing like a casino
EPS 131 | Recapping the key market moves of 2023
EPS 130 | Looking ahead to 2024
EPS 129 | The week ahead
EPS 128 | A November to remember
EPS 127 | The week ahead
EPS 126 | Average sharemarket returns are great, but returns are rarely average
EPS 125 | The week ahead
EPS 123 | The week ahead
EPS 122 | The diversification dilemma
EPS 121 | The week ahead
EPS 120 | Policymakers face a balancing act as unemployment rises
EPS 119 | Will last week's market rebound continue?
EPS 118 | The week ahead
EPS 117 | Is the NZX headed for an unwanted three-peat?
EPS 116 | The week ahead
EPS 115 | The sharemarket is nothing like a casino
EPS 113 | Should borrowers fix or float, and for how long?
EPS 112 | The week ahead
EPS 111 | Election 2023 - A mood for change wins the day
EPS 110 | The rise and rise of global bond yields
EPS 109 | What might the conflict in the Middle East mean for markets?
EPS 108 | The week ahead
EPS 107 | Don't squander these high interest rates
EPS 106 | The week ahead
EPS 105 | Why so gloomy? It's not all bad out there
EPS 104 | The week ahead
EPS 103 | Has the labour market reached a turning point?
EPS 102 | The week ahead
EPS 101 | Is India the new China?
EPS 100 | The week ahead
Will we see a post-election sharemarket rally?
The week ahead
Why is August proving tough for markets?
The week ahead
Quick take - today's Reserve Bank decision and what it means
What does the dairy downturn mean for investors?
The week ahead
What to watch this earnings season
The week ahead
The secret to successful share investing
The week ahead
What might the election mean for markets?
The week ahead
Baffled by where these markets might go next? You're not alone.
The week ahead
All eyes on earnings season
The recession that wasn't
The week ahead
After a solid first half, what might the next six months bring?
The week ahead
Is the US dollar at risk of being dethroned?
The week ahead
House prices have bottomed, but where might they go from here?
The week ahead
Should I pay off the mortgage, or invest?
The week ahead
What might a central bank pause mean for markets?
The week ahead
Markets are quiet, a little too quiet
The week ahead
Relax, AI isn't taking your job (yet)
The week ahead
Is a recession possible with unemployment this low?
The week ahead
Jump right into the market, or sit tight until later?
The week ahead
Are tax changes back on the table?
The week ahead
What sort of returns are you “really” getting on your money?
The week ahead
Tips for nervous newer investors
What does the banking crisis mean for markets?
The week ahead
The week ahead
The week ahead
The week ahead
Recapping financial market moves in February
The week ahead
What’s in an index?
The week ahead
What will the Reserve Bank do next?
The week ahead
Cash, bonds or shares – where are the best opportunities for income investors today?
The week ahead
The week ahead
The good news hidden in the detail of yesterday's inflation report
The week ahead
17 January 2023
12 December 2022
5 December 2022
28 November 2022
20 November 2022
13 November 2022
7 November 2022
31 October 2022
16 October 2022
9 October 2022
2 October 2022
27 September 2022
19 September 2022
11 September 2022
4 September 2022
29 August 2022
22 August 2022
Where to from here?
15 August 2022
7 August 2022
31 July 2022
24 July 2022
17 July 2022
10 July 2022
4 July 2022
27 June 2022
20 June 2022
13 June 2022
7 June 2022
30 May 2022
23 May 2022
16 May 2022
9 May 2022
2 May 2022
11 April 2022
4 April 2022
28 March 2022
Monday 21 March 2022
Monday 14 March 2022
Monday 7 March 2022
Monday 28 Feb 2022
Mon 21 Feb 2022