All Episodes
On Point — 400 episodes · page 2 of 4
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?