All Episodes
The InvestSense Podcast — 257 episodes · page 1 of 3
Quiet at home, loud everywhere else
A quarter of movement but not much progress
Unemployment enters the RBA's band as yields hit twenty-year highs
Economist Andrew Hunt on the end of the post-pandemic credit boom
What a defensive diversifier has to look like now, with Christian Baylis
Three central banks, five days, one direction
Hawks at home, oil abroad and a harder question about playing defence in these markets
Just noisy bond markets, or is the start of something?
Will America's creditors keep buying? With Economist Andrew Hunt
Australian inflation refuses to budge & Warsh talks tough(ish) at Jackson Hole
Australia's August Reporting season: the unloved are rallying with Tim Binsted
Australia’s reporting season: rotation beneath a flat tape
A hawkish RBA hold and a rally that is finally broadening
What Australian small caps add to diversified portfolios in the here and now with Ben Griffiths
The strongest earnings season since 2021
Inflation breaks the RBA's way while markets punish big tech spending
Putting Ourselves in the Way of Good Luck
Beyond the chip trade in emerging markets with Rahul Desai of Aikya
Who funds the AI boom when borrowing costs are rising?
Why Markets = Faith x Liquidity with Economist Andrew Hunt
Volatility Returns But Not Everywhere
Looking through the noise with markets priced for much good news
AI, oil and a flat local market: FY25/26 in review
What Kevin Warsh's Fed could mean for Australian rates with Christian Baylis
Oil, peace and the price of patience
Markets exhale, then catch their breath
Back to January? Why the Deal Changes the Headline, Not the pipes with Economist Andrew Hunt
SpaceX's trillion-dollar debut, a preliminary deal signed and a hawkish RBA hold
The week that re-set expectations
NASDAQ up 40%, Korea up 100% and a software rebound - the year so far in review
Hormuz, Hikes and the First Australian Crack
Finding value in the AI wreckage with Pzena Investment Management
US 30-year yields top 5% as inflation broadens beyond fuel
Australia’s budget night, the Macquarie Conference and where real returns come from with Tim Binsted
Last night’s budget, Hormuz and a hotter US CPI print
April's record rally meets Sunday's missile strike as the RBA hikes to 4.35%
Liquidity, Faith and a Coming Reckoning? Andrew Hunt's Macro Outlook
Oil at US$108, US earnings surge and Europe cracks
The Defence Dilemma: Why Hiding in Bonds Isn't What It Used to Be
In TACO we trust: Equity markets rally for a third straight week
The ceasefire sparked the strongest rally in weeks but it didn't last
Iran Brinkmanship Dominates as Markets Ride a Rollercoaster Week
March tested markets from every angle. Here's where things stand.
The Plumbing is Creaking, But It's Not Quite Time to Run for the Hills with Andrew Hunt
War, Oil and the Spectre of Rate Hikes Define a Brutal Week for Markets
Who are the disrupted and who are the disruptors with Tim Binsted
The largest oil disruption on record but markets remain resilient
The "SaaSpocalypse" & where Munro Partners is finding growth
Middle East conflict drives oil's largest weekly gain on record and Australian shares' worst week since 2022
Middle East Conflict: Central banks will probably come to the rescue but watch for cracks in credit
A volatile February ends with geopolitics front and centre
The 2006 parallels as global capital flows reverse with Economist Andrew Hunt
The Week the Supreme Court Moved Markets
US Inflation cools but tech continues to takes hits
Markets navigate RBA hike, AI capex jitters and a growing rotation trade
The Case for Emerging Market Consumers with Tassos Stassopoulos
January Closes with Gold's Dramatic Reversal
The U.S. credit boom and why the PBOC holds the cards with Andrew Hunt
Gold Surges and the Dollar Slides as Geopolitical Tensions and Rate Expectations Collide
Navigating Bond and Credit Markets in 2026 with Christian Baylis
Geopolitics, rotation and early earnings test market confidence
Markets start 2026 with momentum but caution is warranted
2025 confounded expectations in one crucial way.
Private credit in Australia under the microscope with Joel Sasim & James Fleiter
Rate Hike Risks Resurface Across Major Economies
There’s still opportunity within Chinese macro constraints with Trinetra Investment Management
Central Banks Diverge as Australia Charts Its Own Course
Why the global economy is on the precipice with economist Andrew Hunt
A Week of Two Halves: From Early Weakness to a Late-Week Recovery
AI Jitters Leave Markets on Edge
Markets Caught Between Shutdown Relief and Valuation Reality
Cautious Central Banks and Overconfident Markets
Markets Balance Tech Optimism Against Consumer Headwinds as Central Banks Loom
Equity markets have calmed down but gold is anxious
An Uptick in Volatility as Markets Navigate Trade Tensions and Policy Uncertainty
Markets Navigate Data Blackout Amid Political Turbulence
Markets Navigate Mixed Signals as Q3 Ends
Markets Digest Fed Expectations and Global Growth Concerns
Markets Navigate Fed Expectations Amid Mixed Global Signals
Markets Split as U.S. Weakens but Australia Holds Firm
Markets Navigate Political Uncertainty as Gold Soars and Trade Tensions Escalate
Markets Wrestle with Tech Reality Check and Policy Divergence
Markets send mixed signals | CSL leads headlines in Aussie reporting season
Markets digest tariffs, rate cuts, and record bank earnings
Big tech delivers but jobs and trade risks weigh on markets
Trade Relief Meets Sluggish Data
S&P at All‑Time Highs but Consumers Feel Tariff Pressure
Markets Shrug at Tariffs But Inflation Pressures Are Building
RBA Holds, Fed Pressured, and Tariffs Return
Markets Weigh Trade Deals, Rate Cuts and Fiscal Uncertainty
Markets Recover as Geopolitical Tensions Ease and Central Banks Shift Focus
Despite Escalating Middle East Conflict, Global Markets Show Resilience
With Tariffs Unresolved and Growth Slowing, Central Banks Tread Carefully
Tariffs, Tech & Slow Growth: The Mixed Signals of Markets
Markets Whipsaw on Trade Tensions and Tariff Reprieves
Markets Climb Despite Debt Downgrade and Economic Worries
Trade Truce Lifts Markets But Long-Term Clarity Still Lacking
Markets Balance Positive Signals Against Persistent Risks
Markets Rise in Relief Ahead of Important Data Release
Markets Caught Between Tension and Relief