Hawks vs Doves
SB Talks
English - June 21, 2023 07:05 - 14 minutes - 13.4 MB - ★★★★★ - 1 ratingInvesting Business News Business News advice brown finance stanford Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: All aboard the AI hype train
Next Episode: The Magnificent Seven Ride Again
In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.
They discuss:
Hidden clues in the latest RBA meeting minutes about the path of interest rates What NAIRU is and what it means for the Australian economic outlook What investors think of the US Fed’s pause and ‘dot plot’ projections China’s underwhelming stimulus Emerging cracks in commercial property