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#196 Chris Joye Returns: Middle East Tensions, Trump’s Tariffs & Australia’s Economic Drift

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Manage episode 491681713 series 3381189
Content provided by Mentored.com.au. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mentored.com.au or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The return of Chris Joye comes at a critical moment, with tensions escalating in the Middle East and Trump’s tariffs now in effect.

In this episode, we reflect on the trade developments since April — back when Trump first rattled markets with his tariff threats.

We look at Trump’s unpredictable economic plays, Coolabah Capital’s bond trading strategy, and how quantitative models are being used to read the chaos. There’s no avoiding the geopolitical tension in the Middle East — or the Elon Musk/Trump rift and the impact on US central bank decisions.

We also bring it back home — diving into Australia’s productivity problem, housing market stress, and the recent NSW budget. And finally, a straight-up conversation on tax reform, the state of leadership in this country, and Australia’s financial future.

See omnystudio.com/listener for privacy information.

  continue reading

194 episodes

Artwork
iconShare
 
Manage episode 491681713 series 3381189
Content provided by Mentored.com.au. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mentored.com.au or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The return of Chris Joye comes at a critical moment, with tensions escalating in the Middle East and Trump’s tariffs now in effect.

In this episode, we reflect on the trade developments since April — back when Trump first rattled markets with his tariff threats.

We look at Trump’s unpredictable economic plays, Coolabah Capital’s bond trading strategy, and how quantitative models are being used to read the chaos. There’s no avoiding the geopolitical tension in the Middle East — or the Elon Musk/Trump rift and the impact on US central bank decisions.

We also bring it back home — diving into Australia’s productivity problem, housing market stress, and the recent NSW budget. And finally, a straight-up conversation on tax reform, the state of leadership in this country, and Australia’s financial future.

See omnystudio.com/listener for privacy information.

  continue reading

194 episodes

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