The 4th industrial revolution, Trump, Iron ore, US dollar

April 22nd, 2017 Weekly Overview

I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that. 

My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.

I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia. 

There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.

Pauline Hanson’s a disruptor, but she’s not a mighty, popular force

April 12th, 2017 The Spotlight

Pauline Hanson may be considered Australia’s most divisive politician. As the head of One Nation, Hanson’s policies and in particular her stance on immigration lands her in the headlines regularly. And that might just be the point.

David Marr has gone beyond the headlines for his new book ‘One Nation, called the The White Queen, One Nation and the Politics of Race’ – published as the Quarterly Essay. He’s been observing Hanson since the start of her political career and brings his insights to this week’s Spotlight.

Experts discuss impact of Taskforce on Climate-related Financial Disclosures guidelines

April 12th, 2017 Sustainability - With Rachel Alembakis

In the wake of public statements by the Australian Prudential Regulation Agency (APRA) regarding stress testing of climate risks by regulated entities, and given the consultation process to develop the draft recommendations by the Taskforce on Climate-related Financial Disclosures (TCFD), companies and stakeholders such as investors should consider the information that should be disclosed to give a view of climate risks and opportunities.

The Spotlight – George Megalongenis

March 8th, 2017 The Spotlight

Author and journalist, George Megalongenis, joins Alan in this week’s episode and no Australian politician is off limits.

The Spotlight – Eric Cantor

February 28th, 2017 The Spotlight

Eric Cantor has the rare distinction of being the highest ranking member of Congress to lose in a primary. He resigned his position of Majority House Leader (the second highest position in Congress) in August 2014 and joined investment bank Moelis & Co.

That’s how I came to be speaking to him, when I hosted a conversation with Eric for their staff and clients in Sydney and Melbourne last week. It’s a fascinating conversation and he gets straight to the point of a lot of issues in US politics that leave us a little perplexed downunder.

The Honourable Kim Beazley AC

February 14th, 2017 Uncategorized

Alan Kohler: Well, Kim, I guess the first question is who do you think will win? The Honourable Kim Beazley AC: The well, on balance, Hillary. There’s a, there’s a few black swans out there. One doesn’t know the full potential impact yet of what is a Russian sourced penetration of the democratic system and … Continue reading “The Honourable Kim Beazley AC”

Tom Switzer

February 2nd, 2017 Full Interviews

Alan Kohler: Well Tom, Washington seems to be in a constant state of uproar at the moment! How… how much uproar’s going on? Tom Switzer: Well, you know, Dan Balz from the Washington Post had a good line the other day. He said, all… the Trump presidency so far, and we’re not even two weeks … Continue reading “Tom Switzer”

Why I’m excited, Trump, US economy, Australian economy, Technology’s dark side

January 21st, 2017 Weekly Overview

Donald Trump is now President (deep breath) and his inauguration speech was, in short, the speech of a demagogue.

During my break I became a bit obsessed with reading everything I could on the US President.

So in my Overview this week, I focus on Trump and the US economy. I’m also reflecting on how far the world has come since 2007 – with so many events that led to this moment.

It’s been 10 years since the GFC, and how can it already be (almost) 10 years since the release of the first iPhone?

The bond party and the GFC are over, This time is very different, Australian economy, US jobs, Bellamy’s

December 3rd, 2016 Weekly Overview

I break down the labour statistics which came out of the US this morning and provide you with an updated take on how Australia is doing economy-wise.
 
I also explain several endings: the bond party and the GFC. Plus, chance meetings with my airplane seatmate and an Uber driver that have me pondering the history of business and the future of capitalism.

Alan Kohler’s Overview

November 19th, 2016 Weekly Overview

Last night the US central bank made a valiant effort to wrench back control of the economic agenda from Donald Trump. Fed Chair Janet Yellen and New York Fed President Bill Dudley have both broadly hinted at a December rate hike.

In this week’s Overview, I preview what Donald will do next and what impact it’s likely to  have on the $US, bonds, commodities and equities.
 
Also this week, the future of financial advice, a special offer from Sharesight and was the US election a Bait & Switch?




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