Lifespan Live

Join Lifespan CEO Eugene Ardino and Jonathan Pain, publisher and author of The Pain Report, as they unpack the forces shaping markets this quarter. They open with active manager dispersion, looking at how AI's growing weight in the global index is driving a disparity in active manager performance.

From there, the conversation turns to Iran and what a new geopolitical reality means for the future of global oil supply, and the inflationary pressure that an energy crisis of this scale is driving.

Eugene and Jonathan discuss inflation and interest rates, both globally and closer to home, and they dig into where Australian rates are headed next, and the tension between stubborn inflation and rising house prices.

They also update the positioning of the Lifespan Managed Portfolios in light of all of the above

Hello, everyone, and welcome to Episode 12 of the Lifespan Investment Series with Eugene Ardino, CEO of Lifespan, and Jonathan Pain, Author of The Pain Report. This episode examines the global fallout from the Strait of Hormuz closure and the largest energy crisis in history, the role of China and the US after the Beijing summit, the ongoing AI-driven earnings and capex boom, and the implications for markets — especially Australia’s vulnerability to rising fuel costs, inflation and rates. Jonathan and Eugene also review Lifespan’s portfolio positioning and stress the importance of diversification and quality in uncertain times.

Join Lifespan CEO Eugene Ardino and author and publisher of The Pain Report, Jonathan Pain, for a wide-ranging conversation on global and Australian markets. Together, they tackle the impending AI crossroads and its implications for investors, while examining the outlook for the US economy as the midterm elections approach in November. Closer to home, Eugene and Jonathan unpack the latest Australian rate hike and the persistent challenge of sticky inflation. They also explore the role of gold, silver, and copper in a well-positioned portfolio, share their outlook for bonds, and provide an update on the positioning and thinking behind the Lifespan Managed Portfolios.

Join Eugene Ardino, CEO of Lifespan, and Jonathan Pain, author of The Pain Report, as they unpack the ongoing global economic upheaval driven by geopolitical uncertainty. In this insightful episode, they explore the impact of the US government shutdown, the rate rethink, Australia's inflationary horror story, the continued influence of AI on markets, and much more! 

Join Eugene Ardino, CEO of Lifespan, and Jonathan Pain, author of The Pain Report, as they unpack the ongoing global economic upheaval driven by geopolitical uncertainty. In this insightful episode, they explore the implications for both international and Australian markets, and discuss whether interest rates are likely to continue their downward trend in the coming months.

Join Eugene Ardino and Jonathan Pain to discuss the global shakeup, Trump tariffs, Australian election impact on markets, and more!

Join Lifespan CEO Eugene Ardino and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, economic stimulus in China, and the outlook for inflation and interest rates globally and locally.

Join Lifespan CEO Eugene Ardino and Jonathan Pain, economist and author of The Pain Report, as they discuss geopolitical unrest, election season, economic stimulus in China, and the outlook for inflation and interest rates globally and locally.

Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.

Join Lifespan Financial Planning CEO, Eugene Ardino, and Jonathan Pain, economist and author of The Pain Report, to discuss global and domestic markets, the outlook for inflation and interest rates, and the positioning of the Lifespan Managed Portfolios.