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Peter Esho delivers sharp, 10-minute insights that cut through the noise. Each episode breaks down what matters in markets, property, and investing—so you can make smarter moves. No hype, no fluff... more
FAQs about Peter Esho Podcast:How many episodes does Peter Esho Podcast have?The podcast currently has 118 episodes available.
November 10, 2022We're in the eye of the crypto storm, what comes next?The crypto collapse we’ve seen this year has the potential to cause a contagion event. It’s a really poor asset class to have exposure in and just as we didn’t think 2008 could get as bad as 2001, the lesson is that it could actually get worse. Read my full notes at https://peteresho.com...more11minPlay
November 04, 2022Opportunities to watch when the US dollar softensThe rising US dollar is causing big problems, but like all things, there are big opportunities on the horizon. We look through the valley and highlight some macro investment themes for 2023. Show notes at https://peteresho.com...more11minPlay
October 27, 2022Radio Interview: When Will the Fed Pivot?I caught up with the team at BFM Business Radio today in Malaysia to chat about the inevitable Fed pivot. We discussed the macro investment outlook and how Facebook, Apple and Amazon's earnings slump could give us a preview into where interest rates go in 2023. More notes at https://peteresho.com...more9minPlay
September 23, 2022Tiktok Live: Will the Property Market Fall by 25%?I spoke with Dom today on his Tiktok live Q&A segment today and we discussed a range of topics including the outlook for Australian real estate prices for 2023. It was a short and sharp discussion, one where we spoke about the replacement cost of real estate becoming an important floor for any short term price movements. Everything is becoming more expensive, including building, so the value of our homes and apartments will have some natural protection. More analysis at notes at https://peteresho.com...more9minPlay
September 05, 2022Radio Interview: The Single Most Important Investment ThemeI caught up with the team at BFM Business Radio today in Malaysia to chat about the investment outlook and how to position in the current market environment. One of the most important things is to focus on income and income growth. More notes at https://peteresho.com...more10minPlay
August 29, 2022TV Interview: My investment outlook for SeptemberI caught up with BBC TV Asia Business Report today to speak to their global audience about recent moves in interest rates and what we can expect over the next few months.In the conversation, I touched on last week’s comments in the United States and the fact that rates are likely to continue rising in the short term before they slow down and potentially come back next year. More notes at https://peteresho.com...more3minPlay
August 03, 2022Investment Outlook for the rest of 2022I caught up with the Bloomberg Radio team today to talk about the outlook for investments for the rest of 2022. In the interview, we touched on a few important topics such as rising interest rates and how a Chinese come back will play into easing some of the supply concerns that have seen costs rise around the world. More notes at https://peteresho.com ...more7minPlay
July 26, 2022Focus on the Opportunity, Not the ProblemI caught up with Ausbiz TV today to talk about the future for interest rates here in Australia (audio above). As discussed, all eyes will be on Australia's quarterly inflation this week. But as discussed, the past is perhaps not as important as what lies ahead. Focus on the opportunity, not yesterday's old news. More notes on https://peteresho.com...more7minPlay
July 05, 2022Australian Interest Rates Are Up, So Now What?I sat down with Dom Nesci today to just after the RBA’s interset rate decision in a Tiktok live session. We recorded and uploaded the audio version here for you to tune into. Full show notes at https://peteresho.com - subscribe to get updates each time a podcast episode is released. ...more15minPlay
June 27, 2022Australian Property Market Outlook 2023I caught up with the team at BFM radio in Malaysia again today to talk about between rising prices, interest rates and how this will impact Australian real estate prices in the next few months. More notes at peteresho.com...more9minPlay
FAQs about Peter Esho Podcast:How many episodes does Peter Esho Podcast have?The podcast currently has 118 episodes available.