In this month's Market Insights podcast, we discuss the Australian reporting season and unearth some concerning data; we debate whether our Treasurer, Josh Frydenberg, is right to demand greater re-investment from Australian companies; we take a look at the latest salvos in Trump's Trade & Currency Wars; and finally, we finish with a conversation on the likelihood of an impending global recession and more importantly, whether it even matters for portfolios. We hope you enjoy!