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The Wide Lens episodes
- Property Turns The Corner - The Wide Lens EP42
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
Artifical Intelligence (AI) and Google's updated Bard, inflation, the current state of the econony, where the stock market goes from here, the turning of the property market, and much more.
Tips and Recommendations:
Midori by Toa's: https://www.midoribytaos.com.au/
1 hr 14 min - No Boom, No Bust
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The world's copper shortage and what this means for clean energy, the recent rate rises, household balance sheets, monetary policy lags, credit slow down, earnings season, debt ceiling, First Republic's collapse, and much more.
Tips and Recommendations:https://mushroompackaging.com/
https://www.sushion.com.au/1 hr 2 min - The Market Has Cemented a Bottom
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The Nasdaq's rally and whether it's sustainable, First Republic's 95% stock decline and what it means for the banking sector, the latest on the Australian property and construction sector, sell in May and go away, inflation, interest rates, migration, and much more.
Tip & Recommendations:Yugen Dining: https://yugendining.com.au/Beef: https://www.netflix.com/au/title/81447461
King Richard: https://www.netflix.com/au/title/81039550
1 hr 6 min - Banking Crisis - What's Next?
In this week's episode of The Wide Lens, Robert Baharian is joined by special guest, Andrew Papageorgiou of Realm Investment House where they discuss:
The US and European banking crisis, the impact on Australian banks, US and Australian Commercial Real Estate (CRE) debt and how big of a problem this really is, interest rates and the 'fixed rate cliff', and what all of this means for investors, and much more.1 hr 25 min - The Fed Gamble
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The Fed's decision to raise rates, underperformance of the financial sector and what this means for the broader economy, tighter credit conditions, the importance of smaller banks, a shift in political power, and why most stock pickers underperformed in 2022's "stock pickers' market", and more.
Tip & Recommendations:
https://societyrestaurant.com/59 min - A Classic Bank Run
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
SVB's collapse and what it means for markets, the benefit of hindsight on SVB's balance sheet, New Zealand's lack of insurance deposit, four reasons why SVB's collapse can't happen in Australia, rate hikes to rate cuts, no landing to hard landing, and more.Tips & Recommendations:
https://www.pearloyster.co/
https://www.lyonswillestate.com.au/gamay.html1 hr 10 min - Show Me The Money
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The bond bonanza, a sticky and messy inflation outlook, private debt funds and private fees, why if you can't earn 9% you're better off in cash, what the ultra high net worth investors are doing with their money, and more.Tips & Recommendations:
https://www.cumulusinc.com.au/
https://www.airshow.com.au/airshow2023/index.asp
56 min - Pearls and Pitfalls of Private Debt
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:
The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio construction for the new world, and more.1 hr 3 min - Pearls and Pitfalls of Private Debt
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:
The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private debt and its pearls and pitfalls, portfolio construction for the new world, and more.1 hr 4 min - An Economy So Good That it’s Bad
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:
The stranglehold on the world's food security, an economy so good it's bad, the looming US hunger cliff, and why rate rises aren't impacting the US consumer as much as you'd think.Tips & Recommendations:
https://www.amazon.com.au/Red-Roulette-Insiders-Corruption-Vengeance-ebook/dp/B092W923R7
https://redspiceroad.com/52 min
About The Wide Lens
From the publisher's feed
The Wide Lens is a weekly podcast and vodcast on the latest topics in finance and investing hosted by Robert Baharian and Jonathan Sim. We're currently taking a long vacation and hope to be back soon.