The Wide Lens

By Robert Baharian

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.... more

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FAQs about The Wide Lens:

How many episodes does The Wide Lens have?

The podcast currently has 74 episodes available.

The Wide Lens episodes:

May 18, 2023 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/
...more
1h 14min
May 11, 2023 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/
...more
1h 2min
May 03, 2023 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
...more
1h 6min
April 05, 2023 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.
...more
1h 25min
March 28, 2023 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/
...more
59min
March 21, 2023 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.html
...more
1h 10min
March 15, 2023 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
...more
56min
March 08, 2023 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.
...more
1h 3min
March 08, 2023 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.
...more
1h 4min
March 02, 2023 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/
...more
52min

FAQs about The Wide Lens:

How many episodes does The Wide Lens have?

The podcast currently has 74 episodes available.