Tomorrow's People

In this week's Tomorrow's News BFA Head of Community Lucy Du talks to Gavin Ezekowitz on the market reactions following the FOMC meeting, and what that means for his investments and investors today.

Gavin's Twitter follow: @michaeljburry

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Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

This week on Tomorrow's News we invite special guest Roni Green to talk about Australian inflation on the back of December's CPI results, RBA's rate hikes, housing, and what that means for Roni's portfolio construction in the global context.

Roni spent the past 12 years in Hong Kong working for investment bank JP Morgan and Hong Kong hedge fund Primes Asset Management. He is now CIO of GF Asset Management.

Any information in this podcast is not intended to promote or recommend any particular product or services offered by BFA. It does not take into account the objectives, financial situation, or needs of any investor. Before making an investment decision, investors should seek professional advice.

We return this week for Tomorrow's News discussing the US dollar, Cardi B, bond markets, China and semi-conductors and more.

We don't have a Twitter follow this week, but instead recommend listening to Benedict Evans and Toni Cowan-Brown's latest podcast episode: "Why are chips interesting again?"

Tomorrow's News is back! In this episode, we talk about December's CPI numbers and key areas investors should be thinking about heading into 2023, such as wage inflation, commodities, AUD/USD, China, and VC.

Gavin's Twitter follow this week: @AndreasSteno

In our final episode for 2022, Gavin gives us the big picture following CPI and FOMC, and shares his top three things to look to in 2023.

Gavin's holiday Twitter follow will be revealed on Discord (https://discord.com/invite/68hp37W2gt) and Whatsapp shortly.

We will be back in January 2023. Happy holidays 🥂

On the evening before November CPI numbers came out, Gavin chats to Lucy about how markets seem to be playing out another "do the opposite" scenario.

Gavin's Twitter follow this week: @BearForce_Won

The dispersion of views from Wall Street strategists has never been this great since 2009. This week, Gavin discusses what he saw in the markets this past week across US Treasury bonds, S&P 500, Dow, oil etc to give listeners some frame of reference when looking at the data and charts,

Gavin's Twitter follow this week: @EastWest_Advice

The most dangerous words in finance are, "this time it's different". This week, Gavin talks about why this time it's actually different and how the role of inflation and the fed hiking cycle could potentially impact risk assets.

Gavin's Twitter follow this week: @LynAldenContact

New episodes released every Sunday.

This week all eyes have been focused on Asia as the G20 concluded in Bali. Gavin also spent the week in Singapore and returns to talk with special guest and Asia expert Will Zhao on what's happening across the SEA region.

Will is the CEO and Co-Founder of Yaru Ventures, and has over 15 years of experience across e-commerce, investment strategy and brand development to successfully lead the expansion of brands into Asia.

Gavin's Twitter follow this week: @michaelxpettis.

New episodes released every Sunday.

Off the back of last week's FOMC rate hike, this week feels like a lifetime of activity. This week, Gavin and I talk about the latest CPI move, and how that is changing the trajectory of the markets as we look to year-end.

Gavin's Twitter follow this week: @GavinSBaker

New episodes released every Sunday.