Sunday, 28 June 2020

Podcast Episode #12 Preview: Superforecasters

Podcast Episode #12

A preview of Episode #12 of our podcast series is in the audiogram below:


You can listen to the earlier episodes here, or you can also tune in at Soundcloud, Stitcher, or Spotify.

Don't forget to leave us a friendly review, as it helps us to get the word out. Thank you!

Narratives versus numbers

Statistics over stories

A short post today on narratives versus numbers - see here for more or click on the image below:


Saturday, 27 June 2020

Top globally ranked podcasts

Must see articles

This weekend at Property Update a look at what could cause property prices to fall, and the rebound in job vacancies.

Click here to read (or on the image below):


You can subscribe for the free Yardney podcast here.

The podcast series is now ranking in the top 40 Business and top 40 Educational podcasts globally in audience growth, which is some feat.

September cliff emphatically rebutted (AFR paywall)

September cliff risk

Well, that couldn't be much clearer.

Policymakers firmly rebutted concerns about a September 'cliff' with a range of countering policies.

Via the AFR lead article here (paywall):


Cliff to be averted

This week on The BIP Show we discussed the 'The Theory of Thing' with respect to the prospect of a September cliff.

The theory holds that the more a looming risk is openly discussed and becomes a known risk the less actual impact it tends to have on markets. 

Listen here at (12:24 through to 16:50) (or click on the image below):

Friday, 26 June 2020

The BIP Show: The Outlook for Australian Property

BIP Show

It was a privilege to be invited on The BIP Show, following in the footsteps of some amazing guests.


Tune in here to listen to this longform podcast (or click on the image below):


Thursday, 25 June 2020

Wednesday, 24 June 2020

US doing a terrible job with COVID

COVID crisis re-emerges

Awful numbers out of the US, with COVID-19 numbers soaring to their second highest daily total yet.

All of the improvement in new cases since April has come undone over recent days.


California, Arizona, and Texas had their biggest days ever for new cases, while new cases in Florida are rising nastily again. 

The number of deaths had clearly been trending firmly down, but there's been a nascent spike here too.


Dreadful.

Let's hope that this doesn't persist.

Job vacancies up 31pc, but...

Jobs rebounds begins

Job vacancies jumped by 31.1 per cent or +21,700 in May 2020, which is the good news.

The bad news is that this is still -49 per cent or -87,800 down from a year earlier.


All states bumped off their lows in May, with the big four states bouncing by 30 to 40 per cent.


It's going to be a long way back before things are back to situation normal.