

Profits season hits & misses, property crisis & Dan Murphy's drunk on data
Aug 18, 2023
In this week's podcast, the hosts discuss the impacts of loyalty programs on sales and customer data sharing. They delve into the Chinese property crisis, iron ore prices, and the earning season. They also highlight the successes of companies like Transurban, Cochlea, and CSL, along with the Dan Murphy's loyalty program. The mixed impacts of high interest rates on companies are explored, and the future outlook for the Australian economy is discussed, including the decline of the Australian dollar and its reliance on China's iron ore trade.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
The Power of Loyalty Programs and CSL's Approach
02:53 • 2min
Chinese Economy, Property Crisis, and Earning Season
04:41 • 2min
Resilience and Success in Various Sectors
07:06 • 4min
Mixed Impact of High Interest Rates on Companies
11:15 • 21min
Australian dollar's decline, factors affecting currency, and future podcast plans
32:04 • 3min