

Ready, Set, Earnings!
Aug 14, 2024
Alan Kohler and James Thomson dive into the hustle of earnings season, assessing the Commonwealth Bank's impressive valuation amid market volatility. They explore the elusive neutral rate's impact on investments and dissect the Reserve Bank of Australia's forecasts for cash rates and employment. The duo tackles listener queries on superannuation strategies, the ANZ bond trading scandal, and the intersection of home ownership initiatives with recruitment. They also discuss the pressing challenges of climate change and the evolving landscape of carbon offset investment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
CBA's Valuation and Market Volatility
02:03 • 7min
Navigating the Elusive Neutral Rate
09:23 • 2min
Analyzing RBA Rate Forecasts and Employment Trends
11:31 • 2min
Investing Insights and Financial Concerns
13:18 • 15min
Home Ownership Strategies and Economic Reflections
27:52 • 12min