In this week’s episode, James and Anthony discuss companies struggling as interest rates rise and ones that are immune to the pain, why good news on jobs is bad news for homeowners, and ask if the canary in the coal mine for office property just died.
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This podcast is brought to you by PGIM.
Listen to Jon Gray's speech here

Unemployment up, Trump down: the headlines you’ll read later this year
41:20

Iran sets off price shock, private credit pain spreads & WFH battle reignites
41:03

Oil shock hits Australia, RBA's tough love & boomers lead home loan deals
44:30