What investments are going to be the winners and losers from Donald Trump’s second term? Markets have already gone into overdrive following the US election result, and that’s with weeks to go before the President-elect even returns to the White House.

In this week’s podcast, Rebecca Jones asks Bloomberg cross-asset reporter Richard Henderson about the implications for stocks, bonds, crypto and - yes - Australians' mortgages.

What investments are going to be the winners and losers from Donald Trump’s second term? Markets have already gone into overdrive following the US election result, and that’s with weeks to go before the President-elect even returns to the White House. In this week’s podcast, Rebecca Jones asks Bloomberg cross-asset reporter Richard Henderson about the implications for stocks, bonds, crypto and - yes - Australians' mortgages.

Each week, Rebecca Jones and Bloomberg's team of reporters lift the lid on the biggest stories shaping Australia's place in global business. 

Each week, Rebecca Jones and Bloomberg's team of reporters lift the lid on the biggest stories shaping Australia's place in global business.

Each week, Rebecca Jones and Bloomberg's team of reporters lift the lid on the biggest stories shaping Australia's place in global business.

The Bloomberg Australia Podcast

Each week, Rebecca Jones and Bloomberg's team of reporters lift the lid on the biggest stories shaping Australia's place in global business.

How Trump's Second Term Will Impact Australian Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a1252085-eb20-419e-b0d1-b228004a09f9/transcript

The Japanese yen has been trading near multi-decade lows — but one big Australian investor has bet on the currency’s recovery. This week, host Rebecca Jones talks to Bloomberg’s Chief Asia Rates Correspondent Ruth Carson about why Australian Retirement Trust is buying the yen, what’s driving Japan’s currency, and what a rebound could mean for Australian investors, businesses and anyone planning a Japanese ski holiday.

The Japanese yen has been trading near multi-decade lows &mdash; but one big Australian investor has bet on the currency&rsquo;s recovery. This week, host Rebecca Jones talks to Bloomberg&rsquo;s Chief Asia Rates Correspondent Ruth Carson about why Australian Retirement Trust is buying the yen, what&rsquo;s driving Japan&rsquo;s currency, and what a rebound could mean for Australian investors, businesses and anyone planning a Japanese ski holiday.

The Great Yen Rebound and What It Means for Australian Investors

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0957732b-2d9a-4fce-bab5-b4c800015f3a/transcript

Australians haven’t stopped spending — they’ve just become much more selective about where their money goes. This week, Bloomberg global business editor Karen Leigh joins host Rebecca Jones to unpack the winners and losers from Australia’s latest earnings season, from Kmart and supermarkets to furniture and electronics retailers. They discuss the rise of home brands, the impact of higher housing costs and falling property prices, and whether Australia’s newfound obsession with value could permanently change how we shop. 

Australians haven&rsquo;t stopped spending &mdash; they&rsquo;ve just become much more selective about where their money goes. This week, Bloomberg global business editor Karen Leigh joins host Rebecca Jones to unpack the winners and losers from Australia&rsquo;s latest earnings season, from Kmart and supermarkets to furniture and electronics retailers. They discuss the rise of home brands, the impact of higher housing costs and falling property prices, and whether Australia&rsquo;s newfound obsession with value could permanently change how we shop.&nbsp;

The Winners and Losers in Australia’s Value Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5b73de49-bf5e-4df8-921e-b4c100202414/transcript

The crisis engulfing Sydney property developer Bathla Group has put the spotlight on a fast-growing but little-understood corner of Australian finance. With the company owing about A$3.3 billion to non-bank lenders, its troubles are raising questions about the risks lurking in Australia’s A$200 billion private credit market — and whether other property developers could be next.

Bloomberg finance reporter Richard Henderson joins host Chris Bourke to explain what private credit actually is, why Australian lenders have piled so heavily into property, and why regulators are increasingly worried. They also look at how exposed super funds and ordinary investors are — and whether Bathla’s troubles could be the first sign of something bigger.

The crisis engulfing Sydney property developer Bathla Group has put the spotlight on a fast-growing but little-understood corner of Australian finance. With the company owing about A$3.3 billion to non-bank lenders, its troubles are raising questions about the risks lurking in Australia&rsquo;s A$200 billion private credit market &mdash; and whether other property developers could be next.
Bloomberg finance reporter Richard Henderson joins host Chris Bourke to explain what private credit actually is, why Australian lenders have piled so heavily into property, and why regulators are increasingly worried. They also look at how exposed super funds and ordinary investors are &mdash; and whether Bathla&rsquo;s troubles could be the first sign of something bigger.

Why a Sydney Property Developer Has Private Credit Investors on Edge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/883a85c8-64ba-4d34-935f-b4ba00162748/transcript

How Trump's Second Term Will Impact Australian Investors

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