The Short Squeeze: Approaching a fiscal cliff
The Age's Alex Druce is joined by IG Markets Analyst Kyle Rodda to discuss how markets will handle the end of government stimulus (00.46), the stocks that did well in FY20 (06.02), what the looming RBA board meeting might reveal (10.50) and what the latest mortgage lending figures are likely to ind…
The Short Squeeze: COVID-19 second surge fuels market jitters
The Age's Alex Druce is joined by IG Markets Analyst Kyle Rodda to discuss the market take on the latest US Coronavirus figures (00.44), how Aussie companies will approach earning season (05.12), what Guy Debelle might have to say on RBA policy (08.45) and what the latest US jobs data might tell us…
The Short Squeeze: Reserve Bank lessons from across the ditch
The Age's Lucy Battersby is joined by IG Markets Analyst Kyle Rodda to discuss what makes the Reserve Bank of NZ different (00.52), who holds $1.8 billion worth of Virgin bonds (05.03), why watching small-to-medium companies might be worth doing (09.35) and how markets might be affected by the loom…
The Short Squeeze: Could there be an Iron Ore trade war?
The Age's Lucy Battersby is joined by IG Markets Analyst Kyle Rodda to discuss the economic data coming our way this week (00.48), whether there could be an Iron Ore trade war with China (05.42), belief there will be no second Coronavirus lockdowns (09.44) and whether a desire for causality is driv…
The Short Squeeze: Navigating the data in rising tides
The Age's Lucy Battersby is joined by IG Market Analyst Kyle Rodda to discuss the important financial data coming out this week (00.47), the news driving iron ore prices (04.46), why oil prices might suddenly rise again even though demand is still low (08.20), and what to look out for in this week'…
The Short Squeeze: Economic data and an epidemiologist's view of COVID-19
The Age's Lucy Battersby is joined by IG Market Analyst Kyle Rodda to discuss what the latest economic data is telling us about Australia in the time of COVID-19 (00.51). In the second half of the program they interview Professor of Clinical Epidemiology Karin Leder from Monash University. She disc…
The Short Squeeze: China's Congress makes waves
The Age's Lucy Battersby is joined by IG Market Analyst Kyle Rodda to discuss announcements coming out of China's National People's Congress (00.52), the lack of company's listing on the ASX this year (05.05), whether the market is going to over-react at every coronavirus vaccine announcement (08.3…
The Short Squeeze: Long term labour pains
The Age's Lucy Battersby is joined by IG Market Analyst Kyle Rodda to discuss oil prices and the oil contracts market (00.49) and unemployment and the state of the Australian labour market (05.53). In the second half of the program Lucy and Kyle interview chief investment officer Nick Griffin at t…
The Short Squeeze: Jobless data to reveal lockdown pain
The Age's Lucy Battersby is joined by IG Market Analyst Kyle Rodda to discuss the pricing to earnings ratio in the US (00.49), upcoming Aussie labour force data (03.58), changes in the Australian rental market (07.30) and whether the US will institute negative interest rates (10.27). Kyle Rodda, M…
The Short Squeeze: A key ingredient missing from markets is guidance
The Age's Lucy Battersby is joined by IG Market Analyst Kyle Rodda to discuss the results from US reporting season (00.44), the opportunities that COVID-19 is presenting to investors (05.07), the difference between economists and market predictions (08.20) and what the upcoming RBA meeting might of…