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The COB from ausbiz

English, Finance, 6 seasons, 1048 episodes, 3 days, 22 hours, 5 minutes
About
Close your business day with the ausbiz anchors and a wrap of the day's key stories and market movers, as well as our Stock of the Day. Disclaimer: At ausbiz we provide news, information, analysis and commentary. All of this content is general in nature and does not take into account your personal financial situation. The information is not intended as advice and you should not rely on it as such. Before acting on any information you have seen or heard on ausbiz platforms, you should seek independent financial advice, which takes into account your specific circumstances. While we endeavour to ensure that the content you hear in this podcast is reliable, accurate and complete, we cannot guarantee that. You should also be aware that the individuals appearing on ausbiz may have direct holdings in the companies or investments they discuss. Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
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the COB: higher for even longer⛰️

Our Top 3 VideosEV stocks to watchGlass half full...with oilIPO winners Hosted on Acast. See acast.com/privacy for more information.
9/21/202320 minutes
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Minor win for the market majority 🥇

The local marketed moved with less conviction than Aussie voters over the weekend; while chewing over the Federal election outcome the S&P/ASX 200 closed up a measly 0.05% to 7148.9. Materials once again supported the broader market - adding 0.8%. Codan was the stock specific winner, ending the day up 14.5% after flagging its second half profits should match its record $50 million first half success. Imugene managed to escape its recent rut after telling investors its in a strong position to round out the financial year; it finished up 12.5%. Elders galloped ahead another 8.9% thanks to a 30-40% boost to its guidance and $0.28 per share dividend. On the other side of the ballot, Polynono and Novonix shed 7.5% and 4.3% respectively. The price action reflected a slow start to the week on the data front and concern about China and COVID, but then again markets may just be warming up before the FOMC meeting minutes on Wednesday. Our top three VODs: Moody Monday on the marketsSector picks for nervous investorsPosition your portfolio for tougher times ahead: Braitling Hosted on Acast. See acast.com/privacy for more information.
5/23/202211 minutes, 52 seconds
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Five out of five for energy ✋

Australia's dominance in the resources space in these volatile times saw the local market open up strongly. Energy and commodities more broadly were bid up at the open, with financials joining the blue-chip exuberance. At the top of the ladder, eight out of the top 10 were resources, including lithium plays AVZ Minerals, Allkem and Liontown. Old-school BHP and Whitehaven Coal also featured. Financials closed up 0.7% higher, with the big five and insurance all closing higher.In contrast, in the wake of FOMC Chair Powell hinting at 100bp of tightening across the next two meetings, growth stocks took a pounding, led by 4-5% declines in Block, Zip and Appen. Overall, the market defied gravity (though lost a touch of steam to the close) with S&P/ASX200 closing up 63 points or 0.9%.Top 3 VODs:Lithium stock picks taking you beyond the commodity super cycle A blockchain fun fact to blow your mindFive contrarian stocks to whet your appetite Hosted on Acast. See acast.com/privacy for more information.
3/22/202212 minutes, 49 seconds
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Just another meandering Monday ↘️

The market opened well and traded in a sea of green, but as the oil price rose and US futures fell (and no prime rate cut from China) the red started to creep back in across the screens. Tech led early gains as aggressive front-end rate hikes ironically drag down long-end yields, in turn boosting growth stocks. Block jumped 9%, and the info tech sector ended 2.5% higher. CSL dragged down the healthcare sector, while the entire gold complex closed lower. The wooden spoon went to De Grey Mining as gold lost its luster, closing down over 7%. Magellan Financial was hit as Hamish Douglass stepped away from the board. If investors love central bank-speak there are around 30 opportunities to tune in, otherwise it’s a quiet one for market leads. No wonder the S&P/ASX200 closed slightly lower on the day down 0.2%.Our top 3 VODS:Three lithium stocks as a rising tide lifts all boats"Closer to four than two"The jury's still out on China Hosted on Acast. See acast.com/privacy for more information.
3/21/202212 minutes, 22 seconds
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Red alert 🚨🚨🚨

No sugarcoating today; it was blood in the streets, falling knives hitting the pavement, baby out with the bathwater, choose your poison. The S&P/ASX200 posted its most significant two-day per cent decline since June 2020. Plenty of corporate news dropped early, but even good news was swamped in the negative sentiment. The sell-off gathered momentum after the shock inflation print, with core inflatoin at an eight-year high of 2.7% and rate hikes brought forward by even the dovish of doves. Takeover talk was confirmed by Zip and Sezzle, although only Sezzle closed higher +8%. Codan’s ripped higher +16% after flagging it will post a record first half result. Thinning trade ahead of tomorrow’s holiday likely didn’t help, and more wine is needed for Australia Day, that’s for sure. Let’s end there, the S&P/ASX200 falling to 6961 or -2.5%.Our top three VODs:Keep calm and carry on investingMorningstar's stock picks for America's impending "normalisation"Stocks to own when Chicken Little comes calling Hosted on Acast. See acast.com/privacy for more information.
1/25/202210 minutes, 13 seconds
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Beforepay's IPO aftermath 😬

That was a decent session to start the trading week with the ASX ending +0.3%, at 7,417. Better than expected Chinese GDP data and a surprise PBOC rate cut helped improve sentiment through the afternoon, though it still feels very much like a market in 'holiday mode.' On that, US markets are closed for Martin Luther King Jr Day ahead of quarterly earnings this week. BeforePay's share price crashed and burned today; spare a thought for investors sitting on a 42% loss on day one of trade. In better news, Wesfarmers investors shrugged off a warning about Omicron's impact on sales at its stores ex-Bunnings, and Adbri's share price responded favourably to a lime supply deal extension. Tomorrow's looking good already with Lynas and Rio Tinto's quarterly updates due. See you then. Our top three VODs: Stock picks to stay on the right side of the 'shortage economy' tradeSell retail and buy staplesBeforepay bludgeoned on debut Hosted on Acast. See acast.com/privacy for more information.
1/17/202212 minutes, 52 seconds
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The S&P/ASX200 closed lower this Tuesday dropping 19 points

The S&P/ASX200 closed lower this Tuesday dropping 19 points. Bar technology and healthcare which saw steep selling and buying respectively, most sector moves were unconvincing. Ironically, the Australian market is actually outperforming most Asian region peers today. As of writing, the Hang Seng is down more than 1%, not helped by more whispers of a tech-financial services clampdown by Beijing. Some of our tier two commodity plays like Alumina and Sims were among the best performers while Ansell and Worley copped the worst of the selling. Two companies also held AGMs today - CSL and Telstra. Both reaffirmed earnings guidance as well as future strategy. For the macro-minded, US JOLTS is out at 11:30pm AEDT tonight along with a healthy dose of Fed Speak. Our Top three VODs: Want insurance in your portfolio? Then buy insurers, says MathanHow investors can profit from the commodity supercycleBitcoin back in favour as attention swings away from 2021's 'shiny new things' Hosted on Acast. See acast.com/privacy for more information.
10/12/202114 minutes, 10 seconds
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After five straight weeks of losses, the X2C finished this glorious Friday up 0.8%

After five straight weeks of losses, the X2C finished this glorious Friday up 0.8%. It's green across the screen with every single sector recording at least a solid flat. Things are looking sweet across the region as well, as of writing. For no obvious reason, Magellan was the best performer finishing up 5.6%. In total contrast, EML Payments finished down 14.19% because of more woes with its Irish subsidiary. The company says there may be a more material impact on its balance sheet than expected. Woolworths was also caught in the crossfire as it settled a class action over allegations it underpaid thousands of its workers. Not cool, guys. For the insomniacs/night owls, NFPs are out at 11:30pm AEDT. Otherwise, live your best life and enjoy a couple of days off.Our top three VODs: Chris is getting healthy with this Super Sonic buyThat '70s crash; MarketGauge's Schneider on investors' inflation dilemmaWini's David vs Goliath battle; these microcaps can beat the ASX behemoths at their own game Hosted on Acast. See acast.com/privacy for more information.
10/8/202111 minutes, 16 seconds
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The S&P/ASX200 closed up this Thursday, climbing 50.20 points following a strong lead from Wall Street.

The S&P/ASX200 closed up this Thursday, climbing 50.20 points following a strong lead from Wall Street. All of the major Asian markets are also higher as of writing. Super Retail Group was up 8% after UBS upgraded the company to buy from neutral - saying its poised to benefit from the post lockdown recovery. That reasoning should warrant a friendly reminder for everyone that only NSW is out of lockdown on Monday. Collins Foods also got the buying treatment, finishing the day up 6.5%. This after confirming it would be running KFC's Dutch operations. Hot sauce anyone? In contrast, traders took their profits in hot names like Domino's Pizza and Whitehaven Coal which finished down 2% and 6% respectively. Now that you know all that, sit down and watch our day's best interviews. Our top three VODs: Stuck in the Middle (in disinflationary territory); Northern Trust's 2026 investment outlookBogdan's defensive playsRoger's two stocks for cruising into the recovery trade Hosted on Acast. See acast.com/privacy for more information.
10/7/202111 minutes, 37 seconds
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The S&P/ASX200 closed down on Wednesday, dropping 79 points or 1.1% and setting a new 50-day low.

The S&P/ASX200 closed down on Wednesday, dropping 79 points or 1.1% and setting a new 50-day low. The bottom performing stocks were Pinnacle Investment (PNI), shedding 9%, while Tyro Payments (TYR) and Chalice Mining (CHN), gave away 6% each. Heavy falls across the IT, health care and energy sectors followed in the wake of Wall Street losses as rising bond yields and another US debt ceiling impasse exacerbated the selling in tech stocks on the NASDAQ. Subsequently it was a gold miners day at home, Regis resources (RRL) and St Barbara (SBM) the top beneficiaries, up 6.2% and 5.9% respectively. The local index has lost 1.4% over the last five days, but remains 9.25% ahead on this time last year. Next up is Thursday - or as we say in Old English “Þūnresdæg” - so named for the marvel comics character played by that guy up in Byron. Our top three VODs: Four quality 'buys' when they're in the redDon't be a hero, hold tight and buy these three stocksThere can be only one crypto, or can there? Hosted on Acast. See acast.com/privacy for more information.
9/29/202113 minutes, 19 seconds
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The S&P/ASX200 closed higher Tuesday, gaining 26 points or 0.4% to 7,274 after crashing early to a new 50-day low

The S&P/ASX200 closed higher Tuesday, gaining 26 points or 0.4% to 7,274 after crashing early to a new 50-day low. The miners led the rebound, but yielded late in the day to the energy, consumer discretionary and IT sectors which all rose in afternoon business. Concerns around a US debt default and potential fallout from the ruination of Chinese property giant Evergrande were magnified by the vacuum of a Chinese market holiday. Hong Kong's Hang Seng, smacked 3.5%. At home, Ausnet (AST) liking the takeover attention, up 10.7%, APA Group (APA) really not liking the takeover attention, down 5.5%. But on the whole it must be said: "...done good, played strong!"Our top three VODs: Hot money in, hot money out; Steven Everett's explanation for the market pullbackJun Bei is excited! Three stocks to buy in a sell-offThree stocks to protect your portfolio during a market correction Hosted on Acast. See acast.com/privacy for more information.
9/21/202113 minutes, 21 seconds
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The S&P/ASX200 closed lower Wednesday, dropping 20 points or 0.3% to 7,417.

The S&P/ASX200 closed lower Wednesday, dropping 20 points or 0.3% to 7,417. Weak overnight leads and flat oil prices played out across the banking and energy sectors and materials were weighed down heavily by the big iron ore miners on falling futures in Dalian (where I used to live). And on China, August economic activity came in weaker than expected, key suppliers BHP Group (BHP) and Rio Tinto (RIO) ending the session 3.5% and 1.9% lower. Shares in AGL Energy (AGL) struck a record low, down 7.3%. AMP Limited (AMP) also touching a fresh intraday low, ending 1.5% weaker. Happiness, though for Pilbara Minerals (PLS), a cracking overnight digital auction for garden variety spodumene. Great prices for low grade lithium, the stock closing up 8.9%. A sign of things to come?Our top three VODs: Lost its mojo? Why Charlie Aitken is still fully invested but not in AppleWill this battery element be the next lithium?Positioning your portfolio: stick with quality names to ride out the volatility Hosted on Acast. See acast.com/privacy for more information.
9/15/202114 minutes, 42 seconds
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The S&P/ASX200 closed up Tuesday, gaining 12 points or 0.2% to 7,437 after tailwinds drove the market higher on light trading volumes.

The S&P/ASX200 closed up Tuesday, gaining 12 points or 0.2% to 7,437 after tailwinds drove the market higher on light trading volumes. Wall Street ended mixed, the NASDAQ lower. Oil hit six-week highs and iron ore ten-month lows. That scenario largely played here in the morning session as tech stocks tanked, and the energy names collected. RBA Governor Phillip Lowe spoke at lunchtime, on "Delta, the Economy and Monetary Policy", but really about how rates won't rise until 2024. From there the market picked up, the Real Estate sector coming home with a wet sail, Scentre Group (SCG) climbing 3.2%. The top performers today were Beach Energy (BPT) and Chalice Mining (CHN) up 7.5% and 6.55% respectively. Retrospectively, Brambles (BXB) perhaps should not have given any guidance today, at a time when no one else is, down 8.8%.Our top three VODs:An update on Heath's "high risk" uranium stock callsYour guide to investable Australian semiconductor companies: KennisMathan is hitting the gym, having a drink and not doing his banking in this buy hold sell Hosted on Acast. See acast.com/privacy for more information.
9/14/202116 minutes, 46 seconds
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The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,407

The S&P/ASX200 closed up Friday, gaining 37 points or 0.5% to 7,407. Let's wrap this one up: coal rose, iron ore and oil fell. Materials and energy led gains. The banks were a pass. Not Macquarie (MQG), 0.6% lower. Santos (STO), Oil Search (OSH) got their $21 billion merge on. Stock of the day was a rebounding Nickel Mines (NIC) up 8.3%. Polynovo (PNV) went ex-COO, losing 5.5%. Listing today at 20¢, delivery software firm Zoom2u (Z2U) ended at 41.5¢. Have a good weekend.Our top three VODs: ASX small cap opportunities in an expensive marketWill consumers spend and on what? A deep dive into what comes nextNations gaming bitcoin and betting on the future Hosted on Acast. See acast.com/privacy for more information.
9/10/202113 minutes, 5 seconds
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The S&P/ASX200 closed sharply lower Thursday, dropping 143 points or 1.9% to 7,370, as fears of a global pullback coalesced into some broad-based selling here at home

The S&P/ASX200 closed sharply lower Thursday, dropping 143 points or 1.9% to 7,370, as fears of a global pullback coalesced into some broad-based selling here at home. Almost $50 billion of value was wiped off the local index in it's worst session in months. Every sector lower, the materials, banks and consumer stocks among the hardest hit. Of the laggards, Virgin Money UK (VUK) down 8.4% took the cake, while on the flip side, Resmed (RMD) gaining an unlikely 1.9%.Our top three VODs: Kyle Macintyre's three post-reporting season themes with the stocks to matchThursday, bloody Thursday and Luke goes fishingMarcus' cheesy call on Bega Hosted on Acast. See acast.com/privacy for more information.
9/9/202113 minutes, 24 seconds
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The S&P/ASX closed higher, Monday, gaining 22 points or 0.2% to 7,505

The S&P/ASX closed higher, Monday, gaining 22 points or 0.2% to 7,505. The materials sector carried a choppy index over the line, Fortescue Metals' (FMG) up 6.7%, more than doubling last years' profit. And that monstrous final dividen... we'll have to start calling Twiggy, Branchy, very soon. Other winners outside the materials sector, Invocare (IVC) and Polynovo (PNV) - both up around 8%. In the naughty corner, Altium (ALU) crashing 14%. Then there's Nuix, dropping a further 10.3%... possibly because of its befuddling reporting methods, or its failure to deliver on the pre-IPO big talk. Was it the ASIC raids? Or was it the complete lack of forward guidance, or hey, remember those two profit downgrades in four weeks at the end April...? Pick one. Our top three VODs:All hail the new king: why this analyst prefers Wisetech over AfterpayMorgans' tips for ASX traders who buy the dipThree travel stocks ready to take flight | the trade Hosted on Acast. See acast.com/privacy for more information.
8/30/202113 minutes, 37 seconds
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Uneventful end to a dismal week; Stock of the day is GUD...

The ASX followed the soft lead in from Wall St, which was down on increased US/China tensions and news of increased jobless claims. Utilities were the big gainers with the tech sector leading the losers.The Aussie dollar has dipped slightly to under US70 cents. Chinese markets dropped today after China ordered the closure of the US Chengdu consulate. There are no winners in this game...Our top three VODs today are:Dicker Data is a now a billion dollar babyA golden track record for Evolution MiningSteady as she goes for the iron ore majors Hosted on Acast. See acast.com/privacy for more information.
7/24/202010 minutes, 3 seconds
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JobKeeper to JobSleeper: markets go mute, virus goes viral. Stocks of the day are 9SP and BBN ...

After yesterday's JobKeeper-induced excitement, the market was back to earth with a thud today.Surges in Victorian COVID cases to a new high of 484 made for a subdued mood and a lift for gold miners.The AUD is sitting comfortably above 70 cents at 15-month highs - also up against the pound, euro and yen. Our top three VODs today are:All aboard the silver train!The Aussie medtech making breakthroughs in durable heart valvesXinja to Dabble in the US markets Hosted on Acast. See acast.com/privacy for more information.
7/22/202010 minutes, 13 seconds
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An up and down day which saw the BNPL wave flow on. Stock of the day is CBA...

Our top four VODs for today:BNPL is great, but it's Amazon and Microsoft that will thrive post-COVID QuickFee CEO: Maintaining blue skies in the US is our priority Australia caught between its largest trading partner and its largest security partner Upgrades galore for the commodities! Hosted on Acast. See acast.com/privacy for more information.
7/10/20208 minutes, 35 seconds
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How far can too far go? Stock of the day is DTC...

Our top three VODs for today: CEO chat: Cold calling leads Oovvuu to ink deal with WordPress The curious case of the irrational markets Meet the Australian small cap biotech that just made the big time! Hosted on Acast. See acast.com/privacy for more information.
7/9/202011 minutes, 54 seconds
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COVID vs China Bulls. Stock of the day is SZL...

Our top three VODs for today are: The bulls are in control and we could still see a V Size does matter when it comes to the retail sector Kate Carnell's wishlist for SMEs amid fresh lockdowns Hosted on Acast. See acast.com/privacy for more information.
7/8/202012 minutes, 3 seconds
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Market down on the close as investors respond to Vic lockdowns; stock of the day is NEA...

Our top three VODs from today: Hogan: "The Australian economy probably has a real unemployment rate of 15%" Afterpay is "trying to be the global dominant player" CEO Chat: Unique technology powers rise in share price Hosted on Acast. See acast.com/privacy for more information.
7/7/202013 minutes, 38 seconds
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The local market was cruising along in positive territory before a big sell off around 2pm saw it close down 0.7%. Stock of the day is SWM...

Our top three VODs today:Quant trade: Find companies that provide earnings leadership The Aussie government needs to do two things: Go hard and go smart SelfWealth CEO Chat - fourth qtr revenue doubles to $4.18 million Hosted on Acast. See acast.com/privacy for more information.
7/6/202012 minutes, 51 seconds
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A fourth straight day of gains; up 3.8% for the week; stock of the day is PBH...

Our top three VODs today:CEO Chat: Dicker Data gets ready to go global Hands down the biggest risk to recovery is the consumer CEO Chat: "Cafe is Australian for small business" Hosted on Acast. See acast.com/privacy for more information.
7/3/20208 minutes, 29 seconds
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A third straight day of gains; APT surges to another record; stock of the day is JIN...

Our top three VODs of the day:Jumbo CEO: News that Tabcorp commissions would halve is "not quite" correct If you want to reshape your portfolio, just do it with your eyes wide open! CEO Chat: Feeling confused about housing grants? This one's for you Hosted on Acast. See acast.com/privacy for more information.
7/2/202012 minutes, 56 seconds
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Yet another record high for Afterpay and gold hits an eight year high...

Our three VODs of the day are: Without doubt, macro events will drive markets in the next 12 months Open Banking to stimulate innovation says IBM Cuts to ad spend have had a 'devastating' impact on the industry Hosted on Acast. See acast.com/privacy for more information.
7/1/202012 minutes, 3 seconds
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Scutty goes long KFC. Stock of the day is JIN...

Our top three VODs of the day:ASIC says 80% of lockdown retail day traders have lost money CEO Chat: There's gonna be no issues with this new gold venture Get ready for 'regime change' when a vaccine arrives Hosted on Acast. See acast.com/privacy for more information.
6/29/202012 minutes, 39 seconds
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A flight to safety as the market gave up Friday's gains. Stock of the day is FPH...

Our top three VODs of the day are: Valuations are toppy, making time horizon key for investors The Recovery Book: What Australian governments should do now The Office Hosted on Acast. See acast.com/privacy for more information.
6/29/202012 minutes, 39 seconds
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Market closes week on a high after clawing back around half of yesterday's losses...

Our top three for VODs for the day are:Risky business: airlines and travel "still don't have revenue" Sezzle CEO: eCommerce focus keeps Sezzle soaring as it attains B Corp status Say goodbye to art and hello to pinpall machines Hosted on Acast. See acast.com/privacy for more information.
6/26/202012 minutes, 39 seconds
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Second waves fears spook investors; ASX down 2.5%; Stock of the day is SHL...

Our top three VODs of the day:Bapcor CEO: Stimulus spices up sales for Autobarn Climate of uncertainty makes asset valuations post COVID "unknown" CEO Chat: Where to next for 3P Learning following its deal in the Middle East Hosted on Acast. See acast.com/privacy for more information.
6/25/202015 minutes, 16 seconds
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The COB - MTO races ahead...

Our top 3 VODS for today:MTO races ahead "The secret's out of the bag... sustainable investing is outperforming other mainstream investments" CEO Chat: Aroa to IPO with Asia in its sights Hosted on Acast. See acast.com/privacy for more information.
6/24/202010 minutes, 20 seconds
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The US/China trade deal is off, then on... or is it?

Our top three VODs of the day: Humm is humming, as is the FlexiGroup share price "The cloud lives somewhere. It lives in data centres." Nervous market drops over 1% after Trump adviser says China trade deal over. Then gains it all back. Hosted on Acast. See acast.com/privacy for more information.
6/23/202011 minutes, 37 seconds
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Following the leader or buying the dip? Stock of the day is JHX...

Today’s Top 3 VODs on ausbiz:Chinese e-commerce names riding momentum but income plays abound. "People need to reset expectations of what to pay for stocks" They're buying, but the majority are holding Hosted on Acast. See acast.com/privacy for more information.
6/22/202010 minutes, 16 seconds
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Record bounceback for retail but how long can it last? Stock of the day is SPT...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Paul Zahra appreciates the sugar hit, but really wants some meat and veggies CEO Chat: G8 expects drop in attendance in July but cap raise will see it through Investors still excited by Buy-now Pay-Later Hosted on Acast. See acast.com/privacy for more information.
6/19/20209 minutes, 33 seconds
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Splitit surges 105% on news of Mastercard deal; stock of the day is Beacon Lighting (BLX)...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Job shocker: Jobless rate rises to 7.1% but we're through the worst says chief economist Splitit CEO: "Next stage is to build out acceptance to merchants" CEO Chat: How global steel giant, GFG Alliance, plans to be carbon neutral by 2030 Hosted on Acast. See acast.com/privacy for more information.
6/18/202012 minutes, 3 seconds
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A "messy" day on the market after yesterday's craziness...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz: Putting cash to work, staying nimble and avoiding too much liquid We're onto fourth base, here are themes worth investing in Carsales CEO: The worst is over Hosted on Acast. See acast.com/privacy for more information.
6/17/20209 minutes, 9 seconds
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Don't fight the Fed! That's the message of the day as local market rallies hard...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz: Beware the cliff warns Comm Bank Chief Economist Pandemic aftershocks ahead but banks still offer "compelling value": Shaw & Partners CEO Startup Daily: Tuesday 16 June Hosted on Acast. See acast.com/privacy for more information.
6/16/20209 minutes, 16 seconds
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There'll be no Peking ducking this one...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz: There are companies that will come out stronger after this Auswide well-positioned to take advantage of COVID-19 Environment tops the list of changes Aussie's want to make post coronavirus Hosted on Acast. See acast.com/privacy for more information.
6/15/202011 minutes, 11 seconds
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Volatile Crumble on Wall Street as bears move in

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:The big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag Hosted on Acast. See acast.com/privacy for more information.
6/12/20209 minutes, 43 seconds
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Fed Chair's warning spooks local investors into safe havens

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:The big rebound will happen in Q3, but it's a matter of whether it can be sustained through Q4 JB Hi-Fi CEO: Controlling our cost base is key in overcoming challenges US dollar losing its exceptionalism tag Hosted on Acast. See acast.com/privacy for more information.
6/11/202010 minutes, 10 seconds
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Lucky seven for the local market as the rally continues...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Charting the recovery path: It's likely to be a drawn-out U Going after the big guns: Aussie fund first to invest in national security thematic Cannatrek's giant plans include a massive plantation and getting vertical on the blockchain Hosted on Acast. See acast.com/privacy for more information.
6/10/20208 minutes, 49 seconds
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Green on the screen as the local market rally continued – ANZ up 6.22%, CBA up 5.05%, NAB up 5.08% and WBC up 5.80%.

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Online sales up 89% - Wesfarmers just went through the looking glass NAB survey points to 'plain-vanilla' recession Tax reform is the highest priority for private capital-backed businesses Hosted on Acast. See acast.com/privacy for more information.
6/9/20209 minutes, 41 seconds
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Advertising on the way back, pandemic investing and what we learnt and its non-farm payrolls day

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:OML CEO: Working hard to reboot the outdoor media marketWe’ve cut off that bad tail risk of things getting out of controlWhat have we learned from this crisis when it comes to investment opportunities? Hosted on Acast. See acast.com/privacy for more information.
6/5/20209 minutes, 7 seconds
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Field of reno dreams welcomed by property sector, going negative on rates and running with the bulls

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Property Council CEO: Stimulus saving jobs, making construction a driver of recoveryArguments for and against negative rates; will its impact ever be clear cut?Running with the Bulls Hosted on Acast. See acast.com/privacy for more information.
6/4/20209 minutes, 33 seconds
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Australia's 30 year growth streak ends as markets push higher as Scutty says no to negative rates!

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz: CEO Chat: Zip's push into US squeezes shorts as stock reaches record high Recovery will be a gentle upturn, don't expect rampaging strength Amasyim CEO says the company is nearing a seminal event Hosted on Acast. See acast.com/privacy for more information.
6/3/202010 minutes, 26 seconds
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Current Account surge as investors await GDP and fund managers on the defensive

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:PointsBet CEO: reality is we'll need more capital to win in the USIFM's take on the negative rate debate Equities pip bonds to the post Hosted on Acast. See acast.com/privacy for more information.
6/2/20208 minutes, 23 seconds
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Calm before the June Data Dump, Nearmap's AI ambitions and Pink Batts Mark 2 for Aussie property sector

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Nearmap CEO: New AI development will be crucial in decision-makingProperty is likely to be bull-ish, but that's mainly due to confidenceNew acquisition to give investors better access to investments Hosted on Acast. See acast.com/privacy for more information.
6/1/20209 minutes, 59 seconds
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Profit taking, Dow Jones and the decade long sugar hit and yield in iron ore

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:CEO Chat: First on ausbiz: Vaxxas announces two major partnerships for its flagship productAriel's Bhansali: This rally is hallucination - there's no such thing as a free lunchThe Good, The Bad, The Ugly of Australian Dividends... Hosted on Acast. See acast.com/privacy for more information.
5/29/20207 minutes, 2 seconds
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Are markets ahead of themselves? China snubs Aussie coal and will Friday be a profit taking day?

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:CFO Chat: Western Areas: Robust balance sheet, cash still king in opportunitiesTalking China: If they're willing to feel a bit of pain, they can cause us pain tooRetail is changing but e-commerce is booming Hosted on Acast. See acast.com/privacy for more information.
5/28/202010 minutes, 13 seconds
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Will the V shape recovery turn into a W and will the ANZAC 'Bubble Alliance' show the world how its done

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:CEO Chat: SENEX finding a balance between energy and heavy industry - the market worksTrans-Tasman Bubble Strategy: a look at economic resilience and to complement the ANZ economiesThere is room for a market pullback, but plenty to tick upwards in the meantime Hosted on Acast. See acast.com/privacy for more information.
5/27/20209 minutes, 20 seconds
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ASX Soars as the PM talks skilling up while Queensland puts up the Bikini Curtain

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Total Eclipx of the corporate car leasing market during COVID abates as recovery on the horizon China Watch: Is this the end of Hong Kong as a financial hub?Miners are the new banks when it comes to growth and yield Hosted on Acast. See acast.com/privacy for more information.
5/26/20209 minutes, 16 seconds
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Tourism and construction talk recovery as markets start the week on a tear

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Master Builders: Stimulus, deregulation, plenty of ways to help ailing construction sectorInteliCare: It's all about executionTourism industry's plan to get back on its feet Hosted on Acast. See acast.com/privacy for more information.
5/25/202011 minutes, 36 seconds
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Australia on the improve as iron ore comes into focus with China and the U.S. resuming trade hostilities

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:The AUD has fought back beyond many expectationsEconomic week ahead: Given lower incomes and rents, house price recovery will be tough"I think there's been some misunderstanding": Why Australia's iron ore isn't under threat Hosted on Acast. See acast.com/privacy for more information.
5/22/202011 minutes, 34 seconds
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Groundhog Day for Scutty as "Stocks rally on re-opening hopes"... for about 10 minutes anyway...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:CEO Chat: Elders chats spectacular earnings amidst the coronavirus pandemic Australia Ahead: Markets bounce between four themes - and economic data ain't one of them Are trade wars just the product of class wars? Hosted on Acast. See acast.com/privacy for more information.
5/21/20209 minutes, 57 seconds
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Aussie market shrugs off negative sentiment in US to finish in the green

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:Controversy over Moderna vaccine trials "a transient setback" says Platinum AM analyst Australia needs more "courageous" fiscal policy Fidelity: We're overweight on Asian equities despite the trade war Hosted on Acast. See acast.com/privacy for more information.
5/20/20209 minutes
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This market is hungry for good news... commodities and travel the optimists today

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz:“The size of the economy won’t be back where it was at the start of the year until the end of 2021" Frazis: Afterpay continues to be underestimated Tourism needs domestic travel to restart Hosted on Acast. See acast.com/privacy for more information.
5/19/20206 minutes, 47 seconds
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Highs before your eyes for gold and iron ore, while it was whoa!! for WOA - up 135% for the day

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.comToday’s Top 3 VODs on ausbiz: Charting the recovery path: Who will survive the coronavirus recession? The 'Pink Recession': How COVID-19 impacts women in the workforce  Plant power! WOA up almost 135% on news of non-meat protein deal Hosted on Acast. See acast.com/privacy for more information.
5/18/20208 minutes, 11 seconds
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Westpac takes out the trash while Rex Airlines screws Virgin

Westpac filed documents in the Federal Court this afternoon admitting to 23 million anti-laundering breaches redefining what us media types call, 'taking out the trash.' Equities bounced at the open to close out a week where a surprise rival to a Qantas emerged in the form of Regional Express (REX) and the term, 'awakenings' is now an economic objective as opposed to a Robin Williams movie. Hosted on Acast. See acast.com/privacy for more information.
5/15/202010 minutes, 38 seconds
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The market was smoked! Big names take a hit and those horror jobs numbers...

A sobering day for the local market with a below-consensus but still disastrous 6.2% headline unemployment rate with record high underutilisation rate. Meanwhile, an interesting night ahead in the US as the market assesses the full impact of Jerome Powell's speech from last night, in which he flagged a long recovery for the global economy. Hosted on Acast. See acast.com/privacy for more information.
5/14/20207 minutes, 37 seconds
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Heavyweights drag Aussie market higher at the close

Scutty's take on the RBNZ vs RBA (hint: it's like the All Blacks vs The Wallabies), the CBA's Q3 update and what to watch out for in tomorrow's employment data. Our stock of the day is Breville (BRG). Hosted on Acast. See acast.com/privacy for more information.
5/13/20208 minutes, 33 seconds
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Second wave nerves give market the jitters

The Aussie market slides as consequences of second wave crystallise, with Treasurer Frydenberg warning another lockdown could be a $4 billion hit to the economy. Our stock of the day is Mesoblast (MSB). Hosted on Acast. See acast.com/privacy for more information.
5/12/20207 minutes, 24 seconds
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Bad news is better... than horrendous news

Another rally on the Australian market, buoyed by Friday's US session. While the record-breakingly bad data sets keep coming, equity markets keep seemingly brushing them off. Our stock of the day is Cochlear (COH). Hosted on Acast. See acast.com/privacy for more information.
5/11/20209 minutes, 38 seconds
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Hoping for horror... bad news keeps markets buoyant

Story and link to video 1 here.Story and link to video 2 here.Our Stock of the Day is CSL (CSL), one of 11 stocks covered in today's edition of The Call. Watch the full episode here or listen to the podcast. Hosted on Acast. See acast.com/privacy for more information.
5/8/20208 minutes, 44 seconds