News of the Money World

News of the Money World

di Kōura Wealth

Market Mashup: Interest deductibility, Bitcoin rises, and central banks go political.

This week on News of the Money World, Rupert and Darcy cover the big three on everyone’s minds right now: Mortgage Interest Deductibility, Bitcoin’s rising price, and the odds of an impending recession. Listen in as Rupert asserts that housing is human right and Darcy politely disagrees. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz

Market Insights: Rate cuts and election years, China’s challenges and more

This week on News of the Money World, Rupert and Darcy dive deep into a wide range of financial topics. Want to know more about New Zealand’s cost-of-living crisis, innovations and the US stock market, and the population challenges facing China? Have a listen and don’t miss out on their discussion about Bitcoin market dynamics at the end of this episode.   Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.

The 90’s are back: Joint Mandates, OCR Announcement Preview, Nvidia on the Rise

Sounds like the 90’s are back in style 😎 Join Darcy Ungaro and Rupert Carlyon this week as they dive deep into this week’s market updates. What can you expect from tomorrow’s OCR announcement? Will the US government really have another shut down? Why is everyone talking about Nvidia? Get all your financial insights, with an unconventional twist, every week on News of the Money World. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.  

Navigating Fiscal Landscapes: From NZ Sustainability Challenges to Global Market Highs

Join Darcy and Rupert this week as they delve into New Zealand's fiscal challenges including NZ Super and unforeseen population growth, China’s economic woes, global markets reflecting the highs of 2007 and praise for Vittoria Shortt’s insightful message regarding interest rates.

Kicking off 2024: Adrian Orr on Bitcoin, debt-to-income ratios, & commercial real estate in the U.S.

News of the Money World is back for 2024! In this kick-off episode, Darcy and Rupert cover issues affecting the markets around the world. From Adrian Orr’s comments on Bitcoin to the state of commercial real estate in the U.S. Tune in every week to get your financial news. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.

Market Insights: 2023 Surprises and Predictions for 2024

Summary The conversation covers various topics including inflation expectations, interest rates, the impact of savings and consumer resilience, potential recession in New Zealand, the resilience of tech stocks, predictions for the 2024 US election, geopolitical risks and volatility, ESG trends, and the potential decline of the US dollar. They also touch on the active vs passive investing debate. Rupert and Darcy discuss the tendency to catastrophize and the resilience of markets, economies, and people. They reflect on the past few years and how the world has not ended despite dire predictions. They emphasize the ability of individuals and societies to muddle through and figure things out. Takeaways Inflation expectations have been higher for longer than anticipated, leading to a revaluation of economic forecasts. Interest rates have remained higher for longer due to the resilience of the consumer and the global economy. The tech sector, particularly large tech companies, has shown remarkable strength and growth, challenging traditional notions of risk. Predictions for the 2024 US election lean towards a potential return of Donald Trump to the presidency. The ESG trend may undergo changes, with a focus on geopolitical risk reduction rather than solely environmental concerns. The decline of the US dollar and the potential for a reset in global debt could lead to increased market instability. Active and passive investing strategies both have their merits, but passive investing has been favoured in recent years. The world often does not end despite dire predictions. Markets, economies, and people are resilient and find a way to overcome challenges.

Market Insights: Hawkish Whispers VS Real Moves

In this episode, Rupert and Darcy dissect November's market dynamics—S&P500 surged, NZX rose, bonds gained, and the NZD rallied. Analysing the recent OCR announcement in New Zealand, Rupert and Darcy explore the thin line between hawkish jawboning and real moves, discussing implications of stagflation or recession. Examining the consistent soft-landing consensus, they question the reality of the US slowdown and its ties to US Auto workers' strikes. Join in for a deep dive into market intricacies and economic analyses. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.

What Does the Coalition Mean for New Zealand’s Economy?

This week Rupert and Darcy get extra contrarian as they cover the new coalition agreement and their plans to repeal the Smokefree laws, New Zealand’s productivity, the finance scandal, and so much more. Listen in to stay up to date with New Zealand’s economy. Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.

Market Moves: Is Inflation Really Done?

This week, Rupert and Darcy dive into ANZ’s take on inflation, Us Inflation trends, what Sam Altman’s departure from OpenAI means for the markets, and so much more. Check it out! Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.

Navigating Q3 Surprises, Global Divergence, and Tesla's Pricing Wars!

In this episode, Rupert and Darcy dissect the intricacies of Q3 earnings, unravel the mysteries of global market divergence, and dive into the Tesla pricing wars. From the unexpected twists in oil prices despite Middle East tensions to the magnificent 7 vs. the rest, they break down the essentials. Tune in for expert insights, analysis, and a deep dive into the dynamic world of finance. Stay informed, stay ahead.
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