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Episodes
Being first matters. Start your day with a compact briefing containing the information and data that matters. Find out what to watch for in the day ahead and the key issues facing markets, individual companies, the economy and society. Delivered by Nick Hurley, CFA, former portfolio manager at J. P. Morgan.
Episodes
Jul 28, 2020
Jul 28, 2020
7 min
Gold keeps going up.
Ray Dalio's concerns about the US.
Australian government-backed hybrid equity vehicles to help SMEs.
Jul 28, 2020
Jul 28, 2020
7 min
Gold keeps going up.
Ray Dalio's concerns about the US.
Australian government-backed hybrid equity vehicles to help SMEs.
Jul 25, 2020
Jul 25, 2020
5 min
The S&P "5".
Nomura forecasts a big pain trade coming in September.
American Airlines scales stalls capacity increases.
Not just high iron ore prices but now increased volumes helping the Australian recovery.
Jul 25, 2020
Jul 25, 2020
5 min
The S&P "5".
Nomura forecasts a big pain trade coming in September.
American Airlines scales stalls capacity increases.
Not just high iron ore prices but now increased volumes helping the Australian recovery.
Jul 24, 2020
Jul 24, 2020
9 min
East coast gas supplies.
Coca Cola Amatil provides COVID guidance.
Weak USD.
Profitability problems with online grocery shopping.
Jul 24, 2020
Jul 24, 2020
9 min
East coast gas supplies.
Coca Cola Amatil provides COVID guidance.
Weak USD.
Profitability problems with online grocery shopping.
Jul 23, 2020
Jul 23, 2020
9 min
Silver price surging.
Australia's biggest research partner is now China.
Global population trends.
Chemist Warehouse for sale.
Jul 23, 2020
Jul 23, 2020
9 min
Silver price surging.
Australia's biggest research partner is now China.
Global population trends.
Chemist Warehouse for sale.
Jul 22, 2020
Jul 22, 2020
12 min
Another record year for Australia's natural resource exports.
Individual taxation heavily distorting investment decision making.
Market indexes being dominated by MSCI, FTSE Russell and S&P.
Jul 22, 2020
Jul 22, 2020
12 min
Another record year for Australia's natural resource exports.
Individual taxation heavily distorting investment decision making.
Market indexes being dominated by MSCI, FTSE Russell and S&P.