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March Podcasts: It's Hard To Kill A Banking Crisis, Is A Banking Crisis Underway?, The Smashed Aussie Economy, Why India Is Not The Next China and A Sectoral Guide To Surviving The Business Cycle

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

Charts of the Week - The Powell spread, money market inflows and trouble in Sweden

This week’s charts begin with bearish trends
Macrobond Financial
Macrobond Financial
Education

Doing the maths on diversification

InvestSMART's Evan Lucas takes you through the theory (and the proof) for why diversification matters in investing.
Evan Lucas
InvestSMART
Listed Series

Do CSL and Mineral Resources still deserve “market darling” status?

Airlie's Emma Fisher argues - with high conviction - that the answer remains "yes."
CSL
+1
David Thornton
Livewire Markets
Macro

Corporate and RMBS default waves arrive

Both Australian and US default data point to rising stress
Christopher Joye
Coolabah Capital
Equities

A response to the Block short report

The opportunity exists to move consumer finance to the top of the commerce funnel, but it is over to Block to achieve it.
SQ2
Damon Callaghan
ECP Asset Management
Listed Series

6 ASX-listed products for the risk-loving and risk-averse investor

Pitcher Partners' Charlie Viola and Shaw and Partners' Candice Bourke name their top listed products according to risk tolerance.
+3
Buy Hold Sell
Livewire Markets
Macro

Three reasons why an RBA “pause” on interest rates is a bad idea

Is a policy rethink needed? We canvass the views of GSFM’s Stephen Miller and other market commentators
Glenn Freeman
Livewire Markets
Equities

There's only 25 businesses in the world that can generate returns of 10% p.a. today. Here are some of them

On scammers, traps and finding value in today's market, Lazard's Warryn Robertson isn't afraid to reveal it all.
+11
Ally Selby
Livewire Markets
Listed Series

Why Morgan Stanley is overweight passive in this volatile environment

Bonds are back, and given today's volatile market, Morgan Stanley's Alexandre Ventelon believes investors should remain conservative.
+3
The Rules of Investing
Livewire Markets
Education

Media Worth Consuming – March 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Daily Report

The Match Out: Despite all the doom & gloom, ASX up ~5% for the Quarter

The daily Match Out for Monday 31 March with Market Matters' James Gerrish.
AGL
BPT
+11
James Gerrish
Market Partners
Listed Series

Why Livewire readers are investing in these 9 ETFs and 1 LIC

We asked Livewire readers to share the exchange-traded products that are the largest holdings in their portfolios and why they hold them.
William Heine
Livewire Markets
Daily Report

Nasdaq enters bull market, inflation eases in Europe, ASX 200 to rise

Get up to date on overnight market activity and the big events for the day.
The Morning Wrap
Livewire Markets
Equities

An Aussie small cap with plenty of upside

A stock that was trading at a discount to its earnings and valuation where we can see earnings growth over the forward period
HLS
Tim Binsted
NovaPort Capital
Daily Report

The Match Out: ASX adds another 1%, Zip offloads loss making arms

Equities caught a bid today as investors showed a more rational mindset with fears on the back of SVB eased. The local market followed the lead of the US to add ~1%...
MTS
ZIP
James Gerrish
Market Partners
Macro

A fragile and volatile world

“Beware the Ides of March” Global share markets opened the new year with mild optimism that inflation and interest rate risks were becoming more manageable and...
Bob Cunneen
MLC Asset Management
Equities

Fixed income versus equities: the fight is back on

Fixed income has made a triumphant return to the world of income investing, so is it time to reposition away from equities?
BXB
+2
Sara Allen
Livewire Markets
Listed Series

Can you replicate the Future Fund via the ASX?

Australia's sovereign wealth fund has strong performance over an extended period. So we asked, can you replicate it via the ASX?
Chris Conway
Livewire Markets
Fixed Income

Aussie versus US banks: How credit quality measures up

With the recent forced takeover of Credit Suisse by UBS and the failures of US Banks Silicon Valley Bank, Signature and Silvergate, the natural tendency is for...
John Likos
Asena Family Office
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