Episodes
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge.
Published 10/28/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Hans Lee of Livewire Markets and featuring Australia’s top macro minds.
Published 09/30/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Hans Lee of Livewire Markets and featuring Australia’s top macro minds.
Published 09/01/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Hans Lee of Livewire Markets and featuring Australia’s top macro minds.
Published 08/19/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Hans Lee of Livewire Markets and featuring Australia’s top macro minds.
Published 08/05/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Hans Lee of Livewire Markets and featuring Australia’s top macro minds.
Published 06/11/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge. Presented by Hans Lee of Livewire Markets and featuring Australia’s top macro minds.
Published 05/13/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge.
Published 04/15/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge.
Published 04/02/24
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge.
Published 03/03/24
Signal or Noise is Livewire’s economics show. Its trademark combination of informative debate and investable ideas is designed to get your money ahead of the curve. The show is presented by Livewire’s Hans Lee and features Australia’s best macro minds.
Published 02/05/24
Signal or Noise is Livewire’s show dedicated to top-down investing.
Published 12/17/23
What does the housing cycle look like ahead of 2024? And will the consensus forecast of 5% national house price growth be smashed again?
To discuss it all, Signal or Noise has assembled the country's top property experts for our annual show focused on the Australian housing story. Joining moderator Hans Lee and AMP's Diana Mousina are:
Eliza Owen, CoreLogic's Head of Australian Research, and
Chris Bedingfield, Principal and Portfolio Manager at Quay Global Investors.
Note: This episode was...
Published 11/19/23
For a show called Signal or Noise, market pricing of late has been full of confusing and contradicting signals.
On one hand, equity markets in Australia and the US pulled back from recent highs. The ASX 200 is tracking at six-month lows while the NASDAQ is off by more than 6% in the last 30 days alone. The US 10-year yield, widely considered the global benchmark for asset valuations, is up 50 basis points in just one month. BCA Research has described the savage sell-off in bonds as...
Published 10/05/23
Knowing how to tune out the noise and focus on the signals can help you gain an edge in markets. Signal or Noise is Livewire’s video series dedicated to getting you that edge.
Published 09/10/23
The annual fixed income show of Signal or Noise comes straight from downtown Melbourne.
Published 08/06/23
Livewire’s series for economics takes a closer look at the key macro issues that will drive the August reporting season.
Published 07/30/23
On May 3rd, 2022, the Reserve Bank of Australia hiked the cash rate target by 25 basis points to 0.35%. In the last paragraph of that day's decision statement, the Board wrote the following:
"The Board is committed to doing what is necessary to ensure that inflation in Australia returns to target over time. This will require a further lift in interest rates over the period ahead."
Since then, the RBA has hiked that rate by 400 basis points (4%) and still isn't ruling more out, even if it...
Published 07/03/23
To mark the start of Livewire’s 5th annual Income Series, Signal or Noise is back with its first ever show dedicated to all things income investing.
Published 06/04/23
To discuss the Reserve Bank Review and what it means for investors, Livewire’s Signal or Noise is back with an all-new episode.
Published 05/07/23
Banking is a game of confidence. When the public loses faith in its financial institutions, the whole system crumbles. This month's episode of Signal or Noise probes those exact questions and how the fallout from the global banking crisis is impacting the decisions of investors.Joining moderator Hans Lee are:
Diana Mousina, AMP Deputy Chief Economist and series regular
David Cassidy, Head of Investment Strategy at WILSONS
Daniel Siluk, Portfolio Manager at Kapstream Capital
Note: This episode...
Published 04/12/23
The global commodities market is at a vital point in its current cycle. Years of underinvestment have caused massive supply problems in the energy market. Climate change has drastically changed the food production supply chain. And central bank rate hikes are adding to real yields - creating a headwind for gold investors at a time when gold should be thriving.
It's also been just over a year since Russian forces invaded Ukraine, causing already high prices to soar even more. At the outbreak...
Published 03/12/23
Since the last episode of Signal or Noise was taped in early December, the narrative around the global economy has shifted dramatically. But nowhere has it shifted more than in the world's second largest economy.
While most major markets were in holiday mode, the Chinese government decided to reopen its economy and people to the rest of the world. The landmark move followed three years of intense lockdown restrictions. And much like the experience of other countries, consumers have a lot of...
Published 02/13/23