Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more

Theory of Thing Investment Podcast - A podcast by Muskets at Dawn Pty Ltd - Fridays

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Kyle Rodda of Ausbiz talking with James Whelan about earnings, CPI data, the definition of a recession, overcooked rate expectations and how big is the unwinding of the Fed balance sheet really? Spoiler: it's the biggest thing not being talked about.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.