TOL - 11th Mar, 2023
Alan Kohler: We're in for a recession we didn't need to have
The RBA could've paused, but it didn't. And this will be the consequence.
On this week's episode of The Rules of Investing, Livewire's David Thornton sits down with Alan Kohler AM, one of the country's preeminent business journalists.
Alan cut his teeth in 1969 as a cadet at The Australian. From 1985 to 1988 he served as editor of the Australian Financial Review, and was editor of The Age from 1992-1995.
In 2007, together with Robert Gottliebsen and Stephen Bartholomeusz, Alan founded Australian Independent Business Media, publisher of Business Spectator and Eureka Report.
In 2016, after selling the business to News Corp, Alan founded The Constant Investor, which was sold to InvestSMART.
And, turning full circle, Alan once again writes for Eureka Report. He also pens a regular column for The New Daily, hosts The Money Café (with Alan Kohler), and you’ll still find him in your living room reading the finance on ABC News.
In today’s episode, Alan discusses why he believes the Reserve Bank of Australia has become too hawkish (and the consequences of it being so), the overhaul needed at the central bank, and his views on funds management.
Note: This episode was recorded on March 7, 2023.
Timestamps
- 2:34 - It's all in the hands of the RBA
- 5:00 - Elevated inflation isn't ideal, but it's ok
- 5:30 - All roads lead to the inflation target
- 8:30 - Renovating the central bank
- 12:20 - What is guidance, anyway?
- 15:30 - Should Parliament carry its weight?
- 19:30 - What is priced into equity markets?
- 21:35 - What to look for in an actively managed fund
- 23:35 - What is a reasonable net return from a balanced fund?
- 24:50 - The role of ETFs in a portfolio
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The Rules of Investing is one of Australia's top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes and philosophy. After launching in October 2017, there have been over 150 episodes published - you can access all content on Livewire Markets, Spotify and Apple Podcasts.
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Livewire Markets
The Rules of Investing is one of Australia's top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes and philosophy. After launching in October 2017, there have been over...
Livewire Markets
The Rules of Investing is one of Australia's top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes and philosophy. After launching in October 2017, there have been over...
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