Mal Maiden catches up with distinguished Australian economist, central banker, former public company director and published author Ian Macfarlane AC. They discuss the imperfect science that is central banking, touching in the challenges withdrawing the easiest monetary policy in recorded history, and debate the outlook for rates and inflation. Mal and Ian also look at Australian wealth inequality and unpick MMT – which Ian believes is neither Modern, Monetary or a Theory – and touch on George Ernest Morrison, One Remarkable Australian. This podcast is produced and distributed by Yarra Funds Ma ..read more

Mal Maiden catches up with Tim Toohey, Head of Macro and Strategy, to reflect on Tim’s 2020 non-consensus COVID recovery call and the current outlook for markets against a murky inflation backdrop. Mal and Tim also discuss the drivers behind China’s recent policy shifts, including the potential implications of a more rapidly shrinking population. This podcast is produced and distributed by Yarra Funds Management Limited ABN 63 005 885 567 AFSL 230251. Any reference to specific securities or financial products is not intended to be a recommendation to buy, sell or hold any securities or financi ..read more

Mal Maiden sits down with Dion Hershan, Head of Australian Equities. Mal and Dion discuss the recently announced acquisition of Nikko Asset Management Australia, the key takeaways from the February reporting season and the outlook for markets. Other topics include the rise of the retail investor, the emergence of SPACs and how Yarra Capital Management views the growth of cryptocurrency. This podcast is produced and distributed by Yarra Funds Management Limited ABN 63 005 885 567 AFSL 230251. Any reference to specific securities or financial products is not intended to be a recommendation to bu ..read more

Mal Maiden sits down to discuss the state of play in Australian credit with Roy Keenan, Head of Australian Fixed Income and an investor with 35 years’ investment markets experience. Mal and Roy explore the differences between the COVID and Global Financial crises, the outlook for interest rates and detail where Roy sees opportunities over the next 1-2 years. This podcast is produced and distributed by Yarra Funds Management Limited ABN 63 005 885 567 AFSL 230251. Any reference to specific securities or financial products is not intended to be a recommendation to buy, sell or hold any securitie ..read more

Mal Maiden sits down with Katie Hudson, Head of Australian Equities Research and Small Caps Portfolio Manager, to discuss markets and the drivers of her outperformance through the COVID-19 crisis. Mal and Katie also discuss technology valuations, the importance of ESG and the flood of IPOs coming to market. This podcast is produced and distributed by Yarra Funds Management Limited ABN 63 005 885 567 AFSL 230251. Any reference to specific securities or financial products is not intended to be a recommendation to buy, sell or hold any securities or financial products. Yarra Funds Management Limi ..read more

Host Mal Maiden sits down with Ahmed Fahour, Managing Director and CEO of Latitude Financial Services, to discuss his distinguished career, where to now for Latitude, Australia’s leading digital payments and finance business in Australia and New Zealand, and coronavirus. This podcast is produced and distributed by Yarra Funds Management Limited ABN 63 005 885 567 AFSL 230251. Any reference to specific securities or financial products is not intended to be a recommendation to buy, sell or hold any securities or financial products. Yarra Funds Management Limited is not licensed to provide person ..read more

Host Mal Maiden sits down with Tim Toohey, Yarra Capital Management’s Head of Macro and Strategy, to discuss global markets, the 2020 US election, the Financial Crisis, the role of central banks, and the implications of the devastating Australian bushfires for the Australian economy and policymakers. Tim Toohey was named Australia’s number one economist in the Greenwich survey for 13 consecutive years from 2003-2016. He joined Yarra Capital Management in September 2019, bringing more than 25 years markets experience, including more than 15 years with Goldman Sachs where he was Chief Economist ..read more

Award winning business journalist Malcolm Maiden introduces The Yarra Exchange, a podcast series covering what’s happening in the markets and the world of business generally. Brought to you by independent Australian fund manager Yarra Capital Management, Mal previews his exchange with Tim Toohey, Yarra Capital Management’s Head of Macro and Strategy. Airing soon, Mal and Tim discuss global markets, the 2020 US election, the Financial Crisis, the role of central banks, and the implications of the devastating Australian bushfires for the Australian economy and policymakers. This podcast is produ ..read more

Mal Maiden catches up with distinguished Australian economist, central banker, former public company director and published author Ian Macfarlane AC. They discuss the imperfect science that is central banking, touching in the challenges withdrawing the easiest monetary policy in recorded history, and debate the outlook for rates and inflation. Mal and Ian also look at Australian wealth inequality and unpick MMT – which Ian believes is neither Modern, Monetary or a Theory – and touch on George Ernest Morrison, One Remarkable Australian. This podcast is produced and distributed by Yarra Funds M ..read more

Mal Maiden catches up with Tim Toohey, Head of Macro and Strategy, to reflect on Tim’s 2020 non-consensus COVID recovery call and the current outlook for markets against a murky inflation backdrop. Mal and Tim also discuss the drivers behind China’s recent policy shifts, including the potential implications of a more rapidly shrinking population. This podcast is produced and distributed by Yarra Funds Management Limited ABN 63 005 885 567 AFSL 230251. Any reference to specific securities or financial products is not intended to be a recommendation to buy, sell or hold any securities or financ ..read more