Welcome to Exchanges the podcast where trends, economics, markets and financial behaviour meets everyday life.
Each week, I sit down with leading thinkers, business leaders, and policymakers to unpack the ideas, data, and decisions shaping our future from inflation to housing, leadership to innovation, trends to technology through the lens of human behaviour.
Hosted on Acast. See acast.com/privacy for more information.
Welcome to Exchanges the podcast where trends, economics, markets and financial behaviour meets everyday life.
Each week, I sit down with leading thinkers, business leaders, and policymakers to unpack the ideas, data, and decisions shaping our future from inflation to housing, leadership to innovation, trends to technology through the lens of human behaviour.
Hosted on Acast. See acast.com/privacy for more information.
This week, Stephen Koukoulas, Managing Director at Market Economics joins Exchanges on what’s keeping him up at night, Trump-era tariffs on global trade, the impact on the Australia–China relationship, business confidence, and consumer sentiment.
Stephen also unloads his insights into the structural challenges facing the Australian economy particularly inflation, energy prices, and the pressing need for tax and superannuation reform to support more equitable wealth distribution.
Follow Stephen here:
LinkedIn: https://www.linkedin.com/in/stephen-koukoulas-39177142/
Website: https://thekouk.com/
X:@TheKouk
Follow Evan here:
LinkedIn: linkedin.com/in/evan-lucas-44a25316
Instagram: https://www.instagram.com/evanlucas_/
Website: evanlucas.com.au
Chapters
00:00 Global Trade and Tariffs Impact
02:52 Consumer Confidence and Economic Growth
05:44 Energy Prices and Inflation Concerns
08:54 Taxation and Structural Changes
12:53 Superannuation and Wealth Distribution
19:30 Capital Growth and Tax Implications
20:52 Superannuation and Retirement Funding
23:56 Fiscal Policy vs. Monetary Policy
24:41 Interest Rate Projections
27:50 RBA's Conservative Approach
30:41 Global Comparisons in Monetary Policy
32:53 A Day in Charge: Economic Reforms
Hosted on Acast. See acast.com/privacy for more information.