The Dismal Science

The Dismal Science

aicd.companydirectors.com.au/advocacy/chief-economist
The AICD’s economics podcast


24 - Less than one
Oct 27 • 23 min
With Mark back from holidays, we catch up on the RBA’s historic rate cut early this month and do a Nobel edition of the number of the week.
23 - Culture eats strategy for Brexit
Sep 8 • 37 min
Special guest Jamie Smyth of the Financial Times helps Mark and Ivan make sense of the Brexit omnishambles.
22 - Oh, inverted world
Aug 28 • 26 min
What the hell is an inverted yield curve and should we be worried? This episode was recorded on 22 August.
21 - The art of trade war
Aug 15 • 35 min
Finally, we are back! New AICD chief economist Mark Thirlwell joins Ivan to talk about why Mark fell in love with economics, the US-China trade war, whether the RBA has failed and the AICD’s number of the week. This comeback episode was recorded on 8…
20 - Scepticism with Chinese characteristics
Jun 7, 2018 • 26 min
Stephen and Ivan catch up on the budget and discuss the fragile Chinese economy.
19 - iPhone X factor
Jan 24, 2018 • 18 min
In the first episode of the year, Stephen and Ivan catch up on the ‘boomy’ November retail sales and the surprising midyear budget review.
(20)18 - HNY
Dec 30, 2017 • 28 min
Stephen and Ivan look ahead to 2018.
17 - Retail of woe
Oct 16, 2017 • 23 min
Stephen and Ivan talk about the ‘terrible’ August retail sales and the better than expected FY17 budget position.
16 - Change in the change
Oct 16, 2017 • 30 min
In this catch-up episode recorded in September, Stephen and Ivan talk about June quarter GDP and the August jobs report. Then AICD policy adviser Matt McGirr comes in to explain the newly passed safe harbour reforms.
15 - I dream of Gini
Sep 8, 2017 • 25 min
Stephen and Ivan talk inequality
14 - Dollar dazzler
Aug 12, 2017 • 24 min
Stephen and Ivan discuss the recent spike in the Australian dollar, what it means for the RBA’s growth forecasts and whether you should be buying foreign currency for that overseas holiday now.
13 - Labour market Lowedown
Jul 27, 2017 • 23 min
Stephen and Ivan do a close reading of RBA governor Philip Lowe’s latest speech on the labour market.
12 - Take a minute
Jul 26, 2017 • 23 min
Stephen and Ivan take a look at why the minutes from the RBA board’s July meeting moved markets.
11 - In the realm of the census
Jul 4, 2017 • 24 min
We’re back!
10 - BONUS EPISODE: Jeff Gramm talks shareholder activism
Jul 3, 2017 • 53 min
Ivan interviews Jeff Gramm, hedge fund manager and author of Dear Chairman
9 - Taxes, not axes
May 14, 2017 • 27 min
It’s our bumper Budget episode: axes are out, taxes are in. RIP 2014.
8 - Of budgets and birthdays
May 5, 2017 • 25 min
It’s Stephen’s birthday and it’s the budget! What a time to be the AICD Chief Economist.
7 - On target
Apr 30, 2017 • 25 min
Stephen and Ivan take credit for the Treasurer getting religion on debt and discuss inflation coming back within the Reserve Bank’s target range.
6 - Talk infra to me
Apr 22, 2017 • 25 min
Stephen and Ivan talk about making infrastructure sexy again, as well as the latest labour market data and the ongoing jobs/housing dilemma of the RBA.
5 - The Blueprint
Apr 8, 2017 • 24 min
Stephen and Ivan discuss the regulator crackdown on interest-only loans and the AICD’s Blueprint for Growth.
4 - Safe harbour
Mar 31, 2017 • 22 min
Stephen and Ivan talk Brexit and welcome their first guest, AICD Senior Policy Adviser Lysarne Pelling, who came in to discuss proposed safe harbour laws that could save companies from painful insolvencies.
3 - Is it a bubble?
Mar 23, 2017 • 21 min
In this special episode of The Dismal Science, Stephen and Ivan discuss the housing market. Is it a bubble? Should regulators be concerned? And what can we do to make housing more affordable?
2 - Jobs disaster
Mar 17, 2017 • 19 min
In the second episode of the AICD’s new weekly economics podcast, Stephen and Ivan discuss the ‘disaster’ that was the February jobs numbers, Western Australia’s economy post mining boom and the AICD’s number of the week.
1 - RBA’s ctrl+c
Mar 10, 2017 • 24 min
In the first episode of the AICD’s new weekly economics podcast, Stephen and Ivan discuss the Reserve Bank’s copy-and-paste interest rate decision, society’s anxieties about the robot revolution and the AICD’s number of the week.