Shane Oliver
speaker
113 appearances
1 recordings
1 series
first heard Jun 2026
last heard 22 Jun
Shane Oliver’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
I mean, Gen Z is basically where baby boomers were in 1975 or something.
Baby boomers were entering the workforce back then.
It led to a downwards pressure on productivity because they were young.
Now they're very experienced and retiring, but you've got a whole bunch of Gen Z coming in.
and that could be a downwards pressure on productivity.
So you've got all these issues which make the world a bit more inflation prone, and that, I think, is an issue.
It's at the back of my mind, which makes me think, well, are markets properly priced for this?
And so that is a valid question for investors, I think.
I think what's been offsetting it, though, is...
A bunch of things.
There's a faith that central banks will still keep inflation under control.
There's optimism that AI will lead to ever-rising profits.
We're seeing that to some degree in the US.
Profits are still going up, surprising on the upside.
We've also got Trump.
Whenever anything goes bad, he always seems to say, well, it'll be all right.
He'll do whatever it is to get the markets up again.
It's literally a KPI for him.
And so all of these things, I think, are sort of keeping markets going, even though sort of a look at markets from a conventional point of view would say that they're overvalued.
And as to your point, they're under allowing for inflation.
Showing 41–60 of 113 · page 3 of 6
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