Bassanese Bites: The Podcast
Episodes
Iran market update: Strait of Hormuz deadline looms, raising risks of another oil shock
23 Mar 2026
Contributed by Lukas
The Iran conflict has entered a critical phase, with a US ultimatum on the Strait of Hormuz raising the risk of a major escalation in global energy ma...
Economic update: RBA to hike as Iran conflict fuels inflation concerns
16 Mar 2026
Contributed by Lukas
Global markets remained under pressure last week as the Iran conflict escalated, pushing oil prices higher and disrupting supply through the Strait of...
Iran market update: What US$100+ oil means for Australian investors
09 Mar 2026
Contributed by Lukas
Iran is holding firm against US and Israeli strikes - and the market fallout is accelerating. Oil has surged past $106 a barrel, global stocks are sli...
Special market update edition: How the US-Iran strike on Iran may affect investors this week
02 Mar 2026
Contributed by Lukas
Markets were already finely balanced - then breaking news from the Middle East brought geopolitical risk right back to the forefront of investors' min...
23 February 2026: Revenue leak
23 Feb 2026
Contributed by Lukas
US stocks bounced last week amid calmer-than-expected AI disruption fears, while the US Supreme Court finally delivered its landmark ruling on Preside...
16 February 2026: Rolling disruption
16 Feb 2026
Contributed by Lukas
US stocks continue to slip as AI adoption concerns began to spread to other sectors beyond the tech/software space. Meanwhile, Australian markets rebo...
9 February 2026: SaaSpocalypse
09 Feb 2026
Contributed by Lukas
Global markets nervously edged higher last week, supported by resilient corporate earnings and improving economic data, even as rising US-Iran tension...
2 February 2026: RBA poised to strike
02 Feb 2026
Contributed by Lukas
Global markets edged higher last week after a largely neutral Fed meeting, even as volatility picked up across currencies and commodities amid US doll...
8 December 2025: Another hawkish cut?
08 Dec 2025
Contributed by Lukas
On this week's Bassanese Bites Podcast, David unpacks why global markets consolidated after their recent rebound, and whether growing expectations of ...
1 December 2025: Rate cut hopes
01 Dec 2025
Contributed by Lukas
A dovish shift from key Fed officials fuelled a global risk rebound last week, even as US data pointed to weakening momentum outside the AI-driven boo...
24 November 2025: Inflation tests
24 Nov 2025
Contributed by Lukas
Global stocks slumped last week despite another earnings beat from Nvidia. The release of long-delayed economic data did not help matters as markets w...
17 November 2025: Nvidia earnings to highlight week ahead
17 Nov 2025
Contributed by Lukas
After 44 days, the US government's latest shutdown has finally ended. But now that markets are regaining access to official economic data, there's tre...
10 November 2025: Valuation jitters
10 Nov 2025
Contributed by Lukas
Global equities pulled back last week reflecting tech-related valuation concerns and comments from the CEOs of two Wall Street banks pointing to the r...
3 November 2025: RBA to hold rates tomorrow
03 Nov 2025
Contributed by Lukas
Global equities rose despite a 'hawkish cut' from the Fed. Meanwhile, following the hot Q3 CPI print, the RBA is widely expected to keep rates on hold...
27 October 2025: CPI and Trade Focus
27 Oct 2025
Contributed by Lukas
Global equities continued to rise last week, after US-China trade talks resumed and US inflation came in lower than expected. This week, Q3 CPI will b...
20 October 2025: RBA back in play
20 Oct 2025
Contributed by Lukas
Equities rebounded last week on easing US-China trade tensions. This week, all eyes are on RBA Governor Michele Bullock's address and what she may say...
13 October 2025: All will be fine
17 Oct 2025
Contributed by Lukas
As the US shutdown rolls on, other equity markets beyond America are starting to show signs of outperformance. Listen to Betashares Chief Economist D...