Robert Baharian
The Wide LensEpisodes
Episodes of The Wide Lens
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In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:Artifical Intelligence (AI) and Google's updated Bard, inflation, the current state of the econony, where the stock market goes from here, the turning of the pro
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The world's copper shortage and what this means for clean energy, the recent rate rises, household balance sheets, monetary policy lags, credit slow down, earnin
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The Nasdaq's rally and whether it's sustainable, First Republic's 95% stock decline and what it means for the banking sector, the latest on the Australian prope
In this week's episode of The Wide Lens, Robert Baharian is joined by special guest, Andrew Papageorgiou of Realm Investment House where they discuss:The US and European banking crisis, the impact on Australian banks, US and Australian Commerci
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The Fed's decision to raise rates, underperformance of the financial sector and what this means for the broader economy, tighter credit conditions, the importance
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:SVB's collapse and what it means for markets, the benefit of hindsight on SVB's balance sheet, New Zealand's lack of insurance deposit, four reasons why SVB's co
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The bond bonanza, a sticky and messy inflation outlook, private debt funds and private fees, why if you can't earn 9% you're better off in cash, what the ultra
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:The trasition from bearish to less bearish in markets over the last 6 months, the emergence of private
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim with special guest, Dani Peer of Monark Property Partners discuss:The trasition from bearish to less bearish in markets over the last 6 months, the emergence of privat
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The stranglehold on the world's food security, an economy so good it's bad, the looming US hunger cliff, and why rate rises aren't impacting the US consumer as
In this week's episode of The Wide Lens, Robert Baharian and Jonathan Sim discuss:The recent rally in financial markets, the new "no landing" scenario, the Australian property market and the upcoming Fixed Loan cliff, and the rise of AI.Tips
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:The current state of play of global markets, inflation, consumer spending, property prices and rent, what the next 6-12 months might look like in the stock mar
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Global interest rates, the decline of the balanced portfolio, why commodities are useless over the long-term, the European crisis, the most remarkable chart we
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby take a deeper dive into:The recent Australian property decline and what to expect in the future, and the bullish/bearish battle of the stock market and what history te
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:What is really going on in the economy, interest rates and what to expect going forward, the stock market's rally rejection, and much more in Director's Cuts t
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Investor's shifting from apocalyptically bearish to just bearish, the resilience of the US consumer, the recent rise in markets and what to expect over the nex
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:The craziest recession we've ever seen, US inflation and what the latest numbers mean, the latest on supply chains, the death and resurrection of the 60/40 por
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Forecasting returns over the next decade and what investors could expect, looking forward to a potential soft landing, the RBA's rate hikes, did the market jus
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:The markets full capitulation - does opportunity knock, market timing, everybody hates stocks - is it time to buy? is this a real recession, and much more.
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:The headlines versus what is happening in reality (the consumer conundrum), inflation and interest rates and the impact on US property sales, the upcoming rece
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Bitcoin's logical fall, why no one understands inflation, why no one is moving to Australia, why financial headlines are frustrating Robert, consumer sentiment
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Capitulation in crypto, capitulation in stocks, capitulation in bonds, capitulation in tech, forward expected returns from here, global CEO outlook, retail sal
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:The decline in US and Australian loan applications, the RBA's monster rate hike, the prospect of rate cuts, JP Morgan's economic hurricane prediction, global i
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Forward returns are looking strong, why inflation turned the corner, Elon says Get Back to Work, property continues to be safe as houses, the economy is bendin
In this week's episode of The Wide Lens, Robert Baharian and Matthew Rigby discuss:Bitcoin is risky business, tech-wreck indicating a recession, parallels to the 1970's, the best performing asset classes for 2022, the state of play in the US
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