Wealth Management Podcast Network

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450

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Nov 2026

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About the show

The Wealth Management Podcast Network is the gateway to Australia's leading wealth management shows including Relative Return, Relative Return Insider, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Relative Return Insider explores the Australian wealth management industry featuring journalists from Momentum Media's wealth management brands, such as Money Management and InvestorDaily, and industry experts on a variety of topics. Episodes cover subjects like economic trends, investment strategies, superannuation, and regulatory changes, offering insights for financial professionals and those interested in the Australian wealth management sector. The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.

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60 recent

November 12, 202632 min

RRI: the decline of department stores, creative destruction & Anthropic IPO

AMP chief economist Shane Oliver joins host Marius Mariton to discuss the pressures facing Australian businesses, the impact of AI on jobs, and the outlook for global markets. The conversation begins with the voluntary administration of David Jones, which Oliver describes as part of a longer-term decline in department stores as they struggle with online competition, high rents and changing consumer habits. They also examine recent job cuts at Canva and Qantas, and whether more redundancies could follow. While Oliver says AI will eventually displace workers, he argues that the current slowdown in the economy is a more immediate concern. Drawing on the history of technological change, he explains how creative destruction can eliminate some jobs while creating opportunities elsewhere. The discussion then turns to oil prices, US inflation and the Federal Reserve. Oliver sees a risk of further volatility in oil markets, particularly if tensions involving Iran escalate again, despite signs that the worst may have passed. He also considers why US sharemarkets have remained resilient through geopolitical and trade shocks, pointing to strong corporate earnings and more moderate valuations than during the dot-com boom. However, hotter-than-expected US inflation could prompt further rate hikes, with markets increasingly pricing in additional tightening. Mariton and Oliver also look ahead to Anthropic's anticipated IPO. Oliver urges caution, noting that IPO enthusiasm can fade after listing and that AI companies face intense competition, even if the technology delivers substantial productivity gains. Finally, they examine China's record trade surplus of more than US$1 trillion and what it means for global trade tensions. Oliver says strong exports have helped sustain China's economic growth, but weak domestic consumption makes the model difficult to maintain. He argues that China needs to rebalance towards household spending, or risk provoking further tariffs and trade restrictions from the US and Europe. The episode also touches on the upcoming meeting between Donald Trump and Xi Jinping, and the economic data to watch from China.

November 5, 202629 min

Relative Return Insider: using super to reduce inflation & the US mid-terms' real winners and losers

AMP chief economist Shane Oliver joins host Marius Mariton to discuss Australia's latest interest rate hike, the outlook for inflation and whether the Reserve Bank of Australia has reached the peak of its tightening cycle. Oliver explains why he expects the RBA to hold rates for the next year, with the first cut potentially arriving in November 2027. The conversation also explores whether governments could do more to tackle inflation through fiscal policy, including higher superannuation contributions, temporary tax increases and cuts to public spending. Oliver argues that relying on interest rates alone puts too much pressure on households and that governments need to examine where spending can be reduced. The discussion turns to Australia's housing market, where falling prices, higher borrowing costs and weaker consumer confidence are creating a difficult environment for buyers and investors. Oliver believes the downturn has further to run, forecasting a peak-to-trough fall of around 15 per cent in dwelling prices. He also looks at what is happening in the rental market, including rising vacancy rates and slower growth in asking rents. Mariton and Oliver then examine the US midterm elections and their potential economic and market implications. They discuss the Democrats' gains in Congress, the prospects for further political gridlock and what the results could mean for Donald Trump's policy agenda. Finally, Oliver considers the implications of growing resistance to data centres in the US, as voters raise concerns about the electricity demand and potential impact on household bills. He explains why restrictions could slow the expansion of data centres and force major technology companies to fund more of their own power infrastructure. The pair also discuss the prospects for higher taxes, increased regulation of AI and the risks of another US government shutdown. While the election results have created some uncertainty, Oliver cautions against reading too much into them ahead of the 2028 presidential race.

October 29, 202630 min

Relative Return Insider: shareholder activism, inflation & US earnings

AMP Chief Economist Shane Oliver joins host Marius Mariton to unpack the latest economic developments, from ethical investing and shareholder activism to Australia's inflation problem. They discuss whether environmental, social and governance (ESG) concerns have taken a back seat amid economic uncertainty, and whether investors can push companies to change their practices. Oliver breaks down the latest inflation figures, what is driving price increases and why the Reserve Bank of Australia could raise interest rates again. He also explains why rate hikes take time to affect households and the wider economy, and how rising government debt, inflation and geopolitical uncertainty are putting upward pressure on global bond yields. The conversation turns to US earnings, the AI boom and growing investor concerns about technology spending. Oliver also shares his views on social media's potential to cause financial harm, from encouraging risky investment decisions to spreading harmful content. Finally, he discusses how AMP uses humour on social media to make economics more accessible and why better economic literacy matters.

October 22, 202623 min

Relative Return Insider: data centres, China GDP, and the cost of having kids

Diana Mousina, deputy chief economist at AMP, joins Marius Mariton to discuss AI investment, China's economy, global bond yields and the cost of having an extra kid. Mousina examines NextDC's share price fall after delays to a Melbourne data centre expansion, explaining how electricity supply and community opposition can constrain infrastructure development. While she remains positive on AI demand, she warns investors to be selective as technology stocks may struggle to maintain their recent growth pace. The conversation turns to China's economic growth and its importance to Australia. Despite weakness in China's property sector, Mousina says demand for Australian commodities remains supported by exports and industrial activity. She also explains why rising global bond yields and government debt could weigh on equity markets. Mousina discusses findings from AMP's Retirement Pulse survey, which show younger Australians reconsidering plans to have children amid housing costs, childcare expenses and employment uncertainty. She explores the limits of intergenerational wealth transfers and potential ways governments could better support families. Finally, Mousina assesses Australia's economic outlook, including housing affordability, productivity and living standards. While she does not expect a recession, she anticipates soft growth in the coming years and argues GDP per capita offers a clearer picture of how households are faring.

October 8, 202629 min

Relative Return Insider: AI IPOs, RBA's (un)fairness & French riots

On this episode of Relative Return Insider , host Marius Mariton speaks with My Bui, economist at AMP, about the AI investment boom and whether the current pace of spending can continue. Bui is optimistic about AI's longer-term productivity benefits, but says hyperscalers' capital expenditure is growing far faster than revenues. She expects spending on chips, data centres and energy infrastructure to keep rising for another two to three years before slowing around 2028–29. They also discuss the risks around funding, energy supply and whether AI companies can generate enough revenue to justify the huge amounts being invested. The conversation then turns to the US midterm elections, the Federal Reserve and Australia's inflation challenge. Bui expects the Democrats to make gains in the House, potentially creating more uncertainty for markets, while she sees the Fed taking a measured approach to interest rates. In Australia, she argues the RBA faces a tougher inflation battle because productivity growth remains weak. With demand still too strong relative to supply, higher interest rates are being used to slow spending — although Bui believes the RBA may be getting close to the end of its hiking cycle. Finally, Marius and Bui discuss rising bond yields and the recent pressure on French government bonds, including whether the problems could spread to other highly indebted European countries. They also look at what a more inflationary world means for investors and retirees, with Bui arguing that Australian retirees are generally better positioned than many might expect. From AI and data centres to central banks, government debt and retirement savings, the episode explores the economic forces shaping markets in Australia and globally.

October 1, 202630 min

Relative Return Insider: 15-year high, housing concerns & the card surcharge ban

In this episode, host Marius Mariton speaks with AMP Chief Economist Shane Oliver about Australia's latest interest rate hike and what it means for households, inflation and the economy. With the RBA cash rate now at 4.6%, Oliver explains why the central bank has moved to reinforce its inflation-fighting credibility, and why mortgage holders are bearing more of the burden than households benefiting from higher deposit rates. Oliver also discusses whether Australia is entering a period of stagflation, with slower economic growth and inflation likely to remain above the RBA's target for some time. He also looks at housing, with dwelling prices falling from their recent highs, and discuss whether the correction could deepen. Oliver also shares his view on the likelihood of another RBA hike in November or December, pointing to weakening household spending, labour market conditions and falling building approvals. The conversation then turns offshore, covering US inflation, the Federal Reserve, rising global bond yields and what the changing interest-rate environment means for investors. Oliver also discusses the Australian dollar, the impact of AI demand on inflation and construction costs, and the end of card surcharge fees. Finally, Marius asks Oliver about his long weekend plans, and discovers that sailing, rather than rugby or AFL, is more his thing.

September 25, 202637 min

Relative Return Insider: job data, AI and the forces shaping markets

Relative Return Insider: Jobs, AI and the forces shaping markets AMP Chief Economist Shane Oliver joins Olivia Grace-Curran to discuss the latest economic and market developments, including Australia's labour market, interest rate outlook and what the RBA's next move could mean for households and investors. The conversation covers US-China trade tensions, the outlook for global markets, geopolitical risks and the impact of energy markets, before turning to the economic effects of major sporting events and the pressure facing Australian households from higher interest rates and petrol prices.

September 11, 202635 min

Relative Return Insider: NVIDIA's $1.2B AI Bet on Australia - and rates heading to a 15-Year high

In this episode of Relative Return Insider , Olivia Grace-Curran sits down with AMP Chief Economist Shane Oliver. From NVIDIA's massive AI investment in Australia and the possibility that data centres could soon rival mining as a source of investment, to the RBA's increasingly hawkish stance and the risk of interest rates climbing to 15-year highs, Shane breaks down what investors need to watch next. Meanwhile, the ASX has taken a hit as oil prices surge and bond yields climb, while geopolitical tensions put further pressure on markets. Could the correction have further to run? Shane also weighs in on the Australian property market and mortgage stress, explains why the Japanese yen could be poised for further gains, and tackles one of the biggest questions in crypto: does Bitcoin actually have fundamental value - or is it simply becoming "digital gold"?

September 7, 202635 min

Relative Return Insider: the RBA's impossible choice - crush inflation or risk a housing crash?

Australia's economy is slowing, house prices are falling and yet inflation is proving stubbornly difficult to tame. So does the RBA really have to raise rates again? On this episode of Relative Return Insider , Olivia Grace-Curran sits down with AMP Chief Economist Shane Oliver to unpack the latest economic data and what it means for households, investors and markets. Shane reveals why he thinks another rate hike is increasingly likely, why September could be back on the table, and why two consecutive hikes could trigger a much deeper housing downturn - and potentially even a recession. Plus, Shane reveals the key economic numbers and central-bank decisions that could move markets next.

August 27, 202631 min

Relative Return Insider: RBA, Fed and the forecasting trap

In this episode of Relative Return Insider, AMP chief economist Shane Oliver joins host Olivia Grace-Curran to unpack how key macro forces are shaping markets in Australia and the US. They explore what shifts in jobs data and unemployment mean for the RBA, why base effects can make inflation look better on the surface than it is underneath, and how that feeds into interest‑rate expectations and the Australian dollar. In the US, the conversation covers hawkish Fed signals, the importance of core PCE inflation, and mounting concerns over soaring government debt. The episode also looks at why gold and Bitcoin often rally as hedges when debt, inflation and policy uncertainty rise, and the market implications of geopolitical tensions and oil prices. Shane also highlights how the explosion of AI, social media, and financial commentary has amplified the noise rather than improved forecasting.