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Peter Esho Podcast
12 minutes | Nov 25, 2022
China's economy to bounce back stronger than ever
A normalisation of Chinese relations, coupled with a weaker US dollar and higher commodity prices, is one of the most compelling investment themes to drive Australia (and to a lesser extent New Zealand) economies over the next decade. That could be the cushion to provide a soft landing from rising rates. Australia might not be winning at the football world cup, but it is competing and we always punch above our weight. Never ride us off. Read more at https://peteresho.com
11 minutes | Nov 18, 2022
What if the global economy is much stronger than we think?
One of the most important things to do as a macro investor, looking top down to determine investment themes, is to listen to the data very closely. Data changes from week to week, month to month. Markets are constantly pricing expectations, often wrong and having to recorrect. More notes at https://peteresho.com
11 minutes | Nov 10, 2022
We're in the eye of the crypto storm, what comes next?
The crypto collapse we’ve seen this year has the potential to cause a contagion event. It’s a really poor asset class to have exposure in and just as we didn’t think 2008 could get as bad as 2001, the lesson is that it could actually get worse. Read my full notes at https://peteresho.com
10 minutes | Nov 4, 2022
Opportunities to watch when the US dollar softens
The rising US dollar is causing big problems, but like all things, there are big opportunities on the horizon. We look through the valley and highlight some macro investment themes for 2023. Show notes at https://peteresho.com
8 minutes | Oct 27, 2022
Radio Interview: When Will the Fed Pivot?
I caught up with the team at BFM Business Radio today in Malaysia to chat about the inevitable Fed pivot. We discussed the macro investment outlook and how Facebook, Apple and Amazon's earnings slump could give us a preview into where interest rates go in 2023. More notes at https://peteresho.com
9 minutes | Sep 23, 2022
Tiktok Live: Will the Property Market Fall by 25%?
I spoke with Dom today on his Tiktok live Q&A segment today and we discussed a range of topics including the outlook for Australian real estate prices for 2023. It was a short and sharp discussion, one where we spoke about the replacement cost of real estate becoming an important floor for any short term price movements. Everything is becoming more expensive, including building, so the value of our homes and apartments will have some natural protection. More analysis at notes at https://peteresho.com
9 minutes | Sep 5, 2022
Radio Interview: The Single Most Important Investment Theme
I caught up with the team at BFM Business Radio today in Malaysia to chat about the investment outlook and how to position in the current market environment. One of the most important things is to focus on income and income growth. More notes at https://peteresho.com
2 minutes | Aug 29, 2022
TV Interview: My investment outlook for September
I caught up with BBC TV Asia Business Report today to speak to their global audience about recent moves in interest rates and what we can expect over the next few months. In the conversation, I touched on last week’s comments in the United States and the fact that rates are likely to continue rising in the short term before they slow down and potentially come back next year. More notes at https://peteresho.com
7 minutes | Aug 3, 2022
Investment Outlook for the rest of 2022
I caught up with the Bloomberg Radio team today to talk about the outlook for investments for the rest of 2022. In the interview, we touched on a few important topics such as rising interest rates and how a Chinese come back will play into easing some of the supply concerns that have seen costs rise around the world. More notes at https://peteresho.com
7 minutes | Jul 26, 2022
Focus on the Opportunity, Not the Problem
I caught up with Ausbiz TV today to talk about the future for interest rates here in Australia (audio above). As discussed, all eyes will be on Australia's quarterly inflation this week. But as discussed, the past is perhaps not as important as what lies ahead. Focus on the opportunity, not yesterday's old news. More notes on https://peteresho.com
15 minutes | Jul 5, 2022
Australian Interest Rates Are Up, So Now What?
I sat down with Dom Nesci today to just after the RBA’s interset rate decision in a Tiktok live session. We recorded and uploaded the audio version here for you to tune into. Full show notes at https://peteresho.com - subscribe to get updates each time a podcast episode is released.
9 minutes | Jun 27, 2022
Australian Property Market Outlook 2023
I caught up with the team at BFM radio in Malaysia again today to talk about between rising prices, interest rates and how this will impact Australian real estate prices in the next few months. More notes at peteresho.com
10 minutes | May 31, 2022
Will Australia Remain the Lucky Country in 2022?
I recently caught up with the team at BFM radio in Malaysia to talk about Australia's relationship with its Asian neighbours and what the future looks like under a new Labor government. We spoke about the impact of rising interest rates and how investors can position themselves to benefit from recent changes in a totally new world environment. More notes at peteresho.com
10 minutes | May 20, 2022
Why is the Price of Everything Exploding?
I recently caught up with the team at Bloomberg radio to talk about a range of business topics including the impact of rising costs on many well known businesses, such as Target. This is a bit more of an in-depth conversation than previously podcasts...but it gives you a good idea of the big picture themes that some of the world's biggest investors in the audience are thinking about. For more notes, check out peteresho.com
8 minutes | May 11, 2022
Australian Property Market & Crypto Outlook for 2022
I recently caught up with the team at Ausbiz TV to talk about the Australian property market and crypto outlook given recent movements. Ultimately I think each of these are in a different league, real estate will most likely weather the storm much better and its wise to enter the next few years with a much more level head and caution. This episode and further notes are all at https://peteresho.com
31 minutes | Feb 2, 2022
How to Manage Your Investments in 2022
We're back and what a year its shaping up to be. I sat down with Dom this week to talk about property and investing generally in 2022. Tune in to see where we see the market heading and how I'm thinking about positioning my portfolio this year. This episode aired originally on the Property Investing with Wealthi podcast, remember to subscribe to that to get weekly episodes. You can also subscribe to my regular updates at https://peteresho.com
8 minutes | Nov 29, 2021
Impact of Omicron Variant on Investment Markets
I recently spoke to Ausbiz TV about the uncertainty in global markets stemming from the Omicron variant. The next few days will be vital. Travel bans are already being announced around the world, particularly in countries struggling to contain Delta outbreaks. But there are always opportunities which I discuss in this episode. More notes and insights at https://peteresho.com
27 minutes | Nov 3, 2021
Will the Australian Property Market Crash in 2022?
One of the things I'm watching closely is interest rates. Once they start moving, there will be a sense of caution in the property market...that's a good thing. Any short term slowdown will be good news for long term investors. In this episode, I sit down with fellow Wealthi Co-Founder Dom Nesci to talk about the market and how I see things panning out of the next few months. I'm also publishing my annual outlook each week which you can find at https://peteresho.com
25 minutes | Sep 29, 2021
Understanding Evergrande, Will China's Problems Spillover into Other Markets?
I recently joined Chris Hynes on his Wealthi Expat podcast to talk about China's second largest real estate developer, Evergrande, facing issues and navigating its debt woes. There's a big lesson here for any investor and that is, we can all learn about the risk of too much debt when markets turn around. A great episode where we take what could be a pretty boring and dry topic, turning into insight for ordinary investors. I've also written a full blog post on this topic, check it out at https://peteresho.com
31 minutes | Aug 11, 2021
Working From Home & Implications for Real Estate Investments
The transition to working from home and having an on-demand office has several implications which interest me. It’s not just the economic impact of paying less/saving future rental increases but also the social and environmental impact of a global professional workforce that no longer wants to go back to the 9-5, Monday to Friday slog. In this episode, we discuss the implications of remote work and how this will impact residential, commercial and industrial real estate. Our homes are no longer places we eat, sleep and entertain but also spaces where we now must do our most productive and creative work. Read my full note on this topic at https://peteresho.com
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