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.
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.
1 Oct 2026
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.
25 Sept 2026
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.
Who has been a guest on Financial Services Podcast Network
Names identified in recent episode analyses. Showing up to five guests.
Shane Oliver
Ben Walsh
Ron Mehmet
Deline Jacovides
Shelley Banton
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
46,999
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 81 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
99
Social presence
0
YouTube
76
Engagement
81
Contact Financial Services Podcast Network
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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