The Rate Debate
Darren Langer
What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income millennial? The Rate Debate.
Darren Langer and Jess Ren are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye.
Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters influencing markets.
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Top 10 The Rate Debate Episodes
Goodpods has curated a list of the 10 best The Rate Debate episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Rate Debate for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Rate Debate episode by adding your comments to the episode page.
Ep15: Is the free ride over?
The Rate Debate
04/07/21 • 17 min
The RBA’s stimulus policies have boosted the economy post COVID-19 driving increases in house prices, retail sales, and employment but is this a double-edged sword? Darren Langer and Chris Rands discuss the impact of the RBA’s policies on future growth, and question who will pay for it in the long run.
Ep10: Has the RBA gone too far by not going far enough?
The Rate Debate
10/06/20 • 18 min
Despite some industry heavyweights predicting a rate cut, the RBA kept rates on hold for October. What three reasons do Darren Langer and Chris Rands give that could explain the RBA’s decision? And could Donald Trump’s health really impact markets? Darren and Chris examine these topics and more in episode 10 of The Rate Debate.
Ep6: Out of step
The Rate Debate
06/02/20 • 26 min
Despite the RBA’s recent monetary and fiscal intervention, a recession still seems to be on the cards. Why is the RBA so unwilling to follow along with more unconventional policy and what are the implications of its ‘play-it-safe’ approach to solving our economic woes? Darren and Chris go looking for answers.
Ep5: Credit crunch or crisis?
The Rate Debate
05/05/20 • 27 min
With an expected 10% contraction in GDP, rising unemployment, and inflation at the lowest level we’ve seen in decades, how has COVID-19 impacted credit markets and what’s next for interest rates?
Ep4:The RBA’s buying spree
The Rate Debate
04/08/20 • 35 min
The RBA has been buying up big, purchasing around $36bn in government and semi-government bonds throughout March. But when is enough, enough and can these efforts really help stave off a recession in Australia?
Darren and Chris give their view on the current situation.
Ep 47: RBA loosens its grip: the end of a tightening era?
The Rate Debate
03/20/24 • 11 min
The RBA has scrapped any hints of potential further hikes, sparking speculation on whether it will continue to be open on hiking, despite pivoting to a more neutral guidance.
In episode 47 of The Rate Debate, co-head of Fixed Income Darren Langer and Investment Manager Jessica Ren unpack the RBA's "shift in language" from a tightening bias to a neutral rate outlook, share their thoughts on the rebound of consumer confidence and evaluate the likelihood of a policy shift by global central banks this year.
Ep 53: It's time for a change
The Rate Debate
12/11/24 • 17 min
After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit and global growth.
A heartfelt thank you to all our loyal listeners over the past five years—your support made this journey possible. Don't miss the end of an era.
Ep 46: New regime, same outcome
The Rate Debate
02/07/24 • 9 min
The RBA may have started its new regime of two-day meetings and press conferences to improve transparency, yet the outcome remained the same as it was when it last met: no change to the cash rate.
In the first episode of The Rate Debate for 2024, co-head of Fixed Income Darren Langer is joined by Investment Manager Jessica Ren to analyse the RBA’s new approach, unpick the labour market outlook, and discuss whether geopolitical tensions are likely to be the largest challenge facing central bankers in the year ahead.
Find out more in episode 46 of The Rate Debate.
11/03/21 • 24 min
With the RBA seemingly MIA last week, the market was left to its own devices. Not surprisingly, bond yields spiked as multiple rate hikes were priced as early as mid-2022. Will mortgage rates rise that soon? And can the market trust the RBA going forward?
Darren Langer and Chris Rands discuss their views in episode 22 of The Rate Debate.
Ep 43: What’s driving higher bond yields?
The Rate Debate
10/03/23 • 18 min
September was a tough month for the fixed-rate bond market, but on the flip side, credit spreads narrowed. In this month’s episode of The Rate Debate, Darren is joined by senior credit portfolio manager Phil Strano to give their insights and discuss the impact of a default cycle as quantitative easing ends, and monetary policy starts to normalise.
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FAQ
How many episodes does The Rate Debate have?
The Rate Debate currently has 53 episodes available.
What topics does The Rate Debate cover?
The podcast is about Investing, Podcasts, Business and Fixed Income.
What is the most popular episode on The Rate Debate?
The episode title 'Ep44: Is “funflation” fuelling rising interest rates?' is the most popular.
What is the average episode length on The Rate Debate?
The average episode length on The Rate Debate is 19 minutes.
How often are episodes of The Rate Debate released?
Episodes of The Rate Debate are typically released every 28 days, 6 hours.
When was the first episode of The Rate Debate?
The first episode of The Rate Debate was released on Feb 4, 2020.
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