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Podcast: The Money Puzzle
Episode: Bringing it all back home - Why the oil shock is turning investors back to the ASX
Description: What are investors doing in reaction to the shocking turn in markets during the first three months of 2026? One of the first moves is a distinct retreat from Wall Street back to the ASX, as investors seek mining and energy stocks along with blue chips that can deliver reliable dividends. It's early days but we are also seeing a pick-up in defensive investments such as infrastructure and a little less enthusiasm for gold. David Bassanese, chief economist at ETF provider Betashares, joins Associate Editor, James Kirby in this episode. In today's show, we c...