Episodes
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As we count down to the election, we look at the latest property news with our insider Edwin Almeida. Markets are slowing ahead of the winter season, though are still tracking ahead of last year in terms of listings, if not auctions. We also look at some of the underlying currents in the markets, from … Continue reading "Its Edwin’s Monday Evening Property Rant!"
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Despite the call for even more new building across Australia to meet the current demand for somewhere to live, it is worth noting that compared to many other countries we have been building more per 1,000 than almost all other countries. And we have talked before about the pressure on builders due to higher construction … Continue reading "The New Build Property Con…"
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Missing episodes?
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This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto on the way. I am minded this week of a 1930’s novel called Things Fall Apart, because it seems to me we saw a shattering of the Trump reform wave … Continue reading "Markets Rejoice On Trump Turnarounds But… Are Things Falling Apart?"
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The data does not lie, housing is more out of reach for more Australians than ever before, whether renting, or purchase via a mortgage. The gap between incomes and home prices have gone through the roof, and households are spending more than ever on trying to house themselves. Over the past 20 years, property prices … Continue reading "Forget Affordable Housing: For Generations!"
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Despite the slow fall in inflation, Australian households are paying through the nose for their insurance. Indeed, rising insurance premiums have been a notable contributor to Australia’s cost-of-living crisis. They have also placed upward pressure on CPI inflation. The Climate Council says that Australians are paying $30 billion more on insurance than they were a … Continue reading "Dumb Planning And The Rise In Insurance Costs: Costs Us All…"
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Here we go again. Just yesterday, markets fell on Trumps comments concerning Fed Chair Jerome Powell, and by threatening to sack the head of the world’s most important central bank. Then the IMF came out with an economic update which slashed its US and global economic forecasts, warning that tariffs were ushering in a new … Continue reading "Markets Jump On Trump’s Latest Change Of Tune!"
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This is my edit of a regular segment with Nuggets News, as we look at the latest market, finance and property news. This month we dwell on the question of the financial system, in the light of Trump’s tariffs and calls for the Fed Chair to cut rates. As a result, investors are leaving the … Continue reading "Economic Update: April 2025"
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This is an edited version of a live discussion as I explore the latest market dynamics even as tariffs wreck the joint, and treasury yields rise; with Adam Stokes, a crypto evangelist. Is it time for new money, and how does all this play into the current election debates? https://www.youtube.com/@adamstokes http://www.martinnorth.com/ Details of our one … Continue reading "DFA Live Q&A Replay: Is The Financial System Breaking (And What’s Next): With Adam Stokes"
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Property Insider Edwin and I kick around the latest property and election news, and pull apart the latest numbers. During the show we highlight recent announcements from China about graduates now being pulled into the army, the latest on what people are not moving, despite in some cases pressures to do so, and the latest … Continue reading "Its Edwin’s Monday Evening Property Rant!"
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I had a couple of YouTube shows pop up in my feed today which cut to the heart of the economic issues which Australia is facing. Up to now, the critical questions around migration, productivity and gas reservation were really not covered in any depth, indeed, some might say they were deliberately avoided. But now … Continue reading "Finally, Some Of The MSM Are Telling The Economic Truth (Sort Of)…"
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I caught up with Assoc Prof Andy Schmulow, the NSW Senate Candidate for The Australian Citizens Party, as we did a deep dive into the structural issues which are killing the Australian Economy, and its society; and what can be done about them. The conversation touched on the rigged system which has caused the cost … Continue reading "Meet A Man With A Mission To Save Australia!"
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Australia’s housing crisis is a key issue in this year’s election and as the campaigns run on, yawn, housing remains a central issue, but both major parties are playing games rather than getting to the heart of the issue. So today, I want to go though three cameos which bring out some of the critical … Continue reading "Some Sliding Door Moments On The Fractured Australian Property!"
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As we meet Easter head on, thoughts of course turn to the Chocolate Easter Egg. If you walk round the stores, you will note a few trends. First. Prices are significantly higher than the past couple of years. Second, the size of the eggs are smaller, thanks to shrinkflation, with some items 10% smaller than … Continue reading "What Egg-actly Is Going On With The Incredible Shrinking Easter Egg Scam?"
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Today, Gold hit another all-time high as warnings from Federal Reserve Chief Jerome Powell about the impact of the trade war fueled volatility on Wall Street, leading to sharp declines in stocks and the dollar. Jerome Powell spoke at the Economic Club of Chicago on Wednesday and said that policymakers would balance their dual responsibilities … Continue reading "Uncertainty Into Stagflation Spooks Markets, Lifts Gold (Again)…"
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In my live show with Leith van Onselen yesterday, we pulled apart the major party campaigns relating to housing, which focussed on those trying to buy, and a promise of higher home prices for all. This will put a rocket under home prices. But the real story, and the accompanying policy vacuum relates to the … Continue reading "Plenty Of Waffle But No Beef: The Rental Scandal That Pollies Prefer To Ignore!"
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This is an edit version of a live discussion as I explore the latest political interventions into the housing market and other economic issues with Leith Van Onselen, Chief Economist at Nucleus Wealth and Co-founder of Macrobusiness. Will house prices skyrocket following the election of a second-term Labor government? http://www.martinnorth.com/ Details of our one to … Continue reading "DFA Live Q&A HD Replay: Are Australian House Prices Set To Rocket? With Leith Van Onselen"
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An important week for a Rant as Edwin and I pick apart the latest housing policy announcements, and the broader economic questions surrounding the Trump Tariff games. What will property do as a result? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research … Continue reading "Its Edwin’s Monday Evening Property Rant!"
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You can tell an election is close as both major parties have launched their campaigns formally, with Dutton in Western Sydney and Albo in Perth. Recognising that costs of living and housing specifically are haunting younger voters, who now comprise the bulk of voters for the first time, housing was at the heart of both … Continue reading "Con Job: Housing Dog Whistles And Sugar Hits As Election Day Looms!"
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This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia. This past week was an object lesson in the power of the Bond market. And not for the first time. A favourite quote on markets comes from the former CEO of Citicorp, Walter Wriston, … Continue reading "In A Hyper Financialised World, Bond Markets Rule…"
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Amazed though I am, it appears the LNP has one policy which is so critical it should win the election. I am talking about Gas reverse tariffs. Recall that while East Coast Australia has doubled its gas production over the past decade, the domestic market has been supplied with 25% less gas. This has driven … Continue reading "Gas: One Policy To Rule Them All!…"
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