Category: Home Prices

DFA Live Replay With Leith van Onselen: Housing And The Population Ponzi

This is an edited version of my latest live stream, featuring Leath van Onselen, joint founder of Macrobusiness and Chief Economist at Nucleus Wealth.

We explored the consequences of the massive waves of migration now forecast in the budget pages (hidden in an appendix) and the potential impact of home prices and quality of life.

The original show is available here: https://youtube.com/live/_DxR9F4l20g

This version tidied up the audio, as we had renovators noises off during the live show.

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FINAL REMINDER: DFA Live 8pm Sydney With Leith van Onselen

Join me for a live discussion with Leith van Onselen, Chief Economist at Nucleus Wealth and Co-founder of Macrobusiness. Given the population growth now projected in the latest budget, Leith has pivoted on home prices, so we explore these dynamics. You can ask a question live.

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/

Its Edwin’s Monday Evening Property Rant!

Our latest property discussion, with Edwin Almeida, covering sinkholes, buyer competition (and what is driving them), migration, and the need for insurance… plus lots of other items too!

https://www.ribbonproperty.com.au/

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/

Mortgage Prisoners, Cash Backs Going And Rates Rising: With Steve Mickenbecker!

I caught up with Steve from Canstar to discuss the latest mortgage rate moves, and how this is playing out across households and banks. With the expectation that rates might well go higher still, what can be done?

https://www.canstar.com.au/team-members/steve-mickenbecker/

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Your Mortgage Cliff Questions Answered: With Tarric Brooker

Our latest Friday evening chat with Tarric Brooker. We answer follower questions on the mortgage market. And we got into some deep discussion about where prices may go!

Slides we discussed.

https://avidcom.substack.com/p/charts-and-links-from-appearance?

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New Zealand Property Still Under The Pump!

The latest from REINZ tells the story of ongoing weakness in New Zealand Property, even if they try to spin the results to argue people should be meeting the market, which was down again!

https://www.reinz.co.nz/Web/Web/News/News-Articles/Market-updates/reinz_april_data_2023.aspx

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Go to the Walk The World Universe at https://walktheworld.com.au/

Its Edwin’s Monday Evening Property Rant! (Late This Week!!)

This weeks rant was recorded later than normal, but we explored some fundamental questions about the RE industry, and how agents are rewarded. No wonder we see some poor behaviors. And we look at the importance of keeping calm given the falls in listings, and what happens when people fail to take the right steps before purchase.

https://www.ribbonproperty.com.au/

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/

We’re Back (But Its The Same Old, Same Old) With Tarric Brooker…

Journalist Tarric Brooker and I reconnected following my relocation, for the first in our series of bi-weekly afternoon chats about economics and politics. It may be a couple of months since our last, but in many ways, things are the same…

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/

More Rate Rises Ahead – Almost Certainly!

The RBA Minutes certainly took the wind out of the sails of those expecting a rate cut anytime soon. More hikes are being signalled, and in fact Morgan Stanley flagged that the markets had got ahead of themselves.

The 30 Day Implied rates are also moving higher. So those being influenced by the spruikers saying now is good buying should be cautious. Things are more complex.

http://www.martinnorth.com/

Go to the Walk The World Universe at https://walktheworld.com.au/