I caught up with an independent top-down investor to discuss the Australian economy, the housing sector and bank funding.
They have been on the sidelines until recently, but now believe we are on the slide, so have taken positions.
We discuss their rationale, and highlight the cracks appearing in the economic narrative. Warning this is a long, and quite technical discussion, but it paints an important picture
Note: this was recorded in late Nov 2018, but I held back the release of the show until after the holidays because I regard this as a really important discussion.
