The Elephant In The Room: A Contrarian Perspective

I join Veronica and Chris in their first video edition of The Elephant In The Room.

Episode Highlights:
Has the government run out of stimulus? [01:46]How sustainable is pumping stimulus at the lower end of the margin? [06:49]These businesses feel the impact of COVID more than others [11:21]Different markets behave differently [14:32]The unit market versus the rest [16:17]The current state of the high-rise property market [19:05]The continuous ‘supply’ of house and land packages [23:12]What’s with New Zealand possibly lifting their interest rates? [24:13]Property prices CAN go down [25:49]Some people are deceptive with how they talk about property & success [27:19]Thoughts on the responsible lending change [32:24]What can APRA do (and not do) about bank lending? [38:27]Is the property market too big to fail? [42:20]RBA: “Immigration is the cause of low price growth” [44:06]What’s the government’s strategy around opening the borders? [46:33]Will increasing interest rates be enough to slow down asset prices? [50:41]

The Buy Now Pay Later Debt Trap

Research from the UK shows one in ten users of Buy Now Pay Later end up with contact from debt collectors, while in the UK and NZ, BNPL are deemed as credit products. But in Australia, we are pursuing a different and more relaxed path, despite the high volume of late payment fees, despite the harm.

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

https://www.citizensadvice.org.uk/about-us/about-us1/media/press-releases/one-in-10-buy-now-pay-later-shoppers-have-been-chased-by-debt-collectors/

https://asic.gov.au/about-asic/news-centre/find-a-media-release/2020-releases/20-280mr-asic-releases-latest-data-on-buy-now-pay-later-industry/

A Rumble In The Jungle! [Rant]

In this unscripted rant I discuss some of the main questions I think about concerning the Australian economy. Do central banks know what they are doing? Is the property market set for a shake-up? Will migration be powered up again? Where are the growth engines for our strategic future? And where might investment be placed?

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

Suspended! – Market Update 4th Sept 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour.

In todays show we look at the latest from the markets, from the US, through to Australia. And we also touch on the latest Bitcoin news, ahead of important developments next week.

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

“Pandemic Proof”? – The DFA Daily 3rd Sept 2021

The latest edition of our finance and property news digest with a distinctively Australian flavour. In today’s show we look at the latest from the US markets, consider the view that our housing market is pandemic proof, consider New Zealand’s LVR policy tightening consultation and why the banks are taking a political stance on the virus.

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

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

A Whole Bunch Of Unreal – With Tarric Brooker

My latest Friday afternoon chat with Journalist Tarric Brooker, @Avidcommentator on Twitter. Given all the funny money being created, is inflation coming, and are the hope of an exit from lockdown later in the year more political positioning ahead of an election than anything else? We also look at some neat charts which sum up the state of the US and China economies. Things are getting interesting….

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

All Fall Down – The DFA Daily 2nd September 2021

In today’s show we look at the latest property and rental price trends, the falls in iron ore prices, and how first-time buyers are looking to buy on lower deposits, what could possibly go wrong?

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

Today’s post is brought to you by Ribbon Property Consultants.

If you are buying your home in Sydney’s contentious market, you do not need to stand alone. This is the time you need to have Edwin from Ribbon Property Consultants standing along side you.

Buying property, is both challenging and adversarial. The vendor has a professional on their side.

Emotions run high – price discovery and price transparency are hard to find – then there is the wasted time and financial investment you make.

Edwin understands your needs. So why not engage a licensed professional to stand alongside you. With RPC you know you have: experience, knowledge, and master negotiators, looking after your best interest.

Shoot Ribbon an email on info@ribbonproperty.com.au & use promo code: DFA-WTW/MARTIN to receive your 10% DISCOUNT OFFER.

Australia’s GDP Growth Surprises On The Up-Side

We look at the June 2021 quarter, which was better than expected. But what is really going on?

https://www.abs.gov.au/statistics/economy/national-accounts/australian-national-accounts-national-income-expenditure-and-product/jun-2021

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