Macro Backdrop WTF is happening with Martin North

A show I recorded for Alt Asset Allocation:

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

“Martin is a deep thinker and I really enjoyed this conversation. In this episode, we talk about the Australian & New Zealand Economies, the local investment mindset, and the overall financial markets there. In this conversation, we get quite philosophical on where the world is now as a result of COVID and where we could be going.

Absolutely fascinating and worth thinking about”.

Time Codes: 0:00:00​ Welcome and context 0:03:37​ What is your background? 0:06:36​ What is behind the statements that are being made? 0:11:05​ Assumption driven decisions 0:13:10​ What is happening in Australia at the moment? 0:26:41​ How is the Australian Government fighting against the pandemic? 0:36:14​ Why is the stuff that the World Economic Forum is talking about looks terrifying? 0:47:30​ What are your thoughts on MMT? 0:51:00​ How do you think through your investment decisions? 0:55:00​ How Australians approach investing? 0:59:30​ Is the superannuation investing in real estate? 1:01:35​ Where can people find out more about you?

The House Price Pass The Parcel Blame Game

More Federal and State Government blame-shifting as they try to avoid the real question of who is really responsible for the ultra-high home prices in Australia.

https://www.smh.com.au/politics/federal/high-house-prices-a-risk-for-all-state-governments-housing-minister-wants-premiers-feet-held-to-the-fire-20210430-p57nrr.html

Tomorrows live stream: https://youtu.be/WO9yTRXWkLc

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

Is It Time To “Sell In May And Go Away”?

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

CONTENTS

0:00 Start And Intro
0:40 US Markets
2:00 Hi-Tech Booms
7:26 US Consumer Spending Up
11:13 Euro Zone and GDP
15:01 Asia
16:38 Australian Markets
20:16 March Credit Aggregates
21:45 AMP Future?
24:10 Your Future, Your Super Back Down
27:00 Should You Sell In May?
30:30 Conclusions and Close

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