Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
Tony Locantro from Alto Capital and I reflect on the year, consider the trajectory ahead and share a few lighter moments to boot! A perfect Christmas diversion.
Does he still hold to his 45% fall in property prices over the next few years?
In this extended show I discuss property investment, asses classes, risks, and fractional reserve banking (versus credit creation) with Adam Stokes, who runs a channel on YT with a focus on Crypto.
This is my version of the show, Adam posted his on his channel at https://youtu.be/OrXUlTuBBqE
You can find our earlier discussion here: https://youtu.be/m8RQztfl78c
We review MYEFO (Mid-Year Economic and Fiscal Outlook 2019-20.
https://budget.gov.au/2019-20/content/myefo/download/MYEFO_2019-20.pdf
How will it impact the “Quiet Australians”?
An important discussion about the long, medium and short term economic trends, and how this impacts investment strategy, with Nucleus Wealth‘ s Damien Klassen.
Damien runs the investment side of Nucleus, selecting stocks suggested by analysts and implementing the asset allocation.
Note: DFA has no business or financial relationship with Nucleus Wealth.
Caveat Emptor! Note: this is NOT financial or property advice!! Please note the disclaimer in the show.
I discuss housing bubbles with Joseph Walker, of The Jolly Swagman Podcast fame.
We review the latest data from the ABS, and the 19,000 FALL in jobs, the first for some time.
https://www.abs.gov.au/AUSSTATS/abs@.nsf/DetailsPage/6202.0Oct%202019?OpenDocument
We review the latest data from the ABS, and the 19,000 FALL in jobs, the first for some time.
https://www.abs.gov.au/AUSSTATS/abs@.nsf/DetailsPage/6202.0Oct%202019?OpenDocument
We examine a recent article which highlights how Central Banks are crushing savers.
Something happened late last week, which superficially might be attributed to positive news on the US China trade talks (later downplayed by Trump) but it was wider and more significant than that.
In recent months many traders have been positioning for a significant market correction, and potentially a US or global recession. Thus, risk stocks were downplayed, while bonds and gold were all the rage.
The September data was better than expected – lets celebrate the good news!
https://www.abs.gov.au/ausstats/abs@.nsf/mf/5368.0?OpenDocument
