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] |
