Latest Episodes
Pop Goes Those Fixed Rate Mortgages…
Given what I have been highlighting about the pivot in interest rate expectations, following the last RBA presser and the flow of economic data,...
No Rate Cuts? The Inflation Genie IS Still Out The Bottle!
The latest data from the US BLS showed that superficially the core consumer price index, regarded as a measure of underlying inflation because it...
DFA Live Q&A HD Replay: Households Haunted By Debt: Which Post Codes Are Worse?
This is an edit of a live show where we delved into the question of household debt in Australia and how it translates into...
Its Edwin's Monday Evening Property Rant!
Our property insider Edwin and I discuss the latest media spin on property compared with the granular reality, consider the implications of the high-rise...
Markets Soar Into 2026 As Politics And Power Plays Trumps Economics!
The fourth-quarter US reporting season kicks off with JPMorgan set to report before the opening bell in New York on Tuesday. Strategas Securities’ Ryan...
The Beatings Will Continue Until Morale Improves! With Tarric Brooker
For our first show of 2026, Tarric and I dive deep into the data on housing, per capita data and the recent polls, plus...