In this post we discuss debt in the current context, and consider where the very high levels of debt will take us. And as importantly, who wins and who loses. Transcript is available for download.

Deposit Bail-In is something which we have been discussing in recent times, not least because of the overt example now active in New Zealand under the Open Banking Resolution, the mandate from the G20 ...

Journalist Tarric Brooker and I catch up for our last chat of the year, and with the help of his excellent slides, pull apart the latest trends in terms of housing, finance and the economy. 2025 has ...

This is my edit of a regular segment with Nuggets News, as we look at the latest market, finance and property news. This month we dwell on the question of the financial system, in the light of Trump’s ...

There are growing concerns that we may be in the late stages of a global asset bubble—though whether it’s a full-blown bubble or just elevated valuations depends on who you ask and which asset class ...

Last week on my show with Tarric Brooker we discussed the stouch about the ABS, migration and arrival statistics. Recall recent data on arrivals versus departures showed a significant uptick in ...

This is my edit of a live show recorded with Adam Stokes on his channel, where we dived into the U16 social media ban, and discussed its origins, implications and potential consequences for politics ...

Funny how Bond markets seem to look past most of what RBA Governor Michelle Bullock said in her post Monetary Policy Committee meeting yesterday, but remember they are gamblers. As was expected, the ...

This is an edited version of a live discussion with Tony Locantro, as we review 2024, and look ahead towards 2025. Tony offers several financial services, such as investment management, financial ...

Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds and Martin North from DFA discuss eight critical megatrends, which are set to impact markets and investments in the years ...

A progress report (the ninth) on adoption of the Basel regulatory framework was issued today by BIS. This report sets out the adoption status of Basel III regulations for each Basel Committee on ...

Today we look at the latest from the “housing Debate” as reflected in to current talk-fest, the YIMBY versus NIMBY debate, a case study in reality from Rose Bay, together with slides from Edwin which ...