Bondar Junction: The Future of Australia's Economy

I think that you'll get a big increase in risk aversion, as we saw post GFC. And so that'll tax consumption. It also tax business investment as in Dalot. Then I think you'll see some permanently damaged industries. Again, tourism, travel, large venue entertainment. That'll fade over time. But I think that you get a short sharp bounce in growth followed by more sluggish growth. The Aussie dollar is much, much lower than it will be. We're going to see the Rezi housing cycle bounce back real strong because Rezi's at one asset that in bricks and mortar, it's still rising.