A tale of property woe. March 3, 2023

1

Introduction

00:00 • 2min

2

The New Floor?

01:52 • 2min

3

I've Got Standards, My Friend. You Have a View on Property

03:24 • 2min

4

The Rental Crisis Is Not All About Me

05:11 • 2min

5

Is There a Better Way to Move?

07:22 • 2min

6

Are You a Capitalist Investor, or a Landlord?

09:01 • 3min

7

CPI Inflation, That's Not a Bad Number.

12:10 • 2min

8

What's the Pointy Bit?

14:16 • 2min

9

Is There Something More Structural Underlying Inflation?

15:56 • 2min

10

Is It Good News, Bad News, Good News?

17:34 • 3min

11

Is the Economy Going to Stuff Up?

20:52 • 2min

12

The Long Term Approach Really Matters

22:27 • 2min

13

Is the RBA a Similar View to Bill Evans at Westpac?

24:22 • 2min

14

Is There a Supply Side Response?

26:44 • 2min

15

Is There a Second Order Inflation?

28:22 • 4min

16

Is Your Lemonade Stand Profitable?

32:01 • 4min

17

Is There a Problem With for Profit Capitalism?

36:23 • 2min

18

The Tax Shelter for Superannuation

38:39 • 3min

19

Is the Tax Base Devaluing?

41:21 • 2min

20

The Texas Muses

43:42 • 2min

21

Macquarie Is the 5th Big Bank in Australia.

46:09 • 3min

22

Macquarie Loan Book Numbers - It's All New Money, Right?

49:10 • 3min

23

Macquarie's Strategy Is to Target Very High Quality Borrowers

52:17 • 3min

24

How to Get a Better Rate on Your Home Loan

54:52 • 3min

25

Harvey Norman - What's Harvey Norman Worth?

57:45 • 2min

26

The Smarter Use of Your Capital

59:33 • 2min

27

What's Harvey Norman Worth?

01:01:11 • 3min

28

Is the Land Really Worth That?

01:04:29 • 3min