Chanticleer Is Australia a Ponzi scheme, OpenAI's grand arrival & the AFR business people of the year
29 snips
Dec 5, 2025 Discover the provocative claim that Australia's housing market is bordering on a Ponzi scheme, driven by immigration demand. Delve into the booming data centre scene with insights on OpenAI's $7bn Sydney investment and the critical need for power solutions. Hear about the AFR Business People of the Year, including industry leaders like Mike Dorrell and Leah Weckett. The hosts also discuss the anticipated impacts of AI on productivity and electrification while weighing Australia's future economic landscape.
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Population-Fueled Housing Risk
- Martin Conlon argues Australia's housing boom resembles a Ponzi because rising immigration fuels demand and ever-higher prices.
- If immigration slowed, property demand could fall and prices might unwind, exposing economic fragility.
Buy Based On Where Conditions Will Settle
- Test whether current conditions will persist before paying high valuations for stocks like banks or rare earth plays.
- Base buy decisions on where you think conditions will settle, not on today's peak assumptions.
Start Kids With Investment Accounts
- Seed investment accounts early to build financial literacy and compound returns for children.
- Target support to lower‑income postcodes to boost equity of opportunity.