Chanticleer Property shortages will get worse, Why Dan Andrews' China trip blew up & Macquarie's mortgage machine
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Sep 5, 2025 This week, the hosts tackle Australia's looming property crisis, revealing deepening supply shortages across various sectors. They analyze the complexities of Australia-China relations, especially in light of Dan Andrews' controversial trip. Listeners learn about the burgeoning debt in Victoria and the players behind its bond market. Additionally, Macquarie's dominance in mortgages is explored, showcasing its innovative approach and market strategies to navigate a tech-driven landscape.
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Macquarie’s Mortgage Disruption
- Macquarie has captured an outsized share of new mortgage flow by specialising via brokers and fast approvals.
- Their tech-first, broker-focused model is disrupting big banks despite being a smaller overall lender.
Tech And Brokers Built Market Share
- Macquarie built its advantage by owning software, targeting a defined customer and distributing via brokers.
- Growth is constrained by appetite and profitability trade-offs, not obvious funding shortfalls.
Safety Versus Bonuses At CleanAway
- CleanAway docked executive pay after multiple fatalities, spotlighting safety versus earnings in incentives.
- Boards must use discretion and reweight remuneration to make safety materially meaningful.