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 ...

This is my edit of a long form discussion with Adam Stokes broadcast on his channel last night. We pull apart the news from the US shooting of Charlie Kirk and reflect on the broader issues below the ...

Following my live show on Tuesday I had a number of requests for mapping of the Rental Stress story across the country. So in this show we look at the distribution of rental stress both in count and ...

Markets are shrugging off bad news, and heading for the stars, so will we see a melt-up into the end of the year, or are concerns over the debasement trade, the US close down and the AI mutual ...

In this show I look at the latest home price trends, and other data which is showing the pressure of houses and businesses. Prices may be on the turn, but affordability is still a critical issue.

The latest edition of the DFA Household surveys (a 0.5% sample across Australia), reveals the creeping mortgage and rental stress which is continuing to reach new highs. We measure stress in cash flow ...

This is an edited live discussion with Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. The world has changed, as the international “rules based order” comes under ...

This is an edit of a live show as we go through our latest analysis, and deep dive on households and their finances. We will have the post code engine on line, so you can nominate specific post codes ...

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the way. This past week saw significant gyrations in ...

OK folks a rant warning. It seems you are better placed financially and socially, if you are old with property compared with being young with none or a massive mortgage! And its structural thanks to ...

Well, October is living up to its status as the most volatile month of the year as markets reach new highs, despite signs cockroaches are hiding in the woodwork from rising private credit risks, ...