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Boxing Day Videos: 26 December 2025

Tokenisation of private assets is mostly regulatory arbitrage

Australian Property

Beware a future house price crash

Santa’s ESG Problem

A 10-signal cluster-f*ck

Christmas holiday links and media

Australian Dollar

Macro Afternoon

Australian Property

Why Adelaide is Australia’s hidden housing crisis

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New Zealand’s biggest house price crash in modern history

Victorian government fails housing math 101

Billions in subsidies and EV sales fall

Why Sydney and Melbourne house prices have fallen

Economy

Former RBA economist blasts Albanese

CFO confidence in US economy hits two-year low

Australians to pay world’s highest interest rates

The American left is its own worst enemy

Surging government spending keeps heat on interest rates

Victoria: Australia’s lagging state

The economic week ahead

Policy

Billions in subsidies and EV sales fall

Victorian government fails housing math 101

Australia, Albo and social cohesion

Victoria braces for credit rating downgrade

To fix housing, Australia should simply copy Canada

Australia will remain a world-outlier on mass migration

Switzerland’s proposed hard population cap

Property

25 years of housing affordability hell

Why Sydney and Melbourne house prices have fallen

Investors continue to pile into Aussie property

Australia’s housing haves and have-nots

Is Australia’s property boom on borrowed time?

Canada shows Australia how to fix housing shortage

Australia stomps Trump’s America on homebuilding

Markets

The great volatility smash

Macro Afternoon

Macquarie rings the bell on data centres

Labor’s gas reservation too little, too late

Rangebound markets, extreme metals, and late-cycle warning signs

MB Fund

Trump Was Right About Ethical Investing (But for the Wrong Reasons)

Snake Oil 2.0: Why the ESG is its own worst enemy

MB Fund Podcast with DFA Live: Megatrends 2026