Podcasts

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MB Radio: Backing the Rort 100%

With the Government under mounting pressure to identify how it will attempt budget reform while supporting consumer spending Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about how the Australian economy shapes up in the early months of 2016 and the major influences on how it will withstand the continued fall in Mining Capex, the

14

MB Radio 2015/16 review: No Plan B

With 2015 coming to a close amidst stronger than anticipated GDP and employment data, but with the MYEFO drawing veiled warnings from the ratings agencies about potential AAA implications, while prices for Australia’s major exports crash, Gunnamatta spoke with Leith van Onselen & David Llewellyn-Smith about how the Australian economy has fared throughout the year,

44

MB Radio: An Economy to Remember

  After the release of the 1Q 2015 Capex data by the ABS, Gunnamatta spoke with David Llewellyn-Smith and Leith van Onselen about the significance of the data for the national economy.  In a wide ranging discussion, they covered the outlook for aggregate demand, interest rates, and employment, and discussed how the economic outlook will

24

MB Radio: Everything you wanted to know about 2015 but were afraid to ask

With the government under increasing pressure and the economy remaining soft against a backdrop of an increasingly deflationary international environment, David Llewellyn-Smith and Leith Van Onselen talk with Gunnamatta about the implications this has for the Australian economy over the coming year or more. In a wide ranging discussion about the pressures coming onto the economic radar –

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MB Radio: LVO, DLS and Lindsay David discuss the great property blowoff

With ‘Hog Wild’ investors pushing Australian real estate to all time highs, as the global macro backdrop turns more ominous and the domestic economy prepares for a more austere environment, Gunnamatta spoke with David Llewellyn Smith, Leith Van Onselen, and Lindsay David, author of ‘Australia: Boom to bust’ about the dizzying ascent of Australian real

118

Van Onselen vs Keen vs Cashmore on property

With mainstream media attention focused on whether Australia is or isn’t in a real estate bubble, and the atmosphere around Sydney prices becoming rarefied, Gunnamatta spoke with Leith Van Onselen, Catherine Cashmore, and special guest, Professor Steve Keen, on the current real estate market, the supply and demand drivers articulated by that market, and the

6

MB Radio: Central bank bubbles

With major global market players  warning about  equities and bond bubbles and the RBA warning again about the risk of an Australian real estate bubble, Gunnamatta spoke with David Llewellyn Smith about the bubbles in play,  how they are being fuelled by global monetary policy, the likelihood and potential timeframes of “tapering”, and the likely

52

MB Radio: The Real Estate Lift-Off

With auction clearance rates in Sydney and Melbourne climbing above 80% and with the RBA, APRA, the media and real estate groups increasingly talking about, warning about, or mulling whether Australia is facing a renewed real estate price bubble, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about whether we are in a

1

MB Radio: Are we ready for the capex cliff?

The June Quarter 2013 ABS Capital Expenditure data release on Thursday weakened substantially, and pointed to a further deterioration in the economic outlook.  Gunnamatta spoke with David Llewellyn Smith about the current figures and future forecasts, as well as the possible moves to address this deterioration from both the fiscal and monetary side, as well

8

MB Radio: The delusional election

With less than 3 weeks before the LNP coalition returns power in what looks increasingly like it may be an election landslide, Gunnamatta spoke with David Llewellyn Smith and Leith Van Onselen about the way economic issues have played out in the campaign, the economic backdrop, and the increasing disconnect between the economic outlook and

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MB Radio: AUD eyeing a dive?

With the AUD already under the cosh from weak dwelling approvals and Glenn Stevens mid-week comments, Gunnamatta spoke with Greg McKenna of Global FX about sentiment surrounding the Aussie and the way markets may react if a large revenue hole is unveiled, and the way the RBA will look at future cuts in 2H 2013,

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MB Radio: Housing affordability and politics

With Australia in the midst of a phoney war before an election campaign Leith van Onselen and Catherine Cashmore discuss with Gunnamatta the silence of Australia’s political process (and both sides of politics) on the subject of affordable housing. The discussion ranges over the factors which have created Australia’s extraordinary real estate prices, and the

3

MB Radio: Farewell China Harbour?

Upon the release of the Chinese 2Q 2013 GDP data showing 7.5% annual growth, Gunnamatta spoke with David Llewellyn Smith about how the outlook for China’s GDP has changed over the last few months, the influences at play in shaping the Chinese economy and the  implications and risks associated with this, as well as how

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MB Radio: Demographic headwinds & property

With the Australian economy past a major workers to dependents demographic tipping point, Leith Van Onselen and Catherine Cashmore spoke with Gunnamatta about the implications this has for Australian Real Estate as well as the risks involved for future Real Estate buyers and those already invested.  The discussion also considers the role immigration and negative

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MB Radio: A Prime Minister out of touch

Less than six weeks after declaring a “budget crisis” Prime Minister Gillard used a speech to CEDA to attack what she saw as unduly negative press commentary about Australia’s economy. David Llewellyn Smith spoke with Gunnamatta about the economic backdrop to the Prime Minister’s comments, the economic narrative the government portrays, and the increasing disconnect

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MB Radio: Future of Australian property special

David Llewellyn Smith, Leith van Onselen, and respected Australian real estate journalist and buyers advocate, Catherine Cashmore, talk with Gunnamatta about where the real estate market currently is, where it has come from, and the factors which will determine where it is going. The discussion explores the role rising real estate prices play in spurring

3

MB Radio: Capex and rate cuts

Ahead of this Thursday’s release of the Capex spend data for 1Q 2013, David Llewellyn-Smith spoke with Gunnamatta about the significance of Mining Capex as an Australian economic driver in recent years, why it has started to weaken, and the implications for the Australian economy, moving forward, of a declining Capex spend.

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MB Radio: The rise and rise of negative gearing

Find below or from our dedicated podcast feed (click the purple icon in the “Follow Us” sidebar to subscribe) a new podcast with Leith van Onselen and Gunnmatta examining recent released tax statistics covering the use of negative gearing in the Australian property market. The discussion is drawn from a much more comprehensive report available