PODCAST

Digital Finance Analytics (DFA) Blog

Martin North

We discuss the latest finance and digital business news, with a distinctively Australian flavour

business business news

All Episodes

01:40:29

DFA Live Q&A Replay: Is The Financial System Breaking...

Digital Finance Analytics (DFA) Blog ·

2025/04/22

This is an edited version of a live discussion as I explore the latest market dynamics even as tariffs wreck the joint, and treasury yields rise; with Adam Stokes, a crypto evangelist. Is it time for new money, and how does all this play into the current election debates? https://www.youtube.com/@adamstokes http://www.martinnorth.com/ Details of our one … Continue reading "DFA Live Q&A Replay: Is The Financial System Breaking (And What’s Next): With Adam Stokes"

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01:13:11

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/04/21

Property Insider Edwin and I kick around the latest property and election news, and pull apart the latest numbers. During the show we highlight recent announcements from China about graduates now being pulled into the army, the latest on what people are not moving, despite in some cases pressures to do so, and the latest … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:04:10

Finally, Some Of The MSM Are Telling The Economic...

Digital Finance Analytics (DFA) Blog ·

2025/04/20

I had a couple of YouTube shows pop up in my feed today which cut to the heart of the economic issues which Australia is facing. Up to now, the critical questions around migration, productivity and gas reservation were really not covered in any depth, indeed, some might say they were deliberately avoided. But now … Continue reading "Finally, Some Of The MSM Are Telling The Economic Truth (Sort Of)…"

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01:01:34

Meet A Man With A Mission To Save Australia!

Digital Finance Analytics (DFA) Blog ·

2025/04/20

I caught up with Assoc Prof Andy Schmulow, the NSW Senate Candidate for The Australian Citizens Party, as we did a deep dive into the structural issues which are killing the Australian Economy, and its society; and what can be done about them. The conversation touched on the rigged system which has caused the cost … Continue reading "Meet A Man With A Mission To Save Australia!"

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00:18:00

Some Sliding Door Moments On The Fractured Australian...

Digital Finance Analytics (DFA) Blog ·

2025/04/19

Australia’s housing crisis is a key issue in this year’s election and as the campaigns run on, yawn, housing remains a central issue, but both major parties are playing games rather than getting to the heart of the issue. So today, I want to go though three cameos which bring out some of the critical … Continue reading "Some Sliding Door Moments On The Fractured Australian Property!"

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00:13:54

What Egg-actly Is Going On With The Incredible...

Digital Finance Analytics (DFA) Blog ·

2025/04/18

As we meet Easter head on, thoughts of course turn to the Chocolate Easter Egg. If you walk round the stores, you will note a few trends. First. Prices are significantly higher than the past couple of years. Second, the size of the eggs are smaller, thanks to shrinkflation, with some items 10% smaller than … Continue reading "What Egg-actly Is Going On With The Incredible Shrinking Easter Egg Scam?"

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00:15:28

Uncertainty Into Stagflation Spooks Markets, Lifts...

Digital Finance Analytics (DFA) Blog ·

2025/04/17

Today, Gold hit another all-time high as warnings from Federal Reserve Chief Jerome Powell about the impact of the trade war fueled volatility on Wall Street, leading to sharp declines in stocks and the dollar. Jerome Powell spoke at the Economic Club of Chicago on Wednesday and said that policymakers would balance their dual responsibilities … Continue reading "Uncertainty Into Stagflation Spooks Markets, Lifts Gold (Again)…"

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00:14:05

Plenty Of Waffle But No Beef: The Rental Scandal That...

Digital Finance Analytics (DFA) Blog ·

2025/04/16

In my live show with Leith van Onselen yesterday, we pulled apart the major party campaigns relating to housing, which focussed on those trying to buy, and a promise of higher home prices for all. This will put a rocket under home prices. But the real story, and the accompanying policy vacuum relates to the … Continue reading "Plenty Of Waffle But No Beef: The Rental Scandal That Pollies Prefer To Ignore!"

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01:37:55

DFA Live Q&A HD Replay: Are Australian House Prices...

Digital Finance Analytics (DFA) Blog ·

2025/04/15

This is an edit version of a live discussion as I explore the latest political interventions into the housing market and other economic issues with Leith Van Onselen, Chief Economist at Nucleus Wealth and Co-founder of Macrobusiness. Will house prices skyrocket following the election of a second-term Labor government? http://www.martinnorth.com/ Details of our one to … Continue reading "DFA Live Q&A HD Replay: Are Australian House Prices Set To Rocket? With Leith Van Onselen"

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01:01:35

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/04/14

An important week for a Rant as Edwin and I pick apart the latest housing policy announcements, and the broader economic questions surrounding the Trump Tariff games. What will property do as a result? http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to our research … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:18:02

Con Job: Housing Dog Whistles And Sugar Hits As...

Digital Finance Analytics (DFA) Blog ·

2025/04/13

You can tell an election is close as both major parties have launched their campaigns formally, with Dutton in Western Sydney and Albo in Perth. Recognising that costs of living and housing specifically are haunting younger voters, who now comprise the bulk of voters for the first time, housing was at the heart of both … Continue reading "Con Job: Housing Dog Whistles And Sugar Hits As Election Day Looms!"

en-US

00:25:08

In A Hyper Financialised World, Bond Markets Rule…

Digital Finance Analytics (DFA) Blog ·

2025/04/12

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia. This past week was an object lesson in the power of the Bond market. And not for the first time. A favourite quote on markets comes from the former CEO of Citicorp, Walter Wriston, … Continue reading "In A Hyper Financialised World, Bond Markets Rule…"

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00:12:06

Gas: One Policy To Rule Them All!…

Digital Finance Analytics (DFA) Blog ·

2025/04/11

Amazed though I am, it appears the LNP has one policy which is so critical it should win the election. I am talking about Gas reverse tariffs. Recall that while East Coast Australia has doubled its gas production over the past decade, the domestic market has been supplied with 25% less gas. This has driven … Continue reading "Gas: One Policy To Rule Them All!…"

en-US

00:13:21

The End Of Globalisation?

Digital Finance Analytics (DFA) Blog ·

2025/04/03

Yesterday, President Donald Trump announced broad “reciprocal” tariffs on imports from US trading partners across the world. The US will impose a minimum 10% tariff on all trading partners and slap even higher rates on about 60 countries that hold large trade surpluses with the US. For example, the reciprocal rate on imports from China … Continue reading "The End Of Globalisation?"

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01:34:50

DFA Live Q&A Replay: Investing In A Time Of Tariffs:...

Digital Finance Analytics (DFA) Blog ·

2025/04/01

This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen. In a time of tariffs and with markets in turmoil, how do we protect and survive? http://www.martinnorth.com/ Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The … Continue reading "DFA Live Q&A Replay: Investing In A Time Of Tariffs: With Damien Klassen…"

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01:23:27

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/03/31

As the election campaign starts in earnest, Property Insider Edwin Almeida and I consider the policy options as they relate to housing and migration, kick around the latest numbers and consider the real agenda which is running across the Country. Horror story number one. We also show a example of what damp can do to … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:14:54

The Next Incoming Tax Grab: Taxing Unrealised Gains?

Digital Finance Analytics (DFA) Blog ·

2025/03/30

I have highlighted the indisputable fact that the share of Government funding taken from households, via higher taxes, and freezing the bands so fiscal drag means we pay more, and despite the promise of tax cuts, has lead to the highest proportion ever. In fact, it is a bigger impost on households that the higher … Continue reading "The Next Incoming Tax Grab: Taxing Unrealised Gains?"

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00:26:16

Market Disorder Incoming As “Pax Americana” Unwinds…

Digital Finance Analytics (DFA) Blog ·

2025/03/29

It seems that markets are beginning to read the room, as the unwinding of the so-called rules based order – which really was based on a Pax Americana Hegemony, is falling apart. After the 25% auto imports tariffs were announced this week, the so called “Liberation Day”, on April 2, when Trump said he plans … Continue reading "Market Disorder Incoming As “Pax Americana” Unwinds…"

en-US

01:25:09

The Great Budget Bust Up: With Tarric Brooker…

Digital Finance Analytics (DFA) Blog ·

2025/03/28

In this “Election Special” Journalist Tarric Brooker and I discuss the announced election, and look at the data surrounding the upcoming campaigns. This is perhaps one of the most consequential elections of the recent era, and we touch on the main policy areas, around housing, employment, productivity, infrastructure, and the gas reservation. Make your vote … Continue reading "The Great Budget Bust Up: With Tarric Brooker…"

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00:18:58

Beyond The Budget BS…

Digital Finance Analytics (DFA) Blog ·

2025/03/27

In this show, I want to go beyond the superficial analysis of the recent budget given my in box has been flooded by “analysis: thousands of sources, much missing the point. And in passing a recognition that the proposal to remove the non compete clause in employee contracts, is one welcome surprise. But the Spin … Continue reading "Beyond The Budget BS…"

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