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

01:23:23

The Australian Monetary Policy Civil War: With Tarric...

Digital Finance Analytics (DFA) Blog ·

2024/09/06

In my latest Friday chat with journalist Tarric Brooker, we look back at the recent stoush between the Reserve Bank and the Government as inflation remains sticky, and the Treasurer says Government spending is helping to bring inflation down. Plus, thanks to Tarric’s excellent slides we parse the latest data and delve into the mechanics … Continue reading "The Australian Monetary Policy Civil War: With Tarric Brooker"

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00:10:33

Kiwis See Average 16% Home Price Falls From Peak, But...

Digital Finance Analytics (DFA) Blog ·

2024/09/05

In this show we look at the latest property data from New Zealand, from the REINZ and CoreLogic. The Real Estate Institute of New Zealand (REINZ) released its July 2024 data at the end of August. The national median price decreased by 2.2% year-on-year, from $770,000 to $753,000, and decreased by the same amount month-on-month. … Continue reading "Kiwis See Average 16% Home Price Falls From Peak, But Hopium Ahead!"

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00:11:28

Worst Ever Great Idea: Australia IMPORTS LNG!

Digital Finance Analytics (DFA) Blog ·

2024/09/05

I have been talking about the absolutely stupid Government policy of gas supply, as a few big multinational companies continue to pump and export gas owned by Australia abroad, using energy from said gas sufficient to support Australian need, in order to liquidity it for export. The stupidity stems from the lack of an east … Continue reading "Worst Ever Great Idea: Australia IMPORTS LNG!"

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00:13:46

Smashed!

Digital Finance Analytics (DFA) Blog ·

2024/09/04

Well now we know. Australia’s annual GDP growth rate fell to its lowest level since December 1991, outside of the pandemic as consumers hunkered down in the face of elevated borrowing costs and stubbornly sticky inflation. Annual GDP growth has slowed markedly from a decade average of 2.4%, partly due to the RBA’s rate tightening … Continue reading "Smashed!"

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01:37:23

DFA Live Q&A HD Replay: Investing Now: With Damien...

Digital Finance Analytics (DFA) Blog ·

2024/09/03

This is an edited version of a live discussion with Head of Investments At Walk The World Funds And Nucleus Wealth, Damien Klassen as we review the past volatile month and talk about what is ahead for the markets. Original show here with chat: https://youtube.com/live/SSvtwrLRNEw http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "DFA Live Q&A HD Replay: Investing Now: With Damien Klassen"

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01:15:51

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/09/02

In this weeks show we highlight the link between Government policy and home prices (rather than the economic theory of supply and demand), touch on the risks of renovations, as costs spiral and look at the latest listing and price trends as we move in the spring selling season. Edwin Almedia, our property insider says, … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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00:13:07

Why Rate Cuts Won’t Come Soon To Australia…

Digital Finance Analytics (DFA) Blog ·

2024/09/01

Markets have reduced their expectation of a cash rate cut this year following key data at home and in the US suggests both economies were still on solid footing despite elevated inflation and decade-high borrowing costs. Now Australian money markets are no longer fully pricing in an interest rate cut this year, implying an 85 … Continue reading "Why Rate Cuts Won’t Come Soon To Australia…"

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00:27:50

Markets Gain Ground Despite Choppy Trading!

Digital Finance Analytics (DFA) Blog ·

2024/08/31

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia. And let me say this is a calm and methodical summary, not a shouty content light thing which might be all the rage on some social media, but which for me does not cut … Continue reading "Markets Gain Ground Despite Choppy Trading!"

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00:43:53

Putting People First: With Senator Gerard Rennick

Digital Finance Analytics (DFA) Blog ·

2024/08/30

I caught up with Queensland Senator Gerard Rennick, who this past week announced a switch to become an independent, with a view to Putting People First”. In this show we discuss the state of politics, policies which could make a real difference to people, and the need to right-size the political machine. A must watch! … Continue reading "Putting People First: With Senator Gerard Rennick"

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00:08:45

The Latest Inflation News Says We Still Have A Problem!

Digital Finance Analytics (DFA) Blog ·

2024/08/29

The RBA has said that the battle to control inflation is not yet over, and the latest data from the ABS, the monthly CPI report for July came out today and confirms that inflation does remain a problem. The monthly Consumer Price Index (CPI) indicator rose 3.5 per cent in the 12 months to July … Continue reading "The Latest Inflation News Says We Still Have A Problem!"

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00:08:52

The Mortgage Stress Pigeons Coming Home To Roost!

Digital Finance Analytics (DFA) Blog ·

2024/08/29

Those following the DFA channel will know we have been tracking the rise of mortgage stress in recent times, as the higher interest rates and prices bite while real incomes stalled. I have been listing some of those post codes, like Liverpool in Sydney or DonnyBrook in Melbourrne, where we have been measuring cash flow … Continue reading "The Mortgage Stress Pigeons Coming Home To Roost!"

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01:30:40

DFA Live Q&A HD Replay: Asset Inflation, Rate Cuts &...

Digital Finance Analytics (DFA) Blog ·

2024/08/27

This is an edited version of a live discussion with Crypto evangelist Adam Stokes as we examine the recent changes in the market, as gold rockets to new highs, even as rate cuts and QT is under way. Where is the real value of money, and how does Crypto play into this? http://www.martinnorth.com/ Go to … Continue reading "DFA Live Q&A HD Replay: Asset Inflation, Rate Cuts & Crypto: With Adam Stokes"

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01:04:54

Its Edwin’s Monday Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/08/26

In this weeks show with our Property Insider Edwin Almeida, we look at the latest data and reports on the property market. How far is the lag and what can we tell about what is happening on the ground? The vibes are showing higher listings, but not necessarily good quality ones and the rest, while … Continue reading "Its Edwin’s Monday Property Rant!"

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00:10:21

Is Property Springing Into Life, Or Catching A Cold?

Digital Finance Analytics (DFA) Blog ·

2024/08/25

Whilst data should be immutable, interpretation of said data can be tweaked and turned, to spin a particular story. As we have seen in the press this past week. Take, for example auction clearance results. The preliminary auction clearance rates for this past weekend in the biggest markets of Sydney and Melbourne came out tracking … Continue reading "Is Property Springing Into Life, Or Catching A Cold?"

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00:22:10

Rate Cuts Incoming: But Be Careful What You Wish For!

Digital Finance Analytics (DFA) Blog ·

2024/08/24

This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, while covering commodities and crypto on the way. Weird though it seems, a short speech given by an elderly gentleman in a valley and wilderness recreation area in western Wyoming had the markets on … Continue reading "Rate Cuts Incoming: But Be Careful What You Wish For!"

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00:21:19

The Real Truth About The Wealth Of Nations: With...

Digital Finance Analytics (DFA) Blog ·

2024/08/23

I caught up with author Bruce Francis Schaafsma who has just published a thought provoking book which questions some fundamental assumptions about economics, with profound and far-reaching consequences. While we see the rich getting richer whilst others struggle, what if there are enough resources in the world, and the real issue we face is a … Continue reading "The Real Truth About The Wealth Of Nations: With Bruce Francis Schaafsma"

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00:55:13

Austerity By Design: Who’s Taking The BIS? With Elisa...

Digital Finance Analytics (DFA) Blog ·

2024/08/22

In this show we look at the technocrats at the Bank for International Settlements, how they came to hold so much power, and what that means for us today. Timely, given the Jackson Hole bankers “love-in” happening this week. This builds on my earlier show “Who Killed The Australian Dream?” recorded with Elisa Barwick from … Continue reading "Austerity By Design: Who’s Taking The BIS? With Elisa Barwick"

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00:07:15

Is Melbourne The Property Problem Child?

Digital Finance Analytics (DFA) Blog ·

2024/08/21

You may recall that I often say, there is not one property market but many micro markets that behave in quite different ways. But at the capital city level, Melbourne appears to be in some strife in terms of price falls at the moment. Overall, it certainly looks like the combined impact of state policy, … Continue reading "Is Melbourne The Property Problem Child?"

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01:17:35

DFA Live Q&A Replay: Deep Insights Into The Property...

Digital Finance Analytics (DFA) Blog ·

2024/08/20

This is an edited version of a live discussion with the founder of Spachus, the property data portal, a true independent in the Australian real estate market, which provides unbiased and transparent data across the country. Their data is updated every 24 hours so you can get the latest trends and insights first! Lets see … Continue reading "DFA Live Q&A Replay: Deep Insights Into The Property Market With Spachus"

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01:11:37

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2024/08/19

In tonight’s show our Property Insider Edwin Almeida and I chuckle at the “innovative” policy for first home buyers being mooted in the USA (no, these do not work: see Australia!), look at price growth in Perth, and a horror story in Logan City, Brisbane, as well as the normal deep dive in the numbers. … Continue reading "Its Edwin’s Monday Evening Property Rant!"

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Digital Finance Analytics (DFA) Blog

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