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

00:24:33

Betting On The TACO Trade, Or Bust…!

Digital Finance Analytics (DFA) Blog ·

2025/06/21

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. Markets have clawed their way back towards record highs in recent weeks, following the early April Trump tariff experiments. The MSCI global index was flat on the … Continue reading "Betting On The TACO Trade, Or Bust…!"

en-US

00:17:28

What AI Knows About Housing Affordability That Our...

Digital Finance Analytics (DFA) Blog ·

2025/06/20

I thought I would try an experiment today, using AI to examine Australian housing affordability. So I did some research with Copilot. I started with the question of why Home Prices in Australia are so high Relative to Incomes. The reply seems remarkably on point. In summary, Australia faces one of the most acute housing … Continue reading "What AI Knows About Housing Affordability That Our Leaders Duck!"

en-US

00:13:22

Watching Paint Dry Would Have Been More Fun…!

Digital Finance Analytics (DFA) Blog ·

2025/06/19

We got a master performance from Fed Chain Powell yesterday in saying as little as possible, while avoiding all the pitfalls and not mentioning stagflation once. The Fed confirmed on Wednesday that a targeted federal funds rate had been held at a range of 4.25% to 4.5% following its rate-setting open market committee’s latest two-day … Continue reading "Watching Paint Dry Would Have Been More Fun…!"

en-US

00:09:27

Kiwis Get More Good News On Housing Affordability!

Digital Finance Analytics (DFA) Blog ·

2025/06/18

Across the ditch, the story of home prices and affordability is completely different from Australia. So far, the Reserve Bank of New Zealand has slashed the official cash rate by 2.25%, which has lowered mortgage rates by around 2% over the past year. The good news is that falling interest rates, heavy price cuts, and … Continue reading "Kiwis Get More Good News On Housing Affordability!"

en-US

01:28:58

DFA Live Q&A HD Replay: Mapping Financial Stress...

Digital Finance Analytics (DFA) Blog ·

2025/06/17

This is an edit of a live discussion as we explore the latest DFA modelling on financial stress across the country. We will have the post code engine on line, as well as our mapping tools. Details of our one to one service are here: https://digitalfinanceanalytics.com/blog/dfa-one-to-one/ Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "DFA Live Q&A HD Replay: Mapping Financial Stress Across Australia"

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01:10:25

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/06/16

This week we deep dive into the property data to debunk more claims about massive price rises, as well as call out NCB (Dummy Bidding) and other tricks of the trade. Given the emotion simmering under the surface, and being stoked by poorly written articles in some quarters, linked to the property industry, we lay … Continue reading "Its Edwin’s Monday Evening Property Rant!"

en-US

00:09:55

“No Choice: But Forced To Buy Units Ahead Of Rate Cuts!”

Digital Finance Analytics (DFA) Blog ·

2025/06/15

Last week I discussed the weaker auction and clearance results, centred on the impact of the King’s Birthday long weekend, which cut the number of auctions held by around one-third. In the end, Sydney’s final auction clearance rate subsequently fell to 58.1%, the lowest result this year. But of course, this week, it’s a different … Continue reading "“No Choice: But Forced To Buy Units Ahead Of Rate Cuts!”"

en-US

00:16:43

At The Edge Of The Abyss, Or Just Noise?

Digital Finance Analytics (DFA) Blog ·

2025/06/14

This is our weekly market update. We begin in the US, move to Europe and Asia, and conclude in Australia, also covering commodities and cryptocurrency. Recent tensions in the Middle East increased oil prices, with investors turning to safe-haven assets like the dollar and gold. Oil prices rose following Iran’s response to Israel’s significant military … Continue reading "At The Edge Of The Abyss, Or Just Noise?"

en-US

00:11:18

The Migration Elephant In The Room Is MIA In Yet...

Digital Finance Analytics (DFA) Blog ·

2025/06/13

In a recent 1:1 conversation, I was asked why I keep talking about the drivers of housing affordability, when it seems those in charge default to a simplistic “its all supply” response. My simple answer was, and is, because the real story needs to be told, especially now. We just got a report from the … Continue reading "The Migration Elephant In The Room Is MIA In Yet Another Housing Crisis Report!"

en-US

00:11:11

Is The AUKUS Stupidity About To Be Called Out?

Digital Finance Analytics (DFA) Blog ·

2025/06/12

Now we know that the Pentagon has launched a review of the AUKUS pact as the Trump administration looks to shift the burden for collective defense to allies and make sure the US has enough warships of its own. In 2021 AUKUS was the Biden-era the US$240bn agreement with Britain and Australia in which Australia … Continue reading "Is The AUKUS Stupidity About To Be Called Out?"

en-US

00:10:57

The US China Trade Smoke And Mirrors…

Digital Finance Analytics (DFA) Blog ·

2025/06/11

I remember when I was traveling in Asia some year back, I had many people tell me about China’s ability to think long term, and play for long term wins. I recalled those conversations this week, as two days of talks on trade ended in London on Tuesday. Between the US and China. They are … Continue reading "The US China Trade Smoke And Mirrors…"

en-US

01:31:16

DFA Live Q&A Replay: Investing Now: Are Markets Back...

Digital Finance Analytics (DFA) Blog ·

2025/06/10

This is an edit of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen as we look at the latest from the markets. Many indices are now close to all time highs again, as the trade war risks are downplayed, yet long terms bond rates remain elevated, … Continue reading "DFA Live Q&A Replay: Investing Now: Are Markets Back To Normal? With Damien Klassen"

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01:16:04

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/06/09

Another dose of sense from our Property Insider Edwin Almeida, as we kick over the coals of the market, after a weaker auction session this week. Which begs the question, are markets set to run higher, or are other factors in play? Where is the new money coming from, and what will the consequences be? … Continue reading "Its Edwin’s Monday Evening Property Rant!"

en-US

00:12:45

Property Lies, Distortions And Social Consequences…

Digital Finance Analytics (DFA) Blog ·

2025/06/08

If you look at the data on property, and specifically mortgage lending, there is something lurking in the woodshed. It is simply this. Mainstream bank lending has become the preserve of wealthier, older borrowers, with a combination of lending rules, risk aversion, climbing asset prices, and rising living costs locking younger, less wealthy Australians out … Continue reading "Property Lies, Distortions And Social Consequences…"

en-US

00:27:16

Flying Blind? Markets Sway As Global Debt Bomb Looms!

Digital Finance Analytics (DFA) Blog ·

2025/06/07

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. In the battle of the two mega egos, of Tump and Musk, which raged this week on socials, the lynch-pin was a deep question about the sustainability … Continue reading "Flying Blind? Markets Sway As Global Debt Bomb Looms!"

en-US

00:11:41

Is CBA ≥ NVIDIA?

Digital Finance Analytics (DFA) Blog ·

2025/06/06

On Wednesday Commonwealth Bank shares hit a record $181.10, to become the first ASX-listed company to be valued at more than $300 billion. By comparison, the country’s second-largest company by value, BHP, has a market capitalisation of $192 billion. The iron ore giant had been the ASX’s biggest stock since it collapsed its British company, … Continue reading "Is CBA ≥ NVIDIA?"

en-US

00:18:40

Is Australia At Risk Of “Jumping The Shark?”

Digital Finance Analytics (DFA) Blog ·

2025/06/05

The slang term “Jumping The Shark” according to the Urban Dictionary, is when something has reached its peak and begun a downhill slide to mediocrity or oblivion. It was especially applied to TV shows like the Happy Days episode where Fonzie jumps over a shark while on water-skis. This was considered to be the low … Continue reading "Is Australia At Risk Of “Jumping The Shark?”"

en-US

00:24:21

Can The Property Market Python Swallow The Equity...

Digital Finance Analytics (DFA) Blog ·

2025/06/04

There is massive wealth tied up in Australian property, but there some important questions which follow from this, especially given the expectation of inter-generational wealth transfer ahead, Governments seeking more tax sources, and the family bank becoming even more important in family finances. This show looks at these issues, and sheets the consequences back to … Continue reading "Can The Property Market Python Swallow The Equity Elephant?"

en-US

01:56:54

DFA Live Q&A Replay: Property Nightmare Ahead? With...

Digital Finance Analytics (DFA) Blog ·

2025/06/03

This is an edit of a live discussion with Leith van Onselen, Chief Economist and Joint Founder of Macrobusiness. We dived into the latest trends across the Australian economy and delved into the expected trajectory of home prices ahead, as well as broader issues including migration and productivity. http://www.martinnorth.com/ Details of our one to one … Continue reading "DFA Live Q&A Replay: Property Nightmare Ahead? With Leith van Onselen"

en-US

01:11:23

Its Edwin’s Monday Evening Property Rant!

Digital Finance Analytics (DFA) Blog ·

2025/06/02

In our regular show, Edwin and I unpack the latest property data and ask whether the booming headlines about more home price growth ahead tells the full story (clue: no). We also look at the latest from the Wee Chat Chatters and parse the statistics on auctions and clearance rates. And we meet the Godfathers … Continue reading "Its Edwin’s Monday Evening Property Rant!"

en-US

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Digital Finance Analytics (DFA) Blog

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