Alan Kohler
speaker
157 appearances
7 recordings
1 series
first heard Jun 2026
last heard 5d ago
Alan Kohler’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jul 2026 with 3.
Appearances
I mean the the the market the futures market is putting a sixty percent probability on a rate hike.
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Roughly and a sixty percent chance of a rate cut next year.
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So uh you know, it's basically uh I reckon a near all drawer there.
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I do.
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And that was a sort of an a very anomalous decade of interest rates below two percent, and that was the result of a global glut of savings.
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versus investment.
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And that's finished.
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That decade of interest rates being very low.
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uh resulted in house prices increasing sixty percent in Australia.
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That was when house prices just got completely out of control.
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Yes.
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Obviously supported by high level of immigration and a low level of housing completions.
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But it was fundamentally interest rates that did it and now those days are gone because
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There's been a massive increase in investment.
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required firstly for AI, mainly for AI, but also for uh defence.
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So you know, the globalisation, the days of America being sort of a global policeman guaranteeing peace everywhere are over.
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So countries everywhere are increasing their defence spending and also
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Uh government spending in general is kind of very high and government debt is very high.
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So there's this collision going on between
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government debt being high and uh spending on AI and defence.
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Showing 61–80 of 157 · page 4 of 8
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