Anthony Macdonald

speaker

4,537 appearances 16 recordings 1 series first heard Apr 2026 last heard 2d ago

Anthony Macdonald’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 16 in all, peaking in Sep 2026 with 4.

Appearances

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Chanticleer · Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows · 4 Sep 2026 podcast

Remember, this was a deliberate one designed to knock the top off the house prices for the first home buyers in particular. voice-verified

But these sell-offs are nearly always most dramatic when they start, which typically coincides with the start of a new rate cycle, right? voice-verified

Which is when rates start going up, which has happened. voice-verified

In the past six months or so. voice-verified

So we've had what should be the steep bit. voice-verified

You know, expect the velocity of the sell-off should tail off a bit now. voice-verified

It's just a matter of how long it goes. voice-verified

I mean, I think to suggest it keeps going as it has in the past quarter and and then annualise that and call out an 18.6% drop that we're that we're staring at. voice-verified

That we're staring at. voice-verified

For me, I think it's a bit disingenuous. voice-verified

I mean, we don't look at CBA shares and they go up one percent today and we analyze that and think about what their price. voice-verified

Price change could be over the space of a year. voice-verified

I know I know it's different because you got liquid versus illiquid assets, but it matters because if you believe house prices are going to drop further, and economists seem to be sort of gathering around this, you know, 10% sort of sell off mark nationally. voice-verified

Oh no, it's voice-verified

Yeah. voice-verified

Then the next question is what does that do to consumption? voice-verified

And we talk about the wealth effect a lot. voice-verified

You know, basically people spend more when the value of their home is rising. voice-verified

James Thompson's more likely to be able to do that. voice-verified

To get a new car or renovate his kitchen or go on a holiday or whatever. voice-verified

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