Anthony Macdonald

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

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

Trend

recordings per month · last 12 months
4 · Sep OctJan 26AprJulnow

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

Appearances

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And what does that do to that sort of big housing build-out we've got going on?
So it gets worse for sure.
You know, it's just so tough out there, right?
The cost of buildings up, the inflation, the materials wages, lead times are longer, the costs of debt's up, the house prices we're seeing, James.
We're in a down cycle, right?
Worse since 2022, could end up being worse than a decade, could be better or worse than that.
Who knows?
We don't.
You know, like it's it's all about rates and tax changes and
And sentiment at the end of the day, it's that property buyer sentiment which has taken a massive hit.
All that puts pressure on valuations, pressure on the builders, the lenders, the whole ecosystem.
Yeah.
And, you know, we've got a real life example of it in Bathla.
Yeah.
So let's just see where this goes.
For me, James, it's a big reminder that we're the land of oligopolies.
You know, supermarkets, airlines, energy retailers, private health insurers, hospitals, banks, you name it, small handful of players in each industry.
One might be going a bit better than the other, but both tend to do okay.
You know, they're scrapping over bits of market share, but both have a place that makes results sort of arguing around the edges.
You know, lots of focus on who's taking the short-term market share, like the little trade.
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