James Thompson

speaker

987 appearances 3 recordings 1 series first heard Jul 2026 last heard 18 Aug

James Thompson’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 — 3 in all, peaking in Aug 2026 with 2.

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The Money Café with Alan Kohler · AI, AGMs, and Overworked Directors · 21 Jul 2026 podcast

People buy the dips.

It's just become such a winning strategy.

So I don't think we can rule that out.

And look, you know, the S&P 500, it's what, 2% off its all-time high?

We're not talking Great Depression here.

So, yeah, it's tense.

But, you know, you've got that.

You've got Iran sort of turning…

Sort of turning into a forever war, isn't it, a little bit?

Well, yeah, exactly.

I mean, but the sort of intersection that interests me, Stephen, is we've got a lot of upset now and concern about where housing is going.

If this war drags on, the inflationary pressures from energy are going to just continue to build.

It doesn't leave the RBA with a lot of wriggle room.

I mean, if there's one more rate hike and then maybe a second, that's going to be nasty for the housing sector.

I mean, clearly we're getting this sort of sense at the moment, no one wants to catch a falling knife.

Everyone's waiting to see where prices settle.

You know, why would I buy now if in six months the prices are going to be lower?

Sentiment in housing is pretty ugly at the minute, so...

Yeah, it's sort of a bit of a few interconnected things to watch at the moment.

On Thursday.

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