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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 2.

Appearances

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The Money Café with Alan Kohler · AI's Double Life · 18 Aug 2026 podcast

Raising matched

Uh looking like looks like they'll do a five billion dollar bond deal. matched

Uh in Australian dollar bonds. matched

in the in the next little while. matched

Um as as Alphabet continues this sort of campaign matched

of raising debt in basically every currency in the world this this year. matched

So matched

It's it's it's okay. matched

Um I mean companies aren't getting much help from their economic matched

backdrop in Australia. matched

And I think we are at the the start of the matched

Um th the sort of economic impact of the housing slowdown. matched

Uh, Craig Wolford from MST Marquee had a had a great point this week that if you think about, you know, housing's always good, usually good for discretionary retail. matched

Think of a company like JB Hyfoy or Harvey Norman or Nick Scarly. matched

What they need is not just the housing market to be strong, but housing churn. matched

So buying and selling of housing to be strong. matched

Um now i in in the March quarter housing churn was running at about thirteen percent. matched

Uh in the June quarter was still at four point five percent. matched

So actually churn's holding up. matched

So so the the impact on retail, this is Wolford's argument, the impact on retail of the slowing housing market hasn't even really started yet. matched

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