James Thompson
speaker
5,677 appearances
18 recordings
2 series
first heard Apr 2026
last heard 18 Sep
James Thompson’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 — 18 in all, peaking in Jul 2026 with 5.
Appearances
I mean, I don't know.
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Ma maybe the normal cycle reasserts itself, but th there's a few things that are just different this time.
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The tax changes is one and the cost of borrowing is the other.
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And I I think this is gonna be a a a different looking cycle than the one that we've been used to for twenty years, where house prices just go up.
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Not exactly a rosy outlook, is it, James?
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No, but I think it's an honest one, Anthony.
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I mean, that's what I liked about this session that you you did a great job with these guys.
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And Schwartz isn't silly, he's been around the block plenty of times.
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And he's right.
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It would be a real surprise if what's happening in the housing market doesn't squeeze out some more builders, doesn't cause a bit more pain.
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Anthony, part of me sort of says, Well, this is what happens.
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We've had, you know.
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know, a very long period of pretty good conditions in the housing market.
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And whether you're a private credit firm or a real estate agent or a mortgage broker or a conveyancer or one of those people who does the house staging when you move, you've grown pretty fat and happy off this housing boom.
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It doesn't always go like that.
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Prices can come down, borrowing costs can come up.
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Is this just the other side of it?
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Because what usually happens
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In a period like this, the quality players, whether they're in private credit or real estate or or whatever, the quality players generally find they can get through and emerge on the other side looking better.
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But there's gonna be some pain, right?
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Showing 821–840 of 5,677 · page 42 of 284
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