James Thomson
speaker
2,279 appearances
7 recordings
2 series
first heard Apr 2026
last heard 12 Jun
James Thomson’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 — 7 in all, peaking in May 2026 with 4.
Appearances
of the Australian housing market or the banking sector.
So we'll see where it goes.
CBA has been hit the hardest in terms of the most short bets against it since the budget, probably because it's the biggest bank with the biggest housing and deposit books.
Westpac sort of hit next hardest.
So yeah, people are piling against them.
Anthony, this trade, this is not the first time people have tried to short the banks, but this is known as what's called a widowmaker trade because people get excited about it and then it spectacularly blows up in their face.
We've seen this a few times.
People have been against the banks.
Australian fund managers have been underweight the banks forever.
And what do bank stocks do?
They keep going up.
Is there any chance that this will be another disastrous bet for the short sellers?
Oh, for sure, James.
This isn't just a widowmaker.
This is the widowmaker.
Yeah, good point.
But in the past, it's tended to be around the collapse of the Australian property market because people offshore look at house prices here and they're like –
They can't keep going up.
They just can't keep going up.
8% a year is not normal.
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