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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in May 2026 with 4.

Appearances

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The Money Café with Alan Kohler · Mining for More · 27 May 2026 podcast

people won't want to invest in, even in new houses, despite that negative gearing exemption, they'll be put off by the CGT change.

I mean, we're talking relatively small numbers according to Treasury's modelling, but Alan, frankly, I mean, the Treasury modelling

for housing supply and for rents is over 10 years.

It's a bit like the SpaceX total addressable market.

I mean, God knows how they did the modelling.

Let's wait and see.

Modelling's kind of, forget about it.

Yeah, I think that's right.

But look, I mean, one thing I will say, Cain, is I think there is a level of surprise out there amongst property people, certainly economists and analysts.

There's a bit of surprise about the size of the hit to sentiment in the property market.

which we're seeing come through early in, you know, soft data, so auction clearance rates and sort of surveys.

But this does seem to have really whacked the sentiment of property investors, which, you know, I've got to say that's what it was supposed to do.

Yeah.

That's right.

Exactly.

I guess in a way it's effective, but how that translates to prices, I think there's a lot of, you know, I think people are really having to wait and see there.

The hit to prices might be bigger than we think, particularly if we get a couple more rate rises.

Yes, I mean, I think there's going to be some rollback.

I'm not entirely sure what that rollback looks.

Is it a different rate for businesses?

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