Kelvin Davidson

speaker

1,120 appearances 10 recordings 2 series first heard Jan 2026 last heard 10 Aug

Kelvin Davidson’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 — 10 in all, peaking in Mar 2026 with 3.

Appearances

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The NZ Property Market Podcast · Australia, New Zealand, and Uncertainty · 29 Mar 2026 podcast

So, yeah, that was kind of the main news here.

And I think it ties in nicely to the chat we can have about the global economic environment, what's going on in Australia and what's going on in particular in the Australian housing market potentially as a result of all of this.

So...

So I don't know.

I mean, does that sort of all sound pretty similar to what you're seeing in Australia?

Is it a little bit different?

I mean, what's your Reserve Bank environment?

I know you've already had one or two cash rate hikes.

So yeah, maybe just set out the Australian thing and some thoughts around the global economy from your experience and background.

the physical disruption is the thing that we really have to worry about yeah i know it's uh yeah it is it's really interesting isn't it that it sort of puts things into perspective doesn't it around you know shift to evs and and you know um solar energy and renewable and all of that and you know that's that's great all very good stuff but it does sort of reinforce that actually yep that that's great and we should aspire to that over time but right now

You know, I think it sort of illustrates that there's still a pretty strong reliance on oil, isn't there, and, you know, fossil fuels.

You know, that's awesome.

It's really interesting to hear the difference as well between just the sort of Reserve Bank approaches at the moment.

I know differing economies, differing starting points, but to see the differing responses as well at the moment with, you know, our Reserve Bank just holding back, saying, you know, yep, not necessarily going to rush and do any OCR increases, and, you know, you've already had a couple, so...

Yeah, it kind of sets the scene, very, very different sort of paths we've been on.

I mean, how has all that sort of fading into the housing market feel at the moment?

Because I know you've had a pretty strong housing upturn for a good year or two now.

We've been very, very flat.

Sales activity has been going up, but house prices, well, in some areas, actually still going down.

But when you look at a national median, it's been pretty flat for a good couple of years now.

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