Digital Finance Analytics (DFA) Blog
Episodes
Tony Locantro’s Christmas Box!
26 Dec 2025
Contributed by Lukas
Seasonal greetings to all our followers and viewers. Today we catch up with Tony Locantro and get his perspective of the year which is passing and 202...
Santa’s ESG Dilemma!
25 Dec 2025
Contributed by Lukas
In this seasonal show, Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds; and Martin North from DFA dive into Santa’...
DFA Live Q&A HD Replay: Stablecoins: A Financial Revolution Or Financial Coup? With Adam Stokes
23 Dec 2025
Contributed by Lukas
This is an edit of a live show were I was joined by Adam Stokes to examine the emergence of Stablecoins following The Genius Act and the implications ...
Its Edwin’s Monday Evening Property Rant!
22 Dec 2025
Contributed by Lukas
This is our last formal Rant of the year, so Edwin and I go to town on some of the property predictions for 2026 and consider some of the sleeping iss...
Good Versus Evil: In Memoriam
21 Dec 2025
Contributed by Lukas
The 21st of December is the solstice. Technically speaking the solstice is a specific moment, not a whole day and in 2025 it happens at 15:03 on 21 De...
Let’s Paper Over The Cracks For A Santa Rally…
20 Dec 2025
Contributed by Lukas
This is our weekly market update where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the w...
Australia’s Economy Hits The Wall: With Tarric Brooker
19 Dec 2025
Contributed by Lukas
Journalist Tarric Brooker and I catch up for our last chat of the year, and with the help of his excellent slides, pull apart the latest trends in ter...
Let’s Play Some Migration Numbers Numberwang!
18 Dec 2025
Contributed by Lukas
Today we got the ABS National, state and territory population data from June 2025. They reported that the Australia’s population grew by 1.5 per...
Eight Megatrends For The Years Ahead!
18 Dec 2025
Contributed by Lukas
Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds and Martin North from DFA discuss eight critical megatrends, which are s...
The Government’s “Find The Pea Budget Trick”…
17 Dec 2025
Contributed by Lukas
As expected, Treasurer Jim Chalmers wants you to believe that the budget is getting better and Labor’s claimed spending restraint is helping the Res...
DFA Live Q&A Replay: Our Housing And Economic Disaster Will End In Tears! With Leith van Onselen
16 Dec 2025
Contributed by Lukas
I am joined by Leith van Onselen Chief Economist and Co-founder of Macrobusiness, as we review the year across housing, and the economy, and ask what ...
Its Edwin’s Monday Evening Property Rant!
16 Dec 2025
Contributed by Lukas
A bit late, Edwin our property insider, and I discuss the latest property trends and stats for our weekly Rant. While things may be turning sour in so...
In A Troubled World, The Long Cash Con Continues…
15 Dec 2025
Contributed by Lukas
Edwin’s Monday Rant won’t happen tonight, as he is the middle of client settlements. Hopefully tomorrow. But it gives me the chance to ref...
Housing Markets Vomit Fear Into Year’s End!
14 Dec 2025
Contributed by Lukas
How quickly sentiment can turn as Australian’s favourite sport, housing, turns sour into the end of the year. Instead of more rate cuts next year, t...
Beyond Speculation: Is A New Order Approaching?
13 Dec 2025
Contributed by Lukas
As Jonathan Shapiro wrote in the AFR this week, financial markets are becoming one big gamble, catalysed by leading global retail brokers leading to a...
Life, The Universe And The Social Media Ban!
12 Dec 2025
Contributed by Lukas
This is my edit of a live show recorded with Adam Stokes on his channel, where we dived into the U16 social media ban, and discussed its origins, impl...
Schrodinger’s FED
11 Dec 2025
Contributed by Lukas
Powell argued in his post-meeting press conference that the economy right now — with inflation still well above the Fed’s 2% target and the labor ...
RBA Crushes Households As Bond Vigilantes Ride In!
10 Dec 2025
Contributed by Lukas
Yesterdays RBA Monetary Policy Board unanimous decision to hold rates at 3.6% and Michelle Bullocks calling the end to a truncated easing cycle meetin...
DFA Live Q&A HD Replay: Why Essential Services Are Deliberately Being Destroyed: With Robbie Barwick
09 Dec 2025
Contributed by Lukas
This is an edit of our latest live show where Robbie Barwick from the Citizens Party joined me to explore the critical policy issues which Australia i...
Its Edwin’s Monday Evening Property Rant!
08 Dec 2025
Contributed by Lukas
As we run up to the end of the year, Edwin and I examine the underlying tides which are influencing the property markets across the country. We examin...
The Australian Economic Miracle, Isn’t….
07 Dec 2025
Contributed by Lukas
The spin from politicians is that strong jobs growth is a result of their great policies, and the RBA often says they deliberately kept interest rates...
Market High-Wire Act Continues: Just Don’t Look Down!
06 Dec 2025
Contributed by Lukas
This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the wa...
Burnout Economics Is Why You Feel So Poor! With Tarric Brooker
05 Dec 2025
Contributed by Lukas
Tarric Brooker joins me for a review of the week, and the latest data and charts, as Spin Jim tries to explain the Australian economy is so great, whe...
How To Terminate The Housing Crisis: With John Wright
04 Dec 2025
Contributed by Lukas
Associate Professor John Wright is back to develop his concept of Carry Trades further as we ask how to solve the housing crisis. This time he uses th...
Latest GDP Shows Burnout Economy In Action!
03 Dec 2025
Contributed by Lukas
Today we got the latest data from the ABS on the Australian Economy, via the backward-looking data on GDP to September 2025. As you know I think GDP i...
DFA Live Q&A Replay: Santa Rally? Volatility? Tokenisation? Investing Now With Damien Klassen
02 Dec 2025
Contributed by Lukas
This is an edit of a live show where Head of Investments Damien Klassen at Walk The World Funds and Nucleus Wealth delved into current market dynamics...
Its Edwin’s Monday Evening Property Rant!
01 Dec 2025
Contributed by Lukas
It’s Edwin’s Birthday, but he still found time to share his latest thoughts on the property market, which it seems is exhibiting some inte...
Property Fools Us Again?
30 Nov 2025
Contributed by Lukas
This past week marks an important turning point in the raging bull of the Australian property market. So perhaps it’s time to rethink fair value, de...
Is A Santa Rally Back On The Agenda Now?
29 Nov 2025
Contributed by Lukas
This is our weekly market update where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the w...
Black Friday Sales May End In Grief….
28 Nov 2025
Contributed by Lukas
With all the noise over the Black Friday and Cyber Monday we want people to think about whether there are REAL deals out there, or if its simply credi...
Banks’ Home Lending Mobbed By A Wet Lettuce (Again)!
27 Nov 2025
Contributed by Lukas
As I have been highlighting, lending for mortgages has been growing way faster than inflation, including for investor borrowers, and this is first lif...
The Economic Chickens Are Coming Home To Roost!
26 Nov 2025
Contributed by Lukas
This is my edit of our monthly housing and economic update recorded in conjunction with Nuggets News. In this months edition, I explore the latest dev...
DFA Live Q&A HD Replay: Market Psychology Ups And Downs: With Tony Locantro
25 Nov 2025
Contributed by Lukas
This is a edit of a live show where we took a deep to dive into the market psychology which is driving markets, property and gold, with Investment Man...
Property Markets Slide Into Summer?
23 Nov 2025
Contributed by Lukas
Could it be that the momentum in the property market is taking an early bath, as we slide into summer? Well, certainly according to the AFR, the dimin...
A Wild Ride To Nowhere As Markets Bite Back!
22 Nov 2025
Contributed by Lukas
This is my weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the wa...
Australia’s Titanic Moment Approaches, As Spin Overrides Reality!
21 Nov 2025
Contributed by Lukas
Strip back the political spin, and its clear Australia faces a weak economy ahead, based on a rising structural deficit, and falling productivity. The...
DFA Live Q&A HD Replay: A Bull In A China Shop: Ask Robbie Barwick Live!
20 Nov 2025
Contributed by Lukas
This is an edit of a special live Q&A show, featuring Robbie Barwick, National Chairman, National Research Director and 2025 Senate Candidate for ...
The Inconvenient Truth About The Wages Price Index “Good News”
19 Nov 2025
Contributed by Lukas
Australia’s annual wage growth remained elevated last quarter, underscoring a tight labor market and persistently weak productivity and suggesting i...
DFA Live Q&A HD Replay: Time To Stop The Economic Shadow Boxing: With Leith van Onselen
18 Nov 2025
Contributed by Lukas
This is an edit of a live stream where we dived into the economic maelstrom which is Australia, with Chief Economist Leith van Onselen, co-founder of ...
Its Edwin’s Monday Evening Property Rant!
17 Nov 2025
Contributed by Lukas
From underquoting to AML, and from asbestos contamination to energy policy, we cover it all on this weeks rant with our property insider Edwin Almeida...
Gazumping and Underquoting City…
16 Nov 2025
Contributed by Lukas
Now as the AFR reported fines for underquoting in NSW will be increased by five times as the state government cracks down on real estate agents’ use...
The Bulls Are Getting Airsick, As Reality Bites!
15 Nov 2025
Contributed by Lukas
This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypto along the w...
Australia’s Housing Costs Go Ballistic: With Tarric Brooker
14 Nov 2025
Contributed by Lukas
In this week’s Friday evening chat, journalist Tarric Brooker and I dive into the contentious issues surrounding housing costs in Australia. The...
Investor Loans Go Boom!
12 Nov 2025
Contributed by Lukas
One of the worst decisions the ABS made was to reduce the reporting of new lending trends from monthly to quarterly, delaying of course any reactions ...
DFA Live Q&A HD Replay: Can Households Balance Their Books? – Insights Into Family Finances …
11 Nov 2025
Contributed by Lukas
Today we dive into the latest analysis from our Household Surveys with a focus on household cash flows, and where financial pressure, as measured by r...
Its Edwin’s Monday Evening Property Rant!
10 Nov 2025
Contributed by Lukas
Another week, more stupidity across property, as Edwin and I look at the latest news and statistics. We cover the question of mortgage fraud, poor qua...
Can Households Balance Their Books? – Insights Into Family Finances …
09 Nov 2025
Contributed by Lukas
Today we examine the difference between the scientific “deductive” method we use in our surveys to examine households and their finances i...
Rising Global Volatility Drives Markets Lower On Tech Valuation Concerns
08 Nov 2025
Contributed by Lukas
This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia covering commodities and crypto along the wa...
Have We Reached Peak Housing Stupidity Yet?
07 Nov 2025
Contributed by Lukas
The latest home price data to the end of October revealed further median price rises across the board. Momentum has been building in the rate of housi...
Underquoting Rules….
06 Nov 2025
Contributed by Lukas
Hard to believe only now is the main stream media catching up with the real estate agents practice of underquoting, something which Edwin and I have b...
DFA Live Q&A HD Replay: Investing Now: Navigating Peak Uncertainty With Damien Klassen
04 Nov 2025
Contributed by Lukas
This is an edit of a live show as we dive into the latest financial markets action with Damien Klassen, Head of Investments at Walk The World Funds an...
The Cash Con Objection Last Chance Saloon …
02 Nov 2025
Contributed by Lukas
Well, well, the Australian Treasury has a tiger by the tail now, because their exposure draft of the proposals relating to the use of cash appears to ...
Fooled: Markets Claw Through Self-Deception To Uncertain Highs!
01 Nov 2025
Contributed by Lukas
This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodity and Crypto along the way...
Stagflation: Trick Or Treat? With Tarric Brooker…
31 Oct 2025
Contributed by Lukas
In the latest chat with journalist Tarric Brooker, we dive into the migration question, in the light of the latest inflation and employment data and l...
Has Australia Lost Its Way Between USA And China?
30 Oct 2025
Contributed by Lukas
This is an edit of a recent show I recorded with Adam Stokes on his channel, where we did a deep dive into international trade, Albo’s recent US...
SURPRISE! Time To Forget About More Rate Cuts As CPI Jumps?
29 Oct 2025
Contributed by Lukas
Australia’s core inflation accelerated beyond expectations last quarter, complicating the Reserve Bank’s path to further policy easing and prompti...
DFA Live Q&A Replay: Avoiding Traps For First Time Buyers: With Veronica Morgan
28 Oct 2025
Contributed by Lukas
Today we dive into the thorny question of First Time Buyers and the recent attempts by Government to stoke the market. With the help of Founder and Pr...
Its Edwin’s Monday Evening Property Rant!
27 Oct 2025
Contributed by Lukas
This week Edwin and I delve into scams, price movements along transport hubs, and explain why people are still wanting to get out of Melbourne, even a...
Turning Freedom Down Another Notch!
26 Oct 2025
Contributed by Lukas
One of the critical aspects of our freedoms in Australia is to be able to hold our elected representatives and the machinery of Government and its ass...
The Bulls Roar Some More; Despite The Cockroaches Lurking….
25 Oct 2025
Contributed by Lukas
Well, October is living up to its status as the most volatile month of the year as markets reach new highs, despite signs cockroaches are hiding in th...
What’s Happening In Ashfield 2131? With Edwin Almeida
24 Oct 2025
Contributed by Lukas
I am joined by Edwin Almeida, our property insider as I walk through a 1:1 session on a really interesting and fast changing suburb. http://www.martin...
The Migration Con Gets Another Leg Up!
23 Oct 2025
Contributed by Lukas
Housing affordability, whether for those seeking to rent or to purchase, is at peak stupidity, driven directly by Government policy. Leading the charg...
The Empire Strikes Back On The Future Use Of Cash!
22 Oct 2025
Contributed by Lukas
Despite all the hype from the Banks, as at August 2025, the total value of Australian banknotes in circulation was a record $104.094 billion. This is ...
DFA Live Q&A Replay: What The F… Just Happened In Crypto? With Adam Stokes
21 Oct 2025
Contributed by Lukas
This is an edit of our live show as we dive into the latest ructions in crypto with evangelist Adam Stokes. Why is Bitcoin moving as it is, and what a...
Its Edwin’s Monday Evening Property Rant!
20 Oct 2025
Contributed by Lukas
This week Edwin and I go to town on the gap between the hype and reality in the market, as underscore the risks which ensure from being misled by the ...