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Exchanges with Evan Lucas

Exchanges with Cameron Kusher: To big to fail

17 Jun 2025

Description

This week, Cameron Kusher joins me on Exchanges to unpack the complex forces shaping the Australian housing market. From the economics of supply and demand to the impact of government policy, negative gearing lending and everything in between.We explore affordability challenges, the future of stamp duty, and the growing appeal of rentvesting among younger Australians. Cameron also makes the case for a stronger non-market housing sector and the need for public-private partnerships to deliver sustainable, affordable housing solutions and tackle the rising risk of homelessness. This episode is not to be missedFollow Cameron Here:Substack: https://cameronkusher.substack.com/LinkedIn: https://www.linkedin.com/in/cameron-kusher-bbb71b46/X: https://x.com/cmkusherFollow Evan Here:LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/Instagram: https://www.instagram.com/evanlucas_/Website: https://evanlucas.com.au/Chapters00:00 Current State of the Housing Market04:26 Demand Dynamics in Housing07:06 The Greater Fool Theory in Real Estate10:40 Housing as an Asset vs. Home12:37 Government Policies and Housing Affordability16:00 Challenges in Housing Supply19:11 Productivity in Construction20:01 The Role of Stamp Duty24:43 Negative Gearing and Its Implications31:03 The Rise of Rentvesting34:41 Vision for Affordable Housing Hosted on Acast. See acast.com/privacy for more information.

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