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INSIGHTS: Could the RBA Switch From Raising to Cutting?
Insights14/10/2026 | 262 Views
INSIGHTS: Could the RBA Switch From Raising to Cutting?

Why the RBA's hands are tied: rate cuts in Australia can't come until the Fed moves, and the Fed can't move until US bond yields roll over. We wor

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INSIGHTS: Rails and Racks
Insights13/10/2026 | 164 Views
INSIGHTS: Rails and Racks

Everyone compares the AI boom to the 1800s railway boom, but the scarcities are inverted: railways were capital-constrained, AI is constrained by

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INSIGHTS: The Argument for Holding Australia's Gold Domestically
Insights12/10/2026 | 221 Views
INSIGHTS: The Argument for Holding Australia's Gold Domestically

Australia owns roughly $16 billion in gold, yet almost all of it sits in a vault on the other side of the world. In this episode we unpack why the

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INSIGHTS: Hardest Rate Rise in 40 Years
Insights08/10/2026 | 312 Views
INSIGHTS: Hardest Rate Rise in 40 Years

Australia's mortgage burden has passed 1989 levels, with 35.5% of household income going to repayments before the latest rise, and we break down w

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INSIGHTS: Victoria's Tax Front
Insights07/10/2026 | 150 Views
INSIGHTS: Victoria's Tax Front

Victoria's tax load keeps growing: the Emergency Services and Volunteers Fund, payroll and land tax hitting medical practices and schools, the sho

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INSIGHTS: Plenty of Oil, Not Enough Diesel
Insights01/10/2026 | 340 Views
INSIGHTS: Plenty of Oil, Not Enough Diesel

Plenty of oil, not enough diesel: this episode unpacks why refinery outages, not crude supply, are driving diesel prices higher, with roughly a fi

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INSIGHTS: How Much Does Australia's Economy Depend on China?
Insights30/09/2026 | 201 Views
INSIGHTS: How Much Does Australia's Economy Depend on China?

China took roughly 37% of Australia's goods exports in 2024, and more than 80% of our iron ore, so what happens if that demand shifts? In this epi

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INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?
Insights28/09/2026 | 316 Views
INSIGHTS: Markets are Moving: When Will Speculation Turn Into the Crash?

S&P Markets are melting up while the cracks widen underneath, and this discussion unpacks why the land cycle's "winner's curse" phase looks li

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