This is an interview with Lachlan Delahunty and Reece Beddall from the Folio Property Podcast, aired on their channel last week:
https://www.youtube.com/@UC_c__Ji5cQUe20zGmAfoA_A
We plan to collaborate again next month. So make sure that you follow them.
Time Stamps:
00:00 The "Big Australia" Ponzi Scheme
03:35 Why Immigration is Propping Up a "False Economy"
07:46 Why New Zealand and Canada Markets Crashed
08:52 Potential Policy Changes: CGT & Negative Gearing
11:29 The Housing Target Trap: Why 1.2M Homes is "Fanciful"
13:28 The Canadian Solution: Putting on the Migration Handbrake
15:00 Why the Housing Shortage is Basic Math
24:58 Norway vs. Australia: How to Manage National Wealth
28:23 Final Thoughts: Navigating the 18-Month Horizon