Digital Finance Analytics (DFA) Blog
Martin North
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We discuss the latest finance and digital business news, with a distinctively Australian flavour
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Apr 5, 2021
Its Edwin’s Monday Evening Property Rant! [Podcast]
The latest in our series of chats with Edwin Almeida, our property insider. https://www.ribbonproperty.com.au/ Go to the Walk The World Universe at https://walktheworld.com.au/
Apr 4, 2021
“Lets Create Yet More Money”: Says The IMF [Podcast]
This past year or so has seen a massive creation of liquidity across the world as Central Banks ramped up their Quantitative easing programes and Governments threw money into the mix in an attempt to revive economic momentum, inflation and preserve the unstable financial system. There is of course no simple way back, and currently … Continue reading "“Lets Create Yet More Money”: Says The IMF [Podcast]"
Apr 3, 2021
Archegos – Is Leverage In Question Now? [Podcast]
We dissect the Archegos Capital Management story, and look at Family Offices, Block Orders and the derivatives they used. And also asks whether this flags a new perspective on leverage. 0:00 Start0:40 Introduction1:00 Background – What Is A Family Office?5:40 Total Return Swaps6:45 Contracts For Difference8:05 About Prime Brokers10:05 ViacomCBS and Other Stocks11:50 Margin Calls12:50 … Continue reading "Archegos – Is Leverage In Question Now? [Podcast]"
Apr 2, 2021
The House Always Wins… The DFA Daily 2nd April 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS0:00 Start0:40 Markets Winning Streak7:30 US Jobs10:20 RBA Won’t Stop The Housing Boom20:00 Home Prices In March23:45 Risks Rising?26:55 Fair Trading and Under-quoting32:45 Conclusions… Go to the Walk The World Universe at https://walktheworld.com.au/
Apr 1, 2021
Its No Joke… The DFA Daily 1st April 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS 0:00 Start0:40 Introduction1:00 Retail Turnover2:25 New Loan Commitments5:54 APRA Loan Deferrals7:45 US Infrastructure Spending14:45 US Digital Dollar17:15 APRA Action Against Macquarie19:49 ASIC Sues CBA23:48 ASIC bans sale of Binary Options26:45 HomeBuilder creates materials shortage30:30 Sukkar And Irresponsible Lending37:00 Conclusions… … Continue reading "Its No Joke… The DFA Daily 1st April 2021 [Podcast]"
Mar 29, 2021
Its Edwin’s Monday Evening Property Rant! [Podcast]
The latest from our Property Insider, Edwin Almeida. https://www.ribbonproperty.com.au/ Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 29, 2021
APRA Leads The Banking Preservation Society [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 27, 2021
The Latest Market Update: 27 March 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS0:00 Start0:40 US Markets5:30 SLR and NSFR6:40 Un-allocated Gold10:12 International Indices16:02 Upcoming US Employment Data19:00 Bitcoin And Superannuation20:47 Rentvesting24:10 ASIC Probes27:37 Big Super Resists YFYS30:28 Vanguard Says Government Should Resist33:45 Local Indices37:00 Close Go to the Walk The World Universe … Continue reading "The Latest Market Update: 27 March 2021 [Podcast]"
Mar 25, 2021
Prepare To Batten Down The Hatches: The DFA Daily 26 March 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS 0:00 Start0:40 Suez Blocked6:10 The March Shift06:35 The JobKeeper Problem12:20 The True Unemployment Target14:50 NAIRU Target21:45 Latest Home Price Forecasts (ANZ)24:45 Conclusions and Close Go to the Walk The World Universe at https://walktheworld.com.au/ Find more at https://digitalfinanceanalytics.com/blog/ where you … Continue reading "Prepare To Batten Down The Hatches: The DFA Daily 26 March 2021 [Podcast]"
Mar 25, 2021
Cutting The Trans-Tasman Cord… [Podcast]
Westpac is considering the separation on its New Zealand business. With 85% of banking in NZ Aussie owned, what are the wider implications? Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 25, 2021
Senators Defy The High Priesthood Of Finance! [Podcast]
Robbie Barwick from the Citizens Party and I dissect the Senate Estimates hearing in Parliament yesterday as the RBA was put on the stand. This was a significant event, and kudos to the Senators who pressed the bankers on some very important questions. Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 23, 2021
New Zealand Intervenes To Address “The Property Market Failure” [Podcast]
The New Zealand Government has announced a raft of new measures to address the current price boom, and to tilt the playing field away from “speculators” a.k.a “investors” towards first time buyers. We look at the measures, and also ponder on whether we need something similar in Australia. Go to the Walk The World Universe … Continue reading "New Zealand Intervenes To Address “The Property Market Failure” [Podcast]"
Mar 23, 2021
DFA Live Q&A – HD Replay: Damien Klassen Market Update [Podcast]
Join us for a live Q&A as I discuss the latest financial market trends with Damien Klassen From Nucleus Wealth.https://nucleuswealth.com/author/damien-klassen/ CONTENTS 0:00 Start0:40 Introduction1:40 Damien Joins2:05 Is The Market Buying What The FED Is Selling?17:00 YCC and Gold20:00 Inflation Calculations31:15 Bank Bond Information33:45 Day Trading40:30 Market Valuations51:30 US and Australian Central Banks53:00 Aussie Bank Bonds1:05:40 … Continue reading "DFA Live Q&A – HD Replay: Damien Klassen Market Update [Podcast]"
Mar 22, 2021
The SME Responsible Lending Misdirection [Podcast]
The appalling proposed changes to Responsible Lending got stalled in the Senate last week. But the Government is going to try and convince the cross-benches they should be passed for the sake of the SME sector. However, this is absolute misdirection, as SME lending (globally as well as locally) are impacted by a range of … Continue reading "The SME Responsible Lending Misdirection [Podcast]"
Mar 22, 2021
Its Edwin’s Monday Evening Property Rant [Podcast]
The latest from our Property Insider, Edwin Almeida. https://www.ribbonproperty.com.au/ Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 20, 2021
Repo’s, SLR’s And Other Financial Animals – The DFA Daily 20th March 2021 [Podcast]
The latest edition of our finance and property news digest and market review with a distinctively Australian flavour. CONTENTS 0:00 Start0:40 Introduction1:03 Fed and SLR11:55 US Markets15:00 Market Trends20:26 Mortgage Holiday Fallout24:40 RBA Not To Blame?31:00 Regulators On Parade38:50 Australian MarketTrends42:00 Conclusions Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 19, 2021
Schrödinger’s Economy – With Tarric Brooker [Podcast]
My Friday afternoon chat with Journalist Tarric Brooker CONTENTS0:00 Start0:40 Introduction1:15 Fed And Bonds11:00 YCC11:40 Schrödinger’s Economy23:10 Employment Data and JobKeeper28:55 Migration?33:40 WA Election Result36:30 Responsible Lending43:20 Core Ideology?45:40 SME Support49:50 Demographics54:00 Conclusions Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 18, 2021
Decoding Financial Advisor Fees With Tim Fuller [Podcast]
Tim Fuller, Head of Advice at Nucleus Wealth and I discuss the question of fees relating to financial advice, touching on the various structures and the evolution of the market. Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 18, 2021
Fighting Against The FED – The DFA Daily 18th March 2021
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS 0:00 Start0:30 Introduction1:05 FED FMOC Decision10:50 February Employment Data15:10 JobKeeper Hot Spots15:56 Tasmanian Housing Crisis18:30 JobKeeper Payments To The Wrong Firms23:15 WA Housing16:00 NZ KiwiBuild Misuse?18:50 Westpac Sells LMI Business30:30 Conclusions Go to the Walk The World Universe at … Continue reading "Fighting Against The FED – The DFA Daily 18th March 2021"
Mar 17, 2021
The Low-Down On Strata With Amanda Farmer [Podcast]
In today’s show I am joined by Strata Lawyer Amanda Farmer, as we pick apart how Strata Title works, and importantly what questions people need to ask if they are considering this type of property. You can find out more about Amanda at Your Strata Property https://yourstrataproperty.com.au/ Go to the Walk The World Universe at … Continue reading "The Low-Down On Strata With Amanda Farmer [Podcast]"
Mar 17, 2021
Consumer Lending Reprieve Against Chaotic Data! – The DFA Daily 17th March 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. CONTENTS 0:00 Intro0:44 Summary1:04 Responsible Lending Remains1:44 Property Prices3:50 Bank Profit Dropped6:00 Risky Loans Rise12:20 Using Super For Home Buying17:00 Debt Recycling Risks19:37 Leading Indicator Down23:10 JobKeeper Numbers27:17 Another Construction Company Fails27:45 Mortgage Defaults Higher30:00 Conclusions Go to the Walk … Continue reading "Consumer Lending Reprieve Against Chaotic Data! – The DFA Daily 17th March 2021 [Podcast]"
Mar 16, 2021
DFA Live Q&A HD Replay – Tony Locantro: Market Signals [Podcast]
This is an edited edition of our latest live event. Join us for a live Q&A as I discuss the latest financial market trends with Tony Locantro from Alto Capital. https://www.altocapital.com.au/the-alto-team CONTENTS 0:00 Start0:30 Introduction And News03:20 Tony Joins04:20 A Year On From The Crash10:20 Tony’s Presentation27:35 5 Stocks39:00 Tony’s Bingo45:00 Market Valuations50:00 Bond Prices58:00 … Continue reading "DFA Live Q&A HD Replay – Tony Locantro: Market Signals [Podcast]"
Mar 15, 2021
The Stark Choice For Australia Post [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. Today we discuss my views on AP in the light of the current senate inquiry. https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Environment_and_Communications/AustraliaPostinquiry Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 15, 2021
Its Edwin’s Monday Evening Property Rant! [Podcast]
The latest rant from our property insider, Edwin Almeida. https://www.ribbonproperty.com.au/ Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 13, 2021
Labor, Cross-benches: Stop This Lending Disaster! [Podcast]
My final plea to the Senate to oppose the proposed changes to Responsible Lending rules when its debated tomorrow. We do not need more irresponsible lending, and we need people to champion the interests of ordinary Australians, not just the banking sector. Apart for significant misinformation and spin about the proposed changes, Commissioner Hayne in … Continue reading "Labor, Cross-benches: Stop This Lending Disaster! [Podcast]"
Mar 11, 2021
How Many Households Are Behind With Their Mortgages? [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 11, 2021
The $75 Trillion Dollar Piracy Scheme [Podcast]
Robbie Barwick from the Citizens Party and I discuss the real agenda behind the Australia Post Affair, in the light of recent research, and the current Senate Inquiry. We gaze upon the machinery of Government, and highlight what is really afoot. https://www.aph.gov.au/Parliamentary_Business/Committees/Senate/Environment_and_Communications/AustraliaPostinquiry https://citizensparty.org.au/getting-in-the-way Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 11, 2021
Housing Affordability Stinks! [Podcast]
We discuss the latest Demographia report on housing affordability. Why are prices relative to incomes so high? http://www.demographia.com/dhi.pdf https://theconversation.com/zoning-isnt-to-blame-for-australias-soaring-house-prices-154482 Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 10, 2021
Wages Crunch Ahoy! – The DFA Daily 10th March 2021 [Podcast]
The latest edition of our finance and property news digest with a distinctively Australian flavour. Go to the Walk The World Universe at https://walktheworld.com.au/
Mar 9, 2021
DFA Live HD Replay – SQM Research Louis Christopher: Property Trends [Podcast]
Join us for a live Q&A as I discuss the latest property data with Louis Christopher from SQM Research. https://sqmresearch.com.au/ This is an edited HD edition. The original stream, with chat replay is also available: https://youtu.be/mV8Vw55heCI CONTENTS 0:00 Start0:30 Introduction1:45 Introduce Louis2:45 Evolution of Property Data15:55 Auction Trends29:45 Sydney Trends32:40 Melbourne Trends35:14 Perth Trends40:12 Migration … Continue reading "DFA Live HD Replay – SQM Research Louis Christopher: Property Trends [Podcast]"