Australia enters property danger zone (Leithvo)

This week's podcast with Catherine Cashmore from Land Cycle Investor unpacks the latest inflation data and what it means for interest rates and the housing market. I also unpack Australia's energy policy failures, which are adding to the nation's inflation, cost of living, and productivity woes.

0:00 Introduction
3:11 Inflation and interest rates
11:40 Immigration is driving up rents and inflation
21:43 Canada and NZ slashed immigration, and rents fell
25:45 Housing foundation is fragile
30:18 Australia's energy Hunger Games
43:13 China is playing us for fools on energy
50:54 Australia needs stable, reliable power



[Posted at the SpookyWeather2 blog, February 2, 2026.]