Monday, February 9, 2026

First home buyers are in the RBA's sights (Leithvo)


This week's podcast with Catherine Cashmore from Land Cycle Investor unpacks this week's interest rate hike, the outlook, and what it means for housing and first home buyers, in particular.
I also unpack the debate around cutting the capital gains tax discount.

0:00 Introduction
0:24 RBA assumes two more rate hikes
5:36 Recent first home buyers are at risk
8:33 Home values will be under pressure
11:29 Borrowing capacity will shrink
20:10 Markets are at risk of correction
33:39 AI bubble bursting to drive the next financial crisis?
40:03 Should capital gains tax be reformed?
51:16 A high-rise shoebox future




[Posted at the SpookyWeather2 blog, February 9, 2026.]

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