Sunday, March 8, 2026

Stagflation bears down on the economy and property market (Leithvo)


This week's podcast with Catherine Cashmore from Land Cycle Investor discusses the inflationary pressures bearing down on Australia and their implications. I also explain why Queenslanders and New South Welshmen may start moving to Victoria.

0:00 Introduction
1:00 My experience talking immigration on SBS Insight
9:35 Q4 national accounts and interest rate
14:29 War in the Middle East and the energy shock
23:17 Brace for stagflation
35:20 Why Aussie could move back to Melbourne
45:28 Listener Q1: What happens to the economy if immigration stalls?
52:11 Listener Q2: Why did property prices rise when immigration turned negative during the pandemic?
59:12 Stop blaming supply for housing shortage.




[Posted at the SpookyWeather2 blog, March 8, 2026.]

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