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Sunday, May 24, 2026
Lies and propaganda infest housing debate (Leithvo)
This week's Macro & the Mortgage Podcast with Catherine Cashmore from Landcycle Investor debunks the myths perpetuating around the federal budget's likely impacts on the rental market. We also review the latest batch of housing data and answer viewers' questions on a range of topics. Follow Catherine Cashmore at Land Cycle Investor
Time Stamps:
0:00 Introduction
8:12 Housing correction steepens
11:02 Rental market myths debunked
16:40 Rents surged amid record immigration
19:28 Rental vacancy rates collapsed
20:43 Property tax changes make minimal difference
24:46 Why rents will remain under pressure
30:18 Canada shows the solution
37:00 Why the tax changes are unfair
41:29 ...but not because of property tax changes
48:18 Should the CGT changes have only targeted property?
53:14 Supply will remain restricted
58:50 Personal income tax regime is insane.
1:03:51 Does negative gearing still make sense?
1:07:46 General discussion
[Posted at the SpookyWeather2 blog, May 24, 2026.]
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