A new house price threat emerges (Leithvo)

This week's Macro & the Mortgage Podcast with Catherine Cashmore from Land Cycle Investor breaks down the latest housing data and responds to viewer questions. We also unpack a new threat to house prices: anti-money laundering rules implemented on 1 July 2026 targeting the property industry.



Time Stamps:

0:00 Introduction
3:44 This week's housing market data
9:44 Chris Joye's housing crash scenarios
12:29 "Perfect storm" confronts market
15:04 The new anti-money laundering laws
27:52 Austerity will replace stimulus
29:37 Interest rates are unlikely to fall
32:45 Australians' long income recession
38:23 Mass migration has eroded living standards
43:40 Falling birth rates discussion
54:16 Why housing needs to deflate
57:20 The costs of population growth
1:06:48 What can $600k buy you?
1:09:12 Why Victoria needs deep austerity
1:12:11 Could house prices crash by 50%?
1:18:10 Property crash economic impacts
1:24:47 The baby boomer property bulge
1:26:50 Outro

[Posted at the SpookyWeather2 blog, August 23, 2026.]