A housing market bloodbath awaits (Leithvo)

This week's Macro & the Mortgage Podcast with Catherine Cashmore from Land Cycle Investor breaks down the worsening downturn in home prices and the latest economic data, and we respond to viewer questions. We also discuss the worsening interest rate outlook.



Time Stamps:

0:00 Introduction
1:43 This week's housing data
20:34 A 4-year per capita recession
28:30 Is Albo the FHB champion?
36:13 Tanking auction market
48:06 Melbourne a wasteland
52:25 Developer Bathla's collapse
57:00 The great council rate gouge
1:03:00 Shout out to the truck drivers
1:07:15 Victoria's potholes
1:10:05 Construction costs and house prices
1:20:30 Australia needs to 'grow the pie'
1:22:50 Adelaide is a hidden gem
1:24:30 The 18-year cycle
1:33:35 Immigration fool's gold

[Posted at the SpookyWeather2 blog, September 6, 2026.]