"Economic slowdown is a worry" Mark Bouris & Stephen Koukoulas Monthly Update

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  • Опубліковано 21 лис 2024

КОМЕНТАРІ • 87

  • @Dantursi1
    @Dantursi1 3 місяці тому +60

    Recessions are an unavoidable part of the economic cycle; all you can do is prepare for them and plan accordingly. I graduated into a slump (2009). My first job after graduating from college was as an aerial acrobat on cruise ships. Today, I own three rental properties, invest in stocks and businesses, run my own company, and have increased my net worth by $800k in the last four years.

    • @Rachadrian
      @Rachadrian 3 місяці тому +4

      It's a delicate season now, so you can do little or nothing on your own.
      Hence I will suggest you get yourself a professional that can provide you with entry and exit points on the securities you focus on.

    • @michaelschiemer3
      @michaelschiemer3 3 місяці тому +3

      You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst.

    • @CindyValenti
      @CindyValenti 3 місяці тому +3

      That does make a lot of sense, unlike us, you seem to have the Market figured out. Who is this consultant?

    • @michaelschiemer3
      @michaelschiemer3 3 місяці тому +2

      My CFA ’Annette Christine Conte’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @CindyValenti
      @CindyValenti 3 місяці тому +2

      Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

  • @Leo555ZZZ
    @Leo555ZZZ 8 місяців тому +9

    Australian interest rates will not come down in 2024.
    Unemployment is low , property prices are high , electricity prices are rising due to the costly transition , fuel prices are still high , driving costs and prices up.

  • @cvarikos
    @cvarikos 8 місяців тому +18

    Interest rates went up at a record rate, the cost of living has double in 18 months and people have extended themselves to the max to even buy a place. Simply put life has become too expensive and it doesn't matter how much you earn. No substantial payrises in the last 10-12 years.. and on the horizon there are more mass redundancies, well being has been incinerated - yet people are told to 'just hang in there' .. yeah right.
    BTW this doesn't factor in the maintenance costs which is the real destroyer for owner/occupiers.. it keeps putting you further behind. Really horrible feeling.

  • @HS-PGA
    @HS-PGA 8 місяців тому +23

    Australia is quickly resembling Japan in 1989 when the total valuation of residential property hit $5 Trillion what followed was 2 decades of stagnant growth and collapsed valuations . Australia last month hit $10 trillion for 11 million properties . GDP falling is a red flag signal

    • @ichrisone
      @ichrisone 8 місяців тому +2

      15 years of stagnant growth in stock market. Probably another 5 years worth the rotation back in! Property does look dicey for a very long time...

    • @jamesmclean47
      @jamesmclean47 8 місяців тому +1

      If this is the case... what's you advice for investing / saving to keep pace with inflation which is sure to raise its head again?

    • @HS-PGA
      @HS-PGA 8 місяців тому +4

      @@jamesmclean47 adopt a sovereign mindset . Reduce the amount of authority the external environment has over you , that includes banks ! Reduce debt , have years worth of cash on hand at least then invest every dollar over that amount in a business or something that generates income IN not income OUT

    • @jamesmclean47
      @jamesmclean47 8 місяців тому +2

      @@HS-PGAThankyou for your response and thoughts.

    • @YinZhao-m6x
      @YinZhao-m6x 8 місяців тому +2

      The difference is AU currently have strong population growth and very limited housing supply that could not keep up.

  • @julieciccone3962
    @julieciccone3962 8 місяців тому +2

    Meanwhile many businesses have gone under … people losing their homes… homelessness rising.. so overall … things are shit!!

  • @jjj14
    @jjj14 8 місяців тому +5

    Why would slowdown be a worry? It's about time I say.

    • @6219ll-dq9ij
      @6219ll-dq9ij 4 місяці тому

      Only the property speculators would be worried about a slowdown.. Ie our friends hosting this show..

  • @paulnoble2095
    @paulnoble2095 8 місяців тому +1

    First time watching. Great explanation in laymen terms. Thanks. Great stuff.

  • @kforce2011
    @kforce2011 8 місяців тому +9

    Mark please make more regular content 👌🏻

  • @shazmac8555
    @shazmac8555 7 місяців тому +1

    Loved it all, however inflation will not go south. Interest rates will rise.

  • @ned3308
    @ned3308 8 місяців тому +4

    Kouky you bloody legend!
    Another great show guys!

  • @purefuel
    @purefuel 8 місяців тому +3

    The smart ones were saying we would pay the price for the policies through covid. It's just sad that the young people are paying the most

  • @daniera7635
    @daniera7635 8 місяців тому +2

    Thank you Mark & Stephen, another insightful update..great work. Keep it up

  • @williamcrossan9333
    @williamcrossan9333 8 місяців тому +3

    February new vehicle sales smashed records again in February. Who's struggling?

  • @Burbs1976
    @Burbs1976 8 місяців тому +7

    A combined income of $250 k sounds like a lot but it really isn’t these days.

    • @reddead2067
      @reddead2067 8 місяців тому +3

      Now you need 200k each as a couple to get ahead.

    • @beardsandbikes191
      @beardsandbikes191 8 місяців тому

      So true, the wife and I are on a combined income of close to 300k and with all the essential out goings mortgage, insurance, food etc 50% of our monthly income is gone. Add to that all subscription based products, living is rather expensive.

    • @NatP-qt1df
      @NatP-qt1df 8 місяців тому

      ​@@beardsandbikes191 Straya

    • @rodmead4324
      @rodmead4324 8 місяців тому +1

      I'll gladly swap incomes with you and your partner

    • @deanmoser5907
      @deanmoser5907 8 місяців тому +1

      Yeah me too

  • @dirtmcgirt168
    @dirtmcgirt168 8 місяців тому +5

    GDP per capitia is not linked to standard of living. Take Japan as an example. Perpetual growth has side effects.

    • @HS-PGA
      @HS-PGA 8 місяців тому +3

      100% Agree see my comment above about Japan

  • @eman7282
    @eman7282 8 місяців тому +3

    Interesting discussion, but inevitably pointless.
    When the main focus is on the price of credit (interest rates) in relation to a mandated depreciating (inflation) currency, the outcome is already predetermined - it’s only a question of when

  • @richardminhle
    @richardminhle 8 місяців тому +2

    Economist is a really special class of profession. If a doctor made a mistake and kill someone, he will go jail. If an economist makes mistakes with their forecast and the economy crashes, they can move on the next forecast.

    • @stevedows8501
      @stevedows8501 8 місяців тому

      They make weather forecasters look brilliant.

  • @jetnavigator
    @jetnavigator 8 місяців тому +14

    Albo takes advice from Kouk. Now you know why we're in the mess we're in...

    • @samhadden382
      @samhadden382 8 місяців тому

      What’s your beef with Kouk, he makes a fair amount of sense

    • @pheidippides7364
      @pheidippides7364 8 місяців тому

      Where is your proof mate!

    • @bluechipcoach
      @bluechipcoach 8 місяців тому

      If ScoMo was still here, he would have taken a holiday to Hawaii for a mental break. What do you know about economics to make such comments? You sound like you might be paid by the Liberal party propaganda machine

  • @matnewland1998
    @matnewland1998 6 місяців тому

    Fantastic conversations, Cheers

  • @loganschmick792
    @loganschmick792 8 місяців тому +2

    Mark please create a show that helps keep our tech here .

  • @buildmotosykletist1987
    @buildmotosykletist1987 8 місяців тому +1

    Correct, Correct, Correct, Correct, Correct, Correct, Correct, Correct, Correct. Are you sure ? Perhaps you agree, many may not.

  • @nicksalta
    @nicksalta 8 місяців тому +2

    Ray Dalio has a video on how the economy works, where we are right now is not a good place to be and i have no confidence in our government to get our landing right

  • @sun2406
    @sun2406 8 місяців тому +3

    love the show👊

  • @soniccynic4746
    @soniccynic4746 8 місяців тому +1

    Looks like rates are going to be on hold for a lot longer . Employment is going in the opposite direction you guys predicted

  • @anitacohen8753
    @anitacohen8753 8 місяців тому +1

    It had to happen. After covid, half of all businesses in Australia have shut their doors. We never analyse the inevitable. A few interest rate rises and the country is stuffed! Makes you wonder the role of DEBT in our society?

  • @pheidippides7364
    @pheidippides7364 8 місяців тому

    Should do a show after the RBA decision too to also break down what she says at the press conference

  • @subah007
    @subah007 8 місяців тому

    Great update Mark

  • @LauraMoyaLocalMortgageBroker
    @LauraMoyaLocalMortgageBroker 8 місяців тому

    Well done guys. Great content 🎉

  • @williamcrossan9333
    @williamcrossan9333 8 місяців тому +2

    22:30: We're here with inflation? I'm still experiencing price rises everywhere. Not at the same level as previously, but just small stuff like a fruit salad at my local deli, going from $5 to $5.50. Modest 10% inflation here and there. Nothing major. And filing up with BP ultimate the other day at $2.53.

  • @JimWemm-ql1ge
    @JimWemm-ql1ge 8 місяців тому

    Thanks again, much appreciated. 🍻

  • @jamesmx159
    @jamesmx159 8 місяців тому +2

    Don’t forget to adjust the GDP numbers to inflation to get the real picture

    • @williamcrossan9333
      @williamcrossan9333 8 місяців тому

      Actually that already happens. Nominal GDP, as published by the ABS, is always deflated by CPI.

  • @williamcrossan9333
    @williamcrossan9333 8 місяців тому

    7:00: No shortage of building trades?

    • @mr_jdes
      @mr_jdes 8 місяців тому +2

      When you importing people in record numbers and not building Enough houses the trades aren’t the problem

  • @giddyup3451
    @giddyup3451 8 місяців тому +2

    People aren't going to uni do a cool course.. They're doing the courses that get you a job that pays well. Why go to uni get a 100k debt to get a badly paid job?

  • @JJ-mc8lu
    @JJ-mc8lu 8 місяців тому +2

    Economic downturn??? My car insurance went up 80% with no change in anything. Please RBA. Keep rates at these 30 years long term averages as any decrease will ignite the inflation more than the 80% I am experiencing in the real world.

  • @AussieZeKieL
    @AussieZeKieL 8 місяців тому +1

    Why was this uploaded a week late? The Data is a week old…

  • @vichetkim5533
    @vichetkim5533 8 місяців тому +1

    The Business sector is anti Entrepreneur and shouldn't be called Business because the Corporations can call themselves Business and yet they pay hardly any tax while the bulk to taxpayers are just employees of a Corporation, whether that be the public or private sector.

  • @williamcrossan9333
    @williamcrossan9333 8 місяців тому +1

    20:05: You're nervous about 0.2? I'm sh#t scared of this 0.2! Somehow, despite GDP growth of 0.2%, Aussies seem to have become crazy crazy rich. Seen what they're paying for basic housing these days? It's like they've got money burning a hole in their pocket, and just have to off load it.
    Flipping heck, imagine if GDP growth was 0.7 or 0.8%?

  • @dusantodoroviczarac9584
    @dusantodoroviczarac9584 8 місяців тому +1

    Please, please, please prepare everyone! Vern Gowdie predicted this!

  • @alanchristie6075
    @alanchristie6075 8 місяців тому

    My money is on first rate cut will be in May then hold after that. As it normally takes about three months for the effect to trickle through the economy. The economy is cooling down way to fast and accelerating month by month to provident that hard landing they trying to avoid.

  • @philmelb1022
    @philmelb1022 8 місяців тому

    There is two speed economy most economic economy is fine. People just going cheaper alternatives. Spoke to alot of people and businesses.

  • @williamcrossan9333
    @williamcrossan9333 8 місяців тому +1

    3:03: I'm getting more worried that we wont get a collapse. Basically, I'm getting priced out of my own country by super rich Aussies. Basically ALL Aussies now, expect for Aircraft Maintenance Engineers, have become insanely rich. Hence why Aussies are pushing up house prices so much. They can afford to!

  • @tonyf7997
    @tonyf7997 8 місяців тому

    Interesting video gents.
    I see inflation as a hidden tax as the govt do not want more than a couple of % otherwise people scream with high inflation but accept 2% thereabouts ….
    At 2% inflation the value of the A$ devalues by 50% in 25 years ….

  • @Adrian-vi5pw
    @Adrian-vi5pw 8 місяців тому

    People watching this angry at houses prices, angry at rents, angry at costs of living and rightfully so! Angry cause they dont know when/how the RBA will turn the knobs on Aus monetary policy. Bitcoiners watching this happily knowing they opted out of a corrupt system and that they know the exact monetary policy plan for the next 100 years. Study #Bitcoin

    • @TheTestride
      @TheTestride 8 місяців тому

      So many people got creamed by bitcoin and this sudden spike will be followed by the predictable crash again!🤣

  • @g-funk484
    @g-funk484 8 місяців тому +2

    you have been so wrong the past year you guys are clueless

  • @michaelcarydakis790
    @michaelcarydakis790 8 місяців тому

    their will be another rate rise and due to war aid as well spending by gov and and the gov drives inflation tax here we 80 percent will go broke mr Kiyosaki rich dad poor dad

  • @6219ll-dq9ij
    @6219ll-dq9ij 4 місяці тому

    Man these guys are obsessed by interest rates.. I wonder how they sleep at night.. The poor things.. It must be horrible being a property speculator..

  • @funnymoney1672
    @funnymoney1672 8 місяців тому

    🤡🤡🤡