This week, Cameron Kusher joins me on Exchanges to unpack the complex forces shaping the Australian housing market. From the economics of supply and demand to the impact of government policy, negative gearing lending and everything in between.

We explore affordability challenges, the future of stamp duty, and the growing appeal of rentvesting among younger Australians. Cameron also makes the case for a stronger non-market housing sector and the need for public-private partnerships to deliver sustainable, affordable housing solutions and tackle the rising risk of homelessness. This episode is not to be missed

Follow Cameron Here:

Substack: https://cameronkusher.substack.com/

LinkedIn: https://www.linkedin.com/in/cameron-kusher-bbb71b46/

X: https://x.com/cmkusher

Follow Evan Here:

LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/

Instagram: https://www.instagram.com/evanlucas_/

Website: https://evanlucas.com.au/

Chapters

00:00 Current State of the Housing Market

04:26 Demand Dynamics in Housing

07:06 The Greater Fool Theory in Real Estate

10:40 Housing as an Asset vs. Home

12:37 Government Policies and Housing Affordability

16:00 Challenges in Housing Supply

19:11 Productivity in Construction

20:01 The Role of Stamp Duty

24:43 Negative Gearing and Its Implications

31:03 The Rise of Rentvesting

34:41 Vision for Affordable Housing

Hosted on Acast. See acast.com/privacy for more information.

This week, Stephen Koukoulas, Managing Director at Market Economics joins Exchanges on what’s keeping him up at night, Trump-era tariffs on global trade, the impact on the Australia–China relationship, business confidence, and consumer sentiment.

Stephen also unloads his insights into the structural challenges facing the Australian economy particularly inflation, energy prices, and the pressing need for tax and superannuation reform to support more equitable wealth distribution.

Follow Stephen here:

LinkedIn: https://www.linkedin.com/in/stephen-koukoulas-39177142/

Website: https://thekouk.com/

X:@TheKouk

Follow Evan here:

LinkedIn: linkedin.com/in/evan-lucas-44a25316

Instagram: https://www.instagram.com/evanlucas_/

Website: evanlucas.com.au

Chapters

00:00 Global Trade and Tariffs Impact

02:52 Consumer Confidence and Economic Growth

05:44 Energy Prices and Inflation Concerns

08:54 Taxation and Structural Changes

12:53 Superannuation and Wealth Distribution

19:30 Capital Growth and Tax Implications

20:52 Superannuation and Retirement Funding

23:56 Fiscal Policy vs. Monetary Policy

24:41 Interest Rate Projections

27:50 RBA's Conservative Approach

30:41 Global Comparisons in Monetary Policy

32:53 A Day in Charge: Economic Reforms

Hosted on Acast. See acast.com/privacy for more information.

This week, Danni Hunter, social futurist and infrastructure expert, joins us to explore the links infrastructure, community, and societal progress bring. The big exchange for Danni is how do we get government, industry, and communities to address key challenges like the housing crisis, energy transition, and urban development.

We look at the cultural shift of the “home” and unpacks the policy, tax and investment frameworks needed to support and create long term social growth.

Follow Danni Here:

LinkedIn: https://www.linkedin.com/in/danni-hunter/

Instagram: https://www.instagram.com/huntercollective_/

Website: https://www.huntercollective.org/

Follow Evan Here:

LinkedIn: https://www.linkedin.com/in/evan-lucas-44a25316/

Instagram: https://www.instagram.com/evanlucas_/

Website: https://evanlucas.com.au/

Chapters

00:00 The Role of a Social Futurist

02:56 Infrastructure and Society: A Complex Relationship

05:52 The Chicken and Egg of Infrastructure Investment

09:05 Private Investment in Public Infrastructure

12:07 Housing Crisis and Infrastructure Needs

15:03 NIMBY vs. YIMBY: Changing Community Perspectives

17:55 The Home as an Asset: Cultural Implications

21:03 Taxation and Housing Supply Challenges

24:09 Energy Transition and Its Economic Impact

27:06 The Future of Energy: Balancing Ideology and Reality

30:06 Unlocking Wage Potential in a Digital Age

Hosted on Acast. See acast.com/privacy for more information.