
Here’s a link to my latest webinar for the IFPA(*) ‘Investment Insight’ series on 10 October 2025 –
https://vimeo.com/1127055673
Fact-based, non-partisan, non-conflicted analysis and commentary backed by deep research, intended for advisers, portfolio managers, and serious long-term investors.
Topics covered in this episode include: share markets, inflation, interest rates, wages growth, housing, private credit(**), plus audience questions on ‘ai’, productivity, Bitcoin, and housing.
(**) on Private Credit – note that this was recorded before the recent collapses in the US, and before Jamie Dimon’s famous ‘cockroaches’ warning on private credit funds. I have been warning of looming problems for the past couple of years.
Access to the webinar is FREE for IFPA members and non-members. No registration or login is required.
Here’s how it unfolds:
- 1:00 – intro
- 4:00 – Share markets – US shares booming but Australia isn’t – why?
- 12:30 – When will the current boom end?
- 15:40 – Inflation, unemployment, interest rates – USA – why is the Fed cutting rates?
- 21:20 – Inflation, unemployment, interest rates – Australia – more rate cuts?
- 25:40 – Wages growth driving inflation in Australia? – myths & facts
- 31:30 – Productivity – why isn’t it growing?
- 32:30 – ‘ai’: is it a bubble?
- 38:50 – Will ai increase or decrease productivity?
- 45:00 – Private Credit – Pro’s & Con’s – but mostly Con’s
- 57:40 – Asset class returns – how are we going this year?
- 1:00:00 – Bitcoin – what I like and don’t like
- 1:05:20 – Housing – how supply & demand are driving up prices
Enjoy!
(*) IFPA (Institute of Financial Professionals Australia) is a not-for-profit membership association for tax, superannuation, and financial advice professionals, particularly in the SME sector. It was established in 1919 as ‘Taxpayers Australia’ and has over 22,000 members and subscribers.
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