The Wealth Guide Podcast

Is Australia Headed for an Economic Crash? ft. Nathan Lim | Ep. 32

Ray Regmi/Nathan Lim Season 1 Episode 32

In this episode, we're joined again by Nathan Lim, Chief Investment Officer at Lonsec, one of Australia's most prominent investment research, ratings and implemented solutions businesses serving financial advisers, fund managers and the superannuation industry.

Nathan talks about the "two-speed consumer" phenomenon in Australia, the importance of strong employment numbers as an indicator of a soft landing, and the impact of immigration on housing demand and inflation.

He also discusses the potential risks of wage growth exceeding the RBA's inflation target, the stimulatory effects of upcoming tax cuts, and the implications of aggressive interest rate hikes on household debt levels.

If you want to understand the complex dynamics shaping Australia's economy and how they might affect your investments and financial planning, then make sure to listen to this episode!



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SHOW NOTES LINKS

https://www.linkedin.com/in/nathanlim1/ 


https://www.lonsec.com.au/
https://www.linkedin.com/company/lonsec/
https://vimeo.com/lonsectv
https://www.lonsec.com.au/contact 


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LISTEN TO THE PODCAST

Spotify: https://spoti.fi/3qJL8w4
Apple Podcast:
https://apple.co/3QPF3ch
Amazon Music:
https://amzn.to/3YMZjgD
Google Podcast:
https://bit.ly/3swIVEF

 

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FIND US HERE

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https://bit.ly/3PSbK7U
YouTube:
https://bit.ly/3rsKxPG 

 

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CONTACT US

hello@rykercapital.com.au   

 

Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537

 

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TIME STAMPS:

00:00 - Intro
02:18 - Economic Insights & Research Findings
05:19 - Interest Rates & Inflation Trajectory for 2024
11:50 - Being in a "Two-Speed Economy"
16:39 - Economic Indicators That Show We're in a "Late Cycle" in the Economy
20:54 - Cash Flow Management Restriction Trend & Mortgage Delinquencies Within Australia
26:30 - Australia's Population & Immigration Growth and It's Economic Impact
31:39 - Australian Housing Market's 2024 Insights & Portfolio Positioning
35:54 - Direct Property Investing
39:59 - Outro

 

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DISCLAIMER

The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.