Inside the Rope with David Clark

Ep 58: Chris Joye - Coronavirus, property & debt


Listen Later

Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.
Chris is of the view that the increased market volatility presents opportunities for investors, however they must be cautious. He highlights the implications on financial markets posed by Coronavirus and speculates that whilst the Chinese may surprise with an early vaccine we should conservatively assume that it will be 12+ months away.
Given this and current market expectations, Chris believes that the RBA will likely cut the cash rate by 25bp in April and will begin QE in a matter of time... and as it's almost Un-Australian to discuss cash rates without a mention of property, Chris is expecting Australian property prices to rise anywhere from 20% to 30% throughout the cycle (trough to peak, including the 10%+ we have already seen) but believes that an inflationary cycle could see them rapidly rerate down by up to 40%.
...more
View all episodesView all episodes
Download on the App Store

Inside the Rope with David ClarkBy David Clark

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

3 ratings


More shows like Inside the Rope with David Clark

View all
Masters in Business by Bloomberg

Masters in Business

2,178 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,349 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

18 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

The Joe Walker Podcast by Joe Walker

The Joe Walker Podcast

149 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

11 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

47 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

23 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

298 Listeners

Money of Mine by Mineral Media

Money of Mine

24 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

211 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

444 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

28 Listeners

Chanticleer by Australian Financial Review

Chanticleer

14 Listeners

The Fin by Australian Financial Review

The Fin

18 Listeners