The other week I caught up with Greg Canavan editorial director of Fat Tail Investment Research, to give Fat Tail Alliance subscribers, a deep dive into the land cycle - and of course, we covered a lot of ground!
Including…
A review of the land cycle
Why property is rising with interest rates
The outlook for the Aussie property market
Why Melbourne missed the post-covid boom and could rebound in 2025
Why years ending in four tend to be bearish for the stock market
Why years ending in five are bullish for the stock market
Where China fits into the cycle
Commodity prices and the Kondratieff Wave peaking with the land cycle
The difficulty of profiting from the bust
The likelihood of war as boom turns to bust
Tune in below...
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