Explore the 18-year land cycle with Michael Matusik as we test the pattern against Australian property history, revisit Samuel Benner’s remarkable forecasts, and consider what the cycle may be telling us about property markets, politics and the road ahead.

SEPTEMBER 2026 MARKET UPDATE: Andrew Pancholi joins me for a timely look at the critical cycles shaping stocks, gold, Bitcoin, currencies and commodities as markets enter one of the most historically volatile months of the year. We discuss September’s bearish seasonal pattern, the 18-year echo of the 2008 financial crisis, Andrew’s recent market-timing successes, and the key turning points he is watching as we head into the final months of 2026.

The Biggest Property Downturn in 45 Years may now be taking shape as Australia reaches the predicted peak of the 18-year land cycle. This week, I look at the extraordinary forces that have driven the final stages of the global land boom, the warning signs now emerging across property and credit markets, and the growing parallels with previous cycle peaks. I also speak with veteran Australian property analyst Cameron Kusher about falling prices, weakening demand, which cities are most at risk