S2E12: Wealth Wine & Wisdom: Housing Supply Shock, Insolvency Crisis, and the FANG Market's Monster Returns
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S2E12: Wealth Wine & Wisdom: Housing Supply Shock, Insolvency Crisis, and the FANG Market's Monster Returns
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About this listen
Welcome to Wealth Wine and Wisdom, where hosts Fenton and Jason (The Offsider) debrief the week's financial and economic chaos over a glass of wine. This week, the conversation is heated as the duo tackles the spike in Australian insolvencies, noting record highs in the construction and food/accommodation sectors, and the pressure created by rising minimum wages.
In the property market, they analyze the slow pace of new home completions and the New South Wales government's billion-dollar plan to underwrite pre-sales in multi-density dwellings, discussing whether this controversial move can genuinely unlock supply.
The debrief finishes with a look at the stock market. Fenton walks through the dramatic evolution of the S&P 500's top companies from 1990 to today, showcasing the rise of tech giants like Apple and Nvidia. He shares the crushing returns of the FANG index (44.8% annually over the last three years) and makes the case for investing in the "picks and shovels" that support the AI and crypto revolutions, including a look at the Crypto Innovators index.
Tune in for clarity, a compass for the week, and to join the conversation!