In this episode, Peter Esho sits down with Nerida Conisbee, Chief Economist at Ray White Group, to dissect the current state of the Australian property market. Drawing on extensive data from Ray White’s vast network, Nerida provides unique insights into how interest rate hikes, consumer sentiment, and recent budget announcements are cooling market activity. The conversation covers the growing challenges of housing affordability, the controversial debate surrounding negative gearing, and the shift in investor strategies toward yield-focused assets. Whether you are a first-home buyer navigating a complex landscape or an investor looking for the next move, this episode offers a comprehensive guide to what lies ahead in the next 6 to 12 months.

Timestamped Chapters

• 00:00 – Predicting the Australian property market's future
• 00:29 – Introduction to guest economist Nerida Conisbee
• 01:20 – Nerida’s professional background in property economics
• 03:11 – Ray White Group’s expansive market vantage
• 04:44 – Utilizing data to track property demand
• 07:30 – Current market trends and cooling indicators
• 08:43 – Impact of budget uncertainty on confidence
• 11:12 – Global housing affordability and supply challenges
• 14:04 – Divergent perspectives among young property seekers
• 15:33 – Political implications of negative gearing changes
• 17:28 – Institutional vs. mom-and-dad property investors
• 20:30 – Strategic solutions for improving housing supply
• 23:00 – The role of foreign property investment
• 26:41 – Property price forecasts for major cities
• 28:34 – Addressing the critical rental supply shortage
• 29:38 – Investment advice: prioritizing yield and location
• 31:37 – Importance of long-term home ownership security
• 34:24 – Comparing modern housing to previous generations

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In this episode of Make Your Move, Ash Glover, Global Head of Retail at Blueberry, explores the transformative impact of artificial intelligence and automation on the world of retail trading. The discussion moves beyond traditional financial centres like London and New York to examine how technology is empowering everyday traders in emerging regions like Southeast Asia and Latin America.

Ash provides a practical breakdown of how traders are currently leveraging AI tools like ChatGPT and Claude to convert discretionary trading ideas into automated scripts. The episode concludes with Ash sharing personal insights on overcoming the "trust barrier" when transitioning from manual execution to automated inputs. Whether you are a seasoned algorithmic trader or just curious about how AI can enhance your portfolio's risk management, this episode offers a "belt and braces" perspective on the future of finance.

• 00:00 - Introduction to AI in Trading
• 00:43 - Guest Introduction: Ash Glover
• 04:10 - The Global Shift in Trading Innovation
• 06:07 - The Evolution of Automated Trading Tools
• 08:32 - Automated vs. AI-Driven Trading
• 09:53 - Practical Implementation in Volatile Markets
• 14:51 - Key Performance Indicators Beyond Returns
• 17:24 - Red Flags and Avoiding Scams
• 21:17 - Building Your Own EA with AI Tools
• 24:37 - The Future of Machine Learning in Finance
• 33:10 - Final Advice for Beginners
• 36:01 - Listener Question: Overcoming the Trust Barrier

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In this episode of Make Your Move, Michael Bogoevski, Head of ECM Asia at Barclay Pearce Capital, joins Peter Esho to discuss navigating a "fractured world". Drawing on over 25 years of experience ranging from quantitative analysis to institutional sales, Michael shares his holistic, macro-driven approach to investing. The discussion covers the critical importance of risk management, the evolution of global liquidity since the GFC, and high-conviction themes in energy, gold, and the burgeoning AI "exponential age".

• 00:00 Introduction: The Biggest Sin in Trading
• 00:55 Michael's Professional Background
• 07:16 A Holistic Vantage Point and Macro Investing
• 09:52 Institutional Investing and Risk Control
• 11:24 The Concept of a "Fractured World"
• 18:28 Macro Theme: Energy Markets and AI Requirements
• 24:48 Macro Theme: Gold, Crypto, and the "Exponential Age"
• 31:31 The AI and Technology "Melt Up"
• 39:01 The Barbell Approach: Critical Minerals and Copper
• 40:51 Market Indicators and Reputable Brokerage
• 45:45 Final Remarks: Self-Study and Maturity
• 49:05 Audience Q&A: Adjusting for Volatility
• 52:13 Conclusion

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