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Artwork for Digital Finance Analytics

Digital Finance Analytics (DFA) Blog

Martin North
Australia
Inflation
Reserve Bank Of Australia
Australian Housing Market
Mortgage Stress
Interest Rates
Sydney
Housing Market
Federal Reserve
Housing Affordability
Australian Property Market
Melbourne
Australian Economy
Artificial Intelligence
Oil Prices
Property Market
Stagflation
Bitcoin
Oil
Government Policy

We discuss the latest finance and digital business news, with a distinctively Australian flavour

PublishesDailyEpisodes90Founded8 years ago
Number of ListenersCategories
NewsBusinessBusiness News

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Artwork for Digital Finance Analytics

Latest Episodes

In this show I look at post code 2251, (Avoca Beach, Bensville, Copacabana, Davistown, Green Point, Kincumber, Macmasters Beach, Saratoga, Yattalunga) and examine the latest price trends and broader drivers of this area. The 2251 area around Copacaba... more

Today we got the ABS Labour Force data for June 2026 and the strong result cements further the likelihood of another RBA rate hike this year. Traders are now pricing in a 36 per cent chance of higher borrowing costs when the RBA meets next month and ... more

One of the critical factors in our core market model is a set of linkages between home price momentum and input factors, such as demand, migration, interest rates, Government incentives, inflation and availability of credit. Each has an influence on ... more

There a couple of terms which can create fear and panic among those looking to buy and sell property. In a hot market, Gazumping is an underhand technique whereby a seller accepts a higher offer from another buyer before contracts are signed and exch... more

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Recent Guests

Robbie Barwick
Leader of the Citizens Party (guest)
Citizens Party
Episode: The Major Parties Deserve To Perish: With Robbie Barwick
Edwin Almeda
Property insider/consultant
Ribbon Property Consultants
Episode: More Signs Of A Broken Property Market!
Tarric Brooker
Guest contributor, with slides and data on housing and macro topics
Independent analyst/author
Episode: In The Battle Of The Old V’s The New World, There Are More Losers Than Winners: With Tarric Brooker
Richard Wiles
Morgan Stanley analyst cited in intro
Morgan Stanley
Episode: Is The Australian 30-year Property Super-cycle Over?
Damien Klassen
Investment strategist guest
Episode: DFA Live Q&A HD Replay: Will The AI Boom Save The Markets, Despite The War? With Damien Klassen
Howard Schneider
Journalist, Reuters correspondent
Reuters
Episode: Central Banks Now Have A Perfect Alibi!
Tony Locantro
Investor, founder of AutoCapital
AutoCapital
Episode: DFA Live Q&A HD Replay: Surviving When Things Fall Apart: With Tony Locantro
Chris Bates
Guest, representative of Alcove, property and lending advisory
Alcove
Episode: DFA Live Q&A Replay: Playing The Property Game In A Changing World: With Chris Bates
Tarik Brooker
Guest discussed in the episode
Episode: Brace: Markets Caught In A Volatile Trap As War, Jobs And Credit Risks All Hit!

Host

Martin North
Host of DFA Blog market updates and Digital Finance Analytics programs; often anchors episodes with macro and housing policy analysis.

Reviews

4.8 out of 5 stars from 118 ratings
  • Great host

    Martin produces a lot of content and unlike many podcasts doesn’t constantly interrupt the shows with advertisements. Tarrick Brooker is my favorite guest. Some other guests are a bit dubious. I think it would be better if DFA split into two podcasts. One for people who like those regular market updates and another for people who only want to listen to the long format discussions and interviews.

    Apple Podcasts
    5
    IMO_2000
    Australia2 years ago
  • All episodes:

    Absolutely worth your time.

    Mr. North is always forthright, honest, and professional in his assessments of events and reviews of the current financial and political issues that he chooses to cover.

    His regular guests and co-presenters in his episodes are of the same high quality and professional standards as he is. DLK

    Apple Podcasts
    5
    dlko2
    United States3 years ago
  • Very negative

    Lots of doom and gloom with the best of intentions.

    Apple Podcasts
    3
    okimungu
    Australia3 years ago
  • Always has Great content and guests..A must for every Australian

    Podcast Addict
    5
    j888
    4 years ago
  • Curious listener

    I started listening to Martin when his data started to get mainstream airtime and his property crash predictions got him even further air time. That was about 5 years ago. Over this time he had made two big predictions of up to 40% price corrections on the back of his data. Both have come to nothing and in fact prices have grown substantially since this time.

    For the record there is no problem in making predictions based on mortgage stress, but given it clearly hasn’t resulted in any significan... more

    Apple Podcasts
    2
    parents home
    Australia5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host maintains a professional tone with strong market insights and occasional cross-promotion.
Listeners appreciate data-driven, forthright analysis and high-quality guests.
Some listeners feel the show can be heavy on macro warnings or political framing, depending on the episode.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

DFA Live Q&A HD Replay: Australian Property: Biggest Fall In 40 Years? With Leith van Onselen
Q: What is the appropriate level of immigration for Australia?
A moderated level closer to pre-2000s norms with emphasis on quality over quantity, aiming for around 100-130k net overseas migration per year, targeted toward skilled workers and clear economic contribution.
DFA Live Q&A HD Replay: From Bubble To Bubble: Investing Now With Damien Klassen
Q: What is your view on the SpaceX IPO and how should investors position around it?
SpaceX represents a transformative frontier asset with a potential to tilt portfolios toward space and AI ecosystems, but there are significant liquidity and timing risks from insiders selling post-IPO. A cautious approach favors a core, tax-efficient framework with limited direct exposure and some space-focused tilts rather than a full, high-turnover bet.
DFA Live Q&A HD Replay: Is The Australian 30-year Property Super-cycle Over? With Leith van Onselen
Q: What is driving the idea that Australia's 30-year property cycle might be ending?
A combination of higher interest rates, tighter lending for investors, and new budget measures that reduce demand while costs like construction and energy push prices down, suggesting a potential peak followed by a correction.
DFA Live Q&A HD Replay: Households Facing Into The Gale: Latest From Our Surveys!
Q: What does the model say about mortgage stress in the next few years?
Mortgage stress is projected to stay elevated across many scenarios, driven by higher interest rates and cost of living, with some areas experiencing sharper stress than others; the model shows a mix of possible outcomes rather than a single trajectory.
Will “The Perfect Storm” Hit The Property Market?
Q: Will the 'perfect storm' hit the property market, and what are the key scenarios you're considering?
The host outlines multiple scenarios, including a best-case where prices rise modestly due to favorable rate dynamics and migration, a base case with a significant price fall, and a worst case with sharper declines, while noting market dispersion across regions and property types.

Audience Metrics

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Frequently Asked Questions About Digital Finance Analytics

What is Digital Finance Analytics about and what kind of topics does it cover?

This program delivers data-driven perspectives on finance, real estate, and macro markets with a distinctly Australian lens. Episodes blend global market moves with domestic housing policy, mortgage stress, and policy signals, often featuring practical property guidance and fiscal policy critique. A standout trait is the frequent integration of live analysis, regional housing nuances, and actionable takeaways for buyers, investors, and professionals navigating shifting rates, taxation changes, and government measures. Listeners likely value data-backed insights, skeptical but clear commentary, and access to practical guidance from industry insiders. This mix makes it helpful for finance professionals, property investors, and policy-minded a... more

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These podcasts share a similar audience with Digital Finance Analytics:

1. UNEMPLOYABLE
2. The Money Café with Alan Kohler
3. The David Lin Report
4. The Rules of Investing
5. The Money Puzzle

How many episodes of Digital Finance Analytics are there?

Digital Finance Analytics launched 8 years ago and published 90 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Digital Finance Analytics?

Recent guests on Digital Finance Analytics include:

1. Robbie Barwick
2. Edwin Almeda
3. Tarric Brooker
4. Richard Wiles
5. Damien Klassen
6. Howard Schneider
7. Tony Locantro
8. Chris Bates

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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