{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5d72784e408342486f3e10c1/603dd4f0cc122f3262223047?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Macro Economic Factors with Adam Lawrence","description":"<p>Adam Lawrence joins me again in this episode to discus the Macro Factors affecting the economy, different markets and of course what that means for property investments.</p><p>Adam tells his story in episode 14  so make sure you have listened to that episode.</p><p>We look back over the past 12 months and what we discussed previously in episode 23 at the start of the pandemic as well as looking forward and discuss;</p><p><br></p><p>Sdlt extention.&nbsp;</p><p>What's made his mind change in terms of an inflation outlook.&nbsp;</p><p>QE and where has the money flowed to and what does that mean?&nbsp;</p><p>Household debt.&nbsp;</p><p>Are we in a stock market bubble and how is that measured?&nbsp;</p><p>Similarities to the dot com bubble.&nbsp;</p><p>Characteristics of a bubble.&nbsp;</p><p>Tech stocks and how they corrected in the past.&nbsp;</p><p>What should the government be investing in?</p><p>Infrastructure spending.&nbsp;</p><p>Climate change and green energy spending.&nbsp;</p><p>EPC plan to get to C and above.&nbsp;</p><p>Solar subsidies of the past.&nbsp;</p><p>Productivity, population and labour market.&nbsp;</p><p>The developed world baby bust and rate at which people are having babies and how that affects labour market.&nbsp;</p><p>Effects on housing.&nbsp;</p><p>How capital expenditure is needed to keep up with productivity.&nbsp;</p><p>What can improve the quantity and quality of the workforce?</p><p>What can improve the quantity and quality of assets?&nbsp;</p><p>Infrastructure spending.&nbsp;</p><p>Space per person in a household.&nbsp;</p><p>City living and work from home. Has the novelty worn off of WFH?</p><p>Desk space per worker.&nbsp;</p><p>Unemployment statistics and the values of jobs lost.&nbsp;</p><p>How does the type of unemployment affect specific markets?</p><p>What can the government do to lower their debt value without inflation going out of control?</p><p>How taxation policies may lower the tax take but be political vote winners?&nbsp;</p><p>How property behaves as a leveraged equity but has utility in line with commodities and how that may affect residential property outlook?&nbsp;</p><p>How uk housing is currently affordable?&nbsp;</p><p>How growth vs value assets behave out of recessions?&nbsp;</p><p>Why looking at total returns can be better than yield and how volatility in prices affects different areas?</p><p>Traps for investors chasing cash flow?</p><p>Investment opportunities going forward?</p><p><br></p>","author_name":"Rod Turner"}