6 - Talk infra to me
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This week Stephen and Ivan talk about making infrastructure sexy again, as well as the latest labour market data and the ongoing jobs/housing dilemma of the RBA.

Discussed in this episode:

[0:59] February jobs disaster)

[1:11] Stephen on the March jobs numbers)

[1:48] Jobs report sceptics)

[2:35] 2014 ABS error)

[3:42] April RBA minutes)

[5:42] ANZ's job ads data)

[5:54] NAB business survey)

[7:03] Polling is getting harder)

[9:08] * Blueprint for Growth)*

[11:30] Snowy Mountains Scheme)

[12:14] PM’s Snowy reboot)

[13:12] Keynesian stimulus)

[13:17] Governor Lowe on infrastructure)

[14:34] Grattan Institute on infrastructure)

[14:59] Cost-benefit analysis)

[15:02] NBN’s lack of cost-benefit analysis)

[15:13] NBN cost estimates)

[15:33] Infrastructure Australia)

[15:38] Infrastructure Australia priority list)

[16:22] AICD’s Director Sentiment Index)

[18:02] South Australian energy crisis)

[18:20] Elon Musk to the rescue)

[20:12] Stephen on infrastructure borrowing)

[21:27] 457 visas abolished)

[22:57] University concerns)

[23:09] Tech sector concerns)

[23:43] Benefits of skilled migration)

[24:02] Value to businesses)

[24:23] Worrying protectionism)

[24:46] Trump’s H-1B visa executive order)

[24:56] Budget countdown)

[25:07] Register for Stephen’s Budget webinar) Tweet at us @aicdirectors) or message us on Facebook) with feedback on the show or suggestions for upcoming topics.