Shownotes Transcript
It’s Stephen’s birthday and it’s the budget! What a time to be the AICD Chief Economist. Discussed in this episode:
[1:01] May RBA decision
[1:14] Copy-and-paste March decision
[1:40] April RBA decision
[1:45] April RBA minutes
[2:53] AICD Director Sentiment Index
[3:35] 2H16 Director Sentiment Index
[5:31] NAB March Business Survey
[6:03] Consumer confidence still subdued
[6:32] Treasurer’s good/bad debt speech
[6:37] Badgerys Creek airport
[6:41] Inland rail
[6:52] Company tax cut
[6:59] Stephen on tax reform
[7:52] South Australia renewables debate
[8:35] Budget countdown
[8:58] Treasurer’s flags housing package
[9:29] Negative gearing changes ruled out
[9:52] Retiree incentives to downsize
[10:06] Salary sacrificing a deposit
[10:21] Barbecue stoppers
[10:53] AICD’s negative gearing position
[11:43] Health and education good debt?
[12:17] $50bn infra package
[12:20] 2014 $50bn promise
[12:48] Stephen on infrastructure debt
[13:18] Snowy hydro plan
[13:38] Sydney second airport history
[14:15] 2014 proposed university cuts
[14:26] Abbott’s Gonski unity ticket
[14:33] Gonski double backflip
[14:36] Turnbull questions Gonski
[14:45] Gonski Company Director profile
[14:57] Gonski 2.0
[15:47] Higher education cuts
[16:07] Gonski 1.0
[16:23] Gonski and the forward estimates
[16:28] More or less funding for schools?
[16:51] 2.0 changes to status quo
[17:10] Greens support
[17:17] Private school cuts
[17:38] Gonski 2.0 Labor strategy
[18:29] ’Overfunded’ cuts consensus
[19:10] i give a gonski campaign
[19:34] Gonski and Turnbull schoolmates
[21:14] Labor’s Mediscare campaign
[21:31] PBS generics push
[22:21] Medicare rebate freeze to be lifted?
[22:48] Fairfax strike
[23:33] Government bonds on issue
[24:02] OECD government debt-to-gdb
[24:45] Net operating vs net cash balance
[25:07] Register for Stephen’s budget webinar
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