In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks.\n\nYou can find Matt's writing at http://signalmacro.com/\n\nTimestamps:\n00:00 Introduction and background on Matt\n03:20 Bank funding & CLF\n09:30 Why are Australian banks so profitable?\n18:10 Are these changes a signal that govt will stop pushing house prices?\nNew Zealand housing market\n29:30 Will Aus follow suit and raise rates?\n35:10 Wage growth\n36:50 USD vs AUD\n41:05 Worst case scenarios for the big 4?\n45:15 TFF\n46:20 Bond rates\n48:00 The RBA following other global banks\n52:45 Macro look at US economy\n55:55 Europe and their ties to China\n57:20 Where you can find Matt\n\nTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\nGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\nLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\n\nFind us on social media:\nhttps://www.facebook.com/NucleusWealth/\u200b\nhttps://twitter.com/NucleusWealth\u200b\nhttps://linkedin.com/company/nucleusw...\u200b\n\nNucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source...\u200b.\n\nThe information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796\n\n#aussiebanks #big4 #big4banks