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6 - Talk infra to me
Manage episode 200593541 series 2125978
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.204 episodes
Manage episode 200593541 series 2125978
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.204 episodes
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