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
