598 | Negative Gearing & CGT: Two Top Economists Cut Through the Budget Spin

In Episode 598, Ben sits down with economist David Robertson and Evan Lucas, Couch Crew, to unpack one of the most ambitious (and controversial) budgets in decades. And one line from Evan captured the conversation perfectly: "Fiscal policy is hammers doing fine art." 🔨 Because changing the rules is one thing. Predicting how people change their behaviour afterwards? That's where it gets interesting. Together they unpack: 🏠 What tax reform could mean for investors 📉 Whether borrowing power and property demand could shift 💰 The unintended consequences nobody seems to be talking about 📊 Why housing supply remains Australia's biggest challenge 📈 Interest rates and where the economy could head next 🤖 Why AI and productivity may become Australia's next growth story Plus: could these changes create a two-tier property market? Listen now, folks! 👉 https://thepropertycouch.com.au/ep598-david-robertson-budget *TIMESTAMPS* 0:00 - 598 | Negative Gearing & CGT: Two Top Economists Cut Through the Budget Spin - Chat with David Robertson & Evan Lucas 4:52 - Bold Reform Or Big Gamble? Can ambitious policy actually deliver meaningful change? 9:15 - Hammer Vs Chisel 🔨 Evan Lucas’ analogy for why policy often misses precision 16:56 - Housing Affordability Reality Check: Will these reforms actually help first-home buyers? 19:05 - The Magic 5-Year Myth: Does negative gearing become cashflow positive that quickly? 21:25 - Negative Gearing Isn't Gone 25:31 - Why a new interest rate reality may be emerging 30:16 - AI: The productivity shift that could reshape the economy 41:07 - Investor Behaviour Changes: The unintended consequences nobody is discussing 47:48 - The New Investor Playbook: Duplexes, development and emerging opportunities 53:32 - Solving Supply: Why housing supply remains Australia's biggest challenge 58:17 - Final Verdict: Is this just the first step in a bigger reform story? 👍 Like this video if it helped! 🔔 Subscribe for weekly insights on property, finance & money management 📲 Join 19,000+ investors on Moorr: https://moorr.com.au 💡 Access free resources via MyKnowledge: https://moorr.com.au/myknowledge #thepropertycouch #negativegearing #federalbudget #propertymarket #propertyinvesting #taxreform #economy #housingmarket