6 - Talk infra to me

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

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