
Show Notes
In this episode of Property Insights, Mark Bouris sits down with economist and finance commentator Peter Switzer to discuss the future of Australian property investment, the outlook for interest rates, and the economic changes that could reshape how Australians build wealth.
With bond yields signalling the possibility of higher interest rates for longer, Mark and Peter explore what this could mean for mortgage holders, property buyers, investors and small businesses. They also unpack how the global AI boom is increasing demand for capital, why productivity growth matters, and whether businesses can achieve enough efficiency gains to offset the cost of borrowing.
The conversation turns to the changing Australian property market, including proposed changes to negative gearing and the capital gains tax discount, the appeal of investment properties versus shares and ETFs, and what reduced investor demand could mean for housing supply and property developers.
In this episode, Mark Bouris and Peter Switzer discuss: - Interest rates and bond yields: Why global bond markets are signalling higher borrowing costs for longer. - The RBA’s next move: Could another interest rate rise be on the horizon? - AI and the economy: How artificial intelligence, data centres and demand for capital could reshape productivity and business investment. - Australian property investment: Whether changes to negative gearing and capital gains tax could alter the traditional property investment strategy. - Property versus shares and ETFs: The costs, risks, potential returns and diversification considerations investors should understand. - Housing supply and property developers: How changes in investor demand could affect new developments and the availability of housing. - The future of Australian business: Why innovation, productivity and economic reform may become increasingly important.
This discussion is for general information and education only and does not constitute financial or investment advice.
*Note: this podcast was filmed in September 2026, before the RBA's October cash rate decision.
Chapters
00:00 Welcome to Property Insights: Peter Switzer joins Mark Bouris 00:39 Bond yields and the outlook for interest rates 01:28 Is the RBA close to raising rates again? 02:14 Could AI drive growth while interest rates stay high? 03:47 Why global demand for capital matters 04:10 AI investment, capital costs and business productivity 05:34 Government spending and competition for capital 06:42 Australia’s productivity challenge 07:16 Can businesses use AI to reduce costs? 08:18 The risk of investing in AI while rates stay high 10:47 Are we entering a structural economic shift? 11:39 The opportunities and threats AI poses to businesses 13:39 What should small businesses and investors do? 15:19 How tax changes could reshape property investment 16:34 The real costs of owning an investment property 18:21 Property versus shares and ETFs 20:56 Is Australia’s investment landscape changing? 21:06 Are investors reconsidering property? 22:06 What makes an investment property worthwhile? 23:23 Could tax changes create a structural shift in property? 24:20 Will Australians favour their own homes over investment properties? 25:04 What happens to housing supply if investor demand falls? 26:07 Could investment incentives encourage business growth? 28:36 Does Australia need a new approach to economic reform? 30:26 Why global capital costs matter to Australia 32:29 Should investors consider alternative asset classes? 32:41 Property investment, diversification and tax changes 33:16 What falling property transactions could mean for state budgets 34:38 Household spending and the GST debate 37:00 Final thoughts on politics, business and economic reform
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