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Forbes thought leader and #1 Amazon bestselling author, Ivan Illan, Founder & Chief Investment Officer at AWAIM®, shares deep thoughts on capital markets and economics. Unscripted and potent ideas are discussed on timely economic and capital markets issues. Financial advisors and retail investors may find the most enjoyment from these musings. For more info or to submit questions/topics for consideration, visit www.alignewealth.com Investment advisory services offered through Aligne Wealth A ...
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Ready Talk

Ready Media Group

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Ready Talk is your go-to podcast for insights into property development, investment, and commercial real estate in Australia. Hosted by industry experts, we cover trends, strategies, and tips to help you navigate the Australian property market.
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What’s up? Welcome to “What the health?!”, a podcast produced by Generations for Health, where we will have conversations about health in a fun way. Join Ramy and discover more about health while just casually talking about whatever pops his mind: barbeques, scuba diving, netflix... Do you like what you hear? Follow us on our social media accounts and send your audios to [email protected] to appear on our podcast! Hosted by Mohamed Ahmed Ramy and Andrea Vidal. Written by Daryl Á ...
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The Masterplan - a Property Podcast

Rebecca Shackleton & Nikita Jenkin

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Welcome to The Masterplan – a Property Podcast. Hosted by Rebecca Shackleton and Nikita Jenkin. Our goal is to unpick the complexities and nuances of the property industry by interviewing guests who will offer insights and share their experiences in marketing, sales, and all aspects of property development. As newbies to the world of podcasting, we are looking forward to going on this journey with you and having a whole lot of fun on the way. This podcast is possible thanks to our sponsors: ...
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In this episode of ReadyTalk, our very own Scott Bremner is joined by Peter Vines, Managing Director of Ray White Commercial Western Sydney — a market leader operating at the centre of one of Australia’s most rapidly evolving regions. With over two decades of experience across Sydney and Europe, Peter brings a grounded, real-time perspective on the…
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In this episode of ReadyTalk, Jack Johnstone speaks with Cieran Kayes, one of Australia’s most dynamic and versatile property developers. From starting out as a bricklayer under his father, to running some of Melbourne’s busiest pubs, and ultimately leading landmark developments with Edge Development Group, Cieran has built a remarkable career. Jac…
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For our next episode of ReadyTalk, Jack Johnstone sits down with Gerald Delany, a true pioneer of Melbourne real estate. With over 40 years at the top of the industry, Gerald has built an extraordinary career defined by consistency, integrity, and record-breaking success. Now Chairman of Kay & Burton, one of the most prestigious brands in Australia…
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In our next episode of ReadyTalk, Jack Johnstone sits down with Illan Samuel, founder and managing director of Samuel Property, a family-owned Melbourne-based property development firm, which specialises in high-end multi-residential projects. Illan founded the firm around 10 years ago and in that time has emerged as one of Melbourne’s most progres…
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For our next episode of Ready Talk, we have the second part of a two-part edition featuring special guest Barry Plant, a respected figure in the Australian real estate industry whose full story has never been heard before. Barry's journey began in 1969, leading him from entry-level roles to building a highly successful real estate empire alongside …
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For our next episode of Ready Talk, we have a two-part edition featuring special guest Barry Plant, a respected figure in the Australian real estate industry whose full story has never been heard before. Barry's journey began in 1969, leading him from entry-level roles to building a highly successful real estate empire alongside his wife Karen. Bar…
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In this episode of ReadyTalk, Jack Johnstone sits down with Lauren Staley, Managing Director of Infolio Property Advisors. With 25 years of experience, Lauren shares practical insights into Melbourne's real estate market, her journey from property management to buyer advocacy, and how she built a successful business by filling a crucial gap for hom…
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In this episode, Ivan Illan, AIF, CFS, Founder & Chief Investment Officer at AWAIM shares the US employment chnages underway. Demographics and changing company financials are driving seismic shifts in how the US labor force experiences employment opportunities. For more research highlights, please visit: https://www.alignewealth.com/blog Copyright …
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For our next episode of Ready Talk, we welcome Mark Greenberg, Director and Founder of Lambert Capital. Mark is a Chartered Accountant with over 30 years’ experience in Accounting, General Management, Banking, Property, Direct Private Lending and Funds Management. He has a Bachelor of Commerce from Melbourne University, an MBA from the Melbourne Bu…
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In our next episode of Ready Talk, Jack Johnstone sits down with Mat Steinwede, Director of McGrath Estate Agents. Ranking consistently as the number one agent in the McGrath Network, combined with leading one of the most successful sales teams in Australasia, Mat Steinwede is a sought-after property sales specialist. Mat's achievements have seen h…
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Even though Trump's tariffs on China are meant to place pain and pressure on their economy, it appears that China is navigating US tariffs deftly. China's exports to other regions around the world have markedly increased, which has effectively offset the huge exports declines to the US. For more research highlights, please visit: https://www.aligne…
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In our next episode of Ready Talk, Jack Johnstone had the opportunity to sit down with Tas Costi and Simon Cohen, Co-founders of Australia's first commercial property buyers agency, Costi Cohen. With over a decade in the field, Tas is an established property mentor with peak industry affiliations. As Co-Founder of Costi Cohen, Tas is leading a team…
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For our next episode of Ready Talk, Jack Johnstone sits down with Matt Lahood, Founder and CEO of The Agency. With than more than 35 years of real estate experience, including 25 years in leadership and growth roles, Matt knows what it takes to significantly grow business and has worked alongside most of Australia’s property industry icons througho…
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For our next episode of Ready Talk, Jack Johnstone sits down with Mark Earle, Chairman and Director of Buxton Real Estate Group. When it comes to a passion for real estate Mark Earle is renowned for his unwavering commitment and his unyielding motivation to succeed. Head-hunted into real-estate at an early age, Mark's desire to lead the way in his …
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For our first episode of Ready Talk, Jack Johnstone sits down with Leonard Teplin, Director, Marshall White. Known for his ability to create sales at the highest level, over the last decade Leonard has been involved in some of Melbourne’s most iconic and successful off-the-plan residential developments. Leonard’s extensive experience in the real es…
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Ivan Illan, Founder & Chief Investment Officer, discusses the historical relationship dynamic demonstrated by a falling US Dollar value and the resulting impact on U.S. and non-U.S. stock markets. Specifically, he focuses on the decade from 2005 to 2015, which was marked by the Great Financial Crisis and a USD value that oscillated wildly from -15%…
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Ivan Illan, Founder & Chief Investment Officer, AWAIM was a special guest for the full hour on The Bruce Cook Conversation. Ivan discussed all things economics with Bruce. This is the first segment of four from that radio interview. Original air date: March 8, 2025 at 8PM PT. For more information, please visit: https://www.alignewealth.com/ Copyrig…
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Founder & CIO at AWAIM, Ivan Illan, joins California Senator Josh Newman on The Conversation with Bruce Cook discussing the condition of California's and the U.S. economy including jobs, deficits, and education. (Original Air Date: October 13, 2024 at 6PM PT on AM830 KLAA) For more information, please visit: https://www.alignewealth.com/ Copyright …
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In preparing for my September 2024 Forbes article, I stumbled upon a shocking set of nearly identical, devastating economic statistics regarding the U.S. economy. Graphs and data referenced in this episode comparing the periods of 1975 to 1980 versus 2019 to 2024 can be found at: https://www.alignewealth.com/blog/research-highlights-09-04-2024 For …
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As discussed in detail last summer (see Research Highlights and Forbes article), comparing the Earnings Yield on stocks (using the S&P 500 Cyclically Adjusted Earnings Yield [CAEY]) to the Risk-Free Yields on U.S. Treasury Bonds can have an elucidating effect on an investor's favor towards equities or away from them. Recall that Earnings Yield is e…
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In this month's episode, Ivan Illan, Founder & CIO at AWAIM®, explores the dichotomy of two segments of the capital markets - U.S. high yield bonds and U.S. small cap stocks. Both of these segments are predominantly charaterized by below investment grade credit ratings and typically demonstrate high price correlations. However, the past few years h…
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The past few days have been hard on A.I. stocks, which until now have been driven higher and higher by the widespread A.I. euphoria. In this episode, I discuss a recent Working Paper (published May 2024) from the National Bureau of Economic Research that shares a more modest projection on the impact of A.I. in total factor productivity over the nex…
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For roughly two years, the U.S. economy has been undermined by a challenging dynamic - a yield curve inversion. Not to be ignored, when short-term interest rates are much higher that long-term interest rates, investor and lender behavior modulates accordingly. If this dynamic persists too long, unintended consequences become manifest across marketp…
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The Buffett Indicator (or Ratio) is a simple formula often referenced by famed investor Warren Buffett. It's simply, Total U.S. Stock Market Capitalization / U.S. GDP. The idea is basically higher ratios infer overvalued markets, while lower ratios may indicate stocks are broadly undervalued. Currently, this ratio stands at 186%. However, what if y…
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Ivan Illan, Founder & Chief Investment Officer at AWAIM® shares a conversational-style review of a recent research highlight published on the firm's website discussing U.S. credit card delinquency and other correlated metrics such as household savings, debt levels, and interest rate on credit cards. This discussion focuses on the confluence of thes…
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In this episode, Founder & CIO, Ivan Illan discusses the myriad issues around having a significantly positive US Output Gap - an important economic metric that reveals underlying inflationary pressures in an economy. For more information, charts and other details related to this episode, please visit: https://www.alignewealth.com/blog/research-high…
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REPLAY: On-Air Live interview of Ivan Illan on AM830 from "The Bruce Cook Conversation" orignally broadcast on Sunday, January 7, 2024 at 6PM PST. Ivan and Bruce chat about various economic issues impacting folks today from interest rates and taxes to debt and the upcoming election. Wide scope of topics covered and additional commentary on domestic…
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In this final episode for 2023, bestselling Dummies author, Forbes Finance Council member, Founder & CIO Ivan Illan, shares some preliminary insights as to what may play out during 2024 for both stock and bond markets globally. He highlights the period beginning March 2022, which coincides with the Federal Reserve's initiating a restrictive U.S. mo…
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Joining us for our final episode for 2023, we are thrilled to have two key members of the Local Residential Team as our Guests - Megan Hondromatidis, Head of Marketing and Communications and Cara Clemente, Development Manager. Megan has over 13 years’ experience in the property development industry, having started out working on large scale retail …
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Original Air Date: Sunday, November 19, 2023 at 6:30PM PST Listen to the replay from the on-air interview of Founder & Chief Investment Officer Ivan Illan conducted by The Conversation's Host Bruce Cook. Ivan returns to the show answering a wide variety of questions about the US economy, upcoming elections, inflation, and the Federal Reserve. https…
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In this episode, we are joined by Release.Me's National Manager for Engagements and Partnerships - Amber Keogh, a Tech Start-up enthusiast and Marketing Strategist who has played a key role in launching several award-winning PropTech innovations on both the commercial and residential sides of real estate. Along with better collaboration between Pro…
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This episode includes references to data shared in Ivan's upcoming Forbes.com article tentatively entitled, "For Decades Fed Funds Remained Higher Than The Inflation Rate, May Be Once Again". Citing nearly 50 years of historical averages regarding the Effective Federal Funds Rate, 30 Year Mortgage Rate, 10-2 Year US Treasury Spread, and the 10 Year…
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A more casual companion piece to Ivan's article published in Forbes on October 19, 2023, entitled "What A Flattening Yield Curve Means For Future Fiscal Fitness" Discussion on the importance of understanding the segment of the yield curve to which an investor has exposure. Also, a review of the basics on the time value of money - a related concept …
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In this episode Ivan cites recent PMI declines, while reframing the data that often minimizes the manufacturing sector's share of and relevance to the U.S. economy. A discussion follows on how nominal GDP data is referenced routinely, instead of real GDP. The conclusion is surprising to many - even finance professionals - regarding the enduring sig…
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With us today is Illan Samuel. Illan is the founder and Managing Director of Samuel Property - a family-owned, Melbourne based property developer, specialising in the high-end multi-residential sector. In just over a decade, Samuel Property has quickly emerged as one of Melbourne's most progressive new contributors to the contemporary residential l…
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In this episode, Ivan Illan rejoined Bruce Cook on The Bruce Cook Conversation, which was broadcast live on-air throughout Southern California and live streamed on KLAA AM 830 Angels Radio on Sunday, July 9, 2023 at 6PM PT. As a returning show guest, Ivan offered new perspectives and insights to many questions that Bruce presented regarding the sta…
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Today we are thrilled be joined by Rebeccas good friend, and marketing extraordinaire - Emily Watson. Emily is Creative Director at The Content Creature and absolutely loves the magic of words. Emily’s experience in marketing is a result of over 15 years in the property and development industry. During this time, she discovered a passion for all th…
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If you're wondering why your investment portfolio seems to be lagging the S&P 500 Index so far this year, it's because the market has bad breadth. Bad (or, in this case meaning, very narrow) market breadth illustrates that only a very few minority of companies are responsible for the majority of the return seen in the index. In this episode, I shar…
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Yesterday (Mother's Day), I returned as a half-hour guest on Bruce Cook Conversations on AM830 Angels Radio. This podcast contains the full interview replay which was broadcast live throughout Southern California on Sunday, May 14, 2023 at 6:30PM PT. Topics covered included Bruce's rapid fire questions on the state of the U.S. economy, debt ceiling…
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Today we are joined by ABN Group’s General Manager, Oscar Stanley; who shares with us the importance of building relationships, throughout your career; culture and the benefits of hiring for culture first, experience second; and how we must shift from an attitude of success being defined by how many people you manage, to being how good you are at y…
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Don't be alarmed by the harse tone of this episode. A contractionary phase in the monetary cycle is a difficult and challenging one for labor, real estate, and capital markets. After years of expanding the monetary base, which had led to misallocations of inexpensive capital, those funds must be now eviscerated. Ivan explains the only two ways that…
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Remember that ad campiagn in the 1980's, "Where's the Beef?!"... In this episode, Ivan exclaims, "Where's the Risk?!", in reference to the seemingly non-existent level of risk in the lower-end spectrum of investment grade bonds. Referencing data shared in AWAIM's latest research highlight, Ivan shares how the OAS-to-Yield Ratio may reveal another p…
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Today we are joined by Social Garden’s General Manager, Nik Sproal; who shares with us his career journey, working on both client and agency side, emerging trends in property marketing, and how to get comfortable, being uncomfortable. Nik has been a restless and risk-taking explorer since starting work in property marketing in Melbourne in 2000. A …
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Welcome to The Masterplan – a Property Podcast. Hosted by Rebecca Shackleton and Nikita Jenkin. Our goal is to unpick the complexities and nuances of the property industry by interviewing guests who will offer insights and share their experiences in marketing, sales, and all aspects of property development. As newbies to the world of podcasting, we…
  continue reading
 
The U.S. Federal Reserve Bank is technically insolvent (or bankrupt in layman's terms). Of course, as "buyer of last resort", the U.S. Treasury would not allow the Fed to cease operations legally. Instead, the Fed maintains operations in the red (booking losses in the form of a "deferred asset") until such time it makes money again when it can once…
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What does it mean to take care of yourself? Why do you even need to do that? Who feels the disproportionate impact of global issues? All that and more with Ally, founder of empower-mag.com, the first Mental Health Magazine in the Middle East, winning Harvard's Top 7 Most Impactful Social Initiatives in 2019 & earning recognition from the World Heal…
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