Banks, election winners, Aristocrat Leisure and NextDC

Skin In The Game

Join Nathan and Alex, as they discuss APRA's lower lending standards, winners from the election, Reliance Worldwide's profit downgrade, Aristocrat Leisure, Azure Haealthcare and NextDC.

02:04 – Is APRA’s move to reduce the home loan buffer rate significant for the banks?
08:54 – Hempton’s view of home prices and lending
14:11 – Winners from the Liberals' recent election victory
16:19 – Thoughts on Azure Healthcare
18:21 – Reliance Worldwide's recent downgrade
23:40 – Any potential upside for Dicker Data?
25:31 – Thoughts on Next DC
29:30 – Pokies vs social gaming

See omnystudio.com/listener for privacy information.