Home disadvantage: risks in housing markets
Sep 24, 2026 · 23m
Summary
Jason Palmer and Callum Williams analyze why rising bond yields pose a greater threat to the global housing market now than in 2021, citing increased variable-rate mortgages, depleted household savings, and higher housing supply. Josh Spencer reports that Australia’s social media ban for under-16s has largely failed to reduce teen usage, as most youths easily bypass age-verification systems. Finally, Andrew Miller reviews the new season of the Israeli spy drama Fauda, arguing that its depiction of post-October 7 trauma serves as a powerful, if partial, cultural witness to the conflict’s emo…
Topics discussed
Sponsors: Hotels.com and Perk
Introduction and episode overview
Rising bond yields and housing market risks
Current state of global housing markets
Mortgage structures and rate vulnerability
Depletion of household excess savings
Housing supply trends and price impacts
Conclusion on housing market outlook
Sponsors: Scribd and Superhuman
Australia's social media ban: On-the-ground report
Global context and policy popularity
Data on the ban's effectiveness
Reasons for the ban's ineffectiveness
Alternative enforcement methods and challenges
Platform responses and regulatory shifts
Youth perspectives on social media safety
Fauda: Context and character analysis
Fauda Season 5: Narrative shifts and trauma
Fauda as cultural witness and grief processing
Fauda's reach and limitations in conveying truth
Sponsors: Odoo and Capital One
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