Banks, election winners, Aristocrat Leisure and NextDC

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Skin In The Game

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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 lending14:11 – Winners from the Liberals' recent election victory16:19 – Thoughts on Azure Healthcare18:21 – Reliance Worldwide's recent downgrade23:40 – Any potential upside for Dicker Data?25:31 – Thoughts on Next DC29:30 – Pokies vs social gaming