About this episode
This episode features a live analysis of the correlation between interest rates and property prices in Australia, challenging common perceptions about their relationship.
Interest rates just went up again — and right on cue, everyone lost their minds. This week, we've brought in Julien Mougenot, Head of Dashdot Technology, to do something wild: pull apart our own original correlation research — live, on air — and break down what the data actually says in real time. We ran a fresh correlation analysis (literally 24-48 hours before this conversation) comparing median sales price growth against interest rates, interest rate changes, and M3 money supply across every major market in Australia. The findings? They'll challenge everything you thought you knew about the relationship between rates and property prices. Here's what we unpack: Why interest rates and property prices are actually positively correlated (yes, they tend to move in the same direction) The real driver behind Australian property prices — and it's not rates How COVID fundamentally changed the way property markets behave What compressed market cycles mean for your investment strategy Why chasing hotspots without a system is the new trap This one gets nerdy. There are heat maps, correlation tables, and a genuine live analysis on what all this data really…
People in this episode
Guest: Julien Mougenot
Topics covered
- interest rates
- property prices
- correlation analysis
- Australian property market
- investment strategy
- COVID impact
Keywords
- interest rates
- property prices
- correlation research
- investment strategy
- Australian market
- COVID impact
- median sales price
Mentioned in this episode
Organizations: Dashdot
Places: Australia
More episodes of The Investor Lab
- The Property Tax Pivot Nobody Saw Coming · May 1, 2026 · 55 min
- We Ran the Maths on CGT Changes... Here's What We Found · April 18, 2026 · 1h 32m
- Should I Be Investing in Times Like These? · April 4, 2026 · 1h 41m
- Australia Hasn't Been This Scared Since COVID. Here's What It's Costing You. · March 21, 2026 · 1h 9m
- CGT, Affordability & War: The Topics Every Property Investor Is Thinking About Right Now · March 7, 2026 · 1h 33m
- The Wealth Window Is Closing (Why You Need To Act Now) · February 21, 2026 · 1h 30m
Explore listener stats, chart rankings, contacts and more on the The Investor Lab podcast page.