Talking Finance - SoundSage

We cannot escape ‘duck and cover’ news from North Korea. The geopolitical control in the region seems to shift on an almost daily basis. Peter Hayes has been to Korea 7 times and explains how investors can interpret the shifting sands.

Duncan Calder is a former head of the Australia China Business Council and now runs Contour Capital. He weighs up the risk of the US starting a trade war with China.

Gerard Minack tells Alan to enjoy the reflation trade while it lasts and forecasts a gloomy outlook for our housing market.

Betty Wang from ANZ Research agrees with Minack that China’s growth has stabilised, and warns that it appears to be underpinned by debt funding.

Talking Finance finishes with another favourite Trump topic – corporate tax – and since America is talking about it, so is the rest of the world. Miranda Stewart from the ANU has been researching Australia’s position.

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We've harvested a bumper crop of medical marijuana for this week's Talking Finance.

In February 2017, Australia legalised the importing of cannabis for medicinal applications. People who suffer from chronic pain, epilepsy, and even some cancers may soon have access to what some say is a miracle worker. Investors already have access to some listed companies producing the goods.

Siblings Stewart Washer and Elaine Darby are at the forefront of this branch of the healthcare industry. Stewart heads up Zelda Therapeutics, an offshoot of an American company working on clinical trials. Elaine Darby's company AusCann supplies Zelda with its product.

Seeing the weed through the trees, Brett Mitchell left mining to start MCG Pharmaceuticals. And Creso Pharma is producing medical cannabis for animals, so Rover and Tiddles will soon be anxiety free.

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The property market in Hobart has lain dormant while the rest of the country experienced increasing sale prices. Now, properties in the Tasmanian capital are selling like hotcakes, while still being some of the most affordable in the country. Paul Farrelly from Nest Realty in Hobart has on-the-ground experience and some good advice for investors.

Meanwhile, Michael Corcoran from the Urban Development Institute says there's more to the property boom than just increased lending - it's about lack of supply and taxes too.

The impact of Cyclone Debby is still being tallied and bananas are safe, but tomatoes and capsicums could be in short supply. Felicity Emmett from ANZ Research forecasts how the Australian economy could fare once the flood waters settle.

And Sally Auld from JP Morgan has a recap of the banking regulators actions over the week.

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