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David Bird interviewed Catherine Cashmore, a land cycle investor and former President of Prosper Australia, on real estate cycles. The discussion focused on the 18-year property cycle, which Bird emphasized is not based on opinion but instead draws from centuries of historical data and recurring patterns in real estate markets.
Bird describes Cashmore as one of the sharpest minds in the sector and highlights the analytical depth of their conversation.
Bird has previously outlined how capital rotates in commodity markets, describing a sequence from precious metals to soft commodities. He also presented on institutional crypto market strategies at an event in Brisbane. These topics reflect Bird’s focus on recurring patterns across asset classes.