The confusedeconomistoz’s Podcast

The rise and rise of Stephen Miran

The Stephen Miran paper:
A Users Guide to Restructuring the Global Trading System
written in November 2024 has not had much attention in Australia.
This is quite surprising as it describes Trump's play book with respect to tariffs and trade allied allied with America's now unaffordable security burden and fiscal deficit interest payments
This podcast will summarize the paper referencing some page numbers along the way, and my own comments.
 

Abu Dhabi SANTOS takeover and Energy transition endgame

This podcast is divided into 2 topics
The first part analyzes the Abu Dhabi and Carlyle takeover for SANTOS, Australia's 2nd largest energy company
The 2nd part studies what the endgame might look look for energy customers if 80% renewables penetration is reached with regard to gas firming capacity versus batteries
 

The trip to America Part2

This is the second and final part of a trip to USA last October 2023.
Part2 covers the time spent in New Mexico in the cities of Santa Fe, Albuquerque, Alamogordo, and Bent/Ruidoso.

Trip to America Part 1

THis podcast takes an off beat look at a trip to the USA made in October 2023.
Part 1 deals with journey from San Francisco to San Diego making observations along the way.
Part 2 yet to be published deals with New Mexico

The cost of Off shore windfarms in australia

Looks at issues on the australias east coast for offshore wind farms