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What’s Not Priced In EP15: Australia's Era of Energy Poverty
Manage episode 375834738 series 3479196
コンテンツは Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Earnings season is nearly over but everyone is talking about inflation. The latest monthly CPI reading came in lower than expected, and the market reacted well. But is this warranted? And what's the bond market telling us?
Inflation IS cooling, but at hte expense of households. The US consumer is running down their savings and the amount Aussie households are putting into offset accounts is at multi-year lows. We then look at two big Aussie stocks -- Harvey Norman and Brambles. Are both overvalued?
Finally, we turn to the energy transition and its costs. Greg explains the importance of a vital concept -- Energy Return on Investment -- and why it's vital for civilisation. A low energy return on investment is a low standard of living.
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