confusedeconomistoz

The confusedeconomistoz’s Podcast

Business EN ↓ 4 episodes

Podcast 1

Author

confusedeconomistoz

Episodes

The rise and rise of Stephen Miran 27.08.2025 44:59

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...

Abu Dhabi SANTOS takeover and Energy transition endgame 04.08.2025 17:43

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 31.08.2024 34:25

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 03.03.2024 51:58

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