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What’s Not Priced In EP15: Australia's Era of Energy Poverty
Manage episode 375834738 series 3479196
Conteúdo fornecido por Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.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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