Peter Esho Podcast

Peter Esho

Peter Esho delivers sharp, 10-minute insights that cut through the noise. Each episode breaks down what matters in markets, property, and investing—so you can make smarter moves. No hype, no fluff, just clarity from someone who’s in the game.

  1. 04/10/2025

    #109 US Govt Shutdown & Impact on Investments

    In this week's episode, we look at the US government shutdown, which is making headlines again. It grabs attention, but let’s cut through the noise. Shutdowns are theatre. They don’t change the fundamentals overnight, but they do show us how fragile the system has become. The US runs on debt. Each year the ceiling gets lifted. Each year the debate gets nastier. Shutdowns are the symptom of a bigger problem: an economy built on borrowed money with no political consensus on how to fix it. That matters more than the shutdown itself. Markets usually shrug these events off. Equities bounce back once a deal is done. But repeated dysfunction eats away at confidence. The real story is in bond yields. Investors see a government unable to manage its balance sheet, so they demand higher returns to lend money. That’s why yields have been rising, and why the US dollar stays strong in the short run but vulnerable in the long run. For Australia, this isn’t abstract. Higher US yields set the tone for our own rates. The RBA can’t ignore what happens in Washington. Mortgage costs rise. Investment flows adjust. Capital gets repriced. The lesson for investors: don’t get distracted by the noise of shutdown headlines. Focus on the signal. Rising debt costs. Shifting capital flows. A global economy that is being repriced as the cost of money climbs. These are the changes that will shape property, credit, and wealth creation over the next decade.

    8 min
  2. 21/09/2025

    #108 Australia’s $2 Trillion Energy Bet

    In this episode, sponsored by Flexdoc, we look at the Australian government's new climate targets. The plan is bold: cut emissions by 62–70 per cent by 2035, while holding firm on the 43 per cent cut by 2030 and net zero by 2050. These numbers aren’t just about the environment. They are about money, jobs, and long-term growth. To hit the targets, Canberra is putting billions on the table. A $5 billion Net Zero Fund will help heavy industry decarbonise. A further $2 billion goes to the Clean Energy Finance Corporation to back renewables, storage, and clean fuels. The Safeguard Mechanism will tighten on large emitters. Incentives are flowing into solar, wind, batteries, and low-carbon fuels like sustainable aviation fuel. The economics are clear. Treasury modelling shows that if the transition is managed well, the economy could be $2.2 trillion larger by 2050. Every Australian could be $36,000 better off on a per-person basis. But if the shift is delayed and messy, GDP per person could be $2,100 lower. The stakes are high. For investors and entrepreneurs, the opportunity is real. Industry upgrades, renewable deployment, and new transmission lines will demand capital. Clean fuel production and supply chains will open new markets. Local manufacturing of technology and equipment will be a growth story. This is not just an environmental plan. It is an economic bet. One that reshapes where capital will flow over the next two decades. The government has signalled where it will back winners. Investors who move early, with clarity and conviction, will have the chance to ride the upside of Australia’s $2 trillion energy bet.

    11 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Peter Esho delivers sharp, 10-minute insights that cut through the noise. Each episode breaks down what matters in markets, property, and investing—so you can make smarter moves. No hype, no fluff, just clarity from someone who’s in the game.

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