jivetalking

Episode 94: Michael Strong (https://www.linkedin.com/in/michaelstrong1/) is one of the most experienced innovative school program designers in the U.S. His projects include The Academy of Thought and Industry (ATI), the high school model for the largest Montessori secondary school program in the U.S. He also founded Moreno Valley High School, a Paideia charter high school in Angel Fire, New Mexico, ranked the 36th best public high school in the U.S. by Newsweek. He is the author of The Habit of Thought: From Socratic Seminars to Socratic Practice and lead author of Be the Solution: How Entrepreneurs and Conscious Capitalists Can Solve All the World’s Problems. He also a co-founder of Peace through Commerce, Conscious Capitalism, and Radical Social Entrepreneurs. Michael writes at Medium and is active on Facebook, where he is the only “Michael Strong” married to the powerful and beautiful Senegalese entrepreneur Magatte Wade.

Motto: "Keep your identity thin"

Radical social entrepreneurs

https://www.radicalsocialentreps.org

David's review of The Secret of Our Success

https://one-handed-economist.com/?p=723

Episode 93: David talked about climate chaos, mitigation vs adaptation, and the Energy Transition and/or Green New Deal as mitigation efforts.

Motto: "Higher prices [on GHGs] will encourage a range of responses that maximize experimentation and efficiency."

What would a carbon tax really cost?

https://kysq.org/aguanomics/2017/05/so-what-would-a-carbon-tax-really-cost/

The Green New Deal (a small mention of carbon taxes)

https://www.gp.org/green_new_deal

Three Mile Island and China Syndrome

https://www.hiroshimasyndrome.com/three-mile-island-and-the-china-syndrome.html

Death rates from coal vs nuclear (from NASA!!)

https://climate.nasa.gov/news/903/coal-and-gas-are-far-more-harmful-than-nuclear-power/

Episode 92: Dr Paul Paterson (https://www.ipart.nsw.gov.au/Home/About-IPART/The-Tribunal-Executive-team) is the chair of the Independent Pricing and Regulatory Tribunal or IPART, based in Sydney Australia. IPART is the regulator for water, public transport and local government in New South Wales as well as the licence administrator for water, electricity and gas.

Dr Paterson is an industry economist with 40 years of experience as a private sector executive, academic, consultant, regulator and senior public servant. Dr Paterson has worked for the Organisation for Economic Cooperation and Development in Paris as well as holding an impressive range of senior positions in Australia.

Episode motto: "Price water to protect supply not encourage use."

Episode 91: My friend Sue interviewed me about my perspective as a 51-year old. Our conversation covers career, siblings, death, travel, kids & marriage, and so on. Enjoy :)

Motto: "Today you should solve more problems then you cause."

Episode 90: Mike Young holds a Research Chair in Water and Environmental Policy at the University of Adelaide, was the Founding Executive Director of its Environment Institute, is a fellow of the Academy of Social Sciences in Australia, and is a Distinguished Fellow of the Australian Agricultural and Resource Economics Society. Mike is best known for his contribution to the development of natural resource and environmental policies, with a specialization in water policy reform. Mike published hundreds of publications over decades, so check out his home page (https://www.adelaide.edu.au/directory/mike.young#) for more.

Motto: "We're totally unprepared for climate change."

Episode 89: Over the last ten years, Ron Lameij (https://www.linkedin.com/in/ron-lameij-23a6b1/) has helped organisations and people become more entrepreneurial and innovative and helping them become successful with their innovations.

Ron has worked with large multinational companies, with small and medium businesses and with many start-ups and incubators. He provides training, workshops, coaching that support his customers in creating an innovation strategy, an innovation process, a fitting innovation portfolio and he helps them create and develop innovative ideas.

For students of Leiden University and Leiden University College (LUC) he created courses that take the students through many steps of creating an enterprise and building a business model. Throughout the course the students become acquainted with the start-up way of working.

Due to Covid-19, Ron is changing his way of working and the company he works for and has recently established a new company called ‘Impuls voor Innovatie’ (https://impulsvoorinnovatie.com).

Episode 88: Mike and David revisit their predictions from 2 months ago (Episode 83). In Oct, we will discuss where stimulus V went, election dynamics, and policy (top down) & reactions (bottom up) to slow the virus.

Blog post on why tech firms are worth so much (monopoly power): https://crookedtimber.org/2020/08/11/intangibles-monopoly/

Motto: "Reality is now buried under hope; when it’s uncovered, people are going to panic.."

Personal savings (BEA data. Table 2.6, line 35)

2019 (average): 7.5%

Jan 2020: 7.6%

Feb 2020: 8.3%

Mar 2020: 12.8%

Apr 2020: 33.5% (!!!)

May 2020: 24.2%

Jun 2020: 19.0%

David's data sources:

Unemployment (backward looking): www.bls.gov

Market indices (forward looking): www.marketwatch.com/investing/index/spx

Consumer sentiment (forward looking): fred.stlouisfed.org/series/UMCSENT/

Mike's preferred indicators, with weights from 1 (most) to 5 (least) important. Data compare 2 Jun >>> 4 Aug

Dow: 25,740 >>> 26,754

S&P 500: 3,080 >>> 3,295

NASDAQ: 9,600 >>> 10,875

Gold: $1,730/oz >>> $2,016

Oil: $36.80/bbl >>> $41.60

USD/€: $1.11/€ >>> $1.17/€

10yr UST: 0.68% >>> 0.52%

30yr UST: 1.48% >>> 1.19%

10yr AAA GO: 0.84% >>> ??

30yr AAA GO: 1.65% >>> ??

Wholesale Inventories (MoM): 0.4% >>> ?? [1]

Retail Inventories (MoM): -3.6% >>> ?? [1]

Retail Sales Ex Auto and Gas (YoY): -16.2% >>> ?? [3]

Personal Income (YoY): 10.5% >>> ?? [3]

Personal Spending (YoY): -13.6% >>> ?? [3]

Real Personal Spending (YoY): -12.9% >>> ?? [3]

Consumer Sentiment (Apr 2020): 71.8 >>> 78.1 [3]

Housing Starts (MoM): -30.2% >>> ?? [3]

Building Permits (MoM): -20.8% >>> ?? [3]

ADP Employment Change (MoM): -2.8MM >>> +2.4MM (Jun) [3]

Initial Jobless Claims (WoW): 2,1MM >>> 1.43MM [5]

Continuing Claims: 21.1MM >>> 17.0MM(18 Jul) [5]

Episode 87: Alexandria Sisson is a Filipina-American elementary educator in Honolulu, Hawaii. She graduated from Leiden University College in 2020 with a BSc in Governance, Economics, and Development. She applied her academic background in development to specialize in education infrastructure and accessibility.

Motto: "Our aspirations rise with our role models."

Alexa's proposal:

https://docs.google.com/document/d/19iDXY8Wwdv21PggNFvQ7tPgf5UDWNli7N-Rm0oKxtCY/edit

Complete write-up:

https://docs.google.com/document/d/11WMG0dZIln2tam_ieVDR4t28hViQjj45w7sEW8bVD2w/edit

Data: https://docs.google.com/spreadsheets/d/13cMzIDBY91MsjFtKvpcMqNi3uenUnTBe3EkzrCPe46o/edit#gid=535056576

Schelling's model of segregation:

http://nifty.stanford.edu/2014/mccown-schelling-model-segregation/

Becker on discrimination:

https://review.chicagobooth.edu/magazine/winter-2014/how-gary-becker-saw-the-scourge-of-discrimination

Episode 86: Francisco Jose Lopez, a student from Leiden University, interviewed me for his podcast.

Here's the original episode: https://globalperspectives.buzzsprout.com/1049257/4238333-david-water-and-academia

Francisco's introduction: "I have invited dr. David Zetland, a university lecturer at Leiden University College, and author of several books related to water, sustainability, and political economy. During the podcast, we discuss a bit about his academic career, about water management, and about how to make a change when it comes to sustainability."

Episode 85: Giulio Giandoso and I catch up after our talk 3 months ago (https://soundcloud.com/jivetalking/73-giulio-giandoso-is-living-through-italys-coronacrisis). We discuss the end of lockdown, the Italian economy, debt spending, inflation, gold and market bubbles.

Motto: "Trust gold, not politicians"

Italian mayors yell at people to stay home

https://www.youtube.com/watch?v=KxtGJsnLgSc

Videos on inflation, money printing and asset prices:

https://www.youtube.com/watch?v=xeY2Bzhg8s4

https://www.youtube.com/watch?v=iEh5izdlpLc

[I, David, do NOT endorse investing with anyone or in any market. Do your homework.]