Stephen Koukoulas
speaker
2,355 appearances
24 recordings
2 series
first heard Apr 2026
last heard 3d ago
Stephen Koukoulas’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in May 2026 with 6.
Appearances
And by the way, while these things are being built and used, they're adding to GDP, which is no bad thing.
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Look, I I'm of the view that
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Any increase in capex is a good thing.
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You know, we go back to the mining boom.
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What was that in the two thousand and five to two thousand and ten period approximately?
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Mining investment when absolutely, as they say, a gangbusters.
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It was an incredible period and people said, Oh, it's too narrowly focused.
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Oh, isn't it bad?
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But now here we are, you know, a decade and more after that CapEx was undertaken and it's moved from what was just the
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uh machinery, the conveyor belts, the big diggers and the uh L and G platforms off the North Northwest shelf, among among other things too.
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And it's just churning out the output.
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That's the basis of why firms undertook that CapEx and it's yielding benefits for the Australian economy right now.
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So the fact that it's data centers, yeah, you can sort of make a little bit of a point that it's relatively narrowly based.
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But once these data centers come online, once the firms that are building them, utilizing them, uh start to benefit from
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the capacity to do stuff in a electronic way.
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Um it's a it's a good thing.
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I I I'd welcome I'd welcome investment in something rather than broad based investment in nothing.
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Yeah, indeed.
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And and to the extent that we are going down that path, and I think we are, and while there are a few little bumps in the road and those sorts of things and discussions about, well, was it a little bit of a uh bubble or a boom?
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Maybe, maybe, but let's not go there just yet.
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Showing 161–180 of 2,355 · page 9 of 118
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