The Other Hand

War in Gaza, Ukraine and....Sudan. Give every new born a €5000 Global Equity ETF. First BoJ hike in 17 years

21 Mar 2024

Contributed by Lukas

Markets are telling us to stop worrying Hosted on Acast. See acast.com/privacy for more information.

Signs of an economic acceleration? What's wrong with 4 - 5% interest rates? Zero rates were caused by crisis - we need a dose of normal

17 Mar 2024

Contributed by Lukas

A packed podcast!For the past year or so we have been noticing weakness in Irish exports, particularly pharmaceuticals and one or two other key areas....

Are stock markets blowing another bubble? Are the comparisons with the dot.com era real or apparent?

14 Mar 2024

Contributed by Lukas

Everybody in financial markets is starting to ask: is this another bubble, a near quarter century after the dot.com crash? Are those comparisons with ...

Bumper corporate profits consistent with a winner-takes-all world. The budget circus starts early

11 Mar 2024

Contributed by Lukas

All the latest economic data Hosted on Acast. See acast.com/privacy for more information.

The war on drugs: lost but still worth fighting? Trump's poll lead widens, Sinn Fein's narrows.

08 Mar 2024

Contributed by Lukas

All the latest economic news. Hosted on Acast. See acast.com/privacy for more information.

The non-recession recession. Weak exports: isolated or canary in the coal-mine?

04 Mar 2024

Contributed by Lukas

On the numbers, the Irish economy is in recession - but is it?Talking to one segment of the Irish diaspora - what do they think of their host country?...

Is Ireland in for a long period of no government? A good or bad thing? Banking needs much more competition.

27 Feb 2024

Contributed by Lukas

Current opinion polls are pointing towards another coalition government. How long would those coalition negotiations take? Would a prolonged period of...

The Trifecta of dysfunction. House prices rise again. Could the next move in US interest rates be up?

23 Feb 2024

Contributed by Lukas

House prices rise in Ireland - - for the fourth month is a row? How come? Plenty of buyers is the simple answer. It seems that higher interest rates d...

Biden's 'cognitive decline'. A conversation about staying well - or not - into old age with Professor of Neuroscience Shane O'Mara

21 Feb 2024

Contributed by Lukas

A lawyer - a 'special prosecutor' - recently caused a furore with an allegation about Joe Biden's 'cognitive decline'In conversation with Professor of...

In conversation with one of our critics. Sort of. Engaging with people who think differently. With the emphasis on engagement

19 Feb 2024

Contributed by Lukas

The other day we received the longest email ever sent to The Other Hand. It was a thoughtful point-by-point critique of pretty much everything we have...

What is RTE for? Why is Sinn Fein arguing for an amnesty for law breakers? Global politics, conspiracy theories and anti-Semitism.

17 Feb 2024

Contributed by Lukas

What is public service broadcasting for? Why does RTE exist? Should it?Whatever the answers to these questions, a new model for public serve broadcast...

Inflation surprises of both kinds. Why target 2%? Why not 8%? Productivity growth - why it is so vital.

15 Feb 2024

Contributed by Lukas

Inflation comes in higher than expected in the U.S. Markets push interest rate cuts further into the future.Inflation comes in lower than expected in ...

Trump's isolationism is a dangerous mirage. Just ask Korea. Is Germany deindustrialising?

13 Feb 2024

Contributed by Lukas

Ever heard of DEXIT? Hosted on Acast. See acast.com/privacy for more information.

Is the world economy re-accelerating? Populists politicians can't run a bath. All the latest data.

08 Feb 2024

Contributed by Lukas

John Bruton RIP Hosted on Acast. See acast.com/privacy for more information.

Dr Strangelove returns? Dysfunction in Washington reaches new extremes. While the economy booms.

05 Feb 2024

Contributed by Lukas

'Dr Strangelove' was a 1960s movie that satirised the cold war. It explored 'Mutually Assured Destruction' and was a riff, in a way, on 'game theory'....

Magical thinking everywhere: IMF forecasts, abolition of The Irish Sea Border and much else.

31 Jan 2024

Contributed by Lukas

Sleepwalking to war? Not so much! Hosted on Acast. See acast.com/privacy for more information.

Reasons to be cheerful - all things considered, we need them. Why are financial markets so exuberant?

28 Jan 2024

Contributed by Lukas

The super soaraway US economy and stock market Hosted on Acast. See acast.com/privacy for more information.

Authoritarian populists threaten to take over everywhere - including Ireland. Why?

26 Jan 2024

Contributed by Lukas

It's coming up the 75th anniversary of the publication of George Orwell's 1984.We discuss with professor Shane O'Mara the various psychological insigh...

The Bitter Lessons of Brexit - they haven't gone away you know. Was Darwin wrong? Time for gold to shine?

24 Jan 2024

Contributed by Lukas

'The Bitter lessons of Brexit'. We all fervently wish that Brexit has gone away. It hasn't. It's more like a slow moving chronic disease but it is sil...

The return of Trump. Davos Concludes. Can we debate immigration rationally?

21 Jan 2024

Contributed by Lukas

Trump is ahead in he polls and could be the next leader of the free world. He has promised to be a 'dictator for a day' Will it be the catastrophe tha...

Irish GDP to shrink for 2nd year? How stupid are financial markets? Graduates join the Trump party

17 Jan 2024

Contributed by Lukas

Latest trade data for Ireland suggest exports are struggling - for the first prolonged period in quite a while. That points to a world trade slowdown ...

What you believe about economic growth is probably wrong - because we know surprisingly little about. And signs of slowing growth are, well, growing.

14 Jan 2024

Contributed by Lukas

Low or no economic growth is a bigger problem than most people realise.What we don't know about growth might surprise you.Too many country's are losin...

China wants Taiwan - an important election approaches. Will Trump gift Ukraine and Taiwan? Latest inflation disappoints - markets react accordingly.

09 Jan 2024

Contributed by Lukas

China wants Taiwan on the same terms that it took Hong Kong. 'One country two systems'. A bargain that Xi Jingping failed to honour. No wonder most Ta...

Worst start to the year this century for stocks and bonds. Geopolitics to replace interest rates as main driver of markets?

04 Jan 2024

Contributed by Lukas

How many centrist political parties does Ireland need? Hosted on Acast. See acast.com/privacy for more information.

Looking backwards, looking forwards. What we got right and what we will get wrong.

23 Dec 2023

Contributed by Lukas

Another year of forecasts, mostly wrong. And another season for making forecasts Hosted on Acast. See acast.com/privacy for more information.

2024: The biggest election year in history?

21 Dec 2023

Contributed by Lukas

Over 100 countries will have elections of one kind or another during 2024. Some analysts think that will be the largest number in history. A lot of th...

Three central banks, two very different messages on interest rates

17 Dec 2023

Contributed by Lukas

The IDA's annual report on companies supported by them shows tech job losses. This is consistent with Ireland's external trade data - although the lat...

Is the housing correction over before its started? Lots of interest rate cuts now priced in - there could be lots of disappointment

13 Dec 2023

Contributed by Lukas

Jim returns from Canada and stresses the scope for improved economic & business ties with Ireland.Inflation is coming down but the world's central...

Wow! For once, some real good news: those weight loss drugs could be the real deal. And, potentially, even a bigger deal than even originally thought!

11 Dec 2023

Contributed by Lukas

In conversation with professor Shane O'Mara of Trinity College Dublin.Novo Nordisk has become Europe's largest, most valuable, company on the back of ...

Oh Canada! Jim promotes Ireland on a tour of the East Coast. Exchequer returns that say boom and GDP data that say recession.

09 Dec 2023

Contributed by Lukas

Jim shares his impressions of the state of Irish-Canada relations during a tour of the major east coast cities.Also in the frame: latest Exchequer ret...

Lower inflation astonishes central bankers but comes as no surprise to everyone else. A week of obituaries.

01 Dec 2023

Contributed by Lukas

Inflation surprises, again, by its rapid fall. But central bankers have been telling us that the 'last mile' will take years. The markets have been la...

Trump, Orban, Meloni, Le Pen, Farage: the right unites around immigration

28 Nov 2023

Contributed by Lukas

The right is rising, even in Ireland. Each country has its own drivers but immigration is a unifying grievance.How big a problem is this in Ireland?Sh...

Riots & unemployed young men. At a time of full employment. Tech & export weakness not (yet?) showing up in the jobs data

26 Nov 2023

Contributed by Lukas

What will be the business and economic consequences of the Dublin riots?There is often trouble when large pools of uneducated, unemployed young men ar...

Cry for Argentina. NIMBY's should vote for Sinn Fein. When will we declare the housing crisis over?

21 Nov 2023

Contributed by Lukas

Argentina is a study in not how to do it. For a very long time. And here they go again. Weep for Argentina.Given the serial objections by Sinn Fein to...

Economies are weakening - latest data. Markets start to think that interest rates are already too high

19 Nov 2023

Contributed by Lukas

Solving the Irish housing crisis is, in principle, easy: just build 50,000 units a year until the word 'crisis' disappears from the headlines and publ...

The 30 year war continues. History explains the latest battle. The Tories never disappoint.

15 Nov 2023

Contributed by Lukas

The only way to understand the latest outbreak of fighting in the ongoing Conservative Party's 30 year war is to look back at history. This has all be...

Cameron uncancelled. Rishi's change agenda unravels. Culture wars over?

14 Nov 2023

Contributed by Lukas

Rishi Sunak surprises everybody - he is even capable of a surprise!Cameron is back in, Braverman is back out.Sunak wants to be the candidate for chang...

Why is everything in the UK so crap? Why is zero growth now a good outcome?

13 Nov 2023

Contributed by Lukas

In this episode Jim asks Chris if he is ghost writing articles for the FT.An actual FT journalist, one of their best, wrote an article about the thing...

The return of the Don: a 2nd term for Trump? What US autocracy might mean for the world

10 Nov 2023

Contributed by Lukas

The peak in interest rates grows closer. Maybe Hosted on Acast. See acast.com/privacy for more information.

Stolen Identity. Our new politics: good ideas taken to ludicrous and sinister extremes

07 Nov 2023

Contributed by Lukas

We will not be cancelled Hosted on Acast. See acast.com/privacy for more information.

The end of the Corporation tax boom? Economies now slowing everywhere. More big moves in interest rates.

05 Nov 2023

Contributed by Lukas

Lots of economic data on both sides of the Atlantic are now pointing to slowing growth. Very slow in the case of Europe, a bit slower in the US. Even ...

Can Elon Musk upload himself? Is ChatGPT eating itself? What is consciousness? And so much more!

03 Nov 2023

Contributed by Lukas

With Professor Shane O'Mara Hosted on Acast. See acast.com/privacy for more information.

GDP declines - so what? An interest rate cut looms on the horizon? What if oil goes to $200?

02 Nov 2023

Contributed by Lukas

The US Congress is not a serious legislature Hosted on Acast. See acast.com/privacy for more information.

The Rugby World Cup: the final. Where is the game now? And look forward to Leinster's season

30 Oct 2023

Contributed by Lukas

With Nathan Johns of The Irish Times. Hosted on Acast. See acast.com/privacy for more information.

Catastrophic cyber attack within the next year? Floods, climate change & the limits of government intervention.

27 Oct 2023

Contributed by Lukas

Is ESG investing getting it right? Hosted on Acast. See acast.com/privacy for more information.

Israel, Gaza & talking past each other. Too many historians are talking about 1914. And more Fed and ECB criticism

24 Oct 2023

Contributed by Lukas

Will the ECB this week do the right thing? (Spoiler alert: nothing) Hosted on Acast. See acast.com/privacy for more information.

Rugby World Cup semis: a good advert for rugby? Nathan Johns of the Irish Times takes us through all the actions and all of the issues

23 Oct 2023

Contributed by Lukas

Nathan Johns @nathanrjohns of the Irish Times discusses all of the action in this weekend's quarter finals of the Rugby World Cup.One unfancied team m...

The world is more anti-Semitic than it is prepared to admit: discuss. And disagree. A lot.

21 Oct 2023

Contributed by Lukas

The end of liberal conceits? Chris thinks there is evidence for the existence of more anti-Semitism in the world, latent or otherwise, than most are...

Podcast Special! A deep dive into Budget 2024, recorded at an Octabuild Webinar.

18 Oct 2023

Contributed by Lukas

Octabuild were kind enough to host Jim & Chris for a Webinar discussing all things Budget 2024, with a special focus on the construction industry....

The world becomes ever more dangerous. Joining dots from Ukraine to Azerbaijan to Israel to Taiwan: how bad will it get?

17 Oct 2023

Contributed by Lukas

Ireland's export data weakens again. It's beginning to look like a trend. And maybe the world economy is weaker than we thought.The Health Service nee...

Luck, opposition moments of brilliance and a couple of Irish errors: these are the tiny margins

16 Oct 2023

Contributed by Lukas

Why Ireland lost in a game of the finest of margins - really.On the numbers, Ireland and New Zealand could replay that game, deploy the same players a...

Budget 2024, US & Irish inflation and the Middle East

13 Oct 2023

Contributed by Lukas

Everything really is connected to everything else Hosted on Acast. See acast.com/privacy for more information.

Israel & war: more storm clouds. ESRI adds economic reasons for caution. US jobs market miracle?

10 Oct 2023

Contributed by Lukas

We really are doing economic policy all wrong Hosted on Acast. See acast.com/privacy for more information.

Ireland demolish Scotland: Nathan Johns of the Irish Times discusses the weekend's Rugby World Cup

09 Oct 2023

Contributed by Lukas

They really deserved to win this one Hosted on Acast. See acast.com/privacy for more information.

Fairness, inequality and redistribution. Many of us think we live in a 'winner takes all world'. Yet the clamour for redistribution remains muted.

08 Oct 2023

Contributed by Lukas

Professor Charlotte Cavaillé is a global expert on inequality and redistribution. Her extensive research program has reframed the discussion such tha...

Does the world have brain damage? Neuroscientist Prof. Shane O'Mara discussions right brain problems and is a lot more optimistic than Chris & Jim

05 Oct 2023

Contributed by Lukas

Do we have a right brain problem? Author and journalist Matthew Syed said so in a recent fascinating Sunday Times column.Professor of Neuroscience at ...

Ireland: Brexit's biggest beneficiary? Farage close to complete takeover of UK Tories. EU house prices show chunky falls.

04 Oct 2023

Contributed by Lukas

Are equities heading for an October event? Hosted on Acast. See acast.com/privacy for more information.

The gathering storm: should the budget be cancelled? Oil prices and bond yields going up, again, are economy killers.

30 Sep 2023

Contributed by Lukas

Batten down the hatches? Fat chance Hosted on Acast. See acast.com/privacy for more information.

More Irish people than ever: a very good thing. J P Morgan boss muses about 7% interest rates: a vey bad thing

28 Sep 2023

Contributed by Lukas

Time for rocket scientists to stop blowing up the (economic) world Hosted on Acast. See acast.com/privacy for more information.

Did Ireland deserve to beat S. Africa? Nathan Johns of the Irish Times takes us through the vital stats

26 Sep 2023

Contributed by Lukas

In an Irish Times Article that has gone globally viral, journalist Nathan Johns, @nathanrjohns, analysed data that suggests S. Africa might have won t...

Big moves in financial markets as the 'higher for longer' interest rate narrative takes hold. We call BS.

24 Sep 2023

Contributed by Lukas

A big week in financial markets: bond yields are up to multi-year highs. All other asset prices have been affected. Equities are down, exchange rates ...

The Irish Economy: still growing but slowing. Finance Minister for a day. UK big inflation surprise

20 Sep 2023

Contributed by Lukas

Latest data and forecasts for the Irish economy suggest 'growing but slowing'Unemployment is forecast to stay very low - essentially an economy at ful...

Rugby World Cup - latest episode with Nathan Johns of the Irish Times.

19 Sep 2023

Contributed by Lukas

Lots of great rugby over the last two weekends.Uruguay scare France by playing running rugby. Really entertaining stuff. One poor clearance kick undid...

Oil heading towards $100 may mean the good news on inflation is over. With more bad news on interest rates to come.

17 Sep 2023

Contributed by Lukas

US inflation rose again last month: is the good news over? The Saudi-Russian alliance seems determined to get oil prices up to $100. That could mean €...

A radical suggestion for budget 2024: cut taxes for the under 35s. Another ECB mistake in the offing? Dynamic beer pricing has arrived.

13 Sep 2023

Contributed by Lukas

Euro area economy is weak Hosted on Acast. See acast.com/privacy for more information.

Is this the beginning of the end of the (corporation) tax boom? The most intensely political budget looms

10 Sep 2023

Contributed by Lukas

Latest Irish government tax and spending figures have prompted lots of questions. Not least: is the corporation tax bonza over?Economists and budgetar...

The Rugby World Cup Begins! A belter of an opening match followed by almost two months of the ultimate rugby festival.

08 Sep 2023

Contributed by Lukas

The Other Hand's occasional coverage of the Rugby World Cup starts here!An ongoing conversation with Irish Times journalist Nathan Johns. Enjoy some p...

A neuroscientist and an economist walk into a bar

07 Sep 2023

Contributed by Lukas

Our latest podcast is up, a conversation between Chris and Shane O’Mara, Professor of Brain Science at Trinity.Shane, a prolific best-selling author...

Inflation falls - then rises because of official policy measures to boost prices. Followed by budget 2024 measures to mitigate the cost of living crisis

02 Sep 2023

Contributed by Lukas

You couldn't make it up Hosted on Acast. See acast.com/privacy for more information.

Abolish planning laws to cure housing crisis? Lessons from bombing London. Monetary dinosaurs spotted in Germany.

30 Aug 2023

Contributed by Lukas

The battle to be Trump's VP. Hosted on Acast. See acast.com/privacy for more information.

Unemployment cured, Irish style. EU slips into recession? The UK is not London.

27 Aug 2023

Contributed by Lukas

Brace for another ECB policy mistake Hosted on Acast. See acast.com/privacy for more information.

China: it's getting serious. What does it mean for the world?

23 Aug 2023

Contributed by Lukas

Rental crisis goes global. So does the bond crisis. Hosted on Acast. See acast.com/privacy for more information.

Bond market crash - why this is so important. China crisis? Our ignorance about inflation.

20 Aug 2023

Contributed by Lukas

Reminder: it's August Hosted on Acast. See acast.com/privacy for more information.

More dystopian fiction from the ITimes. UK inflation horrors. Italian anti-business right-wing politics.

17 Aug 2023

Contributed by Lukas

Governments can't solve every problem. Hosted on Acast. See acast.com/privacy for more information.

Truthiness, populism and stochastic parrots. Think you know how your brain works? Neuroscientist Professor Shane O'Mara takes us through the exciting and fascinating developments in how we think.

14 Aug 2023

Contributed by Lukas

Can we change our minds? Hosted on Acast. See acast.com/privacy for more information.

Why not spend the €65bn on social housing? Should we rescue people from their financial folly? Biden builds on Trump's policies.

12 Aug 2023

Contributed by Lukas

Did WW3 just start? Hosted on Acast. See acast.com/privacy for more information.

Ireland and the BBC. Banks deserve everything they are about to get. China deflates?

09 Aug 2023

Contributed by Lukas

Slowdown drums beat louder Hosted on Acast. See acast.com/privacy for more information.

Mortgage rates and savings rates: banks go for the better PR. Are their mega profits sustainable?

05 Aug 2023

Contributed by Lukas

Will America survive a second Trump Presidency? Hosted on Acast. See acast.com/privacy for more information.

Turbulence over Dublin Airport. EV sales take off but might lose power.

02 Aug 2023

Contributed by Lukas

Landings soft and hard Hosted on Acast. See acast.com/privacy for more information.

A much bigger story than RTE goes unreported. Lots of economic data confuses more than it clarifies

30 Jul 2023

Contributed by Lukas

If bankers want market salaries there needs to be more banks. Hosted on Acast. See acast.com/privacy for more information.

Big week for interest rates, but is the peak getting further away with recent rises in commodity prices? Global economic data is painting a very mixed picture.

26 Jul 2023

Contributed by Lukas

Where will Wagner go next? Poland? Hosted on Acast. See acast.com/privacy for more information.

Is Putin trying to get your mortgage rate up? Food prices under threat again. China is caught between a rock and a hard place.

23 Jul 2023

Contributed by Lukas

Voters don't like paying for climate mitigation. Make the alternatives cheaper! Hosted on Acast. See acast.com/privacy for more information.

Ireland booms or just avoids recession? Falling exports - technical or threat to growth and public finances?

20 Jul 2023

Contributed by Lukas

IS the UK a developing economy? Hosted on Acast. See acast.com/privacy for more information.

Has Ryan Tubridy done the nation a great service? If inflation is coming back down all on its own, why raise interest rates? The UK is literally getting sick.

17 Jul 2023

Contributed by Lukas

Why is UK inflation orders of magnitude more than anywhere else? Hosted on Acast. See acast.com/privacy for more information.

If central bankers get their way, your house price could fall - perhaps by a lot. The many mysteries of modern economics.

07 Jul 2023

Contributed by Lukas

Confused? You will be. Hosted on Acast. See acast.com/privacy for more information.

Ireland's embarrassment of riches? Tax revenues explode in the first half of 2023. What to do with them?

05 Jul 2023

Contributed by Lukas

Make Irish yoghurt great again. Hosted on Acast. See acast.com/privacy for more information.

RTE, celebrity pay and hopeless governance. Bidenomics: some surprising consequences. The usual suspects tell McGrath not to cut taxes. He will ignore them. .

02 Jul 2023

Contributed by Lukas

Zero GDP growth and a booming economy? Hosted on Acast. See acast.com/privacy for more information.

Interest rates start to bite. House prices, obviously, but also in some unexpected places. UK water companies just one example - plenty of others.

30 Jun 2023

Contributed by Lukas

Does the IMF really think corporate profits are responsible for inflation? Hosted on Acast. See acast.com/privacy for more information.

Seven years on from the Brexit referendum. Still as controversial as ever, despite the evidence saying there is no controversy. Dealing with complexity in a world that excludes experts.

28 Jun 2023

Contributed by Lukas

In conversation with top British Brexit expert, Professor Chris Grey Hosted on Acast. See acast.com/privacy for more information.

The UK: in a deep hole and still digging. The riskiness of the mortgage. Brexit: Good for Ireland?

24 Jun 2023

Contributed by Lukas

'Make Ireland Great Again'. Hosted on Acast. See acast.com/privacy for more information.

Fretting over Irish inflation completely misses the point of the Euro? Things could be worse: UK has much lower trend growth, much higher core inflation - stagflation nation.

22 Jun 2023

Contributed by Lukas

UK interest rate rises risk house price collapse. Hosted on Acast. See acast.com/privacy for more information.

Chat GPT skills now needed for entry level finance jobs. Extraordinary times for a few US companies. Gas prices spike - hopefully only for a short while

17 Jun 2023

Contributed by Lukas

Another dot.com bubble? In conversation with Gary McCarthy Hosted on Acast. See acast.com/privacy for more information.

Ukraine floods, Putin waits for Trump. Broken windows policing - why we are paying the price for Obama's inaction.

11 Jun 2023

Contributed by Lukas

Strange economic data and broken correlations. Hosted on Acast. See acast.com/privacy for more information.

Is the housing crisis solvable? How much is it to do with a population that has nearly doubled? Will S. County Dublin have to be told to add an extra three stories?

08 Jun 2023

Contributed by Lukas

Lessons from Sydney's suburbs Hosted on Acast. See acast.com/privacy for more information.

Boom or recession: data says both! What's going on?

05 Jun 2023

Contributed by Lukas

Some energy prices now back to historic norms Hosted on Acast. See acast.com/privacy for more information.

Don't poke Twitter! Saying nice things about Ireland is not allowed! Biden runs rings around the Republicans over the debt ceiling. Lower inflation brings interest rate hope to Europe.

02 Jun 2023

Contributed by Lukas

Revolutions can be revolting Hosted on Acast. See acast.com/privacy for more information.

Germany in recession, US growth up, even the UK is doing better. Working from home - what happens if there is a recession: power back to the employers?

28 May 2023

Contributed by Lukas

Irish labour market still going gangbusters Hosted on Acast. See acast.com/privacy for more information.

Banks making out like bandits. Energy companies making out like banks. Wholesale Energy prices down again.

25 May 2023

Contributed by Lukas

Economists are using the wrong model Hosted on Acast. See acast.com/privacy for more information.

Does Leinster's battering by Rochelle carry any lessons for Ireland's chances at the World Cup? The Rugby Special edition of the pod is back by popular demand!

23 May 2023

Contributed by Lukas

With Nathan Johns of The Irish Times Hosted on Acast. See acast.com/privacy for more information.

Guns, babies and Jesus: America tries to export its culture wars to the UK. A debt bomb in the housing market? "Brexit has failed", but Farage is still here.

21 May 2023

Contributed by Lukas

Brexiteers promised the end of UK manufacturing. They may have been right. Hosted on Acast. See acast.com/privacy for more information.