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 qui...
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 grow...
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 th...
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 mo...
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. Se...
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 ...
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 wit...
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 Irelan...
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...
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 co...
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 '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...
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 ...
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 Arg...
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 wo...
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 ye...
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 ...
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, o...
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 infor...
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...
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 informa...
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/p...
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 ...
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-Semitis...
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, ...
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 econom...
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...
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 in...
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 inform...
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 res...
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...
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 informati...
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/pr...
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, anal...
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...
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 forecas...
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...
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 determin...
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 ...
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...
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 Scienc...
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 ...
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 info...
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...
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...
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/priv...
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 acas...
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...
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 in...
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 fo...
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 infor...
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 inform...
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 informat...
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 acas...
Debt bomb to be defused? Latest housing data point to a proper slowdown. Latest EU Commission forecasts: part of the monolithic, gloomy consensus
18 May 2023
Contributed by Lukas
Consensus is often wrong Hosted on Acast. See acast.com/privacy for more information.
Food inflation: curable by shouting at retailers? US slow banking crisis rumbles on. Uk avoids recession but not boiled frog syndrome t
13 May 2023
Contributed by Lukas
Are you a banana? Hosted on Acast. See acast.com/privacy for more information.
The Finance Minister continues to drown in cash. Unemployment below 4% - only 2nd time in Irish history. Big week for interest rates: are we there yet??
07 May 2023
Contributed by Lukas
Gas prices are a tenth of their peak last year. Has your gas bill fallen? Hosted on Acast. See acast...
The US has found a common enemy to unite against: China. AI is not going to kill you - not yet at least. The Fed will get the slowdown it wants, maybe even recession. Europe does not realise just how far the policy agenda has changed in DC.
05 May 2023
Contributed by Lukas
In (amazing) conversation with Noah Smith Hosted on Acast. See acast.com/privacy for more informati...
Michael D and a little knowledge. Another one-off banking failure in the US. Getting to the top of the mountain and finding nothing there.
03 May 2023
Contributed by Lukas
Hosted on Acast. See acast.com/privacy for more information.
Bumper tech profits = yet more corporate taxes? Ireland is really a small economy with 10 large companies. Biden & the debt ceiling.
28 Apr 2023
Contributed by Lukas
The CMA bites! Hosted on Acast. See acast.com/privacy for more information.
'Greedflation' - are we being price gouged by the usual suspects? At least tech profits bode well for Irish corporation tax take. Another 'isolated' bank in trouble
26 Apr 2023
Contributed by Lukas
The astonishing collapse in commodity prices Hosted on Acast. See acast.com/privacy for more informa...
What is Ireland going to do with all its money? Do a Norway or a UK? Oil prices reverse. AI accelerates.
22 Apr 2023
Contributed by Lukas
And much more! Hosted on Acast. See acast.com/privacy for more information.
China moves to the world's centre stage. British journalism: offensive or xenophobic about Ireland? The government says the Irish economy will remain in rude health
19 Apr 2023
Contributed by Lukas
But worries persist about the health of the US. Hosted on Acast. See acast.com/privacy for more info...
Who has the Special Relationship, UK or Ireland? Macron's foreign policy fail. Are businesses using inflation as an excuse to hike profits?
15 Apr 2023
Contributed by Lukas
Is Biden too old? Hosted on Acast. See acast.com/privacy for more information.
Global economic gloom from the IMF - but has it just issued the biggest buy signal since March 2009? And, "You get who you elect." Be careful
12 Apr 2023
Contributed by Lukas
"Interest rates to fall to pre-pandemic levels" Hosted on Acast. See acast.com/privacy for more info...
Global recession increasingly in the economic narrative - but not in the numbers. IMF spectacularly gloomy about the next 5 years. AI rides to rescue growth?
09 Apr 2023
Contributed by Lukas
Arguing with the Chatbots Hosted on Acast. See acast.com/privacy for more information.
Is the tax system fair? How much is enough?
07 Apr 2023
Contributed by Lukas
Hosted on Acast. See acast.com/privacy for more information.
Ireland's tax machine stays in top gear. When are tax cuts self-financing? Global property price data deteriorating. Commercial property is a big worry and threat.
04 Apr 2023
Contributed by Lukas
First sign of job market weakness? Hosted on Acast. See acast.com/privacy for more information.
House prices crack? Banking crisis over? AI: history in the making or a big meh?
30 Mar 2023
Contributed by Lukas
Does this podcast sound human or bot to you? Hosted on Acast. See acast.com/privacy for more informa...
Double whammy for the world economy? Interest rates to fall very soon? Have the limits to democracy been reached?
28 Mar 2023
Contributed by Lukas
Why we can't build anything. Why we can't get anything done Hosted on Acast. See acast.com/privacy f...
Financial crisis 2.0: here we go again. Boris Johnson's Pound Shop Watergate is the end of the psychodrama
24 Mar 2023
Contributed by Lukas
More Interest Rate Hikes. More Mistakes. Hosted on Acast. See acast.com/privacy for more informatio...
Grand Slam Special! Reflections on Ireland's first Dublin Grand Slam win. And a chat about Sports journalism and the future of print & other media.
19 Mar 2023
Contributed by Lukas
With Irish Times journalist Nathan Johns Hosted on Acast. See acast.com/privacy for more information...
Quantitative destruction: Has the ECB made another gigantic error? Hope and fear: we hope the banking crisis is over, we fear that is not.
18 Mar 2023
Contributed by Lukas
More unexplored banking bombs. Credit Suisse should be merged into UBS. Hosted on Acast. See acast....
The Sporting Edition! Some Cheltenham, a little bit of Cricket and a lot of Rugby
17 Mar 2023
Contributed by Lukas
Andy Farrell's coaching is mental Hosted on Acast. See acast.com/privacy for more information.