The Other Hand
Episodes
Ukraine: are financial markets getting it wrong?
25 Feb 2022
Contributed by Lukas
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Jim denies going soft on the Shinners. Ukraine, sanctions & energy prices: the potential economic implications. Is a global recession on the cards? Who would be an economic policy maker today?
22 Feb 2022
Contributed by Lukas
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Latest Economic news: Ireland is booming. The price of a pint revisited: it's gonna go up a lot. Ireland really is an expensive country - why?
18 Feb 2022
Contributed by Lukas
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Brexit is dramatically altering Irish trade. Demography might be destiny but don't try forecasting it. Housing & voting for the Shinners.
16 Feb 2022
Contributed by Lukas
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Inflation, inflation, inflation. US used car prices lead the way - up 41%. Wage inflation: problem or solution to inequality? Europe and US now on a very divergent interest rate path?
11 Feb 2022
Contributed by Lukas
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The Father Ted approach to policy. MMT - Magic Money Tree? Populism: playing to tribal & atavistic instincts - be very careful.
08 Feb 2022
Contributed by Lukas
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Britain's meltdown. Interest hikes for everyone. Facebook, Apple and Amazon: winner takes even more. Is Facebook for oldies only? Tax luck, not genius.
04 Feb 2022
Contributed by Lukas
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Electric cars go mainstream. Tech earnings still booming - put windfall taxes on those profits in a Sovereign Wealth Fund. Euro interest rates up twice this year?
02 Feb 2022
Contributed by Lukas
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We are nowhere near building enough houses - blame the NIMBYS. Pension or Party? Jim does damp January
29 Jan 2022
Contributed by Lukas
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IMF admits a big forecast error - stagflation beckons? Britain is no longer a serious country - beware electing populist politicians bearing simple solutions.
25 Jan 2022
Contributed by Lukas
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Stock markets to fall 50%? Bitcoin signals risk ahead. Disappearing cash. Inflation: cost-of-living crisis looms. Who will replace Boris Johnson?
21 Jan 2022
Contributed by Lukas
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Bitcoin & Crypto: a response to our critics. Wealth taxes: now is the time? We try to avoid it but it isn't possible not to talk about Johnson.
18 Jan 2022
Contributed by Lukas
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Our top financial tip for 2022! What about crypto? Johnson's latest gamble - could it save him? Covid is so much worse in Ireland, why? And an apology for tech glitch.
11 Jan 2022
Contributed by Lukas
Please ignore last email - it contained the last episode of 2021. Apologies This is a public episode. If you would like to discuss this with other sub...
America's next civil war: has it started? 10% of Londoners had Covid on New year's Eve. If hospitals fall over, blame the anti-vaxxers.
05 Jan 2022
Contributed by Lukas
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A Covid rant. Ireland is doing very well on a number of key metrics. Foreign investors like a lot about the country
22 Dec 2021
Contributed by Lukas
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Higher mortgage rates on the way? Blame Covid. Even we didn't see the 8.00pm evidence-free shutdown. It's their party and they all go when they want to.
18 Dec 2021
Contributed by Lukas
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Tory rebels hate Plan B. Just wait til they see Plan C. A look at the deteriorating Covid situation and what the data says right now. Christmas and Boris both under threat.
15 Dec 2021
Contributed by Lukas
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UK and German politics: 3 ring circus compared to grown-up governance. Inflation: Summers ponders a US recession yet US equities are at all all-time high.
11 Dec 2021
Contributed by Lukas
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Boom! Tax revenues up strongly again. Is the stage set for giveaway budgets? Where do conspiracy theorists get their beliefs? Transitory inflation is no more: it's just inflation.
02 Dec 2021
Contributed by Lukas
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Brexit and the end of the UK land-bridge? COVID: Omicron policy response becomes Moronic. What drives anti-vaxxers?
30 Nov 2021
Contributed by Lukas
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Stagflation with no sign of the stag. Economic growth resurges, at least in the US - perhaps to remarkable levels. Dollar strength no deterrent to weekend shopping trips to NYC.
25 Nov 2021
Contributed by Lukas
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Housing & vultures. Covid restrictions & revolts. Marijuana - there's an app for that.
22 Nov 2021
Contributed by Lukas
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Panto season starts early: Covid, unlike Cinderella, only comes out at midnight. Apparently. Out and about in Dublin. If the game is truly rigged which way to go: extreme right or left?
16 Nov 2021
Contributed by Lukas
Thanks for reading The Other Hand! Subscribe for free to receive new posts and support our work. This is a public episode. If you would like to discus...
Forecasts for the economy double. Inflation also up a lot. Does debt matter? Shinners in government - mind your pension.
13 Nov 2021
Contributed by Lukas
Thanks for reading The Other Hand! Subscribe for free to receive new posts and support our work. This is a public episode. If you would like to discus...
One year on from the first vaccine. Stock markets signalling all is now fine: rational markets or just another bubble? Why is there no ambition for Dublin?
10 Nov 2021
Contributed by Lukas
Thanks for reading The Other Hand! Subscribe for free to receive new posts and support our work. This is a public episode. If you would like to discus...
Bank of England stumbles and sterling falls. The tax boom is getting boomier.
06 Nov 2021
Contributed by Lukas
The bank of England all but promised an interest rate rise this week but then failed to deliver. What is going on?US jobs are growing again but US int...
Global inflation and supply chain problems are getting worse. Are higher interest rates the answer? Does COP26 need a touch of CBT?
03 Nov 2021
Contributed by Lukas
Interest rate rises around the world now seem to be just a mater of time. How fixed is your mortgage?When environmental campaigners tell us ‘we are ...
Mafia-style elites govern us all. But are they making a mistake?
30 Oct 2021
Contributed by Lukas
For centuries, the ways in which many societies governed themselves were indistinguishable from mafia-type governance structures. Along came democracy...
Economists still don't know what causes inflation? Is it, today, a nice problem to have? Can Johnson keep his electoral coalition intact?
28 Oct 2021
Contributed by Lukas
Leading economist Duncan Weldon once again joins The Other Hand to discuss the issues of the day.In his own recent substack post Duncan noted that an ...
Booming tax revenues on both sides of the Irish Sea. Sunak & Johnson in conflict or just setting up pre-election tax cuts? Strange economics of financing de-carbonisation.
21 Oct 2021
Contributed by Lukas
Leading economist Duncan Weldon joins Chris in conversation about how tax revenues are giving finance ministers in Ireland and the UK much more room f...
Back to the future? That 70s show...again? Reflections on how the age of abundance may be coming to an end.
18 Oct 2021
Contributed by Lukas
In Jim’s absence (he always needs a couple of weeks off after the budget), Chris speaks to leading hedge fund manager Peter Van Dessel. An Irishman ...
A budget that butters many small parsnips but buys no votes.
13 Oct 2021
Contributed by Lukas
The budget was the expected smorgasbord of measures. A budget that makes abundant sense to a centrist. But in this age of populism, does it cut the po...
The political economy of the budget: 'One of the most prosperous countries on earth' or 'a dystopian hell-hole'? The answer matters. A lot.
09 Oct 2021
Contributed by Lukas
Budget 2022 arrives with amazing news about Ireland’s fiscal position. For once it is unambiguously good news. Why not spend all those extra tax rev...
Booming tax revenues and difficult political choices. The madness of King Boris: He's invented anti-business Neanderthal Thatcherism.
06 Oct 2021
Contributed by Lukas
Ireland’s tax take is extremely buoyant, at least for the first 9 months of the year. What to spend all the money on? can it last?Boris Johnson has ...
Global economy screeching to a halt? How bad will it get? The first official acknowledgement that Brexit might just have something to do with British chaos. Brexit did, after all, mean Brexit.
02 Oct 2021
Contributed by Lukas
The world economy is slowing down. Asia, including China, is weakening. European indicators are flashing Amber. Britain’s bosses are warning about a...
Is an energy crisis about to derail the world economy? Brexit as it was foretold. Time to get real - and honest - about the environment
29 Sep 2021
Contributed by Lukas
Rising oil and gas prices join the long list of things joining the inflation party. How are central banks going to react? Is this the end of the long ...
In conversation with journalist, author and broadcaster Duncan Weldon. '200 years of Muddling Through.' Why is the UK in its current state? Look at where it has come from.
24 Sep 2021
Contributed by Lukas
We ignore history. Policymakers certainly do. But there is very little new under the sun. Duncan Weldon reminds us that we ignore history at our peril...
China crisis? Cost of living crisis? It's a gas. Ireland in 2021 viewed from the 1980s: nobody would believe it.
23 Sep 2021
Contributed by Lukas
Is China and it’s indebted property companies reliving the West’s Great Financial Crisis?Gas prices and inflation and a cost of living crisis? Emp...
Time to abolish the budget? Fat chance. Take fiscal policy away from politicians! Why is the system so unreformable?
15 Sep 2021
Contributed by Lukas
The annual budget circus has started. Love Island is more entertaining and only marginally less significant. Why do we do this to ourselves?Years ago,...
Remembering 9/11
11 Sep 2021
Contributed by Lukas
Some personal reflections on the 20th Anniversary of 9/11.And some stuff on the budget and interest rates This is a public episode. If you would like ...
'The rise of the illiberal left'. The uselessness of economic forecasts. Your winter heating bills are going up - a lot.
08 Sep 2021
Contributed by Lukas
The Economist has a big piece this week on ‘the rise of the illiberal left’. That newspaper is as worried about the extreme left as it is about th...
The economy rebounds. Housing plans: how flimsy are the foundations? A surprising linkage: inequality causes low interest rates and high house prices. Monetary policy dominance over?
03 Sep 2021
Contributed by Lukas
Lots of economic data over past few days, all pointing to very robust growth as the economy reopens. Plenty of questions remain over the sustainabilit...
Housing: a deep crisis met only by shallow thinking. Restaurants are closing because of labour shortages. The UK is short 100,000 lorry drivers. Higher pay means we have to pay more.
30 Aug 2021
Contributed by Lukas
So much shallow thinking is applied to so many of our problems. Not least housing. But also low pay and inequality.The Fed gets all this, even if many...
Stockmarket jitters: the start of the big one? Chinese attacks on corporate titans. Questioning 'conspicuous environmentalism'.
21 Aug 2021
Contributed by Lukas
The Hong Kong stock market is off 20% from its high earlier this year. That’s the conventional definition of a bear market. Is this the start of som...
Anger and fact-free belief about house prices. Is this the age of anti-austerity? Brexit: still happening as predicted. Afghanistan: if the exit was inevitable surely the method wasn't?
16 Aug 2021
Contributed by Lukas
Anger is not a strategy. You won’t get lower house prices or lower rents by shouting at the people who bring you the facts. You certainly won’t ge...
Berliners are revolting (over rents). Latest economic news. The politicisation of the environment. Where are Ireland's looney toons?
12 Aug 2021
Contributed by Lukas
Jim takes us through the latest economic newsWhy has the environment become so political? Surely it’s just a big problem that needs a solution witho...
Post-pandemic economies: what will they look like? More on house prices and interest rates: normality means higher rates. So things won't be normal? Australia quietly abandons zero covid?
31 Jul 2021
Contributed by Lukas
What does economic normality look like?We suggest that nothing will be normal until interest rates rise. Zero interest rates are connected to lots of ...
Resuming International travel. What's China up to? Latest IMF views on the world economy. Young people and their pitchforks.
27 Jul 2021
Contributed by Lukas
Jim has been travelling but thinks he might need to keep it quiet.China has taken a sledge hammer to its education and tech sectors. Why?Latest IMF ec...
Is it time to take a 30 year fixed mortgage? Latest update on the economy. Covid corner: 1200 scientists say the UK is wrong.
17 Jul 2021
Contributed by Lukas
Latest inflation news on both sides of the Atlantic has been grim. The debate goes on: is the surge in prices temporary?Lots of data on the Irish econ...
Hitting the beach after July 19th? Be prepared for a shock if you are renting a car. Supply chain problems are worsening - not just for autos. Johnson's gamble looks like he's going 'all in'.
13 Jul 2021
Contributed by Lukas
Anyone heading off after July 19th should steel themselves for sticker shock, not least for car rental prices. Inflation continues its global creep.Bo...
Johnson's biggest gamble yet. Eurozone economy finally takes off - but for how long? Why do some journalists make it so personal?
06 Jul 2021
Contributed by Lukas
Boris Johnson has always been a gambler. His biggest yet is the decision to lift all Covid restrictions on July 19th. Latest eurozone economic data su...
The UK government and NPHET couldn't have more different views of the world. Only one of them can be right.
02 Jul 2021
Contributed by Lukas
The UK government believes the time has come to live with Covid. NPHET does not.We look at the evidence and what each government believes. In particul...
Scientists say jump, government asks: how high? Should policy makers not consider the bigger picture? Will young people become revolting?
29 Jun 2021
Contributed by Lukas
Surely governments have a wider remit than do medics and scientists? What is the bigger picture?What is the future for the younger generation? Who is ...
Brexit Unfolded: in conversation with author Professor Chris Grey on the publication of his much awaited book.
23 Jun 2021
Contributed by Lukas
On the 5th anniversary of the Brexit referendum, Chris Grey publishes Brexit Unfolded, his magisterial account of what has happened since that fateful...
End of the reflation trade? The mysterious NPHET opposition to antigen testing. Cracks in Boris Johnson's wall.
19 Jun 2021
Contributed by Lukas
Markets decided weeks ago that the inflation scare is temporary. Now they are doubling down with a bet that the ‘relation trade’ is over: that mea...
The delta variant is coming your way, but so is the populist plague. The G7 and the return of America: perhaps temporary but certainly welcome. A pointless trade deal with Australia.
15 Jun 2021
Contributed by Lukas
Johnson once again fluffed his lines when he had to speak them live. He’s all bluster, zero beliefs and much worse than a mere mini-Trump.90+% of co...
G7 is not just about corporate taxes: the environment is even more important. EU and UK fall out over sausages. Out and about in London and Dublin
09 Jun 2021
Contributed by Lukas
The G7 has a long and mixed history. It used to be about exchange rates. Today it is mostly taxes but there have been important environmental initiati...
Booming economies but where have all the workers gone? UK heading for big Covid trouble? Why do economists love property taxes?
04 Jun 2021
Contributed by Lukas
A raft of economic data this week suggests economies on both sides of the Atlantic have taken off like a rocket. But, in the US at least, workers are ...
Archbishop McQuaid's ghost stalks our streets. Beware the inner traffic warden. Where did the virus really come from? OECD ups its forecasts.
01 Jun 2021
Contributed by Lukas
Comments from civil servants about Dublin’s Street life raise all sorts of questions. Only some of which are about Covid: the ghosts of authoritaria...
Reopening the economy but playing fast and loose with the common travel area? Hair & beauty expertise in a surprising quarter. Stock up on breakfast stuff?
28 May 2021
Contributed by Lukas
Ireland announces the reopening plan. But the Common Travel Area is still not common: Britain has kept it operating through the pandemic, Ireland has ...
The future of house prices. The ketchup economy. The price of another pint.
24 May 2021
Contributed by Lukas
The future of housing and house prices. Can and should the public sector get much more involved? The competition between economic metaphors: the tomat...
Housing policy: gifting power to Sinn Fein? Is neo-liberalism dead? Brexit & trade: UK can't say all is well between GB and EU but not between GB & NI.
19 May 2021
Contributed by Lukas
Reaction to our last podcast has been massive and it remains the non-covid issue for Irish politics. It will become the biggest issue once the pandemi...
House prices: populist posturing will make the problem worse. Global and Irish Inflation: already worse than feared? Covid corner: delays to vaccines costs lives.
14 May 2021
Contributed by Lukas
A look at what drives house prices. Populists will grab the headlines - and maybe the votes - but they have no solutions, only strategies to make thin...
UK Politics; US Jobs Disappointment; Shortages, Chips & Sex Toys
10 May 2021
Contributed by Lukas
England turns blue. The end of the Union looms into sight? US jobs disappoint and, once again, reveals the pointlessness of economic forecasting. Jim ...
Are markets mad? Bits of the economy are booming. Bidenomics is about much more than economics. Was zero covid ever a possibility?
05 May 2021
Contributed by Lukas
Like this podcast: sign up!And tell your friends!Some economic indicators are approaching all-time highs. Inflation and interest rates set to rise? Ja...
Europe says Covid scarring is forever: America disagrees. US economy booms, Europe is in recession. Tech profits: US has them, Europe does not.
30 Apr 2021
Contributed by Lukas
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Ho...
Counting the cost of Covid - properly. What could have been done better? And proper post-Covid economic policy
27 Apr 2021
Contributed by Lukas
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Ho...
Taxes going up in the US and Ireland; EU economy takes off; Ponies stuck in Brexit limbo
24 Apr 2021
Contributed by Lukas
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SMEs face many headwinds but represent future of the economy. A conversation with Neil McDonnell, CEO of ISME
21 Apr 2021
Contributed by Lukas
A bit of economic history, name-checking T K Whitaker, the insurance problem, inequitable taxation, the lack of interest in SMEs shown by official Ire...
Suppression of competition and debate.
20 Apr 2021
Contributed by Lukas
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Ho...
Ignore the headlines & hype about taxation of Apple, Google, Amazon & the rest: here are the surprising facts
16 Apr 2021
Contributed by Lukas
The chatter around global corporate taxation grows ever louder with the OECD, the EU and now Joe Biden all joining in. If you thought that Ireland and...
Irish business says the outlook is getting much better; inflation and the threat to the recovery; pandemic solidarity taxes: an idea whose time has come?
14 Apr 2021
Contributed by Lukas
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Ho...
Biden is coming for your corporation taxes; more on experts who lie and experts who just get it wrong
09 Apr 2021
Contributed by Lukas
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Spinning the Covid Data on Outdoor Risks; Review of Q1 Economies & Markets; New IMF Forecasts for the World Economy
06 Apr 2021
Contributed by Lukas
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A hedge fund in trouble. Again. Trouble ahead for all of us? And a radical suggestion: move the capital from Dublin to Belfast.
30 Mar 2021
Contributed by Lukas
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A minor Covid rant, the surprising Suez Canal, disagreeing (a bit) with Martin Sandbu, legalising recreational drugs in NY State.
26 Mar 2021
Contributed by Lukas
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Ho...
Once more with feeling: asking the tough Covid questions
23 Mar 2021
Contributed by Lukas
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A lockdown cry of pain, perhaps even protest; Varadkar tries his hand at economics
19 Mar 2021
Contributed by Lukas
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Is the EU facing another existential crisis? Vaccine and economic incompetence.
17 Mar 2021
Contributed by Lukas
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Biden's boom; Is the 12 year bull market in equities over?; Davy implosion
13 Mar 2021
Contributed by Lukas
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Global economy on fire: Biden's New New Deal. What does it mean for the world?
09 Mar 2021
Contributed by Lukas
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Connecting Irish Unemployment, Exchequer Returns, Rishi Sunak & GNI*
04 Mar 2021
Contributed by Lukas
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Banks, banking and branch closures
02 Mar 2021
Contributed by Lukas
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The Other Hand
28 Feb 2021
Contributed by Lukas
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com Ho...