The David McWilliams Podcast

With the latest macro-economic cycle coming to an end, let’s look at what’s next on the horizon and how to spot companies that are over-value with the help of the legend himself: Jim Chanos Hosted on Acast. See acast.com/privacy for more information.

As we near the end of 2022 let’s look at the year that’s been, identify takeaways of what has passed and have a chat about what might be on the horizon for 2023 Hosted on Acast. See acast.com/privacy for more information.

The crazy things about economics is that so much of what we’re taught growing up is actually wrong. Today we take a look at the myth about specialization by talking about Fitzcarraldo, biology and the impact that diversification has had on Ireland Hosted on Acast. See acast.com/privacy for more information.

The credit cycle is an unforgiving master, as interest rates rise, different questions are asked about both companies and investments. We examine the new world of positive interest rates and what it means for the global economy. With more than $3.4 trillion wiped off the value of tech companies, far more than the entire GDP of the UK, we assess the impact. Are you ready for the next phase of this...

As the war between Russia and Ukraine grinds into winter, Putin's new strategy is to destroy Ukrainian infrastructure. What it couldn't achieve on the battle field Russia aims to achieve in the living room, by trying to freeze ordinary Ukrainians. Today we have a fascinating chat with European Investigative Journalist of the Year Christo Grozev of Bellingcat on how he identified the poisoners of A...

We've always been "Doomcoiners" - yes, you guessed it, not fans of crypto. Now you know why. A passing understanding of monetary economics and monetary history would have warned anyone to be very careful. One of the biggest crypto exchange has filled for bankruptcy and across the board crypto currency valuation is in free fall - How did we end up here? And more critically, what sort of frauds will...

Ireland's population is set to grow rapidly. Like a parent buying a-size-too-big-clothes for a teenagers, the State needs to be building infrastructure for an island population of 10 million. We explore this critical issue, plus musings of Toto Schilacci, the economic equivalent of playing keepy-uppies with Maradona and lots more. Hosted on Acast. See acast.com/privacy for more information.

Join us on this wide ranging conversation on the nature of money that might change. the way you look at central banks, investments, spending and much more! Hosted on Acast. See acast.com/privacy for more information.

I'm in NYC this week and caught up with Jeff Goldberg, editor of The Atlantic magazine. With the American midterm elections, the collapse of FTX exchange and Ukraine's victories in the field, we discuss the State of the Union, the American mindset as revealed in the elections, and America's role in the world. Hosted on Acast. See acast.com/privacy for more information.

Is Capitalism dead? There’s a new media and retail ecosystem that is controlled by a select few who use algorithms to curate what we consume and how we shop… sounds like Feudalism! Hosted on Acast. See acast.com/privacy for more information.

Taking a look at the long-term economics shifts we breakdown how everything has changed since the pandemics - from international allies to cost of living crisis, it’s all here! Hosted on Acast. See acast.com/privacy for more information.

With the world’s eyes turned to the conflict between Ukraine and Russia - are the Chinese about to make a move on Taiwan while the world is distracted? Today we’re joined by angelica Oung to talk about increased tensions between China and the island. Hosted on Acast. See acast.com/privacy for more information.

Is a buyer’s panic being followed by a seller’s panic in the housing market? Plus, what is happening in the tech sector? This week, the market valuation of tech stock went down by almost a Trillion dollars - let’s figure out what’s happening. Hosted on Acast. See acast.com/privacy for more information.

This bonus episode is brought to you by Square. Retail has been changing drastically over the last few years, on this pod we take a look at the history of trade, the current disruptions from Covid and Ecommerce and where it might go next! Hosted on Acast. See acast.com/privacy for more information.

There’s a wind of change in the air, globally house prices are falling by double digits? What’s happening? Why now? We’re joined by The Economist’s global property correspondent: Vinjeru Mkandawire to answer all that and more! Hosted on Acast. See acast.com/privacy for more information.

Economic stability is no laughing matter - and quite a bit more fragile than people believe. The UK may have a new PM but does it have a new vision? What’s its business model? And critically how does it address the economic, political, social and regional inequalities? Hosted on Acast. See acast.com/privacy for more information.

Pippa joins us today to talk about about the state of global geopolitics and makes a case for the world being in a third global war - just not on land but rather at sea and in space. It’s fascinating stuff and might change the way you see the world! Hosted on Acast. See acast.com/privacy for more information.

The UK is in a mess, how did it get there and how does it get out, or can it? It's much more than Truss. It's a decade of shite decisions. Lots going on in this episode, chatting to the brilliant Mark Blyth but the upshot is what is happening in London can happen anywhere and if the UK, for years the global centre of finance, can't stabilise its markets, what hope for the rest? With US i...

When your mate loses his job it's a downturn, when you lose your's, its a recession. And you know what, the world's central bankers will not juts be cheering you losing your job, they'll be causing it. Economic policy all over the world is now aimed and bringing about a recession to bring down inflation. What this means in plain English is job losses, leading to widespread unemployment. Tighten yo...

OPEC+ has announced that it will reduce its production quota by 2 Million barrels per day - something the west has seen as OPEC+ siding with the Kremlin. What does that mean for. your life? For our economy and cost of living? Join us as we talk all about it Hosted on Acast. See acast.com/privacy for more information.

When the Tories lose the trust of the financial markets you know that something has gone incredibly wrong. History tells us that people need to trust the governments for them to succeed - let’s look at what Germany did post WW2, what Ireland is doing and what’s going on over in the UK Hosted on Acast. See acast.com/privacy for more information.

In partnership with Irish Life , we bring you: The crucial link between the planet and your pension - because making the right investments can end up being more environmentally friendly than taking the bus! Hosted on Acast. See acast.com/privacy for more information.

The global financial markets, particularly the bond markets are in bad shape, and the UK was the first to show how bad it can get, but this is not a UK problem - its a global problem. Hosted on Acast. See acast.com/privacy for more information.

With the "mobilization" Putin reveals that he is running out of road. He is doing what he always does, escalating. To make sense of this escalation, and living with this regime, we talk to a Russian insider to guide us through these new developments. If you are interested in Russia, don't miss this. Hosted on Acast. See acast.com/privacy for more information.

The UK, already the most unequal country in Western Europe, just got more unequal. We start by breaking through the internet noise with tangible facts about inequality and standard of living, comparing Ireland, UK. US and Norway. Then we examine the madness of the UK's budget, Sterling collapsing, gilts tanking and a country unhinged over there, before settling down to the predictable st...