End of the reflation trade? The mysterious NPHET opposition to antigen testing. Cracks in Boris Johnson's wall.
The Other Hand19 Jun 2021

End of the reflation trade? The mysterious NPHET opposition to antigen testing. Cracks in Boris Johnson's wall.

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 means big reversals in bonds, commodities and much else besides. Signal or noise?

There is far too much muddled thinking on antigen testing. It’s a useful addition to the toolkit. Why NPHET is so opposed is a mystery

A UK by election reveals that southerners with degrees, jobs and a garden don’t like being trashed on a daily basis by Johnson’s culture war mercenaries.

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Episoder(532)

Banks are destined to go the way of video stores and travel agents. In the age of AI are we also living in the stupid age?

Banks are destined to go the way of video stores and travel agents. In the age of AI are we also living in the stupid age?

Jim finishes up in Wales Hosted on Acast. See acast.com/privacy for more information.

16 Aug 38min

Inflation is the dog that is yet to bark - loudly anyway.

Inflation is the dog that is yet to bark - loudly anyway.

Is Jim in denial? Hosted on Acast. See acast.com/privacy for more information.

14 Aug 32min

Does education pay off? What is education for anyway?

Does education pay off? What is education for anyway?

Will it ever rain again? Hosted on Acast. See acast.com/privacy for more information.

12 Aug 42min

Cost of living crisis, inflation & debt. The Finance Minister is drowning (in cash) not waving.

Cost of living crisis, inflation & debt. The Finance Minister is drowning (in cash) not waving.

Why are we so bad at planning, procurement & budgeting? Hosted on Acast. See acast.com/privacy for more information.

9 Aug 43min

Ireland-UK vibes. A rapidly changing world. AI hysteria

Ireland-UK vibes. A rapidly changing world. AI hysteria

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

6 Aug 39min

Plato said we should be ruled by philosopher kings. The Tech Bros seem to agree. Democracy is so over.

Plato said we should be ruled by philosopher kings. The Tech Bros seem to agree. Democracy is so over.

Ireland distorts the economic data, again. Hosted on Acast. See acast.com/privacy for more information.

2 Aug 48min

Is the AI bubble bursting or just deflating? What will a stockmarket crash do to the Irish economy?

Is the AI bubble bursting or just deflating? What will a stockmarket crash do to the Irish economy?

Does regional development ever work? Hosted on Acast. See acast.com/privacy for more information.

28 Jul 39min

Ireland's budget circus rolls into town. No strategic thinking wanted.

Ireland's budget circus rolls into town. No strategic thinking wanted.

Rain is in the forecast Hosted on Acast. See acast.com/privacy for more information.

24 Jul 35min

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