France's problems are unsolvable. Surprisingly, the UK's might not be. France and Germany cede the EV market to China.
Markets, France, AI, Billionaires, and the UK Welfare CrisisThis episode ranges from market history and Irish trade data to France’s fiscal bind, the geopolitics of AI infrastructure, billionaire weal...
20 Okt 43min
The coming battle for Europe. Will the right triumph in the upcoming wave of elections? Frankenstein unleashed?
Will 2027 see a General Election in the UK? Hosted on Acast. See acast.com/privacy for more information.
16 Okt 43min
Is home ownership overrated? Will the turmoil in bond markets 'cure' the house price problem?
This episode covers a wide-ranging macro and geopolitics conversation, starting with Irish residential property prices and the affordability squeeze, then moving into China’s pressure on the European ...
14 Okt 35min
Should the fiscal watchdog be anxious? Many others are. American psycho?
In this episode:Chris argues the Irish government is spending too much of temporary corporation tax revenue on permanent commitments, citing IFAC’s warning that the state is spending six out of every ...
12 Okt 37min
Podcast special: A fireside chat between Jim, Minister Jack Chambers, Cormac Fitzgerald & Cróna Clohisey
In this episode, Minister Jack Chambers says Budget 27 was built around balance - protecting long-term capital investment while responding to cost of living pressures.Chambers says next year’s capital...
11 Okt 49min
Podcast special: initial reaction to the Irish budget
Hosted on Acast. See acast.com/privacy for more information.
6 Okt 15min
Budget week is here. Simple narratives versus complex reality. And some method acting.
In this episode, Jim breaks down the Irish Department of Finance white paper and says the public finances still look strong, with a forecast general government surplus of 6.9 billion euro this year an...
6 Okt 37min
Financial repression in all our futures? Faling real wages in the US help explain the Trump slump. A Burnham bounce?
This week, Chris and Jim unpack a volatile run of economic data and what it means for markets, growth and household finances.US jobs and wages: A weaker-than-expected employment report shifts expectat...
4 Okt 38min
