The AI Reckoning: When a Trillion-Dollar Bet Meets Rising Rates
The AI story has flipped from a technology story to a credit story, and that changes everything. Anthropic’s bonds have been downgraded to j...
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News & Politics
The David McWilliams Podcast
The aim of this weekly podcast is to make economics easy, uncomplicated and accessible. With the world at a political, technological and financial tipping point, economics has never been so...
Episodes
20 of 714 episodesBibi or Tibi? Israel’s Deadlock and the Midterms the Ayatollah Could Decide
In Israel, Netanyahu has lost ground but still frames every choice as “Bibi or Tibi,” and liberal Israel faces a once-in-a-generation chance...
The Five Scariest Numbers in the Global Economy (A Halloween Special)
For Halloween, we start with Ireland’s first witch trial: Alice Kyteler, the Kilkenny moneylender who buried four husbands and skipped town,...
Is France the Canary? The End of the Centre and Europe’s Generational Revolt
A week of rioting in France, but we argue it’s no blip. Marine Le Pen is polling around 35%, with the next candidate on just 14%, and she co...
The World’s First AI Minister: Can Democracies Make Haste Slowly? with Evan Solomon
Canada has appointed the world’s first minister for AI, and Evan Solomon joins us to explain why. Canada invented modern AI through Hinton,...
Peak Humans: Modernity Vs. Tradition
Broadcasting from the Aran Islands, where the population has crashed from 48,000 to 3,000, we look at what may be the biggest data point of...
A View From NYC: The Diaspora and the Midterms
Live from New York, with a radical idea: treat the Irish diaspora as our greatest soft power asset. Every Irish child costs the state about...
The Tiramisu Budget: Is Ireland West European or West African?
Ireland’s budget surplus is €9 billion, but the Department of Finance reckons €23 billion of the €34 billion in corporation tax is transient...
Mr 5%: The Armenian Who Invented the Oil Industry and Gave It All Away
Calouste Gulbenkian never drilled a well, never owned a rig, and still died the richest man in the world. We follow the Armenian fixer from...
The End of The Housing Crisis?
Dublin prices have fallen 5.2% last year, the biggest drop since 2014, and the buyer's strike is real. The premium over asking has shrunk fr...
Are Teenagers Getting Dumber?
15-year-olds across the OECD are now testing at levels last seen among 14-year-olds a decade ago, we've lost a full year of cognitive abilit...
The Welfare State vs Immigration: What Ireland's Numbers Actually Say
Can a generous welfare state and large-scale immigration coexist? Fresh research says it depends on who arrives and what kind of welfare sta...
Xi vs Trump: Inside the Chinese Economic Machine
Trump and Xi sit down in Washington today, but the real story is how China actually built its economic juggernaut. China expert Yanmei Xie b...
The Ed Sheeranisation of Irish Economic Policy
This episode provides a midterm assessment of the Irish economy, exploring the disconnect between record-breaking macroeconomic data and the...
Pacing the Frontier: Global Capital, Bond Markets, and the AI Pivot
There has been a transition from a world of abundant capital to one of scarcity. With the rising interest rates across the US, UK, and Franc...
The Death of the Night-Time Economy: Why Ireland is Closing Down After Midnight
This week, we analyse the collapse of Ireland's night-time economy, noting that 2,205 pubs, one in four nationwide, have closed since 2005....
Fairway Diplomacy: How Golf Became Ireland's Secret Weapon Against Trump
Donald Trump touches down in Doonbeg this weekend for the Irish Open at his own golf course, and we're asking whether Ireland should protest...
Germany’s Seismic Shift: The Rise of the AfD
A deep dive into the AfD’s 44% victory in Saxony-Anhalt and its implications for the European Union. We analyse the collapse of Germany’s po...
The AI Culture Wars
We explore the new ideological divide between Silicon Valley’s techno-optimists and institutional economists like Daron Acemoglu. Will AI dr...
Ireland's Immigration Numbers Don't Add Up And Housing Is Paying the Price
Our population's just hit 5.5 million, and 72% of that growth is migration, not births. Five years ago 57% of work permits went to doctors,...