We explore the new ideological divide between Silicon Valley’s techno-optimists and institutional economists like Daron Acemoglu. Will AI drive shared prosperity or concentrate wealth among a new technocratic elite? 

Hosted on Acast. See acast.com/privacy for more information.

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, nurses and scientists. Now it's just 30%. We crunch the CSO numbers and ask the question nobody wants to: how many migrants can Ireland's housing market actually take before something breaks?

Hosted on Acast. See acast.com/privacy for more information.

As global central bankers convene for the Jackson Hole symposium, the interrogation of American fiscal credibility takes center stage. With US national debt surpassing $40 trillion and interest payments now exceeding the defense budget, the Treasury faces a critical standoff with the bond market. This analysis explores the limits of yield manipulation, the threat to the dollar’s role as global collateral, and the inevitable market-driven correction facing a politically paralyzed Washington.

Hosted on Acast. See acast.com/privacy for more information.

On the anniversary of the St. Bartholomew’s Day Massacre, we explore the extraordinary economic impact of the French Huguenots. Discover how these religious refugees pioneered the merchant class, redefined the relationship between faith and finance, and built the foundations of modern capitalism. From the streets of Paris to the boardrooms of the Bank of Ireland, this episode uncovers the hidden history of the people who transformed the global economy.

Hosted on Acast. See acast.com/privacy for more information.

August 2006 marked the beginning of the end for the Celtic Tiger, but the legacy of that crash continues to stifle the Irish economy today. We explore how the refinancing game collapsed, why Irish banks have become safe deposit boxes where money goes to die, and how the Central Bank’s over-regulation is forcing the state to take over the construction industry. Discover why Ireland is fighting with one arm tied behind its back and what it will take to get credit flowing to small businesses again.

Hosted on Acast. See acast.com/privacy for more information.

I first came across The Motley Fool while working in the "bulge bracket" banks of the late 90s, where the goal was often to keep the public out. Sitting down with David Gardner, the man who helped break those walls down, was a masterclass in financial sovereignty. We discuss his six-trait framework for identifying world-beaters, the psychological grit required to ignore "overvalued" labels, and why the most powerful move an investor can make is simply to keep holding.

Hosted on Acast. See acast.com/privacy for more information.

We mark Mack's 60th birthday by tackling the systemic paralysis of the Irish housing market. We examine the "CAVE" phenomenon: Citizens Against Virtually Everything, and how local objections are stalling massive developments like Dunsink. We'll walk you through why the state succeeds at attracting foreign investment but fails at building homes, and what this means for the next generation of Irish citizens.

Hosted on Acast. See acast.com/privacy for more information.

We explore the US Treasury’s unprecedented decision to prop up the Japanese Yen by selling Euro assets, a move that bypassed the ECB and shattered decades of diplomatic norms. This episode breaks down how America’s $1 trillion debt service is driving aggressive financial maneuvers and what the erosion of the global rules-based order means for the future of the Eurozone. We analyse the structural fragility of the US economy and the potential for a European retaliation that could reshape global geoeconomics.

Hosted on Acast. See acast.com/privacy for more information.

Tech bros promise a miracle, but history warns of a bubble. We explore how AI-driven deflation could trigger a global debt meltdown, starting with the warning signs in South Korea.

Hosted on Acast. See acast.com/privacy for more information.

This week, we’re diving into a story that wasn't on anyone’s bingo card: 50,000 people breaching one of the most fortified borders in the world in a single weekend. We’re talking about "demographic warfare," the new reality where migration is weaponised to pull the strings of global politics. From the lanyard class in Brussels to the average dude on the street, the gap over immigration is turning into a chasm, and the European Union is starting to fray at the seams. We look at the geopolitical axis between Washington, Tel Aviv, and Rabat, and ask the big question: can the European project survive when its borders become the ultimate battlefield? To understand the economy, you have to understand human nature. 

Hosted on Acast. See acast.com/privacy for more information.