The Other Hand

Jim Power & Chris Johns
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Aug 10, 2024 • 32min

Could Intel go the way of Nokia? The three big threats to Ireland's economy

It seems a touch fanciful to us, but some analysts are wondering if Intel could go the way of Nokia. What is true is that at least one big company with a big Irish presence is in a spot of bother. Let's hope its recovery plan works.But it is a reminder that many a once great company has disappeared. Who remembers that Nokia once was as dominant as Apple?The US regulator has declared Google to be a 'monopoly'. That could have profound consequences.Whether or not technological obsolescence and/or the regulator is coming for big parts of the tech sector, one thing is certain: if they can't turn the lights on, they will go elsewhere. Power supply is becoming an urgent issue.All this in more in our weekend edition. Enjoy! Hosted on Acast. See acast.com/privacy for more information.
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Aug 7, 2024 • 35min

Stock markets go down as well as up. Narrative fallacies and how to think about what happens next.

Reminder: stock markets go down as well as up. But wait long enough and they usually go up. Is the return of volatility a sign of a problem or just another wobble that will soon be forgotten?One problem is the story we create around these type of events. Our narratives are often not very good guesses.Chris puts some cash to work and Jim sticks to Bitcoin - this is not investment advice!!! Hosted on Acast. See acast.com/privacy for more information.
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Aug 3, 2024 • 35min

Is the era of ultra low interest rates about to make an unexpected return?

Markets message to central banks: you are making a big mistake Hosted on Acast. See acast.com/privacy for more information.
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Aug 1, 2024 • 37min

Global growth is slowing - central banks behind the curve? Rocketing gas prices will cloud the inflation picture

'Weird' and 'vibe' are the words of the moment. Hosted on Acast. See acast.com/privacy for more information.
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Jul 29, 2024 • 34min

Economic growth - what is it good for? Everything. Beware the luxury beliefs of the degrowthers

What is with all these extreme Catholics in positions of power & influence in the US? Hosted on Acast. See acast.com/privacy for more information.
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Jul 25, 2024 • 34min

Catwomen, conspiracy theories and skewed tax systems

Is J D Vance nomination Trump's big strategic error? Hosted on Acast. See acast.com/privacy for more information.
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Jul 22, 2024 • 32min

If inflation is coming down why is the price of a pint still over 7 quid?

Reflections on Hillbilly Hypocrisy. Hosted on Acast. See acast.com/privacy for more information.
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Jul 18, 2024 • 48min

Irish politics and the meaning of life. In conversation with Sarah Carey

Has Simon Harris managed to change the narrative? He's 'taken back control' of at least some of the key issue. We shouldn't underestimate the powerful psychological impact of wiping out Sinn Fein's aura pf 'electoral inevitability'.Is ' buying the next election' with a giveaway budget really a sensible strategy? Even politically?Is it true to FG's self-image as the party of fiscal rectitude? Is it even possible - is the Irish electorate that biddable? Perhaps call the general election and ask the electorate: vote for us and then we will show you the money.Alternatively, maybe a budget for housing, health and infrastructure would be more politically astute than one that doles out cash via tax cuts.SF's tack to the centre - or even the anti-immigration right - includes schmoozing business. That could alienate its left-wing.What are we going to do when all the priests are dead?What is right wing? J D Vance on conservatives Vs libertarians.And Much, much more! Enjoy! Hosted on Acast. See acast.com/privacy for more information.
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Jul 14, 2024 • 35min

Was the Summer Economic Statement worth the paper it was written on?

Is Keir Starmer already getting lucky? Only one month's data, but GDP growth smashed estimates in May.US and Irish inflation down again.IFAC warns about an 'overheating' risk to the Irish economy. Why we should all, in fact, get to love overheating.Nvidia, AI & the US stock market: amazing growthBiden is losing his friends. He should make Kamala Harris President now.Orban has a very dodgy group of friends. Poland is getting nervous. Reform. We note that the infighting looks to have begun Hosted on Acast. See acast.com/privacy for more information.
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Jul 12, 2024 • 30min

A deep dive into the current state of Irish politics with Tull McAdoo

The Irish political scene looks as fluid as that in France, the UK and elsewhere. The polls are getting it wrong and plenty of voters don't make up their minds until they enter the polling booth. We take a deep dive into all of this with renowned Irish political analyst and commentator, Tull McAdoo.Why is Sinn Fein's vote collapsing? Will they recover? Maybe their last General Election result was a proper Black Swan event and the recent local and European elections are a better reflection of their base level support. Maybe they simply are not the well-oiled machine of urban - and mainstream media - legendHas Simon Harris helped you put out the washing? 'Politics is a retail business'.Coalitions always end badly, the current one will be no different. Smaller parties, in particular, always emerge very damaged.Advice to all wannabe politicians: knock on doors!And much more! Enjoy. Hosted on Acast. See acast.com/privacy for more information.

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