The David McWilliams Podcast

David McWilliams & John Davis
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Dec 13, 2022 • 44min

The new phase of the economy and short trading explained

With the latest macro-economic cycle coming to an end, let’s look at what’s next on the horizon and how to spot companies that are over-value with the help of the legend himself: Jim Chanos Hosted on Acast. See acast.com/privacy for more information.
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Dec 8, 2022 • 44min

The end of competence

As we near the end of 2022 let’s look at the year that’s been, identify takeaways of what has passed and have a chat about what might be on the horizon for 2023 Hosted on Acast. See acast.com/privacy for more information.
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Dec 6, 2022 • 37min

Adam Smith was wrong: we need to diversify, not specialize

The crazy things about economics is that so much of what we’re taught growing up is actually wrong. Today we take a look at the myth about specialization by talking about Fitzcarraldo, biology and the impact that diversification has had on Ireland Hosted on Acast. See acast.com/privacy for more information.
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Dec 1, 2022 • 34min

The End of a 14-year Bull Market

The credit cycle is an unforgiving master, as interest rates rise, different questions are asked about both companies and investments. We examine the new world of positive interest rates and what it means for the global economy. With more than $3.4 trillion wiped off the value of tech companies, far more than the entire GDP of the UK, we assess the impact. Are you ready for the next phase of this cycle? Hosted on Acast. See acast.com/privacy for more information.
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Nov 29, 2022 • 38min

Finding Russia’s Remote Killers

As the war between Russia and Ukraine grinds into winter, Putin's new strategy is to destroy Ukrainian infrastructure. What it couldn't achieve on the battle field Russia aims to achieve in the living room, by trying to freeze ordinary Ukrainians. Today we have a fascinating chat with European Investigative Journalist of the Year Christo Grozev of Bellingcat on how he identified the poisoners of Alexi Navalny and how, using the same techniques, he has identified the Russia's remote killers, the civilian men and women, computer programmers, software engineers and data specialists living normal lives in Russia, who actually push the buttons and program the missiles raining down on Ukraine. It's fascinating and chilling. Hosted on Acast. See acast.com/privacy for more information.
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7 snips
Nov 24, 2022 • 45min

The great crypto collapse

We've always been "Doomcoiners" - yes, you guessed it, not fans of crypto. Now you know why. A passing understanding of monetary economics and monetary history would have warned anyone to be very careful. One of the biggest crypto exchange has filled for bankruptcy and across the board crypto currency valuation is in free fall - How did we end up here? And more critically, what sort of frauds will be unearthed when the dust settles. Hosted on Acast. See acast.com/privacy for more information.
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Nov 22, 2022 • 40min

Planning for 10 Million people

Ireland's population is set to grow rapidly. Like a parent buying a-size-too-big-clothes for a teenagers, the State needs to be building infrastructure for an island population of 10 million. We explore this critical issue, plus musings of Toto Schilacci, the economic equivalent of playing keepy-uppies with Maradona and lots more. Hosted on Acast. See acast.com/privacy for more information.
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Nov 17, 2022 • 31min

The nature of money

Join us on this wide ranging conversation on the nature of money that might change. the way you look at central banks, investments, spending and much more! Hosted on Acast. See acast.com/privacy for more information.
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Nov 15, 2022 • 47min

Letter from America

I'm in NYC this week and caught up with Jeff Goldberg, editor of The Atlantic magazine. With the American midterm elections, the collapse of FTX exchange and Ukraine's victories in the field, we discuss the State of the Union, the American mindset as revealed in the elections, and America's role in the world. Hosted on Acast. See acast.com/privacy for more information.
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9 snips
Nov 10, 2022 • 35min

Tech Feudalism with Yanis Varoufakis

Is Capitalism dead? There’s a new media and retail ecosystem that is controlled by a select few who use algorithms to curate what we consume and how we shop… sounds like Feudalism! Hosted on Acast. See acast.com/privacy for more information.

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