Paris, Power & Picking Sides: Europe’s Awakening in a MAGA World
17 April 2025 - 35 minsBroadcasting from Paris, we bring a bottle of wine and a warning: the transatlantic honeymoon is over. As America turns inward under the MAGA banner, Europe, led in thought (and theatre) by France, is starting to ask tough questions: Can we still rely on the US? Should we even try? From Macron’s eerily prescient Sorbonne speech to the wild moves in the US bond market, this episode explores why France feels vindicated, why Ireland might soon have to pick a side, and why the real battlefield isn't Normandy or NATO, it’s the balance sheet. With detours through wine laws, de Gaulle in Connemara, and why Nike’s Vietnamese workforce matters more than you'd think, this is a global economic story to...
Series Episodes
The AI Culture Wars
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.
37 mins
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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, 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.
36 mins
1 September Finished
Jackson Hole Reckoning: The $40 Trillion Debt Crisis and the End of Fiscal Exceptionalism
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.
36 mins
27 August Finished
How A Massacre Created Modern Capitalism: The Huguenot Legacy
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.
35 mins
25 August Finished
20 Years Since the Celtic Tiger: Why the Irish Banking System is Still Broken
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.
35 mins
20 August Finished
The Chief Rule Breaker: David Gardner on Beating the Market
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.
44 mins
18 August Finished
