The David McWilliams Podcast
With interest rates going up, housing market is heading down
Season 2, Ep. 275
Housing is a global asset class now and now that rates are rising, lots of leveraged property funds are likely to go bust. How is this going to play out and what does it all mean?
Adam Smith was wrong: we need to diversify, not specialize
Season 2, Ep. 297
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
The End of a 14-year Bull Market
Season 2, Ep. 296
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?
Finding Russia’s Remote Killers
Season 2, Ep. 295
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.