The David McWilliams Podcast

David McWilliams & John Davis
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Apr 12, 2022 • 35min

229 - Pipes, Pumps and Putin. The Energy Crisis is here.

Europe usually has a 14 day supply of diesel, which is currently down to 4 days. In the coming days Russia might cut off Europe or Europe might decide to stop buying from Russia - what happens then? Hosted on Acast. See acast.com/privacy for more information.
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Apr 7, 2022 • 33min

228 - The uncomfortable reality of our energy future

Today we’re joined by Doomberg to talk about the way out of our energy crisis - because energy is quite literally life.The way out of this mess might necessitate us coming to grips with the fact that we’re going to have some imperfect allies to survive. Hosted on Acast. See acast.com/privacy for more information.
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Apr 5, 2022 • 36min

227 - Crunch Time for Energy

This week is all about energy - Putin’s betting Europe won't stand firm, if diesel begins to run out. The next few weeks will be crucial. We've have not seen an energy crisis like this since 1973. With inflation set to rise further and output slumping due to our ill-conceived dependence on Russian energy, it's crunch time for Europe! Hosted on Acast. See acast.com/privacy for more information.
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Mar 31, 2022 • 32min

226 - REITs and the possible end of Russia

We start with a breakdown of what exactly is a REIT before the conversation turns to Russia - and more specifically the multi-faceted population of Russia. Are we nearing the point where the population reminds Moscow that it doesn’t speak for the whole country? Hosted on Acast. See acast.com/privacy for more information.
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Mar 29, 2022 • 40min

225 - The economics of energy

Economics has always been about energy. When the price of energy rises, everything follows. We go to the Gulf to understand the politics of energy and Putin's calculation that an energy war will cause a Western recession, just like 1973, may well come off. Hosted on Acast. See acast.com/privacy for more information.
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Mar 24, 2022 • 28min

224 - The Resurgence of the Liberal order

Putin has weaponized global capital and because of that action I believe that we will see investment flow towards liberal democracies, which is a massive economic opportunity for the countries that will present themselves as a safe place to use business - but we have to get inflation under control! Hosted on Acast. See acast.com/privacy for more information.
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Mar 22, 2022 • 40min

223 - China at a tipping point

China looks to have made its choice for now, and it is with Russia. This might be the most consequential decision for the world economy since the fall of the Berlin wall. Globalization is in the balance and a bipolar world of us and them, now looks likely. Why would China risk everything to bail out Putin? Thats the question. Hosted on Acast. See acast.com/privacy for more information.
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Mar 17, 2022 • 41min

222 - Odessa - the vibrant symbol of urban irreverence and why it irritates Putin so much.

As the war in Ukraine continues, we focus on an extraordinary city which could well be the next Russian target, Odessa. A product of commerce and an effervescent example of urban economics, Odessa is cosmopolitan, tolerant, self-reinventing, brimming of various ethnicities, home to Russian intellectual greats Pushkin, Babel, Eisenstein and Jabotinsky. Today this great city is on the frontline. We explore its economy and history, and why destroying this city is akin to destroying an idea, which is why it will be impossible. We also highlight one of the darkest and least well known atrocities of the Holocaust. Hosted on Acast. See acast.com/privacy for more information.
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Mar 15, 2022 • 38min

221 - Why climate change is an investment, not a cost

To reach the global climate goals in 2030, we need to half our emissions, so speed is the name of the game! Join us as Eric Lonergan & Corinne Sawers talk about the steps and mindset that we need to adopt to save the planet. Hosted on Acast. See acast.com/privacy for more information.
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Mar 10, 2022 • 47min

220 - Russian sanctions explained with Sony Kapoor

Let's look at the next stage of sanctions, how they're designed and how the whole world is reacting to their implementation. Hosted on Acast. See acast.com/privacy for more information.

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