The David McWilliams Podcast

David McWilliams & John Davis
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Dec 7, 2021 • 31min

194 - What happens now?

As we go into another quasi-lockdown, what does it mean for the economy. What as Covid done to our understanding of the economy, why is this so different and what is likely to happen to the economy and in financial markets which are already expensive. Hosted on Acast. See acast.com/privacy for more information.
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Dec 2, 2021 • 52min

193 - Comparing innovation between the US and Europe with Michael Fertik

As we begin to take stock of the year we’re looking at how the pandemic has changed the working landscape through the lens of innovations and entrepreneurship. Hosted on Acast. See acast.com/privacy for more information.
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Nov 30, 2021 • 44min

192 - Movement: markets, people and viruses

In the span of a single week, a bright outlook for 2022 is now starting to look quite bleak as the new South African Covid variant enters our communities & media cycles. Today’s episode is all about how movement works, across people, financial markets & of course… COVID Hosted on Acast. See acast.com/privacy for more information.
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Nov 25, 2021 • 45min

191 - China and America's latest Sputnik moment

Today we talk about China: its growth, its dominance and perhaps most importantly; its future Hosted on Acast. See acast.com/privacy for more information.
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Nov 23, 2021 • 45min

190 - The housing crisis solution is going to be imperfect

Today’s start is about the way out of the global housing crisis, how some well intentioned ideas have unfortunate unexpected consequence and why the way out of this problem is going to require us to accept some imperfect solutions. Hosted on Acast. See acast.com/privacy for more information.
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Nov 18, 2021 • 47min

189 - When money dies: Notes on hyperinflation, currency manipulation and Ponzi schemes, plus who is with who in the new Middle East

We explain precisely how exchange rate, interest rate and monetary policy actually interact and work - all within the first 30 mins! While inflation is grabbing headlines across the world whats hiding behind the headlines is fragile currencies: today we look at Beirut to understand what lessons we can take from a country when money dies. Hosted on Acast. See acast.com/privacy for more information.
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Nov 16, 2021 • 33min

188 - Lessons from Oslo: How to create green innovation

Following last week’s conversations on climate change we wanted to talk about the real, tangible ways that we can create this better, greener future through public initiatives. The race to 2030 is on - and the finish line is closer than we might think! Hosted on Acast. See acast.com/privacy for more information.
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Nov 11, 2021 • 30min

187 - The return of inflation

It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out there and a central banks that gets spooked. Fascinating stuff. Its all about inflation, transitory or temporary? Today we’re joined by Rob Armstrong in New York to explore. Hosted on Acast. See acast.com/privacy for more information.
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Nov 9, 2021 • 39min

186 - The myths of dereliction - and how to fight back

When it comes to dereliction there's many myths that people tell to accept the status quo - "that's just the way it is" "the council is doing its best " - "It's a problem with planning permission". To put it bluntly: most of these are simply not true. Let's break them down and talk about what we can do to create a better future. Hosted on Acast. See acast.com/privacy for more information.
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Nov 4, 2021 • 44min

185 - Inflation, leverage and the ecological warning from the vikings

Today’s episode explores two topics: we begin by looking at what the market thinks of potential interest rate increases - is there a bear market coming? Then we continue to focus on climate change through a warning from the Vikings regarding how civilizations choose to collapse. Hosted on Acast. See acast.com/privacy for more information.

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