The Other Hand

This episode ranges from the latest AI headlines and the existential risk debate to the way AI investment is showing up in inflation, bond yields, and central bank thinking.
It also turns to Ireland’s budget season, EU budget tensions, and why both speakers think fiscal policy has become too much of a political circus.
Chris and Jim argue that the big story is not just productivity from AI, but also the inflationary pressure from massive data centre investment, energy demand, and supply constraints. They also dig into why governments keep treating budgets like a one-off spectacle instead of a long-term strategy.
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This conversation breaks down the latest economic data and what it means for markets, inflation, and central bank policy. Jim and Chris focus on the surprise strength in US, European, and German indicators, then dig into whether the AI investment boom is no longer just a productivity story but a broader inflation and wage impulse.

They also cover soaring bond yields, the OECD’s mixed forecasts, record global debt, and the growing risk that geopolitical tensions and war could reshape the economic outlook.
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This episode ranges from a personal Camino de Santiago walk to a hard-edged discussion about housing markets, public finances, and political risk in the UK and Europe. Chris and Jim connect the dots between weak growth, planning bottlenecks, budget theatre, and the social strain that builds when economies stop expanding.We discuss Ireland’s housing market cooling, the UK’s fiscal outlook ahead of the budget, and why policy uncertainty is making long-term investment harder. The conversation also widens to Germany, France, the EU budget, and the bigger question of whether Western political systems can still sustain growth.
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UK's moron premium proves very sticky Hosted on Acast. See acast.com/privacy for more information.

In conversation with Professor Shane O'Mara Hosted on Acast. See acast.com/privacy for more information.