The David McWilliams Podcast

The David McWilliams Podcast

David McWilliams & John Davis

12 episodes

Episodes

The AI Culture Wars
Sep 3, 2026 · 37m
David McWilliams discusses the emerging culture war over AI, contrasting Nobel laureate Daron Acemoglu’s skepticism with techno-optimists like Noah Smith and Mark Andreessen.
Ireland's Immigration Numbers Don't Add Up And Housing Is Paying the Price
Sep 1, 2026 · 36m
David McWilliams discusses the Kilkenomics festival and analyzes the intersection of immigration and Ireland’s housing crisis.
Jackson Hole Reckoning: The $40 Trillion Debt Crisis and the End of Fiscal Exceptionalism
Aug 27, 2026 · 36m
David McWilliams analyzes the US national debt surpassing $40 trillion and the resulting crisis in bond markets.
How A Massacre Created Modern Capitalism: The Huguenot Legacy
Aug 25, 2026 · 35m
David McWilliams explores the economic legacy of French Huguenots, linking the 1572 St.
20 Years Since the Celtic Tiger: Why the Irish Banking System is Still Broken
Aug 20, 2026 · 35m
David McWilliams and John O’Leary discuss the 20th anniversary of the Celtic Tiger’s decline, tracing its roots to the 2006 housing market stall.
The Chief Rule Breaker: David Gardner on Beating the Market
Aug 18, 2026 · 44m
David McWilliams interviews David Gardner, co-founder of The Motley Fool, who outlines his "Rule Breaker" investing strategy.
The Caveman and That Dunsinking Feeling
Aug 13, 2026 · 35m
David McWilliams and John argue that Ireland’s housing crisis is exacerbated by "cavemen" (Citizens Against Virtually Everything) who obstruct development through planning objections.
The Yen Dollar Euro Salad
Aug 11, 2026 · 34m
David McWilliams analyzes the US Treasury’s unprecedented intervention to prop up the yen by selling euros without European coordination.
AI Deflation: The New Railway Crash?
Aug 6, 2026 · 36m
David McWilliams argues that the AI boom is a speculative bubble akin to the 19th-century railway craze, driven by crowd psychology rather than fundamentals.
What Does The Ceuta Incident Mean For Europe?
Aug 4, 2026 · 35m
David McWilliams and John discuss the mass migration incident at Ceuta, analyzing it as "demographic warfare" orchestrated to destabilize the EU.
Prometheus Abides
Jul 30, 2026 · 36m
David McWilliams and John Davis discuss the devastating wildfires in France as a symptom of climate change, then pivot to the transformative power of fire in human evolution.
The €133 Billion Black Hole: Why Ireland Can’t Track Its Spending
Jul 28, 2026 · 39m
David McWilliams interviews theoretical physicist Matt Fenlon, who exposes severe inefficiencies in Irish public procurement.
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