The MOST Important Thing

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  The New Geopolitical Disorder: What It Means for Investors | The Long & Short Ep. 1 16.09.2026 25мин

  Description The global order is changing — but what does that actually mean for investors? In Episode 1 of The Long & Short, Ivan Yates and Alan O’Sullivan examine the emergence of a more multipolar world, the decline of the post-war global order, and the growing influence of geopolitics on markets and investment decisions. From the rise of China and Russia to Trump, tariffs, deglobalisation and European security, Ivan and Alan explore the major forces reshaping the glob...
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  Make Yourself Heard: The Career Lessons Nobody Teaches You 11.09.2026 35мин

  In Part 2 of our conversation, Anne-Marie Curtin discusses how family, career pivots, and mentorship shaped her path, plus the practical ways she built confidence as a speaker and writer. Key topics A major theme is communication: she describes executive coaching, Toastmasters, writing discipline, and how she learned to be concise, clearer, and more confident in the room.She talks about the support she received as a working mother in London, including mentoring, flexible boundaries, and senio...
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  A "Front-Row" seat to the crises that have defined the last 20 years - AnnMarie Curtin 04.09.2026 37мин

  AnneMarie Curtin has had a fascinating career spanning financial regulation, crisis management, consulting and global banking. She spent part of her career on the regulatory side, leading supervisory teams at both the Central Bank of Ireland and the Bank of England, during the enormous regulatory changes that followed the Global Financial Crisis. Her experience subsequently took her into consulting with EY, before she moved into Bank of America as the bank expanded its European operatio...
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  Share price dropped by 35% since the start of your speech Mr. Goodwin? Decades of experience across Banking, Markets & Risk. A Masterclass from one of Irelands most respected financial experts. 27.08.2026 1ч 6мин

  Prof. Brian O'Kelly on banking risk, debt, and the future of finance Alan interviews Brian O'Kelly, Emeritus Professor of Finance at Dublin City University and former chair of the SCA advisory committee at the National Treasury Management Agency, about how his career moved from engineering into finance, then into academia and risk management. The conversation focuses on banking regulation, liquidity, debt sustainability, and how AI and data are changing both markets and education. We discuss ...
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  Uranium’s Long Runway: China, Scarcity & the Nuclear Investment Opportunity 20.08.2026 1ч 8мин

  Justin Huhn on China, uranium scarcity, and how to think about the nuclear investing cycle This is part two of a deep-dive conversation with Justin Huhn, founder and publisher of Uranium Insider, focused on the nuclear fuel cycle, uranium supply-demand dynamics, and what investors should watch next. The discussion centers on China’s reactor buildout, the role of term pricing versus spot pricing, strategic inventories, and how to size positions across the uranium space.We discuss the practical...
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  The Grid Is the New Oil: Michael Lewis (DWS) on Electrification, Critical Minerals & Energy Security 13.08.2026 59мин

  Episode Summary Alan is joined by Michael Lewis, Head of ESG Research at DWS and a three-decade veteran of Deutsche Bank's FX, commodities, and sustainability research desks. Drawing on three DWS research papers co-authored with Stefan Kutscher (Head of Stewardship), Michael and Alan trace the energy transition from raw materials to the grid to the geopolitics reshaping it — arguing that "ESG" has effectively been repackaged as national security and financial stability. They dig into the stru...
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  Is Uranium the Most Important Investment Story of the Next Decade? 07.08.2026 59мин

  Justin Huhn on uranium’s cyclicality, term pricing, and why the sector still has runway Justin Huhn, founder and publisher of Uranium Insider, breaks down why he moved from technical trading into a deep fundamental thesis on uranium and nuclear energy. He explains how supply discipline, rising electricity demand, and long-dated contracting are shaping the market today. The conversation also covers volatility, policy risk, safety concerns, and why he believes the easiest way to play the sector...
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  The UNCOMFORTABLE TRUTH about Energy you WONT hear in the mainstream media 31.07.2026 19мин

  Why Energy Security is the Key to Future Growth: Uranium and Grid Reassessment This episode delves into the critical, yet often overlooked, role of energy in the global economy, focusing on the future of uranium, nuclear power, and infrastructure challenges that will shape investment opportunities over the next decade. Hosted by Alan O'Sullivan, this energy sub-series features insights from leading energy experts to explain why energy resilience is redefining investment priorities. Key ...
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  The Biggest Lie in Investing Is Diversification 24.07.2026 17мин

  Join us for an insightful highlight reel discussion with Sebastian Page, Head of Global Multi-Asset at T. Rowe Price, as he shares his journey from growing up around finance to becoming a leading voice in asset allocation and risk management. Discover practical insights into forecasting, fat tails, regime shifts, and the importance of judgment and humility in investing. Main Topics: The influence of upbringing and family on Sebastian’s career in financeThe organization of asset allocati...
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  The NEW Geopolitical Reality - No longer in Kansas Folks!!! 18.07.2026 16мин

  Global Market Shifts and Geopolitics: Insights from Louis Vincent Gave In this episode, Alan O'Sullivan interviews Louis Vincent Gave, a seasoned market analyst based in Hong Kong, to explore the evolving landscape of global markets, geopolitics, and economic policies. They discuss China's demographic challenges, US exceptionalism, deglobalization trends, and their long-term implications for investors worldwide. Key topics: Louis Vincent Gave’s background and expertise in emerging marke...
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  What you DONT know about GOLD - The INSIGHT you cant afford to ignore! 11.07.2026 19мин

  In this the second episode of our educational sub-series “The MOST important Insight”, Alan highlights the 5 key takeaways from his conversation with Gold expert Ronald-Peter Stoeferle. Dive into this compelling discussion on the evolving role of gold in the global monetary system, the influence of emerging markets, and how geopolitical shifts shape gold's future value. Discover insights on market phases, valuation models, and the rivalry between gold and Bitcoin. Main Topics:&nb...
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  You DON’T need SNOW BOOTS in July – A GLOBAL Quant Expert 08.07.2026 42мин

  The Future of Quant Investing: Strategies, Factors, and Portfolio Insights with Pim Van Vliet. Explore the intricacies of factor investing, risk management, and portfolio construction through insights from Pim Van Vliet, a leading quant expert from Robeco. This episode demystifies how quantitative strategies adapt in evolving markets, emphasizing low volatility and multi-factor approaches to optimize returns and control risks. Main topics covered: The role of low volatility strategies i...
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  The MOST Important INSIGHT World-class investing ideas in just 15 minutes. 04.07.2026 17мин

  Welcome to The MOST Important INSIGHT—the companion series to The MOST Important Thing podcast. Every week I take a one-hour conversation with one of the world's leading economists, investors or business thinkers and distil it into the most important ideas and insights you need to know. If you're short on time but still want world-class insights, you're in exactly the right place. What a start??? Only the Chief Strategist with JP Morgan Dr David Kelly CFA You're Welcome
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  The Biggest Lie in Investing: More Risk Doesn't Mean More Return 01.07.2026 44мин

  This episode reveals why low-risk stocks can outperform when markets get ugly, and how quant strategies turn academic research into real-world results. If you want smarter investing insights without the fluff, this one’s for you. Low Volatility Investing in Financial Markets: Insights from Pim Van Vliet Explore the fascinating world of low volatility strategies with Pim Van Vliet, chief quant strategist at Robeco. Discover how academic research translates into practical investment strat...
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  The man who called every MARKET CRASH since the Tech Bubble says this is a BUBBLE! 23.06.2026 1ч 8мин

  The Price of Time: Unravelling the Mysteries of Interest, Markets, and Human Behaviour. Join us for an insightful discussion with Edward Chancellor, a renowned financial historian and author of The Price of Time. We explore the philosophical and historical foundations of finance, the misconceptions surrounding interest rates, and the unintended consequences of monetary policy decisions. Key Topics The importance of philosophy and history in understanding financial markets versus reliance on m...
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  The Biggest Risk Investors Are Ignoring in 2026 and why Higher Inflation is here to stay - Jim Bianco 18.06.2026 1ч 11мин

  When Mr. Jim Bianco is your guest – you show up. Unfortunately my vocals let me down for this episode as I was nursing a heavy cold – Jim’s insights were fantastic and thankfully he did MOST of the talking. Most market forecasts are wrong — but Jim Bianco's contrarian insights have predicted some of the biggest moves in recent history. How does he do it? And what can you learn from his decades of independent thinking that’s consistently outsmarted Wall Street? Jim Bianco, founder of Bianco Re...
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  The Debt Crisis Nobody Wants to Talk About | Dr. Lacy Hunt 12.06.2026 1ч

  Most of today’s economic debates miss a critical point: the real danger isn’t just high debt or rising interest rates — it’s how history warns us about the true cost of overleveraging. Renowned economist Dr. Lacey Hunt shares eye-opening insights from his 57+ years in finance, revealing how governments’ reckless borrowing, demographics, and inflation are pushing economies toward irreversible damage. In this episode of The Most Important Thing, Hunt breaks down the deep-rooted link...
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  Why the Fear of Displacement Might Be Overblown: AI as an Amplifier for Human Creativity 05.06.2026 43мин

  Most people think AI is just a recent phenomenon—Vasant Dhar reveals how the field’s ambitious goals from the 1950s are finally becoming true today. After decades of lofty promises, recent breakthroughs—like ChatGPT and advanced machine learning—are turning these dreams into reality. But what does this mean for the future of work, finance, healthcare, and human connection? In this episode of The Most Important Thing, Dhar explains why regime shifts in finance challenge even the smartest model...
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  THE AI RECKONING: The Conversation That Will Define the Next Decade 30.05.2026 58мин

  Featuring Prof. Vasant Dhar, Prof. Robert "Bob" Gordon, Jim Bianco, Prof. Campbell Harvey & Edward Chancellor Most industries are underestimating how fast AI is transforming everything—and financial markets might be leading the charge. Vasant Dhar, a pioneer in AI research, reveals how recent breakthroughs are finally fulfilling the ambitious visions of the field’s founders—and what it means for your money, your job, and the future. In this episode, Dhar shares wild stories from the early...
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  The Science and Art of Investment management: Lessons From F1, Basketball & Football 27.05.2026 33мин

  Most investors underestimate the power of nonlinearity in portfolio construction—and it’s costing them significant alpha. Diego Parrilla unlocks a new way to think about risk, rebalancing, and how defence strategies can generate positive returns even when assets perform poorly. By exploring unconventional frameworks rooted in the science and art of portfolio management, Diego reveals how the dynamics of correlation and volatility can turn perceived disadvantages into opportunities. You'...