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The MOST Important Thing

Ivan Yates & Dr Alan O'Sullivan

The world is full of noise, distraction and now dis-information. How do we extract the truth and become better informed? Join broadcaster Ivan Yates and finance expert Dr Alan O’ Sullivan as they meet the best and brightest minds in finance, investments, economics, and geopolitics. The Most Important Thing reveals what really matters. 

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  • 23 episodes
  • weekly
  • Avg 44 min
  • English

Episodes 23

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  • May 12 · 18 min

    What Dennis did? The secret sauce of making and keeping money!

    Most investors overlook the power of the overlooked. Just like Dennis Rodman’s crucial rebounds fueled the Chicago Bulls’ titles in the late 90's, a savvy portfolio needs its own unsung heroes — assets that do the dirty work behind the scenes. In this eye-opening episode, we explore how the right "team members"—from gold to bonds—are essential for resilience and success. Using vivid sporting analogies, including Michael Jordan’s championship teams and rugby props, we uncover a new way to think about portfolio construction: it’s not just about the stars, but about the role players that make the whole team thrive. Discover how gold acted as the Dennis Rodman of your investments during the 2008 crash, providing stability when stocks plunged, and why defensive assets are often your best bets against crises. Diego Parrilla, Chief Investment Officer at Quadriga Asset Management, shares his contrarian insights into the anti-bubble and explains how understanding asset roles can safeguard your wealth in turbulent markets. Perfect for investors seeking to demystify portfolio construction, manage risk smarter, and build resilience like top sports teams, this episode is your playbook for outperforming in any market. Tune in and learn why every winning team—and portfolio—needs its Dennis Rodman.

    • Transcript
  • May 6 · 1 hr 19 min

    The Most Important Paradigm Shift in Markets Since the 1980s—Are We Entering a New Era?

    Most investors are clinging to strategies rooted in a 40-year era of falling interest rates and soaring valuations — but what if that paradigm has shifted forever? Jesse Felder, a seasoned market analyst and contrarian thinker, reveals why the old playbook no longer applies and what real assets will surprisingly outperform in the new environment. This episode digs into Jesse's journey from Wall Street to independent investing and the invaluable lessons learned during market chaos from the tech bubble to the housing bust. You'll discover how cycles, sentiment, and macro shifts shape opportunities others miss — from the dangerous bubbles of today to the overlooked value in energy, commodities, and gold. Jesse explains why high valuations, rising inflation, and escalating debt demand a fresh view of how to protect your portfolio. We break down key topics: the crucial importance of valuation and sentiment, the influence of geopolitics on interest rates, and how to navigate inflation as a real asset investor. Jesse shares his insights on portfolio diversification, the risks of overreliance on growth assets, and the specific role of commodities and energy in hedging the coming inflationary storm. If you’re an investor or a finance enthusiast puzzled by the divergence from historic norms, this episode is essential. Hit play — your portfolio will thank you.

    • Transcript
  • May 2 · 53 min

    The Crisis They Warned Us About: Why We Ignore Experts Until It’s Too Late

    What happens when the people who understand the risks are ignored? In this week’s episode, I explore why listening to genuine experts matters, especially when their warnings are uncomfortable, inconvenient, or years ahead of the crowd. My guest is Professor Steve Keen, one of a small group of well-known figures who warned about the conditions that led to the 2008 Global Financial Crisis before it unfolded. This conversation looks beyond the crash itself. It asks a bigger question: why do institutions, investors, policymakers, and the public so often dismiss the voices that challenge the consensus? From financial bubbles to economic fragility, Professor Keen’s warnings offer a powerful reminder that expertise is not always popular in the moment. Sometimes the people worth listening to are the ones telling us what we least want to hear. A timely episode about foresight, denial, credibility, and the cost of ignoring expert voices.

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Showing 21–23 of 23 episodes