The MOST Important Thing
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.
Episodes
16 episodes
How Prof. Steve Keen Predicted the 2008 Crash and What (he says) Economists Still Get Wrong
In a world where most economists failed to foresee the 2008 financial meltdown, Professor Steve Keen stands out as a rare voice who not only predicted the crisis but also understood the underlying causes. In this episode, Keen reveals how mains...
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45:50
Ep 9 - The New World Disorder PART TWO: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
Part 2 is where it gets real.In this follow-up conversation, I sit down again with economist Constantin Gurdgiev and geopolitical strategist Matt Gertken to dig into what actually matters right now—the forces shaping the ...
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1:18:59
Weekly Market Wrap - Are we sleepwalking into a Global Recession!
The global economy is teetering on the edge of a stagflation nightmare—and most investors are blind to the looming disaster. Are we underestimating the true impact of rising oil prices, geopolitical chaos, and collapsing European bonds? This ep...
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18:30
Ep 8 - The New World Disorder: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
Something big is happening—and most people are completely missing it.In Part One of this explosive series, economist Constantine Gurdgiev and geopolitical strategist Matt Gertken strip away the headlines, the narratives, an...
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1:22:11
Weekly Market Wrap - The MOST important things
On this weeks show I spoke with Geopolitical expert Matt Gertken, PhD of BCA Research. Matt very generously jumped on a quick call to give us his latest thoughts on the Middle East turmoil.There are signs of de-escalation but you have to...
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27:23
Ep 7 - The Hidden History of Financial Markets That Could Save Your Portfolio
Unlock the secrets of financial markets through the lens of history with Russell Napier, a veteran investor and acclaimed author. In this eye-opening episode, Russell reveals why understanding past monetary systems is crucial to navigating toda...
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31:08
Iranian / US War - A Geopolitical Expert responds to Trumps De-escalation tweet
Most geopolitical crises seem distant until they aren't — and when a war between the US and Iran suddenly hits the headlines, everything shifts. In this urgent episode, BCA Research's Chief Geopolitical Strategist, Matt Gertken, breaks down the...
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29:53
Ep 6 - Beyond Diversification: Insights from Sebastian Page on Finance, Leadership, and Resilience
In Part two of this insightful interview, Alan sits down with Sebastian Page, author of "Beyond Diversification," to unravel the complexities of financial forecasting and portfolio construction. Sebastian challenges the conventional...
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40:28
Ep 5 - Prof. Russell Napier: The New Rules of Money
Renowned macro strategist Russell Napier joins the podcast to provide a deep dive into inflation, state control, and the future of markets.A unique look into one of the world’s most respected macro thinkers. So useful, we had to make two...
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34:53
Weekly Market Wrap: Why ALL is not what it seems in the Middle East
This week in our Friday Market Wrap we cut through the noise around the conflict in the Middle East, Outlook for the global economy, oil prices and other assets.Stay informed on the MOST important thing in markets! To access your weekly ...
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33:19
Ep4 - Portfolio Construction Masterclass: Unveiling Hidden Risks with Sebastien Page CFA
Unlock the secrets to superior portfolio construction with Sebastian Page, a leading expert blending cutting-edge academic insights with practical investing wisdom. Discover why traditional models fall short in today’s unpredictable markets and...
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40:23
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era
Most investors think US exceptionalism and globalization are here to stay—until now. Louis Vincent Gave reveals how the tectonic shifts in geopolitics, demographics, and US foreign policy are dismantling the old playbook, creating unprecedented...
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1:02:42
Ep2 - Why Gold Is the Best Hedge Against a Broken Financial System
Most investors overlook gold’s true power — until systemic trust erodes. Ronnie Stoeferle, a leading expert in monetary history and gold markets, reveals why gold is more than just an inflation hedge; it’s a barometer of global trust and financ...
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54:44
Ep1 - Asset Bubbles, Inequality & the Illusion of Central Bank Power | Dr. David Kelly CFA
In the first episode of The MOST Important Thing, I sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan, to tackle the force investors believe moves everything: central banks. Rate decisions, inflation targets, liquid...
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59:55