Dr. Alan O'Sullivan

Welcome to the Most Important Thing podcast, where we speak with the best and brightest in finance, economics, investment and geopolitics to bring you the truth about what's driving the global economy and financial markets.

Every week, our chief market sceptic, Dr Alan O'Sullivan, and former government minister Ivan Yates sit down with a global expert to provide invaluable lessons from a lifetime of markets experience.

Economic expansion or recession, market highs or underlying vulnerabilities,

AI dystopia or just the next bubble?

Escalating geopolitical tensions or simply the new global order?

These are deep conversations searching for truth and practical investing strategies to improve your chances in this uncertain market environment.

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Enjoy the show.

But what does that guy got in common with this guy?

Or in common with this well-known financial asset.

So all is going to be revealed.

I received an email this week from a follower of the podcast, complimenting us so far on the quality of the guests, so forth, but raised a bit of a concern about the technical side of the interviews, likes of Sebastian Page, Dr. Antti Illman, and there is some pretty sophisticated conversation.

So has asked, can I explain some of the core concepts around portfolio construction?

using, let's say, a more layman's approach.

I have a very special guest coming up this week.

That is Quadriga Asset Management's Chief Investment Officer, Mr. Diego Paria.

So Diego is another contrarian voice, hugely respected, 30 years in financial markets,

has his own funds, suite of funds, based in Madrid, Spain, and is a real credible voice, author of two books, which I'll put links to.

Diego would be very well known to the institutional investor base.

So my conversation with Diego focused on misconceptions in financial markets.