The MOST Important Thing
Episodes
The Most Important Paradigm Shift in Markets Since the 1980s—Are We Entering a New Era?
06 May 2026
Contributed by Lukas
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 s...
The Crisis They Warned Us About: Why We Ignore Experts Until It’s Too Late
02 May 2026
Contributed by Lukas
What happens when the people who understand the risks are ignored?In this week’s episode, I explore why listening to genuine experts matters, especi...
Putin's Gamble and the geopolitical chess game
28 Apr 2026
Contributed by Lukas
Prof. Donnacha Ó Beacháin, Dublin City University is back in the concluding part of our wide-ranging and important discussion.This WEEK on "The...
Putin's Gamble: Get the inside track from a global expert on Post-Soviet politics, Professor Donnacha
24 Apr 2026
Contributed by Lukas
Dive into the geopolitical chess game involving Putin, NATO, Ukraine, and the US. Discover how these power dynamics shape the conflict and influence g...
Ep 11 - Unlocking Investment Wisdom: AQR’s Dr. Antti Ilmanen's 10 Groundbreaking Papers. A lifetime of insight!
21 Apr 2026
Contributed by Lukas
Most investors are caught in a trap of extrapolating trends from recent history, causing valuations to diverge from fundamentals—and leading to lowe...
The MIT Website, Newsletter and Market Wrap
19 Apr 2026
Contributed by Lukas
In this Market Wrap Alan brings you through the latest in the Middle East, Private Credit, the Hungarian election loss for Viktor Orban and a preview ...
Ep 10 - From Ireland Farm to Global Investment Banking: A Remarkable Career Journey
14 Apr 2026
Contributed by Lukas
IMPORTANT DISCLAIMERThe conversations in the “MOST important thing Podcast” are evergreen in nature meaning the content is purely for education an...
How Prof. Steve Keen Predicted the 2008 Crash and What (he says) Economists Still Get Wrong
10 Apr 2026
Contributed by Lukas
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...
Ep 9 - The New World Disorder PART TWO: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
08 Apr 2026
Contributed by Lukas
Part 2 is where it gets real.In this follow-up conversation, I sit down again with economist Constantin Gurdgiev and geopolitical strategist Matt Gert...
Weekly Market Wrap - Are we sleepwalking into a Global Recession!
03 Apr 2026
Contributed by Lukas
The global economy is teetering on the edge of a stagflation nightmare—and most investors are blind to the looming disaster. Are we underestimating ...
Ep 8 - The New World Disorder: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
31 Mar 2026
Contributed by Lukas
Something big is happening—and most people are completely missing it.In Part One of this explosive series, economist Constantine Gurdgiev and geopol...
Weekly Market Wrap - The MOST important things
27 Mar 2026
Contributed by Lukas
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 late...
Ep 7 - The Hidden History of Financial Markets That Could Save Your Portfolio
25 Mar 2026
Contributed by Lukas
Unlock the secrets of financial markets through the lens of history with Russell Napier, a veteran investor and acclaimed author. In this eye-opening ...
Iranian / US War - A Geopolitical Expert responds to Trumps De-escalation tweet
23 Mar 2026
Contributed by Lukas
Most geopolitical crises seem distant until they aren't — and when a war between the US and Iran suddenly hits the headlines, everything shifts...
Weekly Market Wrap
20 Mar 2026
Contributed by Lukas
Ep 6 - Beyond Diversification: Insights from Sebastian Page on Finance, Leadership, and Resilience
19 Mar 2026
Contributed by Lukas
In Part two of this insightful interview, Alan sits down with Sebastian Page, author of "Beyond Diversification," to unravel the complexitie...
Ep 5 - Prof. Russell Napier: The New Rules of Money
18 Mar 2026
Contributed by Lukas
Renowned macro strategist Russell Napier joins the podcast to provide a deep dive into inflation, state control, and the future of markets.A unique lo...
Weekly Market Wrap: Why ALL is not what it seems in the Middle East
13 Mar 2026
Contributed by Lukas
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 ot...
Ep4 - Portfolio Construction Masterclass: Unveiling Hidden Risks with Sebastien Page CFA
11 Mar 2026
Contributed by Lukas
Unlock the secrets to superior portfolio construction with Sebastian Page, a leading expert blending cutting-edge academic insights with practical inv...
Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era
03 Mar 2026
Contributed by Lukas
Most investors think US exceptionalism and globalization are here to stay—until now. Louis Vincent Gave reveals how the tectonic shifts in geopoliti...
Ep2 - Why Gold Is the Best Hedge Against a Broken Financial System
24 Feb 2026
Contributed by Lukas
Most investors overlook gold’s true power — until systemic trust erodes. Ronnie Stoeferle, a leading expert in monetary history and gold markets, ...
Ep1 - Asset Bubbles, Inequality & the Illusion of Central Bank Power | Dr. David Kelly CFA
17 Feb 2026
Contributed by Lukas
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 investo...
Introducing: The Most Important Thing
12 Feb 2026
Contributed by Lukas
Ivan Yates and Dr Alan O'Sullivan talk about what's coming up in this unique podcast series.