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Artwork for Markets Happy Hour Podcast

Markets Happy Hour Podcast with Aoifinn Devitt

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Inflation
Artificial Intelligence
Equity Markets
Geopolitics
United States
Interest Rates
Federal Reserve
Oil
Markets
Iran
Private Credit
Oil Spill
Private Equity
Bank Of America Global Fund Managers Survey
Private Markets
Corporate Governance
Singapore
Nature Finance
Australia
US Tech / AI

A weekly discussion of markets, world politics and what it means for your investment portfolio. Banter. Not investment Advice.

PublishesTwice weeklyEpisodes100Founded2 years ago
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NewsBusiness News

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Artwork for Markets Happy Hour Podcast

Latest Episodes

In today’s Markets Happy Hour podcast we focus in particular on some of the other economies outside the US, with a look at how markets are reacting to the 7th Prime Minister in 10 years and ask who is the new “sick man” of Europe. Starting with what ... more

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This week's podcast comes from a somewhat downbeat London after the exit of the England team from the World Cup semi-final last night. It was a tough loss - particularly poignant as the atmosphere had been so electric in London last night.

Starting ... more

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In this second podcast of the week we are joined by Adam Berger, Multi-Asset Strategist at Wellington. Our conversation reflects on the fact that many of the current news items seem very like "deja-vu" - the tensions in the Strait of Hormuz, the spik... more

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**NOT INVESTMENT ADVICE AND DOES NOT CONTAIN INVESTMENT RECOMMENDATIONS"

This week's Markets Happy Hour Podcast is a little bit different . . while we still bring you a market overview together with an outstanding guest, this time we are exploring h... more

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Recent Guests

Roy Kuo
CIO at Galilei Investment Office
Galilei Investment Office
Episode: Markets Happy Hour Podcast July 2, 2026: Tight Lips; Stopped Ships
Anna Mosley
Questioner in the session
Episode: Salon with Prof Alison Taylor of NYU: Corporate Power and Responsibility -
Tony Dalwood
Executive/quoted panelist, Gresham House
Gresham House
Episode: Markets Happy Hour Podcast - June 10, 2026 - Live from Dublin - Our Better Nature
Derek Heffernan
Panelist, Gresham House
Gresham House
Episode: Markets Happy Hour Podcast - June 10, 2026 - Live from Dublin - Our Better Nature
Jo O'Carroll
Panelist, Gresham House
Gresham House
Episode: Markets Happy Hour Podcast - June 10, 2026 - Live from Dublin - Our Better Nature
Christie Townsend
Dallas-based allocator and commentator known for her market observations
Independent allocator / Dallas market analyst
Episode: Markets Happy Hour Podcast - Live in Dallas with Christie Townsend (aka @ROIChristie)
Cynthia Kirkpatrick
Senior advisor on the host's team; fellow podcast host on She Lift Podcast
Moneta
Episode: Markets Happy Hour Podcast - A Conversation in Clayton - Featuring Cynthia Kirkpatrick
Jon Chesshire
Founder of Sindia Capital Advisors; long-time guest on the podcast
Sindia Capital Advisors
Episode: Markets Happy Hour Podcast May 14, 2026 - Live from New York
Jesus Amadeo
IT expert and on-the-ground AI case studies contributor; former guest
MDRC Endowment
Episode: Markets Happy Hour Podcast May 14, 2026 - Live from New York

Host

Aoifinn Devitt
Host of Markets Happy Hour Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#173
Canada/News/Business News
Apple Podcasts
#85
Ireland/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

Markets Happy Hour Podcast January 8, 2026: Regime Change and Regime Adaptive Portfolios
Q: Given current valuations and optimism, what should investors do to build resilience in 2026?
Investors should blend exposure to structurally diversifying assets and trading/alternative strategies that can adapt to changing regimes, maintain equity exposure but with robust risk controls, and ensure they are prepared for potential tail risks rather than leaning solely on crowded consensus bets.
Markets Happy Hour Podcast January 8, 2026: Regime Change and Regime Adaptive Portfolios
Q: What exactly is a regime adaptive portfolio and how does it differ from traditional 60-40 thinking?
A regime adaptive portfolio recognizes that bonds and equities no longer always move inversely; it incorporates adaptive strategies and a richer set of diversifiers that can perform across different macro regimes, reducing reliance on historic correlations.
Markets Happy Hour Podcast January 8, 2026: Regime Change and Regime Adaptive Portfolios
Q: Does this geopolitical shift change your inflation forecast for 2026, or is it a longer horizon story?
In the short term, the changes are not dramatic for inflation, but the multi-year horizon remains a focus, with inflation likely to be stickier than the 2% target and driven by a resilient wealth impulse and fiscal dynamics.
Markets Happy Hour Podcast - Salon - Live in London - April 16, 2026: Paying it Forwards
Q: So let's start with the inflation question. Willem, is inflation a real problem or a transitory effect?
Inflation is here for the long term according to several CIOs, and even though consensus exists, there are scenarios where a recession could alter that view; portfolio construction should hedge with a broad mix of assets and derivatives as traditional hedges underperform.
Salon with Prof Alison Taylor of NYU: Corporate Power and Responsibility -
Q: Why are CEOs making odd statements about AI and their own portrayals in public?
A combination of isolation, the effects of a polarized economy (K-shaped dynamics), and a culture of branding and hype contribute to inconsistent messaging; leaders are under pressure from boards and investors to appear decisive, even when the implications aren't fully understood.

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Frequently Asked Questions About Markets Happy Hour Podcast

What is Markets Happy Hour Podcast about and what kind of topics does it cover?

This show centers on macroeconomics, markets, and policy with a steady stream of expert guests and on-the-ground perspectives. Episodes frequently cover inflation trajectories, central bank policy, geopolitical tensions, and the evolving role of AI and technology in productivity and markets. A distinctive habit is to connect big-picture themes to concrete portfolio implications, including asset allocation, diversification, and risk management. Live events and regional deep-dives (e.g., Dublin, Dallas, Sydney) highlight local market dynamics alongside global themes. The format blends data-driven analysis, narrative storytelling, and practical takeaways, making it useful for listeners who want timely horizons on how macro themes could shape p... more

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These podcasts share a similar audience with Markets Happy Hour Podcast:

1. The Fiftyfaces Podcast
2. The Rest Is Politics
3. Huberman Lab

How many episodes of Markets Happy Hour Podcast are there?

Markets Happy Hour Podcast launched 2 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Markets Happy Hour Podcast?

Recent guests on Markets Happy Hour Podcast include:

1. Roy Kuo
2. Anna Mosley
3. Tony Dalwood
4. Derek Heffernan
5. Jo O'Carroll
6. Christie Townsend
7. Cynthia Kirkpatrick
8. Jon Chesshire

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