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The MOST Important Thing

Ivan Yates & Dr Alan O'Sullivan
Finance
Investing
Central Banks
Gold
Geopolitics
Inflation
Gavekal
Asset Bubbles
Economics
United States

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.

PublishesTwice weeklyEpisodes6Foundeda month ago
Number of ListenersCategories
InvestingBusinessEducation

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Artwork for The MOST Important Thing

Latest Episodes

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 updates dir... more

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 learn... more

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 risks... more

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 financial st... more

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Recent Guests

Sebastien Page
CIO, multi-asset solutions
T. Rowe Price (and prior firms)
Episode: Ep4 - Portfolio Construction Masterclass: Unveiling Hidden Risks with Sebastien Page CFA
Louis Vincent Gave
Macro analyst, founder of GaveKal
GaveKal
Episode: Ep3 - Navigating Global Tectonic Shifts: Investing in a New Era
Ronnie Stoeferle
Partner of Incrementum AG; author of In Gold We Trust
Incrementum AG
Episode: Ep2 - Why Gold Is the Best Hedge Against a Broken Financial System
Dr. David Kelly
Global Chief Strategist, JP Morgan; head of Global Market Insights Strategy Team at JP Morgan Funds
JP Morgan
Episode: Ep1 - Asset Bubbles, Inequality & the Illusion of Central Bank Power | Dr. David Kelly CFA

Hosts

Ivan Yates
Host of The MOST Important Thing with a background in broadcasting and finance commentary; widely recognized as the program's primary host.
Alan O'Sullivan
Finance expert and co-host, frequently guiding macro conversations and portfolio discussions.

Chart Rankings

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

Apple Podcasts
#217
Ireland/Top Podcasts
Apple Podcasts
#4
Ireland/Business/Investing
Apple Podcasts
#9
Ireland/Business
Apple Podcasts
#233
Belgium/Business/Investing

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per EpisodeGender SkewLocation
InterestsProfessionsAge Range
Household IncomeSocial Media Reach

Frequently Asked Questions About The MOST Important Thing

What is The MOST Important Thing about and what kind of topics does it cover?

This show centers on macroeconomics, finance, and geopolitics through in-depth conversations with leading investors, strategists, and policymakers. Episodes typically explore how global trends—such as inflation, central bank policy, currency dynamics, and de-globalization—shape asset allocation and market risk. The hosts ask practical, forward-looking questions to translate complex ideas into actionable insights for sophisticated investors, with recurring emphasis on resilience, diversification, and understanding tail risks in an uncertain world. A notable strength is the blend of high-level macro context with real-world investing frameworks, often illustrated through personal stories and concrete portfolio considerations. The format tends ... more

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Which podcasts are similar to The MOST Important Thing?

These podcasts share a similar audience with The MOST Important Thing:

1. The David McWilliams Podcast
2. The Rest Is Politics: US
3. The Rest Is Politics
4. Documentary on One Podcast
5. The Rest Is Politics: Leading

How many episodes of The MOST Important Thing are there?

The MOST Important Thing launched a month ago and published 6 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 The MOST Important Thing?

Recent guests on The MOST Important Thing include:

1. Sebastien Page
2. Louis Vincent Gave
3. Ronnie Stoeferle
4. Dr. David Kelly

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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