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The MOST Important Thing

Ivan Yates & Dr Alan O'Sullivan
Portfolio Construction
United States
Gold
Iran
Private Debt
Finance
Russia
Central Banks
Investing
China
Inflation
The Middle East Conflict
Oil
Geopolitics
Middle East
Oil Prices
Debt
Housing Bubble
Global Macro
Global Markets

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 weeklyEpisodes29Founded4 months ago
Number of ListenersCategories
InvestingBusinessEducation

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Latest Episodes

Most people think AI is just a recent phenomenon—Vasant Dhar reveals how the field’s ambitious goals from the 1950s are finally becoming true today. After decades of lofty promises, recent breakthroughs—like ChatGPT and advanced machine learning—are ... more

Featuring Prof. Vasant Dhar, Prof. Robert "Bob" Gordon, Jim Bianco, Prof. Campbell Harvey & Edward Chancellor

Most industries are underestimating how fast AI is transforming everything—and financial markets might be leading the charge. Vasant Dhar, ... more

Most investors underestimate the power of nonlinearity in portfolio construction—and it’s costing them significant alpha. Diego Parrilla unlocks a new way to think about risk, rebalancing, and how defence strategies can generate positive returns even... more

IMPORTANT DISCLAIMER

The conversations in the “MOST important thing Podcast” are evergreen in nature meaning the content is purely for education and information purposes only. Whilst individual stocks may be mentioned in the course of this interview... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
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Recent Guests

Diego Parilla
Chief Investment Officer of Codriga Invests Managers
Codriga Invests Managers
Episode: The Science and Art of Investment management: Lessons From F1, Basketball & Football
Diego Parrilla
Chief Investment Officer, Quadriga Asset Management
Quadriga Asset Management
Episode: What Dennis did? The secret sauce of making and keeping money!
Jesse Felder
Founder of The Felder Report; author and commentator; former hedge fund manager
Felder Report; Super Investors in the Art of Worldly Wisdom (podcast)
Episode: The Most Important Paradigm Shift in Markets Since the 1980s—Are We Entering a New Era?
Donnacha Ó Beacháin
Professor of Politics at Dublin City University
Dublin City University
Episode: Putin's Gamble: Get the inside track from a global expert on Post-Soviet politics, Professor Donnacha
Antti Ilmanen
Co-head of Portfolio Solutions Group at AQR Capital
AQR Capital
Episode: Ep 11 - Unlocking Investment Wisdom: AQR’s Dr. Antti Ilmanen's 10 Groundbreaking Papers. A lifetime of insight!
Frances Campion
Former Morgan Stanley executive; long-time value investor
Morgan Stanley (former)
Episode: Ep 10 - From Ireland Farm to Global Investment Banking: A Remarkable Career Journey
Constantin Gurdjieff
Geopolitics analyst, BCA Research
BCA Research
Episode: Ep 9 - The New World Disorder PART TWO: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
Steve Keen
Professor of Economics who critiques mainstream theories and advocates for debt-aware modeling
Episode: Weekly Market Wrap - Are we sleepwalking into a Global Recession!
Constantine Gurdjieff
Geopolitical expert, professor of finance at Trinity Business School (Ireland)
Trinity College Dublin / North Colorado
Episode: Ep 8 - The New World Disorder: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!

Hosts

Ivan Yates
Host with broad coverage of finance, economics, and geopolitics; known for hosting and presenting the show.
Dr. Alan O'Sullivan
Co-host and finance expert, adds market skepticism and technical insight.

Reviews

4.8 out of 5 stars from 20 ratings
  • Cs

    So happy to have Ivan to listen to again. Good luck with new show with Alan

    Apple Podcasts
    5
    cs✅
    Ireland2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show consistently delivers thoughtful, data-driven discussions with practical value.
Guest lineup is strong and adds credibility to complex macro topics.
Listeners appreciate Ivan and Alan's dynamic and ability to bring in top guests.

Chart Rankings

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

Apple Podcasts
#11
Ireland/Business/Investing
Apple Podcasts
#29
Ireland/Business
Apple Podcasts
#160
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Ep 9 - The New World Disorder PART TWO: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
Q: How should listeners think about the future of US-China relations and global cooperation?
The panel suggests that durable, cooperative frameworks are essential; without them, the world risks drifting into a brittle, conflict-prone multipolar order, so ongoing dialogue, credible trade agreements, and a focus on stability are crucial for investors and policymakers alike.
Ep 9 - The New World Disorder PART TWO: Why you MUST understand GEOPOLITICS, the Balance of POWER, and the rise of Multipolarity in 2026!
Q: What went wrong with US industrial policy and how might policy adapt going forward?
Both guests argue that insufficient attention to sustaining manufacturing, strategic competition with China, and overreliance on debt have hollowed out the middle class; future policy may involve a mix of tariffs, subsidies, and strategic investment to balance growth and security while maintaining global cooperation.
Ep 6 - Beyond Diversification: Insights from Sebastian Page on Finance, Leadership, and Resilience
Q: How does Sebastian view the balance between data and judgment in portfolio construction?
He advocates blending judgment with quantitative methods, using frameworks like Black-Litterman and Bayesian approaches to ensure views are consistent with assumptions, while also adjusting for current regimes and using regime-aware forecasts.
Ep 6 - Beyond Diversification: Insights from Sebastian Page on Finance, Leadership, and Resilience
Q: Is there anything that Sebastian thinks is crucial for a young graduate entering finance and markets?
Sebastian emphasizes the importance of communication, resilience, and continuous learning, noting that even highly skilled individuals must demonstrate the ability to contribute to an organization and manage stress while developing leadership skills.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Frequently Asked Questions About The MOST Important Thing

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

The show tends to feature deep-dive conversations with top minds in finance, economics, and geopolitics, often grounded in practical investing frameworks, risk management, and macro-portfolio thinking. Guests frequently challenge conventional wisdom with contrarian viewpoints, emphasizing processes, downside protection, and long-horizon strategy. Sports metaphors, real-world career anecdotes, and structured takeaways on asset allocation, valuation, and policy dynamics are common threads, making it useful for listeners who want rigorous, evidence-based perspectives and actionable ideas for portfolio construction and market interpretation.

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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. Path to Power
2. Inside Business with Ciaran Hancock
3. The Other Hand
4. The David McWilliams Podcast
5. Inside Politics with Hugh Linehan

How many episodes of The MOST Important Thing are there?

The MOST Important Thing launched 4 months ago and published 29 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. Diego Parilla
2. Diego Parrilla
3. Jesse Felder
4. Donnacha Ó Beacháin
5. Antti Ilmanen
6. Frances Campion
7. Constantin Gurdjieff
8. Steve Keen

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