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The MOST Important Thing

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

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 weeklyEpisodes32Founded5 months ago
Number of ListenersCategories
InvestingEducationBusiness

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Artwork for The MOST Important Thing

Latest Episodes

The Price of Time: Unravelling the Mysteries of Interest, Markets, and Human Behaviour. Join us for an insightful discussion with Edward Chancellor, a renowned financial historian and author of The Price of Time. We explore the philosophical and hist... more

When Mr. Jim Bianco is your guest – you show up. Unfortunately my vocals let me down for this episode as I was nursing a heavy cold – Jim’s insights were fantastic and thankfully he did MOST of the talking.

Most market forecasts are wrong — but Jim ... more

Most of today’s economic debates miss a critical point: the real danger isn’t just high debt or rising interest rates — it’s how history warns us about the true cost of overleveraging. 

Renowned economist Dr. Lacey Hunt shares eye-opening insights f... more

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

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Recent Guests

Dr. Lacey Hunt
Monetary economist; Executive Vice President, Hoisington Investment Management
Hoisington Investment Management
Episode: The Debt Crisis Nobody Wants to Talk About | Dr. Lacy Hunt
Vasant Dhar
Professor, NYU Stern; author of Tinking with Machines
New York University Stern School of Business
Episode: THE AI RECKONING: The Conversation That Will Define the Next Decade
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?
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!
Donnacha Ó Beacháin
Professor at DCU School of Law and Government, expert in post-Soviet politics
Dublin City University
Episode: The MIT Website, Newsletter and Market Wrap
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
Steve Keen
Professor of economics, contrarian economist critical of neoclassical models
Professor at Kingston University? (as discussed in interview)
Episode: How Prof. Steve Keen Predicted the 2008 Crash and What (he says) Economists Still Get Wrong

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✅
    Ireland3 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
#13
Ireland/Business/Investing
Apple Podcasts
#46
Ireland/Business

Talking Points

Recent interactions between the hosts and their guests.

The Debt Crisis Nobody Wants to Talk About | Dr. Lacy Hunt
Q: What has been Lacey Hunt's day job and career path?
He has held senior roles including Chief US Economist at Fidelity Bank and HSBC, and serves as Executive Vice President at Hoisington Investment Management, with a long career in monetary economics.
Why the Fear of Displacement Might Be Overblown: AI as an Amplifier for Human Creativity
Q: What was the most important thing Dhar emphasized?
Trust and risk management in AI are crucial, recognizing AI as a general purpose technology that requires guardrails as it becomes ubiquitous and transformative across industries.
Why the Fear of Displacement Might Be Overblown: AI as an Amplifier for Human Creativity
Q: What level of disruption do you see for white-collar jobs, and what guardrails can governments put in place?
Disruption will vary by sector; white-collar roles may upskill and become more strategic rather than disappear. Guardrails include risk management, data governance, ethical standards, and thoughtful regulation to balance innovation with protection.
Why the Fear of Displacement Might Be Overblown: AI as an Amplifier for Human Creativity
Q: Where does AI fit into investing?
AI can assess and synthesize vast data to test investment theses, including scenario analysis like tariff changes and supply chain implications, but humans still guide the framing, risk preferences, and interpretation of outputs.
Why the Fear of Displacement Might Be Overblown: AI as an Amplifier for Human Creativity
Q: Explain that to me.
The early iterations of AI lacked common sense, and current research shows that modern AI aims to incorporate common sense and more nuanced understanding to gain trust in its outputs, though human sensitivity and emotional intelligence remain important in interpreting results.

Audience Metrics

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

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Frequently Asked Questions About The MOST Important Thing

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

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

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The MOST Important Thing launched 5 months ago and published 32 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. Dr. Lacey Hunt
2. Vasant Dhar
3. Diego Parilla
4. Diego Parrilla
5. Jesse Felder
6. Antti Ilmanen
7. Donnacha Ó Beacháin
8. Frances Campion

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