Shows
Blain's Morning PorridgeForget Iran, worry about Climate Whiplash and El Nino.Blain’s Morning Porridge Friday 13th March 2026 – Forget Iran, worry about Climate Whiplash and El Nino.“Out of the frying pan into the fire. Chaos begets chaos. Instability begets instability.”While global markets are fixated on the Gulf, cast a weather eye on the Eastern Pacific where a Super El Nino climate event is developing. It could lead to Climate Whiplash events in terms of flood, storms and drought, food inflation and increasing migration tensions. It never rains, but it pours – and that’s not necessarily good for the most important commodity on the planet: Water!...
2026-03-1310 minBlain's Morning PorridgeWinning the Economic WarBlain’s Morning Porridge March 12th, 2026 - Winning the Economic War“I flew B-52 and bombed them with the blues..”The War in Iran is a kinetic feature of the economic/hegemonic struggle between the USA and China. President Trump will lose because his Iran war is unwinnable. Iran won’t lose because it does doesn’t have to win. That’s a recipe for a forever war, and a definition of asymmetric warfare. The likely winner of a wider Economic War will be China. Energy and Supply Chains will determine the future.What a curious...
2026-03-1210 minBlain's Morning PorridgeStalemate in Iran, what’s the next risk?Blain’s Morning Porridge 10th March 2026 – Stalemate in Iran, what’s the next risk? “They make a desert and call it peace.”Pretty much as was expected Donald Trump has declared his war almost over. Its not. It has destabilised the global economy. What might be roiled in its wake? One area to watch is how a liquidity default-storm in Private Credit could infect global bond and equity markets, causing a global market crisis. (Quick comment on this morning’s top line quote. I suspect the Caledonian Picts were the Iranians of their age. In 84 AD t...
2026-03-1012 minBlain's Morning PorridgeWhat’s the plan? Keep bombing? What?Blain’s Morning Porridge March 9th, 2026 – What’s the plan? Keep bombing? What?“I love the smell of napalm in the morning…. smells like victory.”Global disruption – how likely is it to end quickly? Trump’s objective was to install a regime that will do his bidding in Iran. The appointment of Khamenei v2.0, the lack of a clear opposition, or defectors, makes a swift closure increasingly less likely. Global markets are pricing for a long, destabilising war with rising inflationary and geopolitical volatility.I’ve just spent a bluebird week skiing in the Alps – blue sk...
2026-03-0907 minBlain's Morning PorridgeAI, Politics and Populism, Luddites and Social RevolutionBlain’s Morning Porridge 1st March 2026 – AI, Politics and Populism, Luddites and Social Revolution“You say you want a revolution, well, you know we all wanna change the world..”As the US and Israel attack Iran, confirming the Fire Horse threat of escalating conflict risks, do we also face a second social threat from AI triggering widespread social and wealth-inequality protests? Does 2026 risk becoming a double whammy hit on market sentiment and confidence?I am cheating this morning. This morning’s Porridge was written on Saturday – before I jumped on a plane for a week on Sun...
2026-03-0215 minBlain's Morning PorridgeWhat is the US Yield Curve Really Telling Us?Blain’s Morning Porridge Fed 25th, 2026: What is the US Yield Curve Really Telling Us?“When there is a lack of honour in government, the morals of the whole people are poisoned.”Does the steepness of the US yield curve tell us the US Economy is about to boom, or inflation is about to sink the Treasury markets? To figure out which, you need to interrogate the witnesses and look at what the evidence is telling us.My ambition is to keep learning new stuff. Like this morning’s quote – from Herbert Hoover.One o...
2026-02-2512 minBlain's Morning PorridgeIran could be the flashpoint for market dislocationBlain’s Morning Porridge Feb 24th, 2026: Iran could be the flashpoint for market dislocation“Do not defy the fates and bring shame on Rome.”Markets aren’t much concerned about Iran. US Military might is expected to prevail, cowing the Ayatollahs into acceptance of Trump’s maximalist demands. What could possibly go wrong? Trump is no student of history, and may not understand the gamut of military, logistical and geopolitical risks aligned against him.Does the markets’ fixation on AI mean they are missing what might be main event? In 53 BC Marcus Licini...
2026-02-2412 minBlain's Morning PorridgePrivate Credit and Treasury Wobbles... Relax….Blain’s Morning Porridge Feb 23rd, 2026 – Private Credit and Treasury Wobbles... Relax….“Apart from that Mrs Lincoln, did you enjoy the show?”Sometimes you just have to laugh. The Tariff Judgement against Trump raises elevated Chaotic Tantrum risks in Treasuries, while markets fear what wobbles in private credit might conceal. Everything in markets are connected – when something cracks in credit, someone somewhere else will start screaming!An interesting week’s play in prospect for global markets this Monday morning. There was a distinct judder moment on Friday after the US Supreme Court declared Trump’s emerge...
2026-02-2313 minBlain's Morning PorridgeCorruption and Justice – Action Required.Blain’s Morning Porridge, Jan 20th, 2026: Corruption and Justice – Action Required.“America may be blind, but the world will see who is involved and complicit.”The difference between successful democratic economies and autocracy is that the rule of law works better. Autocracies trend towards corruption and inefficiency. Insider dealing and corruption is a fact of the financial markets – punishing it is a matter of the enforcement of justice and the willingness to do so. Europe is acting over Epstein. What’s happening in the USA? Friday is rant day. I can say what has to be said...
2026-02-2015 minBlain's Morning PorridgeTariffs hoist Trump on his own PetardBlain’s Morning Porridge Feb 19th, 2026 – Tariffs hoist Trump on his own Petard“And I would have gotten away with it, if it wasn’t for these pesky kids...”Sometimes you have to laugh. Tariffs have been the cornerstone of Trump’s economic miracle, allowing him to deflect, discombobulate and distract voters from economic truths. Now the NY Fed says tariffs are a consumption tax – even MAGA voters will be worried as the Mid-Terms approach.I reckon a fair number of Porridge Readers will remember Scooby-Do….Donald Trump is the evil financial-econom...
2026-02-1911 minBlain's Morning PorridgeDefence Spending, Resilience and GrowthBlain’s Morning Porridge Feb 18th, 2026 – Defence Spending, Resilience and Growth“To save the village it was necessary to destroy it.”The Russians have captured the FT, apparently! The headline that Gilts are about to crash because the Government will borrow more to increase defence spending is Pravda 101. The reality is Gilts should rally on increasing the strategic deterrence that defence spending will create.If you wish for peace, be prepared for war. Strategic Deterrence is the most valuable form of infrastructure a nation can possess.There is a worrying story in the FT...
2026-02-1813 minBlain's Morning PorridgeMunich, AI and The Year of the Fire Horse.Blain’s Morning Porridge Feb 17th, 2026: Munich, AI and The Year of the Fire Horse.“We must build our hard power, for that is the currency of the age.”The future will be set not just by the defence and deterrence discussions last weekend in Munich, but by how global markets react to competition. New Chinese AI drops from DeepSeek and Qwen may challenge US hyperscalers and challenge expectations of global demand and markets. Happy Chinese Lunar New Year. Good luck and good fortune to all readers of the Porridge in The Year of the F...
2026-02-1713 minBlain's Morning PorridgeSliding, Jambos and Rugby, Sports that matterBlain’s Very Late Morning Porridge Feb 16th 2026 – Sliding, Jambos and Rugby, Sports that matter“He’s kicked that one so high it’s come down with a touch of frost on it..”The world may be going to hell in a handbasket, and tomorrow is the start of the Year of the Fire-Horse (the most volatile of the 60-year Chinese zodiac cycle) but what a fantastic weekend of sports we just had. It’s all positive stuff… Let’s enjoy it while we can.Apologies for the very late Morning Porridge this morning after a ver...
2026-02-1610 min
Financial Coaches Network - The Podcast: Build your Financial Coaching Business#201: Tax Deductions 101Joshua and Amelie break down the basics of tax deductions and tax credits, offering a simple, high‑level overview to help listeners understand how these tools may reduce their tax bill.
Top takeaways:
Tax deductions and tax credits both help you pay less in taxes, but they work differently
Tax credits offer a dollar‑for‑dollar reduction in your taxes owed— the government treats you as if you paid that amount in taxes.
Tax deductions reduce the amount of income the IRS considers taxable.
The value of a deduction depends on your tax bracket; higher‑income earners gen...
2026-02-1527 minBlain's Morning PorridgeThe Munich Security Conference and Global ThreatsBlain’s Morning Porridge Feb 11th, 2026 – The Munich Conference and Global Threats “What do you worry about?” … “Events, dear boy, events.”There are times when the course of history takes on a momentum of its own, most often in periods of conflict around hegemonic change – as exist today. This year’s Munich Security Conference will address stressed and fractured global alliances – while markets should be figuring out how conflict risks have risen and potential outcomes worsened. Wolfgang Ischinger, chairman of the Munich Security Conference (which opens later this week) is a former German Ambassador to the USA...
2026-02-1111 minBlain's Morning PorridgeBond Market Alarm Bells SoundingBlain’s Morning Porridge Feb 10th, 2026 – Bond Market Alarm Bells Sounding“Feche le vache..”Did someone say Century Bond? What’s not to like about the bond market? Rates are going to fall! Everyone wants to buy credit (at historically tight spreads) and the biggest most successful firms on the planet are paying 70 cents over Treasuries for your money! What could possibly go wrong? 100-year Sterling bonds from Google? Wow. That’s…. interesting. (Ding, Ding, Ding…. Bond market alarms going off very loudly in my head.)What do the buyers of that Century bond...
2026-02-1013 minBlain's Morning PorridgeThe Conflabulation that is Bitcoin finally dies in a pool of disinterest.Blain’s Morning Porridge Part 2 Feb 9th, 2026 – The Conflabulation that is Bitcoin finally dies in a pool of disinterest.“Rat Poison Squared”Well, it was interesting while it lasted. Bitcoin has given me plenty to write about these last 15 years. Up, down, up, down, and shake it all about. This tumble feels different. No one is trying to seriously defend it. The walls are down and Bitcoin may be about to vanish in a puff of logic… or will it? Once you have them, Cockroaches are extremely difficult to exterminate.It’s a special d...
2026-02-0912 minBlain's Morning PorridgeFire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!Blain’s Morning Porridge, Part 1 Feb 9th, 2026 – Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!“Knuckles to Buckles”The threat board is looking crowded this morning. From UK political risk, escalating conflict risks, a possible credit burp and what happens next in unsustainable narratives – who knows what further No-See-Ums lurk in the background. Yet markets party on. What can possibly go wrong…..?This is Part One of the Morning Porridge – there will be a later mid-morning comment on Bitcoin to follow (if I get time to finish it.)You can read th...
2026-02-0920 minBlain's Morning PorridgeNavigating the stormy seas of TechBlain’s Morning Porridge Feb 5th, 2026 – Navigating the stormy seas of Tech“The worst thing you can do is nothing.”Where are the Tech markets and AI heading? Are we due a meltdown or melt-up? Will the bubble bust, or do the current ructions reflect growing uncertainty on which directions upside lies? There is plenty to consider when trying to predict where AI and Tech eventually go.What we do know is AI will change the world, and technology is constantly evolving. To play markets, we need to take a view. Doing nothing is not a...
2026-02-0511 minBlain's Morning PorridgeIs Epstein just the tip of the Iceberg?Blain’s Morning Porridge Feb 4th, 2026 – Is Epstein just the tip of the Iceberg?“Chaos is a smokescreen for corruption.”We will likely never know the full truth about Epstein. It’s not a sex scandal – it’s a sordid tale of corruption, insider dealing, greed and arrogance dug deep into the highest echelons of business and society. It involves far more figures than the few who have been exposed. Some corruption is hidden. Increasingly much is in plain sight.There are dark secrets about our society we would rather keep quiet, pretending they don’t hap...
2026-02-0409 minBlain's Morning PorridgeWe have to talk about Kevin…Blain’s Morning Porridge Feb 3, 2026 – We have to talk about Kevin… “I would say [Fed Policy] has been in some sense Reverse Robin Hood.”The nomination of Kevin Warsh as next Fed Chair has been rationalised as positive for stability and managing Trump. But will a new name on the desk means certainty will return? Nothing really changed within the Administration – Trump remains Trump and has a massive War Chest to fight the coming bitter Midterms.There was a relieved nodding of heads when Kevin Warsh was announced as Trump’s nominee for the Chair of t...
2026-02-0310 minBlain's Morning PorridgeSkating on very thin ice…Blain’s Morning Porridge Feb 2, 2026 – Skating on very thin ice… Let’s paint the town, we’ll shut it down…. Just how thick is the ice? Everything juddered last week – from AI to perceptions of Geopolitics. There are so many take aways. Are markets vulnerable to an AI/Credit Cascade event? How vulnerable are The Middle Nations (J-CAKE). China is a rising risk. Just how well will the USA handle a crisis? Is it time to exit Gold? But go where?As has been said many times before: “there are decades when nothing happens, and wee...
2026-02-0214 minBlain's Morning PorridgeIt’s not about Trump, it’s about China and EuropeBlain’s Morning Porridge Jan 26th, 2026 – It’s not about Trump, it’s about China and Europe“Europe loves to talk about the future but does nothing about it today.”Gold surges through $5000 and markets remain distracted by the sturm et drang of words and events. The world is changing – but are we thinking about all the wrong things? The real issue for the future may be investment choices between authoritarian states vs nimble democratic nations. This morning Gold spot is $5060. Investment banks and commodity research firms had a $4900 year-end target. It’s taken less than a...
2026-01-2716 minBlain's Morning PorridgeWhat A Disaster – That Was The End Of The American CenturyBlain’s Morning Porridge, 22nd January 2026: What A Disaster – That Was The End Of The American Century“If you are not at table, you are on the menu.”Yesterday was a strategic disaster for America. Trump and his minions have destroyed the alliances that underpinned American exceptionalism. He revealed as weak and venal; an old man lost in rambling hatreds. America now faces a scrabble to save face and recover a modicum of respect. The medium-to-long term market implications are huge.Wow. Yesterday in Davos was just horrible to behold.Yet, all that...
2026-01-2213 minBlain's Morning PorridgeBeware the Judder Moment in BondsBlain’s Morning Porridge January 21st, 2026 – Beware the Judder Moment in Bonds“A pebble falling down a mountain in Japan may trigger momentous events in Nuuk.”Trump dominates the headlines but watch what’s happening in the bond markets. Yesterday Japan bond yields juddered a warning about political competency risks, but also how rising geopolitical and conflict risks are resetting investor expectations. When the bond market speaks, you ought to listen. Plus, Air Force One, Bitcoin and Howard Lutnick.In Bond markets there is truth – as shall be revealed below. In Trump… less so.Trum...
2026-01-2119 minBlain's Morning PorridgeOne Year of Trump – The World Has Changed For The WorseBlain’s Morning Porridge 20th January 2026: One Year of Trump – The World Has Changed For The Worse“We didn’t force them. They gave us a mandate, and now their little throats are being cut!”It’s one year since Trump took office for a second time. It’s been dramatic. It’s been eventful – and it’s been destructive and destabilising. The winners are Putin and Xi. The losers are the West. But have we now reached peak-Trump? Europe is the key – the continent has to wake up to the coming opportunities.
2026-01-2013 minBlain's Morning PorridgeOne Year of Trump - The World Has Changed For The WorseBlain’s Morning Porridge 20th January 2026: One Year of Trump - The World Has Changed For The Worse“We didn’t force them. They gave us a mandate, and now their little throats are being cut!”It’s one year since Trump took office for a second time. It’s been dramatic. It’s been eventful – and it’s been destructive and destabilising. The winners are Putin and Xi. The losers are the West. But have we now reached peak-Trump? Europe is the key – the continent has to wake up to the coming opportunities. For a few short da...
2026-01-2013 minBlain's Morning PorridgeAnd now for something completely differentBlain’s Morning Porridge January 19th, 2026 - Andnow for something completely different“Your actions will lead to the fall of a great empire”(sotto voce “your own”.)Rising risks, geopolitical positioning, conflict, and strategiccompression will be the themes for coming decade. Who will rise, who will fall? What are the implications for markets. Do not expect easy answers. This is unlikely to play out as anyone predicts.That was an interesting weekend. What will it mean for markets? Would you be a buyer ofLong French bonds this morning? Where go Euro and Sterli...
2026-01-1910 minBlain's Morning PorridgeGreat Moments in British Political TheatreBlain’s Morning Porridge 16th January 2026: Great Moments in British Political Theatre “I love Europe! France is wonderful. It should be. We’ve subsidised it for 40 years.”Catharsis is a marvellous thing. Reform and the Tories will duke it out for the British right, leaving Labour to get on with ever-so-slowly trying to fix Broken Britain – which could be evident by 2029. A great political battle is in prospect. Bring it on!Well, at least we now know something about the hidden truths of UK politics this morning… The dirty linen of the last 15 years was wa...
2026-01-1612 minBlain's Morning PorridgeThe End of the Age of American Capital?Blain’s Morning Porridge 15th January 2026: The End of the Age of American Capital?“People don’t like change, but make the change fast enough and you go from one type of normal to another.”Markets are deluged in noise as the President remakes the world. We’re learning to roll with it – but the trick will be to spot the opportunities and gaps that will open. President Trump’s recent demands that US banks and lenders follow his orders is one such opportunity – and crash a critical component of the US economy’s success.There are rum...
2026-01-1513 minBlain's Morning PorridgeSpaceX, IPOs and Other PipedreamsBlain’s Morning Porridge 14th Jan 2026: SpaceX, IPOs and Other Pipedreams“If something is important enough, you should try even ifthe probable outcome is failure.”This year is shaping up to be a big one for IPOs, but just how sustainable will the market be if the speculative froth drivingvaluations dissipates? SpaceX will be the big one – it is a truly extraordinary firm, but after the noise, what’s it really worth? According to my stock picking buddies the market highlight of2026 will be the SpaceX IPO. They expect it will literally go stratosphe...
2026-01-1415 minBlain's Morning PorridgeRolling the Dice on the Fed And InflationBlain’s Morning Porridge January 12th 2026:Rolling the Dice on the Fed And Inflation“Luck, if you’ve ever been a lady to begin with, Luck bea Lady tonight..”Trump has shattered conventions on politics and diplomacyso why not financial markets as well? The Show Trial of Jerome Powell will see Trump seize the levers of monetary policy. For markets its dead simple – what will it mean for the economy and the rising prospects of a Stagflationary Bust inthe US?You can’t help but wonder about markets…. Are they actually paying attention? Last week, amid...
2026-01-1211 minBlain's Morning PorridgeThe Risks of Cascading Sugar Rush PolicyBlain’s Morning Porridge, Jan 9th, 2026 - The Risks of Cascading Sugar Rush Policy “When sorrows come, they come not single spies but in mighty battalions.” The frenetic pace of activity in Washington this week has left the commentariat stunned while dulling the market’s sensitivity to momentous events. Some of it is madness, while much of what Trump is doing makes curiously perverse sense – but what are the risks it all spectacularly unravels?Shakespeare was right. This morning’s quote is from the Danish play! It sums up the reality of the Cascade Effect – h...
2026-01-0913 minBlain's Morning PorridgeGeopolitics, Markets and Economics – Are They Still Connected?Blain’s Morning Porridge Jan 7th, 2026: Geopolitics, Markets and Economics – Are They Still Connected?“The barometer read “Fair” yesterday, but the Shipping Report says, “Gale Imminent”.Markets have opened strongly in 2026 and seem remarkably sanguine towards rising geopolitical instability and shocks. They’re buying a rosy outlook of rising profits, lower rates and costs, and are blithely unconcerned by the risks of destabilisation from conflict or competition.I got a call from a Morning Porridge reader y’day, demanding to know why I’ve been so fixated on events in Venezuela this year… “What about the markets?”...
2026-01-0711 minBlain's Morning PorridgeVenezuela Bonds – are you a buyer or seller?Blain’s Morning Porridge Jan 6th 2026: Venezuela Bonds – are you a buyer or seller? “A land of passion and contradictions, where the past and the future collide.”Venezuela bond prices have spiked higher on expectations of new investment, debt restructuring, and the monetisation of its oil resources. But how likely is it the nation can be reformed, attract new money, and satisfy the population while the old regime remains in place, and Washington demands to be paid?The critical difference between a stock trader and a bond trader is the latter is a pragmatist...
2026-01-0611 minBlain's Morning PorridgeVenezuela Bonds – are you a buyer or seller?Blain’s Morning Porridge Jan 6th 2026: Venezuela Bonds – are you a buyer or seller? “A land of passion and contradictions, where the past and the future collide.”Venezuela bond prices have spiked higher on expectations of new investment, debt restructuring, and the monetisation of its oil resources. But how likely is it the nation can be reformed, attract new money, and satisfy the population while the old regime remains in place, and Washington demands to be paid?The critical difference between a stock trader and a bond trader is the latter is a pragmatist...
2026-01-0611 minBlain's Morning PorridgeAnother Judder in Geopolitics.Blain’s Morning Porridge, January 5th 2026 – Another Judder in Geopolitics. “When America brings its full capabilities to bear, no tyrant is beyond reach.”Concepts about global law and order were left by the wayside over the weekend – Trump’s administration delivered what it said it would in terms of America First, Western Hemisphere focus. Do Venezuela and Iran raise or diminish the risks of Global Conflict in 2026. What comes next?Happy New Year. Let’s hope it is a good and prosperous one…. The signals are looking mixed.My bear-scenario outlook for 2026 markets was...
2026-01-0511 minBlain's Morning PorridgeDestabilisation and Peak ExuberanceBlain’s Morning Porridge 19th Dec 2025 – Destabilisation and Peak Exuberance “There are more things in Heaven and Earth, Horatio, than are dreamt of in your philosophy.” Markets are winding down for the holiday break, but the news flow continues to hint at rising destability and noise, hinting the future economic path will get more twisty and difficult. Lower rates and QE fuelled markets (but not growth) in the 2010s, but won’t work when there is a strong inflationary impulse in place!LINK TO PODCASTUnless something dramatic happens in the next two wee...
2025-12-1914 minBlain's Morning PorridgeBitcoin and Crypto Further Detach from Reality.Blain’s Morning Porridge 17th December 2025 – Bitcoin and Crypto Further Detach from Reality.“If you don’t believe it, I’m not going to waste time trying to convince you.”Global Markets surge ahead. Bitcoin has been left behind. Yet again the crypto bubble has popped. All that’s holding it up is buy-the-dip greater fools, hope and belief – none of which are strategies for success. Time for a reassessment of what Bitcoin is and isn’t, and why it’s time to stop wasting energy on it!Christmas is traditionally a time of goodwill to all m...
2025-12-1717 minBlain's Morning PorridgeThe New Economics and Investibility of DefenceBlain’s Morning Porridge 16th December, 2025: The New Economics and Investibility of Defence“The war was started by career soldiers, but will be finished by teachers, engineers and accountants.”Ukraine has demonstrated massive changes in how future wars will be fought. Yet, the military bureaucracies of Western Nations are mired in the procurement-treacle of 80 years of peacetime spending. It’s time for radical overhaul, and an explosion of private-funding to build a stronger Western economy through aggressive deterrence. One of the big market themes I’ve been drawn to is the rising threat of conflict...
2025-12-1614 minBlain's Morning PorridgeSome Big themes for 2026?Blain’s Morning Porridge Dec 15th 2025: Some Big themes for 2026?“Santa Baby, one thing I forgot, a yacht and the deeds to a platinum mine…”The Chinese curse about living in “interesting times” is a boon to anyone fascinated by markets. There is no shortage of excitement coming our way next year – everything from conflict threats, renewed inflation, the return of QE, to the Space X IPO. But the thing is… we really don’t know….. we never have!Being a market commentator comes with a terrible cost – the numbing fear that strikes at 4 am that there is n...
2025-12-1513 minBlain's Morning PorridgeOutlook 2026: Conflict or Trade?Blain’s Morning Porridge Dec 12th, 2025 – Outlook 2026: Conflict or Trade?“The earth is littered with the ruins of empires that once believed they were eternal.”2026 Outlooks contain rosy predictions for stock market upside, calmer bond markets, the triumph of AI, and even a few who still say Bitcoin will rule us all. But the major Macro risk will be global trade – what happens as China and the USA face off? Trump has fractured the Western Alliances even as China’s trade and military strength give it all the options. What will Emperor Xi choose to do?It...
2025-12-1218 minBlain's Morning PorridgeThe US economy, Potemkin Markets and QEBlain’s Morning Porridge Dec 11th, 2025 – The US economy, Potemkin Markets and QE“The IQ of a mob is the IQ of the dumbest member divided by the number of the crowd.”Y’day we had yet another Judder Moment for markets as the Fed surrendered to Trump and prepares to juice the markets with renewed QE. Have we learnt nothing? No, I guess we have not. Pretend and keep pretending as we enter the Potemkin Economy era. This will not end well.LINK TO PODCASTWhat should we make of yesterday’...
2025-12-1110 minBlain's Morning PorridgeWhat does new US Security Strategy mean for Markets and Outlook?Blain’s Morning Porridge Dec 9th, 2025 – What does new US Security Strategy mean for Markets and Outlook?“For he on honey-dew hath fed, and drunk the milk of Paradise.”The new US National Security Strategy (NSS) revealed last week confirms just how much the world has changed. It was a kick in the teeth for Europe and leaves the door ajar on Taiwan. It’s unlikely to foster stability. It increases the pressure on Europe to swiftly rearm, and unify its defence and deterrence capabilities. For America – it raises fundamental questions about its declining power, strength, mi...
2025-12-0912 minBlain's Morning PorridgeMarkets, The Global Economy and the ‘26 US Midterms.Blain’s Morning Porridge Dec 8th, 2025 – Markets, TheGlobal Economy and the ‘26 US Midterms. “It’s all about the economy, stupid…”This week will see the Fed ease rates, stocks will rally on happyretail buying any dip, and everyone will go into the holidays joyful… Except they won’t. There is so much still bubbling under the hood of the US economy that can go “bang”. Don’t watch the USA – watch China for clues.You can read the Morning Porridge by subscribing on www.morningporridge.com, and have it delivered fresh to your inbox every morning!
2025-12-0814 minBlain's Morning PorridgeHans-Jeorge Rudloff could teach us much about markets…Blain’s Morning Porridge Dec 4th, 2025 – Hans-Jeorge Rudloff could teach us much about markets… “When the Eurobond market exploded, it made London the centre of the world…” This is not an obituary – but a story about markets. Hans-Jeorge Rudloff, who passed away earlier this week, was the dominant figure of the Eurobond market. His insights and vision were extraordinary – understanding how marketsworked, how to dominate them, and setting the foundations for today’s $120 trillion global market!Yesterday one of my chums and market mentors called me with the news Hans-Jeorge Ru...
2025-12-0412 minBlain's Morning PorridgePantomime, King Rat, and Outrageous PredictionsBlain’s Morning Porridge Dec 3rd, 2025 – Pantomime, King Rat, and Outrageous Predictions "It’s behind you, oh no it isn’t!” What’s not to like about Panto? Saxo Bank’s excellent Outrageous Predictions for 2026 are out.. Lets dig into why Sir Keir Starmer might consider rejoining Europe to peeve Nigel Farage, how China will dominate trade through Tech and a gold-linked Yuan, and why SpaceX is unlikely to be the first $1 trillion IPO.You can read the Morning Porridge by subscribing on www.morningporridge.com, and have it delivered fresh to your inbox every morning!
2025-12-0318 minBlain's Morning PorridgeAI isn’t a bubble, it’s Tech evolution evolvingBlain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving “The new, new thing will always be superseded by the next new, new thing…”Michael Burry is not out. His Stuffed Turkey comments sound like a prophesy. AI is evolving fast and not necessarily in the direction the current market understands. Bewareno-see-ums. What if the current tech is a dead end, and the financials collapse? A big shift may become clear in coming months… and where to invest next!And let’s talk about bit-flips!
2025-12-0210 minBlain's Morning PorridgeAI isn’t a bubble, it’s Tech evolution evolvingBlain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving “The new, new thing will always be superseded by the next new, new thing…” Michael Burry is not out. His Stuffed Turkey comments sound like a prophesy. AI is evolving fast and not necessarily in the direction the current market understands. Bewareno-see-ums. What if the current tech is a dead end, and the financials collapse? A big shift may become clear in coming months… and where to invest next! And let’s talk about bit-flips!But first…. A c...
2025-12-0210 minBlain's Morning PorridgeGilts indicate Stability – what is generating the noise?Blain’s Morning Porridge – December 1st, 2025: Gilts indicate Stability – what is generating the noise? There are lies, damned lies, statistics, and the Torygraph – where even Lucifer fears to tread.” There is a lot of noise in Gilts these days. The danger is it derails national confidence – even though much of the clamour is twaddle. The reality is all Governments face challenges, but the UK’s Gilts market is much stronger and more resilient that the right-wing press would care to admit. The most famous quote about bond markets is “I want to come back as the...
2025-12-0117 minBlain's Morning PorridgeBond Markets, Inflation and Economic DementiaBlain’s Morning Porridge Nov 27th 2025 – Bond Markets, Inflation and Economic Dementia “I find it fascinating the chainsaw has become an emblem of a new golden era of humanity”The UK survived yesterday’s Pretend and Extend budget. It was a lacklustre soap-opera moment. It won’t cure the UK’s long-term issues or fix Broken Britain. If politicianswere serious about repairing the political economy of the UK – it’s time for root and branch surgery on the “frictions” that leave the nation suffering Economic Dementia!Yesterday, all economic life of the UK did not suddenly...
2025-11-2711 minBlain's Morning PorridgeBlain’s Morning Porridge 25th Nov 2025 – Markets dancing hard ahead of the hangoverMarkets dancing hard ahead of the hangover“Beware markets full of absolute fabrications presented as irrefutable truths.”Markets drunk on expectations and hype will believe what they want to believe – but as bubbles pop and truths are exposed, then sentiment can shift suddenly. Yesterday’smarket darlings become today’s scams. Who knew? Relax. The sun will come up tomorrow. Enjoy the show. Sometimes you just have to laugh at the narratives markets are prepared to believe. Bubbles are a feature of markets, and they all pop eventually. Don’t panic and d...
2025-11-2509 minBlain's Morning PorridgeBlain’s Morning Porridge Nov, 24th 2025 – The end of the American Age – what will follow?The end of the American Age – what will follow? “Let me die in the uniform in which I fought my battles for freedom, may God forgive me for putting on another.” The end of the exceptional American Century is happening faster than we think. America is dispensing with friends and allies, and American Tech leadership is no longer unquestioned. It spells rising instability and threats. Defence has never been more critical as Europe seeks to define its future.Sometime in the next few years markets will be forced to make a fundamen...
2025-11-2414 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 20th, 2025 – If it’s not AI, will it be Private Capital Markets that trigger crisis?If it’s not AI, will it be Private Capital Markets that trigger crisis?“Private Capital Markets thrive because other markets arerun by compliance and over-regulated.” Markets are less fragile than we think. There are always people watching, waiting and ready to catch bargains. Some risks are in plain sight. But in Private Capital Markets they are hidden – which is why many market players believe the scale of losses might be hidden. Will Private Markets trigger the next crisis? I doubt it. You can read the Morning Porridge by subscr...
2025-11-2013 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 19th, 2025 – Scotland, Kilts and Fitba’, has the world gone mad?Scotland, Kilts and Fitba’, has the world gone mad?“We’re on the march wi’ Ally’s Army… we’ll really shakeem up when we win the World Cup…”The world has gone mad, but fear not, Scotland qualifying for the World Cup will trigger growth, prosperity and happiness (for a wee while – 3 games I expect). The imminent launch of Scottish KILTS bonds will open a Pandora’s box of difficult questions.Forget the impending bubble pop in AI. Fear not the loomingcredit bust that is Private Credit. Be unconcerned about Japanese bond yields starting to spi...
2025-11-1912 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 18th, 2025 – AI is dead! Long Live AI!“It’s the end of the world all over again…” Headlines about a deepening stock sell off, the rising fear” gauge, and unsustainable valuations, are dominating the news flow. Relax. End of the world market crashes happen all the time. Sit back and enjoy the show. Get your buying boots ready. “No company is going to be immune , including us” saidSundar Pichai of Google. Peter Theil has sold out of Nvidia. When one of my chums, a “creative” up in London, asked on Sunday if she should invest in AI, you know it’s way too late. Even t...
2025-11-1812 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 17th 2025 – The Political Weaponisation of GiltsIn bonds there is truth – at least there was until politicalcampaigners realised what a powerful tool they might be to amplify political failure. Destabilising markets by roiling bonds is unlikely to end well. The consequences could be fearful. Something snapped last week in Gilts, the UK’s GovernmentBond market. Normally I would call a sudden wobble in sentiment as a judder-moment, when something critical happens – like an athlete’s hamstring tearing – underminesconfidence and impacts market direction. Last week it was a succession of events suddenly overwhelming the market’s confidence in the Labour Government. But…. I smell a rat...
2025-11-1714 minBlain's Morning PorridgeBlain’s Morning Porridge 14th Nov 2025 – How low will Bitcoin go this time?How low will Bitcoin go this time?“Trading is playing market sentiment. Investment is aboutpredicting the future.”Bitcoin believers are perfectly entitled to believe what they want to believe. The rest of us: too clever to fall for the hype, ortoo stupid to understand – depending on your perspective, have grandstand seats for the BTC “how low will it go this time” championship. Bitcoin is the ultimate trading asset. It is the pure essenceof what a perfect market could be – a refined distillation of the beliefs and sentiment underlying it. BTC is largely untroubled by the difficu...
2025-11-1411 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken.Blain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken.“People will forget what you said and what you did, butthey will never forget how you made them feel.” After a busy few days in London, I need some light comicrelief this morning, so let’s figure out why Britain is really broken. It’s nothing to do with Government. It’s all about crap customer service and the treacle that makes Big Companies so crap. They no longer care. And that spreads like acancer around the economy. Trying to deal with la...
2025-11-1310 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 12th 2025 - BBC Crisis is a Disaster for the UKBlain’s Morning Porridge Nov 12th 2025 - BBCCrisis is a Disaster for the UK“I would die in a ditch for the impartiality of the BBC.”The BBC is/was the world’s most trusted broadcaster. It’simpartiality stood above the fake news and politicised opinion presented as irrefuttable facts pumped out by private channels. It was held to the highest standards, and when it’s seen to have slipped – as has happened – suddenly there is no stopping a tidal wave of manufactured shock and fury flooding the media space. What has the Crisis at...
2025-11-1215 minBlain's Morning PorridgeBlain’s Morning Porridge 11th Nov 2025 – Spitfire Strategic Capital, Tomorrow depends on Today.Spitfire Strategic Capital, Tomorrow depends on Today.“… bugles calling for them from sad shires.” The supreme art of war is to subdue the enemy withoutfighting. As Europe wakes up to the threat, the war in Ukraine shows how quickly the battlespace is evolving. Rearming the West requires a focus on decisive, scalable, deployable technologies to deter further aggression. Let me introduce Spitfire Strategic Capital – a new fund focused on War-Winning Defence Platforms. Today is Armistice Day, an apt day to announce the launch of Spitfire Capital – Investing in War-Winning Defence Platforms. Being pr...
2025-11-1112 minBlain's Morning PorridgeBlain’s Morning Porridge 10th Nov 2025 – Markets struggle with AI, Bonds and Tweets.Markets struggle with AI, Bonds and Tweets. “You need me to lie to old people and scare them intobuying fake medicine? I get it.”There is nothing like a Trump tweet to set the tone for the week. Feels like the markets are living on borrowed time re AI, US Treasuries and current valuations. All look strong, but what if the bottom falls out? Relax… the sun will come up tomorrow. Last Friday I wrote about my rising doubts on the sustainabilityof the AI Bubble: AI – Noise, Signal, Brace. I r...
2025-11-1012 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace.Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace. “Unprecedented market shocks occur with monotonous regularity.” Is the AI bubble bursting? Who will be the survivorsand losers? Or is it more fundamental – US AI firms talk of spending billions, but what is China is doing AI better and cheaper? If China wins the AI race, then it will confirm more than just the waning of the American century. It willfundamentally shift valuations. That clashing klaxon of noise is the rising perception the AIBubble is about to pop. Suddenly, everyone is n...
2025-11-0715 minBlain's Morning PorridgeBlain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is?Blain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is?“Controversial means “this will lose you votes.” Courageous means “this will lose you the election.” Yesterday saw bad political theatre in the UK. RachelReeves got up and warned everyone it’s going to be bad and therefore made it so. Acres of negative coverage and lots for the opposition to make noise about. But the reality is maybe very different. There is not that much [more thanusual] to worry about. Go to www.morningporridge.com for full comment.
2025-11-0510 minBlain's Morning PorridgeBlain’s Morning Porridge Nov 3rd 2025 – Survived October? Back to full on Complacency…Survived October? Back to full on Complacency… “The real work is like rugby. Everything is connected. Everyplay has consequences.” Yet again I was wrong and overly bearish. Markets survived October with barely a shrug. Everything is apparently fine and dandy.. nothing to worry about? Complacency and belief abound. We have been here before…. And what does Rugby tell us about markets?Before I launch into markets… I have to step back and ask: whatdoes Rugby have to teach us about markets and the world? It’s all about approach… Rugby is a met...
2025-11-0311 minBlain's Morning PorridgeBlain’s Morning Porridge Halloween 2025 – A Horror Story from 2035.A Horror Story from 2035. “The smug mask of virtue triumphant can be almost as horrible as the face of wickedness revealed.” What will the future look like? Many Porridge readersfear Technofeudalism – where a new aristocracy of big tech will replace democracy and make serfs of us all. What might it look like…? It being Halloween, as so often happens in the Morning Porridge office, this morning a report from October 2035 crossed between worlds and arrived in the Morning Porridge’s inbox…. The Morning Porridge Oct 31st 2035 – Be Happy.Or else!
2025-10-3110 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 30th 2025 – What did the Korea Summit really mean for markets?“Come not between the dragon and his wrath” This morning’s meeting in Busan, Korea was short and sweet. Goal achieved - the global meltdown that would have followed a rare-earth embargo by China has been avoided. What is more interesting is how it could change the current power set-up in Washington as Scott Bessent and Marco Rubio increasingly takecentre stage.Two events and One Big Question for Global Markets toconsider this morning:What really happened in Busan, South Korea this morning?What did the Fed tell us about the path of US interestrates?What d...
2025-10-3010 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 29th 2025 – How much will AI cost, and how much can we afford?How much will AI cost, and how much can we afford? “The greatest trick the devil ever pulled was convincingthe world he didn’t exist..” The AI Bubble floats on a wave of Confidence – confidencethe global economy needs it, the USA will lead it, the hyperscalers and AI firms can afford it, energy is not an issues, and competition from China, tech evolution and quantum are not issues. All the market sees is opportunity. Beenhere before. There is a marvellous Scots word – Gallus. It describes someone with a certain amount of swa...
2025-10-2912 minBlain's Morning PorridgeBlain’s Morning Porridge 28th October 2028 – Compare and contrast the Real World with DreamsCompare and contrast the Real World with Dreams “And you have burned so very, very brightly…”Gold has taken a bit of a tumble – but is thecorrection a buying opportunity? While the UK feels increasing glum ahead of the few choices in the November Budget, Elon Musk is confident on his demandsfor a $1 trillion upside bonus. They are illustrations of the contrast between hype, speculation and downside manipulation. If you want a simple illustration of how far fear and speculationin global markets are diverging from reality, have a quick thin...
2025-10-2815 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 27th 2025 – End of the world or another Trump deal? Which is worse?"So, it’s a f*****g coin toss? That is what we get for 50billion dollars?” It is possible to cram Cataclysm, Armageddon and Apocalypseinto a single Morning Porridge at the start of a week that promises to be market friendly? Of course it is! There is plenty of stuff to worry about, but when the noise sounds so positive, the herd that is the market will keep on fooling themselves.. The higher they climb, the further there is to fall… That was an “interesting” weekend. I nearly scared myself todeath, and had some disturbing insights as...
2025-10-2713 minBlain's Morning PorridgeBlain’s Morning Porridge October 24th 2025 – Call it Chaos, but we sure do live in interesting times..Call it Chaos, but we sure do live in interesting times..“You know nothing John Snow…”Chaos occurs when events break out their usual bounds, and it feels like markets are skirting on the edge! Relax. It’s normal in periods of acute change – as are happening now. The Game of Markets across long, medium and short-term horizons is constantly changing – I guess that’s what makes them interesting!What an interesting world we live in. It’s not anything like the one I knew as a child, as a student, and a young banker… he...
2025-10-2413 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow MetalBlain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal“Let every nation know, whether it wishes us well or ill, that we shall pay any price, bear any burden, meet any hardship, support any friend, oppose any foe to assure the survival and the success of liberty..”Gold Prices stumbled earlier this week. It is a bursting bubble? Nope. Markets will remain uncertain – while the world’s geopolitical polarity is shifting Gold remains the safe-haven play. That shift is being accelerated by events as the stability...
2025-10-2211 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency?Blain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency?“Did someone forget to feed the hamster?”Western economies are dependent on functional tech. Yesterday’s Amazon outage suggests the resiliency of tech infrastructure is creaking, raising multiple issues about dependency and costs. Could a shift in how companies secure against Tech vulnerabilities see the MAG3 firms at the core of global tech infrastructure hit?When I opened Linked-in this morning, I was deluged in adverts from Amazon Web Services, telling me all about how they automate, create and reduce costs, wh...
2025-10-2208 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 20th 2025 – Mutant Credit Cockroaches? Whatever next?Mutant Credit Cockroaches? Whatever next?“Smart men go broke three ways: ladies, liquor and leverage.”Markets feel increasingly nervous. Although someone has cranked up the party music to 11, and the euphoria is still pouring, concerns about banking and loan exposures are rising. If there is a wobble, then it’s likely to be leverage on leverage that sees a bunch of private credit lenders in trouble.What will this week hold for markets? Trade wars? Peace deals? Inflation (maybe not as the US Govt is still in Shutdown)? A bank run? An invasion of mut...
2025-10-2212 minBlain's Morning PorridgeBlain’s Morning Porridge Oct 17th 2025 – Hamble Quarry Decision Highlights Corporate Greed and Planning FailureEvery day we are reminded of injustice in the UK – the fight of postmasters against the Post Office, or haemophiliacs against the medical indifference are just the tip of an iceberg of a justice system loaded against the people. It’s only when it impacts directly do you realise just how lopsided UK planning has become. There is no social justice – just the jackboot of corporate greed being crushed into the face of humanity… forever.Yesterday was a very bad day. My village is going to be sacrificed to make foreign investors rich. So much for a restful r...
2025-10-1720 minBlain's Morning PorridgeCatflap While The Dance Band on the Titanic Plays OnBlain’s Morning Porridge Oct 15 2025 – Catflap While The Dance Band on the Titanic Plays On“ Damn the Torpedoes, full steam…. Boom. gurgle gurgle..” There is no stopping a market believing what it wants to believe. Tariffs, Trade Wars, Credit Cockroaches, BTC delusions, this market has it all, yet everyone is still dancing. Best thing to do might be to “Catflap” – walking away without saying anything to anyone.Euphoric markets have a habit of watching all the wrong things. As I’ve written many times, markets are not clever – they demonstrate a remarkable ability to fool themselves and...
2025-10-1517 min
AI OutcomesEp23 Bill Blain: AI | Jobs | The Economy | Healthcare | Housing | Political FalloutBill Blain is a market strategist, author and regular contributor to the BBC with over 40 years of experience in investment banking and alternative markets, covering everything from sovereign debt to renewable energy. He writes daily on his blog, Morning Porridge, offering insights on markets, politics, and the future of finance. You can find more about Bill here: https://morningporridge.com/about/In this conversation, we explore AI’s impact on jobs, the economy, and society—from the ‘Barista Problem’ to NHS funding, sovereign debt, and the future of energy and quantum computing.Connect with Bill on Linke...
2025-07-2246 min
Think Mastery with Dr. YishaiThe True Value of Being Wrong (with Bill Blain) | Episode 351Welcome to Think Mastery with Dr. Yishai. Hosted by Doctor of Psychology, entrepreneur, and executive coach Dr. Yishai Barkhordari. On this podcast, you'll hear real talk about life and business. Plus, how to use psychology to create more mastery and success in both.In this episode, I sit down with Bill Blain, founder and principal of Windshift Capital, strategist at Shard Capital, and author of Blaine’s Morning Porridge, a sharp, witty market commentary read by over 10,000 bankers, investors, and politicians each morning. With nearly four decades of experience across finance, journalism, and economic education, Bill has a...
2025-04-1742 min
Crain & ConeBill Belichick's Legacy Is on the Line at UNCBill Belichick hires two new coaches for his North Carolina staff; Auburn basketball moves to #1 in the country; and we break down who is under more pressure in the NFL playoffs: Lamar Jackson or Josh Allen. Ep.679 - - - Today's Sponsors: Raycon - Use code "BOOSTER" at checkout for additional savings on your entire purchase! https://www.BuyRaycon.com/Booster
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Crain & Cone...
2025-01-161h 27
Opening Bid UnfilteredAre we on the cusp of a black swan market crash? Not according to this investorThe stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the presidential election in November. So what is an investor to do when down seems like up and up seems like down? Yahoo Finance Executive Editor Brian Sozzi chats with Wind Shift Capital Founder Bill Blain. Blain pulls no punches in this convo, voicing his concern on Tesla’s stock price and big-cap tech stocks like Apple. However, Blain is more bullish on the outlook for Boeing un...
2024-08-0725 min
In the market for moreHow to trade the UK election: Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill BlainThe 2024 UK general election has been anything but boring, with PM Rishi Sunak soaked to the skin, to alleged betting scams and Nigel Farage, back from the political dead. So, with just days to go until voters head to the polls, IG’s Angeline Ong caught up with Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain to find out what they are expecting out of this election, and more importantly, how to trade it.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follo...
2024-07-0114 min
Macro VoicesMacroVoices #434 Bill Blain: Will Higher For Longer, Lead To Market Mayhem?MacroVoices Erik Townsend & Patrick Ceresna welcome back, WindShift Capital Founder, Bill Blain. They discuss everything from the equity market melt-up to inflation to bond yields. https://bit.ly/3VJ0bBH
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2024-06-271h 04
Why Invest?An interview with Bill Blain: Making sense of marketsIn this episode hosts Luke Hyde-Smith and James Carter interview Bill Blain, renowned investor, author, and professor known for his daily newsletter ‘Blain's Morning Porridge.’The discussion covers a range of topics, including Bill's market mantras, his views on Tesla, Bitcoin, and the importance of political competency in economic stability. They also delve into the UK and US financial outlooks, interest rates, gold investment, and the evolving dynamics of global markets, concluding with Bill's personal insights and predictions for 2024.For more information on any of the topics featured in this epis...
2024-06-0530 min
The Turnaround PodcastNavigating Economic Currents with Bill BlainThe Turnaround Podcast with Stephen Phillips, Episode 2
In this episode of The Turnaround Podcast, Stephen Phillips interviews Bill Blain, Author of the Morning Porridge, Founder of Windshift Capital, and seasoned Market Strategist. With over three decades of experience in financial markets, Blain offers invaluable insights into current market trends and investment opportunities. Tune in as he shares his expertise on navigating volatile market conditions and developing effective investment strategies.
Tune in to the episode to hear about:
* Bill Blain's career trajectory: He started with an interest in j...
2024-04-2352 minMacro VoicesMacroVoices #379 Bill Blain: Inflation, Central Banks, BRICS, Geopolitics, Alternative Assets & moreMacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss whether inflation is transitory, sticky, or secular, the outlook for yields and equity markets, artificial intelligence, precious metals, and much more. https://bit.ly/42KlbcZ
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2023-06-081h 01
My Worst Investment Ever PodcastBill Blain – Always Sell Fast in a Difficult MarketBIO: Bill Blain is a well-known financier and commentator on financial markets, contributor, and editor of the Morning Porridge.STORY: Bill loves airships, and many of his investment mistakes involve airships.LEARNING: Ignore the worst and the best estimates and focus on the middle consensus. In a difficult market, a bid is a bid, and you’ve got to sell fast. “The market has one objective only; to inflict the maximum amount of pain on the maximum number of participants.”Bill Blain Guest profileBill Blain is a well-k...
2023-03-1528 minMacro VoicesMacroVoices #318 Bill Blain: Inflation, Bond Yields & ESGMacroVoices Erik Townsend and Patrick Ceresna welcome Bill Blain to the show to discuss inflation, what it means for the bond market, the impact of ESG on the energy market & much more. https://bit.ly/3KnPQnJ
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2022-04-081h 16
Ardan Labs PodcastCalculated Risk Taking with Blain SmithBlain Smith is a senior software engineer at Subspace. From a young age, Blain knew he wanted to pursue a career in tech. We hear about his tough decision to leave university, working for Harvard, using Go for IoT wearables, entrepreneurship, and much more.Connect with Blain:Twitter: https://twitter.com/blainsmith LinkedIn: https://www.linkedin.com/in/blainsmith/Website: https://blainsmith.com Mentioned in today’s episode:Subspace: https://subspace.com Rensselaer Polytechnic Institute: https://rpi.edu Want more from Ardan Labs?
2022-02-161h 26
Geopolitics & EmpireBill Blain: Economic Storms on the Horizon, Never as Bad as You Think, & Crypto Bubble to PopStrategist and market commentator Bill Blain provides his analysis of the financial markets and the potential storms on the horizon. Some of the biggest issues include the supply chain crisis and the dangers of inflation, all of which he says markets can cope with. However, what we can’t cope with are central bank and government policy mistakes (e.g. interest rates, taxes, austerity). Europe is going to see much higher prices and fuel poverty. His mantra is that things are never as bad as you think they’re going to be, but they’re never as good as you ho...
2021-10-2134 min
The Freedom First PodcastRicardo "The Bully" Lamas | UFC Fighter, MMA Gym Owner, A voice for CubaRicardo Lamas is a retired Professional MMA Fighter who competed as a Featherweight in the UFC, with wins over current UFC lightweight Champion Charles Oliveria, Darren Elkins, Diego Sanchez, Cub Swanson and many more. He is the youngest of six brothers and was a college wrestler, earning All-American honors at the NCAA Division III Men's Wrestling Championships at 157 lbs. During his collegiate wrestling career (2001–2005), he racked up over 100 wins. Ricardo recently retired from the UFC in 2020 after his fight of the night win bonus over Bill Algeo. He currently runs and operates UFC Gym Naperville where he trains and co...
2021-08-1956 minMacro VoicesMacroVoices #282 Bill Blain: Consequences of Secular InflationMacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.
Link: https://bit.ly/3fax7hW
2021-07-291h 09
Access Must-Have Free Audiobooks in Better in Audio, Immersive AudioFour Hundred Souls: A Community History of African America 1619-2019 by Ibram X. Kendi, Keisha N. BlainPlease visit https://thebookvoice.com/podcasts/1/audiobook/489451 to listen full audiobooks. Title: Four Hundred Souls: A Community History of African America 1619-2019 Author: Ibram X. Kendi, Keisha N. Blain Narrator: Full Cast Format: Unabridged Audiobook Length: 14 hours 2 minutes Release date: February 4, 2021 Genres: Immersive Audio Publisher's Summary: Brought to you by Penguin. Four Hundred Souls is an epoch-defining history of African America, the first to appear in a generation, told by ninety leading Black voices. The story begins with the arrival of twenty Ndongo people on the shores of the first British colony in mainland America in 1619, the year before the...
2021-02-0405 min
Access Must-Have Free Audiobooks in Better in Audio, Immersive AudioFour Hundred Souls: A Community History of African America, 1619-2019 by Keisha N. Blain, Ibram X. KendiPlease visit https://thebookvoice.com/podcasts/1/audiobook/452055 to listen full audiobooks. Title: Four Hundred Souls: A Community History of African America, 1619-2019 Author: Keisha N. Blain, Ibram X. Kendi Narrator: Various Format: Unabridged Audiobook Length: 14 hours 2 minutes Release date: February 2, 2021 Ratings: Ratings of Book: 4.15 of Total 27 Ratings of Narrator: 4 of Total 3 Genres: Immersive Audio Publisher's Summary: A chorus of extraordinary voices comes together to tell one of history’s great epics: the four-hundred-year journey of African Americans from 1619 to the present—edited by Ibram X. Kendi, author of How to Be an Antiracist, and Keisha N. Blain, author of Set the World...
2021-02-0210 min
Trading Global Markets DecodedWhat Chance Recession? Bill Blain on impending debt crisis
Market Commentator and Strategist at Shard Capital Bill Blain discusses his outlook on the global economy. Will a debt crisis send us into a global recession, and will political instability continue to impact markets? Join us in this episode to find out.
2019-10-1500 min
Core FinanceUS Mid Term Elections - Bill Blain : Shard CapitalNick Batsford, CEO of Core London is joined by Bill Blain, Strategist at Shard Capital.
2018-11-1309 min
Core FinanceTrump & Trade Wars - Bill Blain : Mint PartnersNick Batsford, CEO of Core London is joined by Bill Blain, Strategist at Mint Partners.
2018-06-2706 min
Boston Blackie – Retro Radio PodcastBoston Blackie – Uncle Bill Blaines Legacy. 450516.Bill Blain writes a will that in the event of his murder, none of his relatives inherit a thing. Elsewhere, Boston Blackie is dining out with Mary, when their meal…
2018-05-1626 min
Core FinanceThe good, The Bad, The Ugly: Bond Market compression suggests global correctionThe global bond market compression story is a fascinating insight in to the global market. We discuss the latest with Bill Blain, Strategist for Mint Partners.
The Good
We are seeing central banks moving in to macro alignment; globally, they are all starting to raise interest rates. They all see signs of growth. They are all beginning to anticipate that. Bill believes that we will see most of the world with higher rates next year. We are normalising and seeing the global economy expand.
Employment
We are seeing employment constraints globally. We are seeing lots of firms struggling to hire...
2017-11-1509 min
Core FinanceForgot the rubbish that is Stocks, focus on the beauty that are bondsThe Global Financial Market: Bonds and Equities
Looking at the bigger picture it has been an extraordinary year. It has been full of uncertainties. They have however mellowed off and become less of a concern. We have had an extremely strong stock market. More importantly a very strong bond market. New highs in equity markets. Bill Blain, Strategist for Mint Partners tells us that "everyone who is sceptical remembers that the market can be irrational longer than you can be solvent".
Moving on we look at the global central banks who are moving on a different path than the rest o...
2017-11-0109 min
Core Finance"UK needs a infrastructure & digital spending economy", says Bill BlainBill Blain, Strategist at Mint Partners, while discussing the state of play in the UK economy says, "this country needs infrastructure spending, educational spending and spending on the digital economy." Listen to the full segment as Blain sheds light on the Eurozone and Brexit negotiations.
#UK, #economy, #macro, #investing, #UK, #finance
2017-09-2710 min