
Iranian / US War - A Geopolitical Expert responds to Trumps De-escalation tweet
The MOST Important ThingShow Notes
Most geopolitical crises seem distant until they aren't — and when a war between the US and Iran suddenly hits the headlines, everything shifts. In this urgent episode, BCA Research's Chief Geopolitical Strategist, Matt Gertken, breaks down the recent developments and reveals the real strategies behind the headlines. From soaring oil prices and regional power plays to the surprising moves of China and Russia, you'll discover how these global tensions could reshape your investments and the wor...
More from The MOST Important Thing
In this episode of The Long & Short, Ivan Yates and Dr Alan O’Sullivan revisit the Wall Street Crash of 1929, the 2008 global financial crisis and today’s concerns around AI valuations, defence stocks and changing investment regimes. From speculative bubbles to excessive private debt, they explore why crashes happen, what investors can learn from previous cycles, and whether the old investment playbook still works. Featuring insights from previous conversations with financial historian Ed...
Are Bonds a Buy? This episode explores whether bonds are becoming attractive again amid sticky inflation, rising fiscal concerns, and the AI spending boom. Alan argues that bond markets are pricing in deeper risks, but the best opportunity to buy may come after a significant sell-off in US stocks. Key topics Why Treasury yields have fallen despite hotter-than-expected inflationHow public debt, fiscal deficits, and bond-market volatility may affect equitiesWhy corporate bond yields could be an...
Will artificial intelligence transform economic growth—or are expectations running far ahead of reality? And what does the rise of AI mean for graduates, white-collar professionals and the future of work? In Part 2 of his conversation with Dr Alan O’Sullivan, renowned economist and Northwestern University professor Robert J. Gordon challenges predictions of limitless AI-driven growth. He explains why many human-centred and physical jobs remain difficult to automate, while roles involving comp...
Is gold the ultimate portfolio insurance — or has its extraordinary rise made it too risky? And could a changing global monetary order reshape how we invest? In this episode of The MOST Important Thing, Dr Alan O’Sullivan and Ivan Yates examine gold’s role in a diversified portfolio, the central-bank buying driving demand and the question of trust in the US dollar. They also discuss silver, copper, uranium, oil and other real assets, before weighing the opportunities and risks of Bitcoin. Dra...
Professor Robert J. Gordon, one of the world’s leading economists on productivity and long-run economic growth, joins Alan O’Sullivan to examine why the extraordinary gains of the past two centuries may be becoming harder to repeat. In Part 1, Gordon explains the difference between economic growth and productivity, traces the three major industrial revolutions, and discusses why the period from 1920 to 1970 delivered such exceptional productivity growth. He also revisits the central thesis of...