The MOST Important Thing
Today: #14 in Business, Ireland on our combined chart.
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Latest episodes
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Is the 60/40 Portfolio Broken? AI, Hedge Funds & the Future of Investing | Dr. Philip Seager (Part 2)
October 28, 2026 · 29 minIs the traditional 60/40 portfolio still fit for purpose? What should investors look for in a systematic fund manager? And how is AI changing the careers of people working in finance? In Part 2 of The Most Important Thing, Alan O’Sullivan…
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Can AI Beat Fund Managers? Quant Investing, Market Luck & Crisis Protection | Dr. Philip Seager (Part 1)
October 22, 2026 · 34 minCan artificial intelligence outperform traditional fund managers? And how much of successful investing is genuine skill rather than market luck? In Part 1 of The Most Important Thing, Alan O’Sullivan speaks with Dr. Philip Seager, Head of…
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Do financial markets learn from their mistakes—or do fear and greed ensure that history keeps repeating itself?
October 20, 2026 · 22 minIn 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…
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"Buy Bonds, Wear Diamonds" - Are we there yet?
October 16, 2026 · 13 minAre 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…
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Will AI Replace White-Collar Jobs? The Future of Growth | Robert Gordon — Part 2
October 13, 2026 · 31 minWill 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…
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Gold, Commodities & the Coming Monetary Reset | Alan O’Sullivan and Ivan Yates
October 9, 2026 · 24 minIs 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…
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Robert Gordon: Why the Great Era of Economic Growth May Be Over | Part 1
October 6, 2026 · 36 minProfessor 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…
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The Long & Short Ep. 2 | Debt, Demographics & Sustainability
October 1, 2026 · 25 minIn Episode 2 of The Long & Short, Ivan Yates and Dr. Alan O'Sullivan examine three of the major forces shaping economies, markets and long-term investment decisions: debt, demographics and sustainability. The discussion moves from the…
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Ivan Yates: The Game of Life – Success, Failure & Reinvention | The Most Important Thing
September 24, 2026 · 34 minIn this special episode of The Most Important Thing, the roles are reversed as Alan O’Sullivan sits down with Ivan Yates following the release of his new book, The Game of Life: And How to Win It. Drawing on 50 years of experience across…
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Gaining an edge in Financial Markets with Mike Bell, CFA - Part 2
September 23, 2026 · 37 minMike Bell on History, Cycles, and Building Portfolios for Different Regimes Mike Bell walks through the framework he uses to understand markets: study financial history, identify the cycle you are in, and match assets to the regime rather…
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How to Gain an Edge in Markets: History, Cycles & Bubbles | Mike Bell, CFA — Part 1
September 17, 2026 · 48 minEpisode Description What does it actually take to gain an edge in financial markets? In Part 1 of our conversation with Mike Bell, CFA, Mike joins Alan to explain the investment framework he has developed over more than two decades in…
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The New Geopolitical Disorder: What It Means for Investors | The Long & Short Ep. 1
September 16, 2026 · 25 minDescription The global order is changing — but what does that actually mean for investors? In Episode 1 of The Long & Short, Ivan Yates and Alan O’Sullivan examine the emergence of a more multipolar world, the decline of the post-war…

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