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The MOST Important Thing

by Ivan Yates & Dr Alan O'Sullivan

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Latest episodes

Is the 60/40 Portfolio Broken? AI, Hedge Funds & the Future of Investing | Dr. Philip Seager (Part 2)

October 28, 2026 · 29 min

Is 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…
Can AI Beat Fund Managers? Quant Investing, Market Luck & Crisis Protection | Dr. Philip Seager (Part 1)

October 22, 2026 · 34 min

Can 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…
Do financial markets learn from their mistakes—or do fear and greed ensure that history keeps repeating itself?

October 20, 2026 · 22 min

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…
"Buy Bonds, Wear Diamonds" - Are we there yet?

October 16, 2026 · 13 min

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…
Will AI Replace White-Collar Jobs? The Future of Growth | Robert Gordon — Part 2

October 13, 2026 · 31 min

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…

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Gold, Commodities & the Coming Monetary Reset | Alan O’Sullivan and Ivan Yates

October 9, 2026 · 24 min

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…
Robert Gordon: Why the Great Era of Economic Growth May Be Over | Part 1

October 6, 2026 · 36 min

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…
The Long & Short Ep. 2 | Debt, Demographics & Sustainability

October 1, 2026 · 25 min

In 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…
Ivan Yates: The Game of Life – Success, Failure & Reinvention | The Most Important Thing

September 24, 2026 · 34 min

In 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…
Gaining an edge in Financial Markets with Mike Bell, CFA - Part 2

September 23, 2026 · 37 min

Mike 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…
How to Gain an Edge in Markets: History, Cycles & Bubbles | Mike Bell, CFA — Part 1

September 17, 2026 · 48 min

Episode 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…
The New Geopolitical Disorder: What It Means for Investors | The Long & Short Ep. 1

September 16, 2026 · 25 min

Description 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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About the show

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.