The MOST Important Thing

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About the show

Latest episodes

• 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…

• Make Yourself Heard: The Career Lessons Nobody Teaches You

  September 11, 2026 · 36 min

  In Part 2 of our conversation, Anne-Marie Curtin discusses how family, career pivots, and mentorship shaped her path, plus the practical ways she built confidence as a speaker and writer. Key topics A major theme is communication: she…