TheBitCast

Blain's Morning Porridge

Autor: Bill Blain

Bill Blain is well know market commentator and has published the daily Morning Porridge explaining markets sincee 2007. This podcast is a daily update of the Porridge.

Odcinki

  1. Ronald Reagan as President. Compare and Contrast. – Blain's Morning Porridge
  2. The Three-Body Problem for Markets – Blain's Morning Porridge
  3. Key Considerations in Defence Investment – Blain's Morning Porridge
  4. Where Have All the Foreign UST buyers gone? – Blain's Morning Porridge
  5. What is Anthropic really worth? – Blain's Morning Porridge
  6. The Next War Has Already Begun – Invest Accordingly. – Blain's Morning Porridge
  7. With unlimited wealth comes unconstrained power. – Blain's Morning Porridge
  8. People in Glass Houses should be very careful throwing stones… – Blain's Morning Porridge
  9. French Riots – Coming to a high street neat you? – Blain's Morning Porridge
  10. Try Forest Bathing… It might improve sentiment. – Blain's Morning Porridge
  11. CoreWeave will be the moment AI resets. – Blain's Morning Porridge
  12. Donald Trump has betrayed the West – Blain's Morning Porridge
  13. Revolting France threatens Europe with Irrelevancy. – Blain's Morning Porridge
  14. Trump Should Have Won the Nobel Prize in Economics – Blain's Morning Porridge
  15. Another Judder Moment as Trump roils the West. – Blain's Morning Porridge
  16. Trump’s Tax Cuts have walked the USA into Debt Trap – Blain's Morning Porridge
  17. The AI Bubble, Global Shipping and Palestine – Blain's Morning Porridge
  18. Stocks and Bonds believe in different realities. – Blain's Morning Porridge
  19. Wobbles, and What Can Man City tell us about Sports Investment? – Blain's Morning Porridge
  20. The History of the Bond Markets. Lessons to learn. – Blain's Morning Porridge
  21. The No-See-Um Market Crisis emerges in France! – Blain's Morning Porridge
  22. The Need for Speed in the New Defence Sector – Blain's Morning Porridge
  23. Burnham’s Britain? Well, it’s likely to better than the Farage alternative… – Blain's Morning Porridge
  24. What kind of Crisis is Approaching? – Blain's Morning Porridge
  25. Donald Trump, the President who made China Global Hegemon. – Blain's Morning Porridge
  26. The Bond Markets are Set to Roil Markets with a Reset – Blain's Morning Porridge
  27. What can sailing tell us about the real economy? – Blain's Morning Porridge
  28. The Wargame – a chilling reminder of the primacy of Defence – Blain's Morning Porridge
  29. US Midterms? Maybe not as bad as we fear? – Blain's Morning Porridge
  30. Markets, Politics and Paying for the Narrative – Blain's Morning Porridge