All Episodes
Blain's Morning Porridge — 174 episodes
What chance of European Growth?
What chance of European Growth?
AI, Horses, Stable Doors… oh dear.
The King is Mad – step forward the New King!
AI is going to kill us all. Great. Let’s go Sailing instead.
25 years later what did 9/11 do to America?
Inflation, Rates and Economic History provide clues on the Outlook
What the Falklands tells us about how the Trump Regime is Changing The World.
What’s the real crisis in Bonds?
Robots? What’s the real value?
What risk of a new financial crisis?
What risk of a new financial crisis?
Rising Conflict Risks and the Mil-Tec bubble.
Dolly, Authenticity, Meta, Vance, Billionaires, and the Future
What follows the end of the American Age? China? Or India?
Crisis Week for US Markets
Should we be worrying about bonds? Or worrying about everything else…
The Rising Instability of the West is a Military Objective
Trump and the End of the American Era
AI Driven Markets and Liquidity May Part Company!
How Farage Lost the Clacton By-Election
Complexity in AI financing will not make the risks disappear.
Climate Change – The Conflict we may never win.
Climate Change – The Conflict we may never win.
US Debt to Hit $40 Trillion. Does it matter?
US Politics is becoming an investment risk
How to Win Cowes Week Sailing….
What Chance Burnham of fixing Broken Britain
AI is dead. Long Live AI.
Investing in UK Defence to Grow the Economy and protect the Nation.
The Judder Moment in Oil, AI and the Presidency…
AI, Cheap Money, Tesla and Coffee.
Burnham’s New Regime and Why Social Housing could be a winner!
A market running downwind hard and fast is a dangerous thing
Why Is America so Successful compared to Europe?
Is Norway the model other economies should follow?
What if the AI Bubble Fails to Deliver?
Why I’d be voting for Binny MacBinface!
Is this the End of Nato?
Overturn this.
The World Cup, The Berlin Wall, and Soft Power vs Russia
Happy Birthday America and what ails Broken Britain
We need a revolution in Defence
Where have we been, where are we now, and what’s next?
Andy Burnham’s big vision – will it be more than smiles and eyebrows?
The best choice for UK chancellor is probably Rachel Reeves!
The Rule of Law, Trust and Democracy: building blocks of the Economy
Tech, Space X and the Hype Bubble Economy
Start Up Funding and Maturing Economies
Après Starmer, le rain-shower…?
G7, Brexit, Europe, Markets and Defence!
Margaret Thatcher’s wailing ghost stalks the land!
Boom before the Reality Sinks In
AI Shut-downs, and the Iran Peace Deal – what does it all mean?
Let the Games Begin – Love the World Cup
UPDATE – UK DEFENCE MINISTER RESIGNS
UK Defence Investment Plan delayed again!
Where Is AI Going and What’s it Worth?
Bonds vs Stocks. It’s really quite simple.
SpaceX is a fantastic business, but it isn’t worth that much.
Record US Stock Markets But Something Ain’t Right?
AI - Who Should We Listen To? The Pope or the AI Owners?
Just how bad could the bond market get?
When Personalities Lead the Markets what might follow?
Defence Investment is evolving fast, and the winners are in Ukraine.
Why are politics so broken when markets are so strong?
The Truth and Financial Media risk becoming strangers
What did we learn from the Beijing show?
Don’t Blame Starmer, Britain was Broken years ago...
The NACHO Trade and What it Might Lead To
A tale of 3 Cities, London, DC and Beijing.
81 years later what have we learnt?
The AI Revolution is set to consume itself.
Gilts and the Labour Party; the Judder Moment
Who will prove the eventual winners?
Who will prove the eventual winners?
Stagflation... No, definitely not... but yes.
Defence: too complex, too difficult, which is why you must invest!
Malta, The King, The Gulf and whatever next….
Gilts Wobble as Much as Starmer…
Robots, Competition and Total Addressable Markets.
Day Trading vs 60-year K-Waves
Sports Investments on a Wobble
Stock Markets and Common Sense.
UK Gilts.. Nothing To Worry About
What Orban’s end means for Europe and Populism
PORRIDGE EXTRA - The Political Economy of Bat Tunnels (from the Battle For Hamble)
Trump declares a Global Trade War. Good Grief!
The End of Exceptionalism
THE BATTLE FOR HAMBLE
The Big Risk is No Longer Oil – Its Political Credibility.
Reflections on a morning after the night before….
Markets set to be roiled by Trump’s Iran Consequences
Artemis II, Space X, Data Centres and Competition.
Escalating the Iran War into a Water War!
Stage 2 of American Divergence and the Risk of Global Stagflation
The Economic Implications of the Iran War
The Truth is Out on Social Media
What Matters? Energy Security and Defence
Market Sentiment will Tumble on Unwinnable Wars
Forget Iran, worry about Climate Whiplash and El Nino.
Winning the Economic War
Stalemate in Iran, what’s the next risk?
What’s the plan? Keep bombing? What?
AI, Politics and Populism, Luddites and Social Revolution
What is the US Yield Curve Really Telling Us?
Iran could be the flashpoint for market dislocation
Private Credit and Treasury Wobbles... Relax….
Corruption and Justice – Action Required.
Tariffs hoist Trump on his own Petard
Defence Spending, Resilience and Growth
Munich, AI and The Year of the Fire Horse.
Sliding, Jambos and Rugby, Sports that matter
The Munich Security Conference and Global Threats
Bond Market Alarm Bells Sounding
The Conflabulation that is Bitcoin finally dies in a pool of disinterest.
Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!
Navigating the stormy seas of Tech
Is Epstein just the tip of the Iceberg?
We have to talk about Kevin…
Skating on very thin ice…
It’s not about Trump, it’s about China and Europe
What A Disaster – That Was The End Of The American Century
Beware the Judder Moment in Bonds
One Year of Trump – The World Has Changed For The Worse
One Year of Trump - The World Has Changed For The Worse
And now for something completely different
Great Moments in British Political Theatre
The End of the Age of American Capital?
SpaceX, IPOs and Other Pipedreams
Rolling the Dice on the Fed And Inflation
The Risks of Cascading Sugar Rush Policy
Geopolitics, Markets and Economics – Are They Still Connected?
Venezuela Bonds – are you a buyer or seller?
Another Judder in Geopolitics.
Destabilisation and Peak Exuberance
Bitcoin and Crypto Further Detach from Reality.
The New Economics and Investibility of Defence
Some Big themes for 2026?
Outlook 2026: Conflict or Trade?
The US economy, Potemkin Markets and QE
What does new US Security Strategy mean for Markets and Outlook?
Markets, The Global Economy and the ‘26 US Midterms.
Hans-Jeorge Rudloff could teach us much about markets…
Pantomime, King Rat, and Outrageous Predictions
AI isn’t a bubble, it’s Tech evolution evolving
AI isn’t a bubble, it’s Tech evolution evolving
Gilts indicate Stability – what is generating the noise?
Bond Markets, Inflation and Economic Dementia
Blain’s Morning Porridge 25th Nov 2025 – Markets dancing hard ahead of the hangover
Blain’s Morning Porridge Nov, 24th 2025 – The end of the American Age – what will follow?
Blain’s Morning Porridge Nov 20th, 2025 – If it’s not AI, will it be Private Capital Markets that trigger crisis?
Blain’s Morning Porridge Nov 19th, 2025 – Scotland, Kilts and Fitba’, has the world gone mad?
Blain’s Morning Porridge Nov 18th, 2025 – AI is dead! Long Live AI!
Blain’s Morning Porridge Nov 17th 2025 – The Political Weaponisation of Gilts
Blain’s Morning Porridge 14th Nov 2025 – How low will Bitcoin go this time?
Blain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken.
Blain’s Morning Porridge Nov 12th 2025 - BBC Crisis is a Disaster for the UK
Blain’s Morning Porridge 11th Nov 2025 – Spitfire Strategic Capital, Tomorrow depends on Today.
Blain’s Morning Porridge 10th Nov 2025 – Markets struggle with AI, Bonds and Tweets.
Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace.
Blain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is?
Blain’s Morning Porridge Nov 3rd 2025 – Survived October? Back to full on Complacency…
Blain’s Morning Porridge Halloween 2025 – A Horror Story from 2035.
Blain’s Morning Porridge Oct 30th 2025 – What did the Korea Summit really mean for markets?
Blain’s Morning Porridge Oct 29th 2025 – How much will AI cost, and how much can we afford?
Blain’s Morning Porridge 28th October 2028 – Compare and contrast the Real World with Dreams
Blain’s Morning Porridge Oct 27th 2025 – End of the world or another Trump deal? Which is worse?
Blain’s Morning Porridge October 24th 2025 – Call it Chaos, but we sure do live in interesting times..
Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal
Blain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency?
Blain’s Morning Porridge Oct 20th 2025 – Mutant Credit Cockroaches? Whatever next?
Blain’s Morning Porridge Oct 17th 2025 – Hamble Quarry Decision Highlights Corporate Greed and Planning Failure
Catflap While The Dance Band on the Titanic Plays On