All Episodes
Blain's Morning Porridge — 105 episodes
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