Shows / Blain's Morning Porridge
Blain's Morning Porridge
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.
Episodes
- Blain's Morning Porridge
What is the Credit Market Telling Us?
Blain’s Morning Porridge November 5th, 2026 “A liquidity crash is not the bottom – it’s a sign the bottom is still to come!” All is not smooth in the credit…
- Blain's Morning Porridge
The Blue Tsunami, Corruption and Musk
Blain’s Morning Porridge November 4th, 2026 “It’s worse than I imagined. I never thought we would lose South Carolina.” Democracy wins. Trump was rejected by…
- Blain's Morning Porridge
Ronald Reagan as President. Compare and Contrast.
Blain’s Morning Porridge November 3rd 2026 “Are you better off than you were two years ago?” Today’s US Midterms are a Referendum on the Presidency – and will…
- Blain's Morning Porridge
The Three-Body Problem for Markets
Blain’s Morning Porridge November 2nd, 2026 “Fascism is a counter-revolution against a revolution that never took place.” Rising market instability looks…
- Blain's Morning Porridge
Key Considerations in Defence Investment
Blain’s Morning Porridge 30th, October 2026 “But it’s the thin red line of heroes when the drums begin to roll…” Nobody wants to pay taxes or spend money on…
- Blain's Morning Porridge
Where Have All the Foreign UST buyers gone?
Blain’s Morning Porridge October 28th, 2026 “Which is worse? Losing your fear of God or losing your belief in the US Treasury Market?” The US treasury market…
- Blain's Morning Porridge
What is Anthropic really worth?
Blain’s Morning Porridge October 27th, 2026 “All that glitters is not gold…” AI is changing the world. It’s the greatest new, new thing ever… since the last…
- Blain's Morning Porridge
The Next War Has Already Begun – Invest Accordingly.
Blain’s Morning Porridge 26th, October 2026 “The supreme Art of War is to subdue the enemy without fighting.” Global conflict risks are rising. The wars in…
- Blain's Morning Porridge
With unlimited wealth comes unconstrained power.
Blain’s Morning Porridge 23rd October 2026 “I am going to make you an offer you can’t refuse.” Elon Musk is the richest man in history. With great wealth comes…
- Blain's Morning Porridge
People in Glass Houses should be very careful throwing stones…
Blain’s Morning Porridge 21st October 2026 “Pride cometh before the fall…” It really does feel the Atlantic Ocean got much, much wider. As Europe struggles…
- Blain's Morning Porridge
French Riots – Coming to a high street neat you?
Blain’s Morning Porridge 20th October 2026 “Do you hear the people sing? Singing a song of angry men.” The Russians are masters of Maskirovka, the art of…
- Blain's Morning Porridge
Try Forest Bathing… It might improve sentiment.
Blain’s Morning Porridge 19th October 2026 “A walk in the woods will change the way you respond to the everyday enshitification of everything” Markets have a…
- Blain's Morning Porridge
CoreWeave will be the moment AI resets.
Blain’s Morning Porridge – October 16th, 2026 “Markets are not smart or intelligent, but they are very efficient at converging on the wrong conclusions.” It’s…
- Blain's Morning Porridge
Donald Trump has betrayed the West
Blain’s Morning Porridge – October 15th, 2026 “Be certain that those who will betray you once will betray you again.” Ukraine was stabbed in the back…
- Blain's Morning Porridge
Revolting France threatens Europe with Irrelevancy.
Blain’s Morning Porridge – October 14th, 2026 “All the world’s a stage – and the French like to think they are at the centre of it.” French political…
- Blain's Morning Porridge
Trump Should Have Won the Nobel Prize in Economics
Blain’s Morning Porridge – October 13th, 2026 “It is not the man who has too little, but the man who craves more, that is poor.” Should Donald Trump have won…
- Blain's Morning Porridge
Another Judder Moment as Trump roils the West.
Blain’s Morning Porridge – October 12th, 2026 “Be careful if America is your enemy. Be terrified if they are your friend.” Consequences spread like ripples on…
- Blain's Morning Porridge
Trump’s Tax Cuts have walked the USA into Debt Trap
Blain’s Morning Porridge October 9th, 2026 “Taxation is the price we pay to remain civilised.” The US economy looks rosy – if you are looking at the…
- Blain's Morning Porridge
The AI Bubble, Global Shipping and Palestine
Blain’s Morning Porridge October 8th, 2026 “Everyone will own a Blackberry by 2015.” Just how much money is the AI boom going to make? No one really knows, but…
- Blain's Morning Porridge
Stocks and Bonds believe in different realities.
Blain’s Morning Porridge October 7th 2026 “In stocks there are hopes and dreams. In bonds there is brutal truth.” The equity rally to yet new all-time-highs…
- Blain's Morning Porridge
Wobbles, and What Can Man City tell us about Sports Investment?
Blain’s Morning Porridge October 6th, 2026 “Athletes want to be the best, and want someone to pay for it.” The threat list to markets has suddenly expanded –…
- Blain's Morning Porridge
The History of the Bond Markets. Lessons to learn.
Blain’s Morning Porridge, 5th October 2026 “Bonds don’t answer questions. They inflict consequences.” This morning something different. A review of Robin…
- Blain's Morning Porridge
The No-See-Um Market Crisis emerges in France!
Blain’s Morning Porridge 2nd, October 2026 “The French are a nation which believes in equality, but only with those who are above them.” The French Bond market…
- Blain's Morning Porridge
The Need for Speed in the New Defence Sector
Blain’s Morning Porridge, October 1st, 2026 “No one ever won a war by dying for his country. He won it by making the other dumb fellow die for his country.”…
- Blain's Morning Porridge
Burnham’s Britain? Well, it’s likely to better than the Farage alternative…
Blain’s Morning Porridge 30th, September 2026 “There is a big difference between presenting a plan and then executing it.” What should markets be thinking…
- Blain's Morning Porridge
What kind of Crisis is Approaching?
Blain’s Morning Porridge Sept 29th 2026 “La, La, La… We can’t hear you… We’re not listening…” Markets are worrying about a short-term interest-rate/inflation…
- Blain's Morning Porridge
Donald Trump, the President who made China Global Hegemon.
Blain’s Morning Porridge 25th, September 2026 – “Be careful to understand when the world is laughing with you, and not at you.” The current summit between…
- Blain's Morning Porridge
The Bond Markets are Set to Roil Markets with a Reset
Blain’s Morning Porridge – September 24th, 2026 “The bond market is not your friend. It is reality.” In Bond Markets there is truth – and they are flashing…
- Blain's Morning Porridge
What can sailing tell us about the real economy?
Blain’s Morning Porridge 23rd, September 2026 “I can’t tell the wind, the tide or the waves anything, but I can pull the sheets to bend the sails to them.”…
- Blain's Morning Porridge
The Wargame – a chilling reminder of the primacy of Defence
Blain’s Morning Porridge 22nd, September 2026 “To be prepared is half the victory.” The UK is gradually waking up to the reality of very changed world. Its 40…
- Blain's Morning Porridge
US Midterms? Maybe not as bad as we fear?
Blain’s Morning Porridge 21st, Sept 2026 – US Midterms? Maybe not as bad as we fear? “The guide is inaccurate but cheaper and features the words DON’T PANIC in…
- Blain's Morning Porridge
Markets, Politics and Paying for the Narrative
Blain’s Morning Porridge Sept 17th, 2026 “The 1% of Americans funding politics get to chose how the rest will live.” Kevin Warsh established a degree of…
- Blain's Morning Porridge
Bond fears, and why slowing UK QT makes sense
Blain’s Morning Porridge 16th, Sept 2026 “Gilts are dull, boring and predicable, but utterly terrify markets when they move a fraction of basis point.” Global…
- Blain's Morning Porridge
What chance of European Growth?
Blain’s Morning Porridge September 15th, 2026 “Europe was created by history. America is a product of philosophy.” Europe is a diverse, culturally rich and…
- Blain's Morning Porridge
AI, Horses, Stable Doors… oh dear.
Blain’s Morning Porridge – 14th, Sept 2026 “Scary thought no 1 – AI was watching as I wrote this, taken note, and made the appropriate responses.” There is a…
- Blain's Morning Porridge
The King is Mad – step forward the New King!
Blain’s Morning Comment 9/11 2026 “The sleeper must awaken…” Keep your eyes on JD Vance. He is headed for a coronation. What will that mean for America and…
- Blain's Morning Porridge
AI is going to kill us all. Great. Let’s go Sailing instead.
Blain’s Morning Porridge 10th, Sept 2026 “So long and thanks for all the fish... Relax and let the world dissolve around you…” If there is a 10% chance AI is…
- Blain's Morning Porridge
25 years later what did 9/11 do to America?
Blain’s Morning Porridge 9th, Sept 2026 “This is who we are.” Friday is the 25th anniversary of 9/11. It was the worst of days. It changed the World forever…
- Blain's Morning Porridge
Inflation, Rates and Economic History provide clues on the Outlook
Blain’s Morning Porridge 8th Sept, 2026 “If I was trying to get to there, I would not be starting from here.” The coming year is likely to be shaped by higher…
- Blain's Morning Porridge
What the Falklands tells us about how the Trump Regime is Changing The World.
Blain’s Morning Porridge Sept 7th, 2026 “Someday, I will call upon you to perform a service for me...” Trump is the most unrestrained US president – yet is…
- Blain's Morning Porridge
What’s the real crisis in Bonds?
Blain’s Morning Porridge September 3rd, 2026 “These are not the droids you are looking for…” The media has us all convinced Western Economies are on the verge…
- Blain's Morning Porridge
Robots? What’s the real value?
Blain’s Morning Porridge, 2nd September 2026 “No injury to humans. Obedience to humans. Self-preservation.” Narratives are what drive stock markets. Robots are…
- Blain's Morning Porridge
What risk of a new financial crisis?
Blain’s Morning Porridge, September 1st, 2026 “Markets have no memory. When crisis hits the reasons are swiftly forgotten, and we have to relearn them all…
- Blain's Morning Porridge
What risk of a new financial crisis?
Blain’s Morning Porridge, September 1st, 2026 “Markets have no memory. When crisis hits the reasons are swiftly forgotten, and we have to relearn them all…
- Blain's Morning Porridge
Rising Conflict Risks and the Mil-Tec bubble.
Blain’s Morning Porridge August 28th, 2026 “Then we shall fight in the shade…” Tensions between Moscow and Europe are rising. There are rumours of war. While…
- Blain's Morning Porridge
Dolly, Authenticity, Meta, Vance, Billionaires, and the Future
Blain’s Morning Porridge August 27th, 2026 “I’d like be thought of as a decent human being….” Celebrate Dolly. A reminder of real American exceptionalism and…
- Blain's Morning Porridge
What follows the end of the American Age? China? Or India?
Blain’s Morning Porridge August 25th, 2026 “Financial Gravity is shifting East – as will investment.” One rule of finance is “follow the money”. The ructions…
- Blain's Morning Porridge
Crisis Week for US Markets
Blain’s Morning Porridge August 24th, 2026 “Change before you have to…” This week is going to be… “interesting”. Confidence in the US financial markets and…
- Blain's Morning Porridge
Should we be worrying about bonds? Or worrying about everything else…
Blain’s Morning Porridge August 20th, 2026 “There are more things in heaven and earth, Horatio, than are dreamt of in your philosophy.” With US debt about the…
- Blain's Morning Porridge
The Rising Instability of the West is a Military Objective
Blain’s Morning Porridge August 19th, 2026 “What do you think of the French Revolution?” … “It’s too early to say.” The Chinese will be delighted. Western…
- Blain's Morning Porridge
Trump and the End of the American Era
Blain’s Morning Porridge August 18th, 2026 “Turns out you didn’t need a war to destroy the economy…” 19 months of Donald J Trump have been extraordinary – the…
- Blain's Morning Porridge
AI Driven Markets and Liquidity May Part Company!
Blain’s Morning Porridge August 17th, 2026 “Euphoria one day, the sound of banks crashing the next…” The factor that’s enabled the extraordinary success and…
- Blain's Morning Porridge
How Farage Lost the Clacton By-Election
Blain’s Morning Porridge, August 14th, 2026 “The winner is often the team that makes the least mistakes.” Markets tend to regard Populist Politics as a threat…
- Blain's Morning Porridge
Complexity in AI financing will not make the risks disappear.
Blain’s Morning Porridge August 13th, 2026 “Complexity does not eliminate risk – it simply hides it in plain sight.” The AI infrastructure build out already…
- Blain's Morning Porridge
Climate Change – The Conflict we may never win.
Blain’s Morning Porridge August 10th, 2026 “When the evil of a snowflake in June could still be the source of relief…” 2026 looks likely to be the warmest year…
- Blain's Morning Porridge
Climate Change – The Conflict we may never win.
Blain’s Morning Porridge August 10th, 2026 “When the evil of a snowflake in June could still be the source of relief…” 2026 looks likely to be the warmest year…
- Blain's Morning Porridge
US Debt to Hit $40 Trillion. Does it matter?
Blain’s Morning Porridge August 7th, 2026 “Debt to GDP is a distraction – ask how it got so high and look at system to understand its’ fragilities.” The real…
- Blain's Morning Porridge
US Politics is becoming an investment risk
Blain’s Morning Porridge, August 6th, 2026 “The nature of poverty is to disempower and distract…” The tide of American Politics has turned dramatically extreme…
- Blain's Morning Porridge
How to Win Cowes Week Sailing….
Blain’s Morning Porridge, August 5th, 2026 “I spent it all on fast boats, fast cars and fast women, and squandered the rest…” As we fearfully watch the markets…
- Blain's Morning Porridge
What Chance Burnham of fixing Broken Britain
Blain’s Morning Porridge July 31st, 2026 “Judge me by how many times I fell down and got right back up again.” Fifty years of political dither leaves the UK…