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
AI is dead. Long Live AI.
Blain’s Morning Porridge July 29th, 2026 - AI is dead. Long Live AI. “Remember…. All I am offering is the truth. Nothing more.” Markets are all-a-wobble as the…
- Blain's Morning Porridge
Investing in UK Defence to Grow the Economy and protect the Nation.
Blain’s Morning Porridge, July 27th, 2026 “Are investment returns more important than security?” The UK has 6 relatively new “mega” Local Government Pension…
- Blain's Morning Porridge
The Judder Moment in Oil, AI and the Presidency…
Blain’s Morning Porridge July 24th, 2026 “Regime Change usually leads to chaos.” The next few months are going to get interesting as markets react to the…
- Blain's Morning Porridge
AI, Cheap Money, Tesla and Coffee.
Blain’s Morning Porridge 23rd July 2026 “There is only one thing worse than having too little money, and that is having too much.” It’s a wake up and smell the…
- Blain's Morning Porridge
Burnham’s New Regime and Why Social Housing could be a winner!
Blain’s Morning Porridge July 22nd, 2026 “Here comes the new boss, same as the old boss…” Regime Change occurred in the UK with relatively a few headless…
- Blain's Morning Porridge
A market running downwind hard and fast is a dangerous thing
Blain’s Morning Porridge 20th, July 2026 “The pessimist complains about the wind; the optimist revels in it; the realist adjusts the sails.” There may be…
- Blain's Morning Porridge
Why Is America so Successful compared to Europe?
Blain’s Morning Porridge July 16th, 2026 “Oh, would some power give us the gift to see ourselves as others see us…” In the past 15 years the US economy has…
- Blain's Morning Porridge
Is Norway the model other economies should follow?
Blain’s Morning Porridge July 13th, 2026 – Is Norway the model other economies should follow? “There is a huge benefit coming from a small country like…
- Blain's Morning Porridge
What if the AI Bubble Fails to Deliver?
Blain’s Morning Porridge July 10th, 2026 – What if the AI Bubble Fails to Deliver? “Expectations are the root of all heartache…” The AI market has been diving…
- Blain's Morning Porridge
Why I’d be voting for Binny MacBinface!
Blain’s Morning Porridge July 9th, 2026 – Why I’d be voting for Binny MacBinface! “The problem with political jokes is that they get elected…” The fear of what…
- Blain's Morning Porridge
Is this the End of Nato?
Blain’s Morning Porridge, July 8th, 2026: Is this the End of Nato? “Trump is America’s answer to Soviet leader Mikhail Gorbachev, weakening a superpower he…
- Blain's Morning Porridge
Overturn this.
Blain’s Morning Porridge July 7th, 2026: Overturn this. “Some people believe Football is a matter of life and death. I can assure you it is much, much more…
- Blain's Morning Porridge
The World Cup, The Berlin Wall, and Soft Power vs Russia
Blain’s Morning Porridge July 6th, 2026 “The greatest trick the devil ever pulled was convincing the world he did not exist…” England will take a confidence…
- Blain's Morning Porridge
Happy Birthday America and what ails Broken Britain
Blain’s Morning Porridge July 3rd, 2026 “Reorganising the civil service is like drawing a knife through a bowl of marbles.” Compare and contrast the USA and…
- Blain's Morning Porridge
We need a revolution in Defence
Blain’s Morning Porridge July 2nd, 2026 – We need a revolution in Defence “Generals always prepare to fight the last war, especially if they won it.” The UK’s…
- Blain's Morning Porridge
Where have we been, where are we now, and what’s next?
Blain’s Morning Porridge July 1st, 2026 “It’s not the immediate damage, but the unforeseen second and third order consequences that really hurt.” 2026 has been…
- Blain's Morning Porridge
Andy Burnham’s big vision – will it be more than smiles and eyebrows?
“He can even quote “The Life of Brian” without sounding like a dalek. How bad can it be?” Andy Burnham, the UK Premier in waiting, has laid out his vision and…
- Blain's Morning Porridge
The best choice for UK chancellor is probably Rachel Reeves!
“Decisions to secure our economic future are not easy – but they are critical.” Andy Burnham promises the UK a national reboot. Critical to his success will be…
- Blain's Morning Porridge
The Rule of Law, Trust and Democracy: building blocks of the Economy
Blain’s Morning Porridge June 25th, 2026 – The Rule of Law, Trust and Democracy: building blocks of the Economy “Democracy doesn’t collapse when a ruler lies…
- Blain's Morning Porridge
Tech, Space X and the Hype Bubble Economy
“The temperature’s rising, it isn’t surprising, it’s too damn hot.” Are we about to have an Emperor’s New Clothes moment and a return to sane AI valuations?…
- Blain's Morning Porridge
Start Up Funding and Maturing Economies
"To move a mountain, start with the smaller stones…” The success and depth of US capital markets to finance entrepreneurs and successive tech revolutions has…
- Blain's Morning Porridge
Après Starmer, le rain-shower…?
“The king is dead. Long live the King.” Poor old Sir Keir Starmer. Wrong man in the wrong job. So much hope now squandered. But its important not to over-think…
- Blain's Morning Porridge
G7, Brexit, Europe, Markets and Defence!
“After all, we’re all on the same team… aren’t we?” What is the point of the G7 meetings? The issues are clear: growth, defence, security and future threats –…
- Blain's Morning Porridge
Margaret Thatcher’s wailing ghost stalks the land!
“I am extraordinarily patient, provided I get my own way in the end.” The Russians are deliberately provoking the UK in the English Channel – seeking to…
- Blain's Morning Porridge
Boom before the Reality Sinks In
“Sometimes I’ve believed six impossible things before breakfast” Stock Markets partied higher yesterday, utterly unbothered by the optics of the Iran Deal…
- Blain's Morning Porridge
AI Shut-downs, and the Iran Peace Deal – what does it all mean?
“Tonight, there’s going to be a jailbreak… don’t you be around…” There were a number of “Moments” over the Weekend. A Peace Deal in the Gulf was inevitable –…
- Blain's Morning Porridge
Let the Games Begin – Love the World Cup
Blain’s Morning Porridge June 12th, 2026 – Let the Games Begin – Love the World Cup “And we’ll really shake em up when we win the World Cup!” What’s not to…
- Blain's Morning Porridge
UPDATE – UK DEFENCE MINISTER RESIGNS
Blain’s EXTRA Porridge June 11th, 2026 – UPDATE – UK DEFENCE MINISTER RESIGNS “Et tu Brute?” … “Yet Brutus is an honourable man.” UK Defence Minister John…
- Blain's Morning Porridge
UK Defence Investment Plan delayed again!
Blain’s Morning Porridge June 11th, 2026 – UK Defence Investment Plan delayed again! “To avoid war – be prepared to fight.” The UK’s Defence Investment Plan…
- Blain's Morning Porridge
Where Is AI Going and What’s it Worth?
Blain’s Morning Porridge June 10th, 2026 – Where Is AI Going and What’s it Worth? “You can’t eat a fishing rod, but you can feed a family from it.” The AI…
- Blain's Morning Porridge
Bonds vs Stocks. It’s really quite simple.
“In bonds there is truth. In stocks there are dreams. Together they set the economy.” Western economies succeed because bond and stock markets work together…
- Blain's Morning Porridge
SpaceX is a fantastic business, but it isn’t worth that much.
Blain’s Morning Porridge 28th May 2026 – SpaceX is a fantastic business, but it isn’t worth that much. “Ideas are plentiful. Delivery is the hard part.” I am…
- Blain's Morning Porridge
Record US Stock Markets But Something Ain’t Right?
Blain’s Morning Porridge, May 27th, 2026 – Record US Stock Markets But Something Ain’t Right? And what rough beast, its hour come round at last, slouches…
- Blain's Morning Porridge
AI - Who Should We Listen To? The Pope or the AI Owners?
Blain’s Morning Porridge May 26th, 2026: AI - Who Should We Listen To? The Pope or the AI Owners? “Contemporary man has not been trained to use power well.”…
- Blain's Morning Porridge
Just how bad could the bond market get?
Blain’s Morning Porridge May 22nd 2026 – Just how bad could the bond market get? “Ships make no money sitting in port, so build and sail them to ride the…
- Blain's Morning Porridge
When Personalities Lead the Markets what might follow?
Blain’s Morning Porridge May 21st, 2026 – When Personalities Lead the Markets what might follow? “Second prize is a set of steak knives…” I know I should be…
- Blain's Morning Porridge
Defence Investment is evolving fast, and the winners are in Ukraine.
Blain’s Morning Porridge 20th, May 2026 - Defence Investment is evolving fast, and the winners are in Ukraine. “The war for which Generals prepare is always…
- Blain's Morning Porridge
Why are politics so broken when markets are so strong?
Blain’s Morning Porridge May 19th, 2026 – Why are politics so broken when markets are so strong? “The only thing that scares me is Keyser Soze.” Why are…
- Blain's Morning Porridge
The Truth and Financial Media risk becoming strangers
Blain’s Late Afternoon Porridge, Monday 18th, May – The Truth and Financial Media risk becoming strangers “The past is erased, the erasure is forgotten, and…
- Blain's Morning Porridge
What did we learn from the Beijing show?
Blain’s Morning Porridge, May 15th 2026 – What did we learn from the Beijing show? “He was a gentleman on whom I built an absolute trust.” Trump has told us…
- Blain's Morning Porridge
Don’t Blame Starmer, Britain was Broken years ago...
Blain’s Morning Porridge May 14th, 2026 – Don’t Blame Starmer, Britain was Broken years ago... “And was Jerusalem builded here, among these dark satanic…
- Blain's Morning Porridge
The NACHO Trade and What it Might Lead To
Blain’s Morning Porridge May 12th, 2026 – The NACHO Trade and What it Might Lead To “It may look pure, but only because blood washes so easily from its blade…”…
- Blain's Morning Porridge
A tale of 3 Cities, London, DC and Beijing.
Blain’s Morning Porridge May 11th, 2026 – A tale of 3 Cities, London, DC and Beijing. “[The sun] rose upon no sadder sight than the man of good abilities and…
- Blain's Morning Porridge
81 years later what have we learnt?
Blain’s Morning Porridge May 8th, 2026 – 81 years later what have we learnt? “War is the unfolding of miscalculations.” Today is the 81st anniversary of VE Day…
- Blain's Morning Porridge
The AI Revolution is set to consume itself.
Blain’s Morning Porridge May 7th, 2026 – The AI Revolution is set to consume itself. “Like Saturn, the Revolution devours its own children.” Markets can’t wait…
- Blain's Morning Porridge
Gilts and the Labour Party; the Judder Moment
Blain’s Morning Porridge May 6th, 2026 – Gilts and the Labour Party; the Judder Moment “Apres Moi le deluge...” The UK is not about to disappear in a puff of…
- Blain's Morning Porridge
Who will prove the eventual winners?
Blain’s Morning Porridge May 5th, 2026 – Who will prove the eventual winners? “All the perfumes of Arabia will not sweeten this little hand…” The War/Not War…
- Blain's Morning Porridge
Who will prove the eventual winners?
Blain’s Morning Porridge May 5th, 2026 – Who will prove the eventual winners? “All the perfumes of Arabia will not sweeten this little hand…” The War/Not War…
- Blain's Morning Porridge
Stagflation... No, definitely not... but yes.
Blain’s Morning Porridge Mayday 2026 – Stagflation... No, definitely not... but yes. “By tax adjustments we have planned to institute the promised land, and…
- Blain's Morning Porridge
Defence: too complex, too difficult, which is why you must invest!
Blain’s Morning Porridge 30th, April 2026 – Defence: too complex, too difficult, which is why you must invest! “If you want to value the price of freedom and…
- Blain's Morning Porridge
Malta, The King, The Gulf and whatever next….
Blain’s Morning Porridge April 29th, 2026 – Malta, The King, The Gulf and whatever next…. “America’s words carry weight and meaning… the actions of this great…
- Blain's Morning Porridge
Gilts Wobble as Much as Starmer…
Blain’s Morning Porridge April 22nd, 2026 – Gilts Wobble as Much as Starmer… “All political lives end in failure…..” The spike in Gilt Yields says it all. Its…
- Blain's Morning Porridge
Robots, Competition and Total Addressable Markets.
Blain’s Morning Porridge April 21st, 2026 – Robots, Competition and Total Addressable Markets. “When Henry Ford made cheap, reliable cars, people said, ‘Nah…
- Blain's Morning Porridge
Day Trading vs 60-year K-Waves
Blain’s Morning Porridge April 20th, 2026: Day Trading vs 60-year K-Waves “He must know something, but don’t say nothing...” The markets are on a tear…
- Blain's Morning Porridge
Sports Investments on a Wobble
Blain’s Morning Porridge April 17th, 2026: Sports Investments on a Wobble “I skate to where the puck is going to be, not where it has been.” I have no interest…
- Blain's Morning Porridge
Stock Markets and Common Sense.
Blain’s Morning Porridge April 16th, 2026 – Stock Markets and Common Sense. “There is a knack to learning to fly. It lies in learning to throw yourself at the…
- Blain's Morning Porridge
UK Gilts.. Nothing To Worry About
Blain’s Morning Porridge 15th April 2026 – UK Gilts.. Nothing To Worry About “Spend, Spend, Spend” Damn the torpedoes! Full steam ahead. The recent 10-year…
- Blain's Morning Porridge
What Orban’s end means for Europe and Populism
Blain’s Morning Porridge April 14th, 2026 – What Orban’s end means for Europe and Populism “All political lives end in failure.” Viktor Orban was a curious…
- Blain's Morning Porridge
PORRIDGE EXTRA - The Political Economy of Bat Tunnels (from the Battle For Hamble)
THE BATTLE FOR HAMBLE I am delighted to announce the launch of a new book – The Battle For Hamble. It’s an in-depth look at the Hamble Gravel Quarry, an…
- Blain's Morning Porridge
Trump declares a Global Trade War. Good Grief!
Blain’s Morning Porridge April 13th, 2026: Trump declares a Global Trade War. Good Grief! “Don’t send your sons to win wars that politicians started.” That was…