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
The End of Exceptionalism
Blain’s Morning Porridge April 9th, 2026: The End of Exceptionalism “I saw a death-head sticker on a Cadillac.” There is something deeply unstable underlying…
- Blain's Morning Porridge
THE BATTLE FOR HAMBLE
Blain’s Morning Porridge 8th April 2026 – THE BATTLE FOR HAMBLE I am delighted to announce the launch of a new book – The Battle of Hamble. On April 9th The…
- Blain's Morning Porridge
The Big Risk is No Longer Oil – Its Political Credibility.
Blain’s Morning Porridge April 8th, 2026: The Big Risk is No Longer Oil – Its Political Credibility. “It you attack Persia a mighty empire will fall.” Trump…
- Blain's Morning Porridge
Reflections on a morning after the night before….
Blain’s Morning Porridge, April 7th 2026 – Reflections on a morning after the night before…. “You can get along without money, you can lose your dividends…” We…
- Blain's Morning Porridge
Markets set to be roiled by Trump’s Iran Consequences
Blain’s Morning Porridge, April 2nd, 2026 – Markets set to be roiled by Trump’s Iran Consequences “To go into any war without a Plan B is bad decision making…
- Blain's Morning Porridge
Artemis II, Space X, Data Centres and Competition.
Blain’s Morning Porridge April 2026 – Artemis II, Space X, Data Centres and Competition. “Space will end up being one of the places that keeps making Earth…
- Blain's Morning Porridge
Escalating the Iran War into a Water War!
Blain’s Morning Porridge March 31st, 2026 – Escalating the Iran War into a Water War! “I hold at your neck the gom jabbar, the high-handed enemy. It’s a needle…
- Blain's Morning Porridge
Stage 2 of American Divergence and the Risk of Global Stagflation
Blain’s Morning Porridge, March 30th, 2026 – Stage 2 of American Divergence and the Risk of Global Stagflation “Events dear boy, events…” The global economy is…
- Blain's Morning Porridge
The Economic Implications of the Iran War
Blain’s Morning Porridge, March 27th, 2026 – The Economic Implications of the Iran War “Armchair generals talk about tactics. Soldiers worry about logistics.”…
- Blain's Morning Porridge
The Truth is Out on Social Media
Blain’s Morning Porridge March 26th, 2026 – The Truth is Out on Social Media “Do no evil was the biggest lie ever heard in the valley.” Social media is…
- Blain's Morning Porridge
What Matters? Energy Security and Defence
Blain’s Morning Porridge 18th March 2026: What Matters? Energy Security and Defence “Sometimes it is necessary to lose a battle to win a war” The last two…
- Blain's Morning Porridge
Market Sentiment will Tumble on Unwinnable Wars
Blain’s Morning Porridge 16th March 2026 – Market Sentiment will Tumble on Unwinnable Wars “This is not Franklin Delano Roosevelt we’re dealing with here”…
- Blain's Morning Porridge
Forget Iran, worry about Climate Whiplash and El Nino.
Blain’s Morning Porridge Friday 13th March 2026 – Forget Iran, worry about Climate Whiplash and El Nino. “Out of the frying pan into the fire. Chaos begets…
- Blain's Morning Porridge
Winning the Economic War
Blain’s Morning Porridge March 12th, 2026 - Winning the Economic War “I flew B-52 and bombed them with the blues..” The War in Iran is a kinetic feature of the…
- Blain's Morning Porridge
Stalemate in Iran, what’s the next risk?
Blain’s Morning Porridge 10th March 2026 – Stalemate in Iran, what’s the next risk? “They make a desert and call it peace.” Pretty much as was expected Donald…
- Blain's Morning Porridge
What’s the plan? Keep bombing? What?
Blain’s Morning Porridge March 9th, 2026 – What’s the plan? Keep bombing? What? “I love the smell of napalm in the morning…. smells like victory.” Global…
- Blain's Morning Porridge
AI, Politics and Populism, Luddites and Social Revolution
Blain’s Morning Porridge 1st March 2026 – AI, Politics and Populism, Luddites and Social Revolution “You say you want a revolution, well, you know we all wanna…
- Blain's Morning Porridge
What is the US Yield Curve Really Telling Us?
Blain’s Morning Porridge Fed 25th, 2026: What is the US Yield Curve Really Telling Us? “When there is a lack of honour in government, the morals of the whole…
- Blain's Morning Porridge
Iran could be the flashpoint for market dislocation
Blain’s Morning Porridge Feb 24th, 2026: Iran could be the flashpoint for market dislocation “Do not defy the fates and bring shame on Rome.” Markets aren’t…
- Blain's Morning Porridge
Private Credit and Treasury Wobbles... Relax….
Blain’s Morning Porridge Feb 23rd, 2026 – Private Credit and Treasury Wobbles... Relax…. “Apart from that Mrs Lincoln, did you enjoy the show?” Sometimes you…
- Blain's Morning Porridge
Corruption and Justice – Action Required.
Blain’s Morning Porridge, Jan 20th, 2026: Corruption and Justice – Action Required. “America may be blind, but the world will see who is involved and…
- Blain's Morning Porridge
Tariffs hoist Trump on his own Petard
Blain’s Morning Porridge Feb 19th, 2026 – Tariffs hoist Trump on his own Petard “And I would have gotten away with it, if it wasn’t for these pesky kids...”…
- Blain's Morning Porridge
Defence Spending, Resilience and Growth
Blain’s Morning Porridge Feb 18th, 2026 – Defence Spending, Resilience and Growth “To save the village it was necessary to destroy it.” The Russians have…
- Blain's Morning Porridge
Munich, AI and The Year of the Fire Horse.
Blain’s Morning Porridge Feb 17th, 2026: Munich, AI and The Year of the Fire Horse. “We must build our hard power, for that is the currency of the age.” The…
- Blain's Morning Porridge
Sliding, Jambos and Rugby, Sports that matter
Blain’s Very Late Morning Porridge Feb 16th 2026 – Sliding, Jambos and Rugby, Sports that matter “He’s kicked that one so high it’s come down with a touch of…
- Blain's Morning Porridge
The Munich Security Conference and Global Threats
Blain’s Morning Porridge Feb 11th, 2026 – The Munich Conference and Global Threats “What do you worry about?” … “Events, dear boy, events.” There are times…
- Blain's Morning Porridge
Bond Market Alarm Bells Sounding
Blain’s Morning Porridge Feb 10th, 2026 – Bond Market Alarm Bells Sounding “Feche le vache..” Did someone say Century Bond? What’s not to like about the bond…
- Blain's Morning Porridge
The Conflabulation that is Bitcoin finally dies in a pool of disinterest.
Blain’s Morning Porridge Part 2 Feb 9th, 2026 – The Conflabulation that is Bitcoin finally dies in a pool of disinterest. “Rat Poison Squared” Well, it was…
- Blain's Morning Porridge
Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!
Blain’s Morning Porridge, Part 1 Feb 9th, 2026 – Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk! “Knuckles to Buckles” The threat…
- Blain's Morning Porridge
Navigating the stormy seas of Tech
Blain’s Morning Porridge Feb 5th, 2026 – Navigating the stormy seas of Tech “The worst thing you can do is nothing.” Where are the Tech markets and AI heading?…
- Blain's Morning Porridge
Is Epstein just the tip of the Iceberg?
Blain’s Morning Porridge Feb 4th, 2026 – Is Epstein just the tip of the Iceberg? “Chaos is a smokescreen for corruption.” We will likely never know the full…
- Blain's Morning Porridge
We have to talk about Kevin…
Blain’s Morning Porridge Feb 3, 2026 – We have to talk about Kevin… “I would say [Fed Policy] has been in some sense Reverse Robin Hood.” The nomination of…
- Blain's Morning Porridge
Skating on very thin ice…
Blain’s Morning Porridge Feb 2, 2026 – Skating on very thin ice… Let’s paint the town, we’ll shut it down…. Just how thick is the ice? Everything juddered last…
- Blain's Morning Porridge
It’s not about Trump, it’s about China and Europe
Blain’s Morning Porridge Jan 26th, 2026 – It’s not about Trump, it’s about China and Europe “Europe loves to talk about the future but does nothing about it…
- Blain's Morning Porridge
What A Disaster – That Was The End Of The American Century
Blain’s Morning Porridge, 22nd January 2026: What A Disaster – That Was The End Of The American Century “If you are not at table, you are on the menu.”…
- Blain's Morning Porridge
Beware the Judder Moment in Bonds
Blain’s Morning Porridge January 21st, 2026 – Beware the Judder Moment in Bonds “A pebble falling down a mountain in Japan may trigger momentous events in…
- Blain's Morning Porridge
One Year of Trump – The World Has Changed For The Worse
Blain’s Morning Porridge 20th January 2026: One Year of Trump – The World Has Changed For The Worse “We didn’t force them. They gave us a mandate, and now…
- Blain's Morning Porridge
One Year of Trump - The World Has Changed For The Worse
Blain’s Morning Porridge 20th January 2026: One Year of Trump - The World Has Changed For The Worse “We didn’t force them. They gave us a mandate, and now…
- Blain's Morning Porridge
And now for something completely different
Blain’s Morning Porridge January 19th, 2026 - Andnow for something completely different “Your actions will lead to the fall of a great empire”(sotto voce “your…
- Blain's Morning Porridge
Great Moments in British Political Theatre
Blain’s Morning Porridge 16th January 2026: Great Moments in British Political Theatre “I love Europe! France is wonderful. It should be. We’ve subsidised it…
- Blain's Morning Porridge
The End of the Age of American Capital?
Blain’s Morning Porridge 15th January 2026: The End of the Age of American Capital? “People don’t like change, but make the change fast enough and you go from…
- Blain's Morning Porridge
SpaceX, IPOs and Other Pipedreams
Blain’s Morning Porridge 14th Jan 2026: SpaceX, IPOs and Other Pipedreams “If something is important enough, you should try even ifthe probable outcome is…
- Blain's Morning Porridge
Rolling the Dice on the Fed And Inflation
Blain’s Morning Porridge January 12th 2026:Rolling the Dice on the Fed And Inflation “Luck, if you’ve ever been a lady to begin with, Luck bea Lady tonight..”…
- Blain's Morning Porridge
The Risks of Cascading Sugar Rush Policy
Blain’s Morning Porridge, Jan 9th, 2026 - The Risks of Cascading Sugar Rush Policy “When sorrows come, they come not single spies but in mighty battalions.”…
- Blain's Morning Porridge
Geopolitics, Markets and Economics – Are They Still Connected?
Blain’s Morning Porridge Jan 7th, 2026: Geopolitics, Markets and Economics – Are They Still Connected? “The barometer read “Fair” yesterday, but the Shipping…
- Blain's Morning Porridge
Venezuela Bonds – are you a buyer or seller?
Blain’s Morning Porridge Jan 6th 2026: Venezuela Bonds – are you a buyer or seller? “A land of passion and contradictions, where the past and the future…
- Blain's Morning Porridge
Another Judder in Geopolitics.
Blain’s Morning Porridge, January 5th 2026 – Another Judder in Geopolitics. “When America brings its full capabilities to bear, no tyrant is beyond reach.”…
- Blain's Morning Porridge
Destabilisation and Peak Exuberance
Blain’s Morning Porridge 19th Dec 2025 – Destabilisation and Peak Exuberance “There are more things in Heaven and Earth, Horatio, than are dreamt of in your…
- Blain's Morning Porridge
Bitcoin and Crypto Further Detach from Reality.
Blain’s Morning Porridge 17th December 2025 – Bitcoin and Crypto Further Detach from Reality. “If you don’t believe it, I’m not going to waste time trying to…
- Blain's Morning Porridge
The New Economics and Investibility of Defence
Blain’s Morning Porridge 16th December, 2025: The New Economics and Investibility of Defence “The war was started by career soldiers, but will be finished by…
- Blain's Morning Porridge
Some Big themes for 2026?
Blain’s Morning Porridge Dec 15th 2025: Some Big themes for 2026? “Santa Baby, one thing I forgot, a yacht and the deeds to a platinum mine…” The Chinese curse…
- Blain's Morning Porridge
Outlook 2026: Conflict or Trade?
Blain’s Morning Porridge Dec 12th, 2025 – Outlook 2026: Conflict or Trade? “The earth is littered with the ruins of empires that once believed they were…
- Blain's Morning Porridge
The US economy, Potemkin Markets and QE
Blain’s Morning Porridge Dec 11th, 2025 – The US economy, Potemkin Markets and QE “The IQ of a mob is the IQ of the dumbest member divided by the number of the…
- Blain's Morning Porridge
What does new US Security Strategy mean for Markets and Outlook?
Blain’s Morning Porridge Dec 9th, 2025 – What does new US Security Strategy mean for Markets and Outlook? “For he on honey-dew hath fed, and drunk the milk of…
- Blain's Morning Porridge
Markets, The Global Economy and the ‘26 US Midterms.
Blain’s Morning Porridge Dec 8th, 2025 – Markets, TheGlobal Economy and the ‘26 US Midterms. “It’s all about the economy, stupid…” This week will see the Fed…
- Blain's Morning Porridge
Hans-Jeorge Rudloff could teach us much about markets…
Blain’s Morning Porridge Dec 4th, 2025 – Hans-Jeorge Rudloff could teach us much about markets… “When the Eurobond market exploded, it made London the centre…
- Blain's Morning Porridge
Pantomime, King Rat, and Outrageous Predictions
Blain’s Morning Porridge Dec 3rd, 2025 – Pantomime, King Rat, and Outrageous Predictions "It’s behind you, oh no it isn’t!” What’s not to like about Panto?…
- Blain's Morning Porridge
AI isn’t a bubble, it’s Tech evolution evolving
Blain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving “The new, new thing will always be superseded by the next new, new…
- Blain's Morning Porridge
AI isn’t a bubble, it’s Tech evolution evolving
Blain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving “The new, new thing will always be superseded by the next new, new…
- Blain's Morning Porridge
Gilts indicate Stability – what is generating the noise?
Blain’s Morning Porridge – December 1st, 2025: Gilts indicate Stability – what is generating the noise? There are lies, damned lies, statistics, and the…