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
Bond Markets, Inflation and Economic Dementia
Blain’s Morning Porridge Nov 27th 2025 – Bond Markets, Inflation and Economic Dementia “I find it fascinating the chainsaw has become an emblem of a new golden…
- Blain's Morning Porridge
Blain’s Morning Porridge 25th Nov 2025 – Markets dancing hard ahead of the hangover
Markets dancing hard ahead of the hangover “Beware markets full of absolute fabrications presented as irrefutable truths.” Markets drunk on expectations and…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov, 24th 2025 – The end of the American Age – what will follow?
The end of the American Age – what will follow? “Let me die in the uniform in which I fought my battles for freedom, may God forgive me for putting on…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 20th, 2025 – If it’s not AI, will it be Private Capital Markets that trigger crisis?
If it’s not AI, will it be Private Capital Markets that trigger crisis? “Private Capital Markets thrive because other markets arerun by compliance and…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 19th, 2025 – Scotland, Kilts and Fitba’, has the world gone mad?
Scotland, Kilts and Fitba’, has the world gone mad? “We’re on the march wi’ Ally’s Army… we’ll really shakeem up when we win the World Cup…” The world has gone…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 18th, 2025 – AI is dead! Long Live AI!
“It’s the end of the world all over again…” Headlines about a deepening stock sell off, the rising fear” gauge, and unsustainable valuations, are dominating…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 17th 2025 – The Political Weaponisation of Gilts
In bonds there is truth – at least there was until politicalcampaigners realised what a powerful tool they might be to amplify political failure. Destabilising…
- Blain's Morning Porridge
Blain’s Morning Porridge 14th Nov 2025 – How low will Bitcoin go this time?
How low will Bitcoin go this time? “Trading is playing market sentiment. Investment is aboutpredicting the future.” Bitcoin believers are perfectly entitled to…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken.
Blain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken. “People will forget what you said and what you did, butthey will…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 12th 2025 - BBC Crisis is a Disaster for the UK
Blain’s Morning Porridge Nov 12th 2025 - BBCCrisis is a Disaster for the UK “I would die in a ditch for the impartiality of the BBC.” The BBC is/was the…
- Blain's Morning Porridge
Blain’s Morning Porridge 11th Nov 2025 – Spitfire Strategic Capital, Tomorrow depends on Today.
Spitfire Strategic Capital, Tomorrow depends on Today. “… bugles calling for them from sad shires.” The supreme art of war is to subdue the enemy…
- Blain's Morning Porridge
Blain’s Morning Porridge 10th Nov 2025 – Markets struggle with AI, Bonds and Tweets.
Markets struggle with AI, Bonds and Tweets. “You need me to lie to old people and scare them intobuying fake medicine? I get it.” There is nothing like a Trump…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace.
Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace. “Unprecedented market shocks occur with monotonous regularity.” Is the AI bubble bursting?…
- Blain's Morning Porridge
Blain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is?
Blain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is? “Controversial means “this will lose you votes.” Courageous means “this will…
- Blain's Morning Porridge
Blain’s Morning Porridge Nov 3rd 2025 – Survived October? Back to full on Complacency…
Survived October? Back to full on Complacency… “The real work is like rugby. Everything is connected. Everyplay has consequences.” Yet again I was wrong and…
- Blain's Morning Porridge
Blain’s Morning Porridge Halloween 2025 – A Horror Story from 2035.
A Horror Story from 2035. “The smug mask of virtue triumphant can be almost as horrible as the face of wickedness revealed.” What will the future look like?…
- Blain's Morning Porridge
Blain’s Morning Porridge Oct 30th 2025 – What did the Korea Summit really mean for markets?
“Come not between the dragon and his wrath” This morning’s meeting in Busan, Korea was short and sweet. Goal achieved - the global meltdown that would have…
- Blain's Morning Porridge
Blain’s Morning Porridge Oct 29th 2025 – How much will AI cost, and how much can we afford?
How much will AI cost, and how much can we afford? “The greatest trick the devil ever pulled was convincingthe world he didn’t exist..” The AI Bubble floats on…
- Blain's Morning Porridge
Blain’s Morning Porridge 28th October 2028 – Compare and contrast the Real World with Dreams
Compare and contrast the Real World with Dreams “And you have burned so very, very brightly…” Gold has taken a bit of a tumble – but is thecorrection a buying…
- Blain's Morning Porridge
Blain’s Morning Porridge Oct 27th 2025 – End of the world or another Trump deal? Which is worse?
"So, it’s a f*****g coin toss? That is what we get for 50billion dollars?” It is possible to cram Cataclysm, Armageddon and Apocalypseinto a single Morning…
- Blain's Morning Porridge
Blain’s Morning Porridge October 24th 2025 – Call it Chaos, but we sure do live in interesting times..
Call it Chaos, but we sure do live in interesting times.. “You know nothing John Snow…” Chaos occurs when events break out their usual bounds, and it feels…
- Blain's Morning Porridge
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 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal “Let every nation know, whether it…
- Blain's Morning Porridge
Blain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency?
Blain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency? “Did someone forget to feed the hamster?” Western economies are dependent on…
- Blain's Morning Porridge
Blain’s Morning Porridge Oct 20th 2025 – Mutant Credit Cockroaches? Whatever next?
Mutant Credit Cockroaches? Whatever next? “Smart men go broke three ways: ladies, liquor and leverage.” Markets feel increasingly nervous. Although someone has…
- Blain's Morning Porridge
Blain’s Morning Porridge Oct 17th 2025 – Hamble Quarry Decision Highlights Corporate Greed and Planning Failure
Every day we are reminded of injustice in the UK – the fight of postmasters against the Post Office, or haemophiliacs against the medical indifference are just…
- Blain's Morning Porridge
Catflap While The Dance Band on the Titanic Plays On
Blain’s Morning Porridge Oct 15 2025 – Catflap While The Dance Band on the Titanic Plays On “ Damn the Torpedoes, full steam…. Boom. gurgle gurgle..” There is…