HeyJaredBlain'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.
- Indexed episodes, last 90 days
- 46
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
The Bond Markets are Set to Roil Markets with a Reset (opens the original)
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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 warning signals a systemic market reset is on the cards. As rates rise, the relative prices of all financial assets will be impacted as the price of money normalises. It’s a period of transition with a high chance of an unstable reset, which is magnified by QE setting a false expectation of long-term low rates, and the growing realisation fin
What can sailing tell us about the real economy? (opens the original)
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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.” Sailing is an easy way to distract me. Although water activities are thriving, the traditional sailing world is undergoing enormous change as a result of economic pressure and shifting societal trends. It’s only a tiny part of the overall economic picture but sailing hints at how the world may look in the future as affordability, economic con
The Wargame – a chilling reminder of the primacy of Defence (opens the original)
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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 years since we thought we’d won the Cold War. Now it’s apparent a new cycle of aggression has started, and just how woefully the West, and particularly the UK, is prepared. The Wargame, a new programme on SKY, explores just how swiftly the UK could be brought low in a conflict situation. It reinforces the message about the primacy of defen
US Midterms? Maybe not as bad as we fear? (opens the original)
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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 large friendly letters on its cover.” At the back of all traders and investors minds is the question: “just how bad might the US Midterms be?" Relax. Things are never as bad as we fear, (though seldom as good as we hope). The mid-terms will be consequential, and no matter what the result are unlikely to do much to reverse the long-term de
Markets, Politics and Paying for the Narrative (opens the original)
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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 credibility for the Fed and himself yesterday by hiking rates. The Fed is focused on fighting inflation – the best long-term option, but a short-term painful outcome for American voters. The coming electoral cycles in the USA, Europe and the UK will all highlight the power of money that’s driving the narrative. Big money from Crypto and Tech is
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