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PODCAST

Markets Happy Hour Podcast with Aoifinn Devitt

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A weekly discussion of markets, world politics and what it means for your investment portfolio. Banter. Not investment Advice.

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All Episodes

36:38

Markets Happy Hour - Live in Chicago - October 30, 2025

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/11/01

In today's live recording of the Markets Happy Hour Podcast we gathered a group of allocators, hedge fund, private credit and real asset specialists to debate the changing shape of inflation and whether certain assets continued to represent paths to inflation resilience.We also dug deeper into the private credit landscape and asked whether the recent poor performance in diversified financials firms was merited, and what might be behind it? Stay tuned for some exceptional detailed insight into

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34:42

Markets Happy Hour Podcast October 30, 2025 -with...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/10/30

In this week's Markets Happy Hour Podcast we sit down with Michael Blayney, who is General Manager, Dynamic Asset Allocation at Hesta, an Australian Superannuation fund with $100 bn AUD in assets under management. The sting in the tail is a reference to AI and the "sting" being the job losses that have moved from murmurs to full-blown company announcements, with more to come. As always we kick off with our inflation discussion, where it does indeed appear that 3% is now the new normal in the US,

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33:06

Markets Happy Hour Podcast - October 23, 2025 - Data...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/10/23

In this week's Markets Happy Hour Podcast we are joined by Luba Nikulina, Head of Global Strategy for IFM Investors. She is responsible for leading the development of IFM’s global strategy with a focus on private markets solutions that meet the needs of Australian and global pension funds and their members. Luba has always thought in an orthogonal way, finding links between different factors in the economy and trying to apply a fresh perspective to common problems.This podcast does not

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23:37

Markets Happy Hour Podcast - October 17, 2025 Prizes...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/10/17

In this week's Markets Happy Hour Podcast we dig through some "anecdata" to see what is driving global markets through white knuckle moments and back again. We are forced to rely on "anecdata" due to the ongoing shortage of data due to the US government shutdown, so are missing official inflation figures and jobs data. Anecdotally, however, CEOs (Walmart in particular) are reporting that consumers remain resilient (notable given that the Walmart consumers will not be the highest earners) and we

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34:44

Markets Happy Hour Podcast - October 9, 2025 - Alarms...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/10/09

In this week’s Markets Happy Hour Podcast we discuss alarm bells - where we see them, whether we are finding them where none exist and what we can do about it, if anything. We are joined by former CIO of Royal Mail, Ian McKnight. A few weeks ago, in a podcast with John Normand of Australian Super, we asked if the US economy was actually stronger than we thought, in that US GDP growth figures looked to be revised upwards and the consumer as well as the stock market proved to be stubbornly

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20:44

Markets Happy Hour Podcast - LIVE from San Francisco...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/10/06

In this podcast we feature snippets from our live conversation in San Francisco where we were joined by guests from across the venture capital, programming and fund management spectrum. Over coffee and donuts we debated: Whether we feel a disconnect between the economic backdrop and the current equity market strength? Whether there is a bubble in AI? What inflation feels like on the ground? It was a lively discussion with a range of cross-generational insights around affordability, the job

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20:15

Markets Happy Hour Podcast October 2, 2025: Memes and...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/10/03

In today’s Markets Happy Hour podcast we focus on Memes and Milestones, in a week that has been filled with news of a government shutdown in the US, landmark deals and valuations and market highs. The US government shutdown now is reaching its 3rd day, and has been punctuated with odd bursts of meme-ing involving Sombreros and Mariachi bands as partisan shots across the bough continue. This barely called a ripple in the equity markets though, which continued to grind higher. This is in line with

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30:19

Markets Happy Hour Podcast - September 25, 2025:...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/09/25

In today’s Markets Happy Hour Podcast, we dissect a busy week of news flow including a show down at the UN, growing tensions on the geopolitical front, growing indicators of economic strength and the continuation of the AI big-spending era. We are delighted to be joined by John Normand - Head of Investment Strategy for Australian Super. John's long history in investment strategy and asset allocation gives him a unique way of constructing a narrative with a smooth story arc. We start our

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26:17

Markets Happy Hour Podcast - September 18, 2025 - A...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/09/18

In this week's Markets Happy Hour Podcast we ask if the Fed has, through taking a "risk based" and "meeting by meeting" approach and making its first cut all year (25 bps) taken a "stitch in time" to avert economic disaster. Inflation remains stubbornly high, and it seems that the Fed is now switching to emphasize the employment side of its dual mandate. Inflation around the world is not much better, with a rolling 3.8% in the UK and an anemic rate of growth that clearly equates to a loose

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26:53

Markets Happy Hour Podcast - September 11, 2025: Show...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/09/13

In today’s Markets Happy Hour podcast we do some show and tell as we have a guest, Pablo Castro, who is an economic commentator and podcast host from Argentina, and we examine the recent election performance down there and compare the experience they have had to that of developed markets.We start by analyzing the recent inflation numbers from the US and look at the converging soft indicators, whereby consumers are starting to expect a lower rate of inflation going forward. This may now give

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19:33

Markets Happy Hour Podcast September 5, 2025 - Labor...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/09/05

In today's Markets Happy Hour Podcast Labor is on our mind - as this was recorded just before the disappointing labor statistics were released in the US, showing essentially a summer slowdown and the addition of only 22,000 jobs. All eyes were on these figures as they are likely to serve as a permission slip for an interest rate cut later in the month, and perhaps give a more visceral read on an economy that continues to fire a set of mixed signals. Inflation remains top of mind, if not top of

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34:31

Markets Happy Hour Podcast - August 28, 2025 - with...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/08/29

In this week's Markets Happy Hour Podcast - entitled Fireworks and Firings - we kick off the holiday weekend in the US with an engaging discussion with Torsten Slok, Chief Economist of Apollo Group.We start with a "vibe check" on the US economy - citing the consensus expectations for growth (falling but positive at around 1%) and inflation (stable and tending towards rising north of the magic 2% target - with consensus in the 3% range). This combination would generally point more towards a

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20:31

Markets Happy Hour Podcast - August 21, 2025 - Hole...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/08/22

In this week's short Markets Happy Hour Podcast, I round out a trip to South America by taking stock of the lessons from the "labs" on the ground here and what we can learn for Developed market economies wrestling with "more of the same". We start by citing the 3.8% inflation surprise in the UK, and the cold water that that poured on interest rate cut expectations, which, when coupled with a sell off in the 30 UK Gilts (they reached the highest level they have seen since 1998) suggests a squeeze

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29:18

Markets Happy Hour Podcast August 14, 2025 - with...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/08/15

In this week's Markets Happy Hour Podcast - subtitled - Notes from a Laboratory - I am recording from Buenos Aires, which has been described to me as like a "laboratory" for economic policy. However, we are talking much more about the global economic outlook here. As usual we start with inflation, where David shares caution regarding the recent inflation numbers in the US where persistent services inflation may have been masked by falling oil prices. We ask if this is a long term trend, and he

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29:52

Markets Happy Hour Podcast - August 8, 2025,...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/08/08

In today's Markets Happy Hour Podcast we reflect on 6 days spent in Chile, and the insights from a conversation with Jose Manuel Silva of LarrainVial Asset Management, who shared details of how Chile is responding to the current tariff environment. It has been a week of much news flow - from the labor statistics surprise at the end of last week, which led to a flurry activity including the firing of the Head of the Bureau of Labor Statistics, which spooked markets briefly - raising the question

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17:22

Markets Happy Hour Podcast July 31, 2025 - A Twist in...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/07/31

In today's Markets Happy Hour podcast we are recording in the middle of a flurry of trade news flow on the eve of the August 1 tariff deadline. We know, as we record, that the deadline has been extended by 90 days with respect to Mexico and much uncertainty is still in place. However the "twist" in the tale or the "plot twist" of the title refers to the subtle but perceptible change in how the US is being regarded in these trade negotiations as it increasingly flexes its muscle and grows more

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25:56

Markets Happy Hour Podcast - July 24, 2025 - Tariffs,...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/07/24

In this week's Markets Happy Hour Podcast we tackle the mid-summer silly season in which an extraordinary number of "tall tales" and distractions seem to be flooding the zone. Our special guest this week is Jon Chesshire, Managing Principal of Sindia Capital, who is returning for his second appearance on the podcast. One persistent theme is tariffs though, and in analyzing their impact on the economy we are increasingly focused on the new economy/old economy impact, which is diverging sharply

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32:48

Markets Happy Hour Podcast - With Special Guest Euan...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/07/17

In today's Markets Happy Hour Podcast we are delighted to be joined by Euan Munro, former CEO of Newton Asset Management and a well-known commentator on market conditions and multi-asset investing. We start by reflecting on the slightly higher than expected inflation numbers in the US, ask "Will he stay or will he go?" with respect to the Fed Chairman, and analyze how markets have been mulling over this essential question - as expressed by the 30 year bond yield, the S&P and the US

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18:38

Markets Happy Hour Podcast - July 10, 2025 - Copper...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/07/11

In today's slightly more compressed markets happy hour podcast it is all about tariffs again, and not only are tariffs (whether on copper imports or Brazil - both at 50%) at records again, but US policy is starting to change the course of international politics and not just foreign relations - for this, see Brazil.Other news was a little lighter as the US press gave considerable coverage to the tragic flooding in central Texas. There has been little movement in the rate of inflation, although

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29:43

Markets Happy Hour Podcast - July 4, 2025 -...

Markets Happy Hour Podcast with Aoifinn Devitt ·

2025/07/04

In this week's Markets Happy Hour Podcast we are joined by frequent macro commentator Stephen Isaacs, who frequently appears on Bloomberg and other channels. He is an experienced Asian investor and former trader. He asks the question for the ages: Is US exceptionalism over or simply over-priced? We cycle through our usual themes of inflation, economic indicators, interest rates, equity markets (and the sectors that are in focus) as well as geo-politics and the US dollar. We end with a discussion

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57 results

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