Markets Happy Hour Podcast with Aoifinn Devitt – Details, episodes & analysis

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Markets Happy Hour Podcast with Aoifinn Devitt

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Frequency: 1 episode/6d. Total Eps: 100

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

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Data updated on 16/07/2026

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Markets Happy Hour Podcast July 9, 2026 - Deja-Vu All Over Again

Thursday, July 9, 2026 • Duration 31:07

In this second podcast of the week we are joined by Adam Berger, Multi-Asset Strategist at Wellington. Our conversation reflects on the fact that many of the current news items seem very like "deja-vu" - the tensions in the Strait of Hormuz, the spike in the oil price, the return of the heat wave.

We cycle through our usual five topics and reveal some surprising points of view on inflation, as well as the risks in equity markets.

The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.

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Markets Happy Hour Podcast - July 8, 2026 with special guest Jens Backes in person in Barcelona

Wednesday, July 8, 2026 • Duration 36:34

**NOT INVESTMENT ADVICE AND DOES NOT CONTAIN INVESTMENT RECOMMENDATIONS"

This week's Markets Happy Hour Podcast is a little bit different . . while we still bring you a market overview together with an outstanding guest, this time we are exploring how good some of the AI models are at picking stocks, building portfolios and deciphering equity market narratives.

Guest Content Disclosure: This presentation was prepared by Jens Backes, an independent guest speaker, and reflects Jens Backes' opinions as of the presentation date. Moneta has not independently verified the information presented. For educational discussion purposes only. Not investment advice or a recommendation to buy or sell any security.

Jens Backes is a former McKinsey consultant with an expertise in telecoms, based in Barcelona, where we recorded this episode. Since October of last year he has challenged 3 models plus his own Alphabot JB to pick 10 stocks to generate the best total return over 5 years. The results are intriguing.

From Open AI's portfolio which has gone all in on every aspect of the AI value chain, to Claude which prefers to own tolls and not the road (whatever that means) each model has gone in its own unique direction and not all have beaten the index. We discuss what we can learn from these models in terms of persistence of market narratives and the unexpected winners that can come from such a highly concentrated portfolio.

All examples are provided for illustrative purposes only and are not intended to represent all investment decisions or results achieved for client accounts. Client results will vary based on account objectives, restrictions, timing, fees, and market conditions.

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Markets Happy Hour Podcast July 2, 2026: Tight Lips; Stopped Ships

Thursday, July 2, 2026 • Duration 28:42

In this week's Markets Happy Hour Podcast we are joined by special guest Roy Kuo, CIO of Galilei Investment Office, and we dive in to a sweeping discussion across global markets.

Our conversation starts with a mixed inflation number, whereby consumer prices are driving the sustained inflationary level more than the energy prices, although as one of our charts shows, gasoline prices remain far stickier and less responsive to geopolitical news around the Strait of Hormuz.

While jobs numbers continue to be a little sideways, the most recent employment number reflecting a small fall off in employment numbers, but when taken alongside the previous months positive numbers the effect is expected to be marginal. Mortgage rates remain high, which will put pressure on the lower end consumer, although Roy did not expect interest rates to place a stay on economic activity.

Moving to equity markets we have just closed the strongest quarters for the Nasdaq and the S&P since 2020, while in contrast Microsoft has seen its worst month since 2020, and gold has seen its worst quarter in 13 years. We turn to the conversation around the frontier models and their relative role compared to the suppliers of compute as well as the proprietary layers, and reference a somewhat memorable recent CNBC appearance of Alex Karp of Palantir who has "said the quiet part out loud" when it comes to the tense relationship between the providers of the frontier models and the companies using them and supplying their data.

We finish with another reflection on Alan Greenspan, as Roy's views on his legacy have changed over the years, as he notes. He believes that the damaging effects of the moral hazard created by the Greenspan put are continuing to be felt and that it is leading to a far more risk seeking type of market behaviour.

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Markets Happy Hour Podcast - June 25, 2028 - Breaking the Mold

Thursday, June 25, 2026 • Duration 20:45

In this week's Markets Happy Hour Podcast we celebrate the life and times of Alan Greenspan, who died this week at the age of 100. His rich and multi-layered career in which he worked in multiple Presidential administrations and had a close to 19 year tenure as the 18th Chair of the Federal Reserve. The rich phenomena and quotes attributed to him deserve some analysis because of what they teach us about the fabric of markets and the tendency (or not) for patterns to repeat.

The first thing to note is the collection of quotes attributed to him, which are in the slides for your viewing pleasure. He clearly relished and practiced the art of deliberate ambiguity in central bank commentary, and coined some pivotal terms, such as “irrational exuberance”. He presided over a relatively stable era, between recessions, in which the triple mandate of low unemployment, low inflation and a low 10 year yield were largely delivered, although there was a challenging “conundrum” towards the end of his tenure when the 10 year yield remained stable despite a steady bout of consecutive rate hikes (17 at one stage).

He also gave rise to the Greenspan put, which may have reinforced the concept of “moral hazard” in markets – after 1998 traders believed that Greenspan would step in with monetary easing to steady the stock market. This has been hard to shake and as we saw subsequently in 2008 and during Covid institutions around the world remain ready willing and able to step in most times.

The other Greenspan phenomenon was the calling of “irrational exuberance” in markets (pre LTCM in 1997) many years before markets finally cracked in 2000. This is a salutary reminder that markets can be irrational for far longer than one might think.

Moving to today’s price action, the oil price has fallen to its pre-war levels, taking some of the sting out of inflation concerns and leading to a fall in the Euro as the pressure on European inflation fell. This echoes a similarly low print in the UK recently, where core inflation had actually fallen into line with the US. The expected rises in Apple device prices came to pass, reflecting a tightened supply of components and upwards pressure on prices.

Markets Happy Hour Podcast - June 18, 2026 - To The Moon

Thursday, June 18, 2026 • Duration 31:19

In this week's Markets Happy Hour Podcast we are joined by two-time guest Christian Abuide, who first appeared on this podcast in April 4, 2026. We start with a comparison of today's market conditions to April 4, 2026, which is quite interesting, given how starkly the narrative has changed with respect to the economic outlook, the outlook for rates and the concerns around geopolitics.

This makes us ponder whether we do get distracted by what Kevin Warsh has described as the "echoes of history" expecting historical patterns to repeat, instead of today's nuanced circumstances to play out. We discuss the inflation pattern around the world, in which in the UK core has unexpectedly slipped below that of the US. The energy and food variable may well now start to be less pressing as the Strait of Hormuz opens, but this has not deterred the ECB from its recent rate hike.

Meanwhile "poker face" Kevin Warsh gave nothing away at his first press conference and this has stacked the odds of a rate hike before the end of the year. The technical factors in markets continue to affect the performance of SpaceX and other shares, while gold similarly is in decline while the dollar remains supported.

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Salon with Prof Alison Taylor of NYU: Corporate Power and Responsibility -

Thursday, June 11, 2026 • Duration 01:02:04

Alison Taylor is a clinical professor in the Business and Society Program at NYU Stern School of Business. She teaches ethics, sustainability, and leadership courses to undergraduate, MBA and EMBA students. She holds senior advisor roles at KKR and Unilever, is an Ethical Systems collaborator and a Senior Advisor at Enlighten. She is also LinkedIn Top Voice, a member of the FT Moral Money advisory board and the author of the successful “Higher Ground” substack.

We gathered together a salon of industry participants in London to debate some of the recent topics that Alison has broached, including in particular:

The Shift in workplace culture, whereby Alison argues that "Your whole self was never the point". She makes the point that leaders now more often focus on the workflow and replacement of the workflow with new production functions. This raise the question: What is the economy for? And the erosion of trust? If we do not trust people, will we trust AI?

We ask if we are in a Zero Trust economy? Or a depleted trust economy?

The integration of AI into our workplaces and customer experiences is having an effect on how we behave and who we trust. We ask what are the broader/long-term implications of a zero-trust economy.

Moving to the question of whether good governance is still in effect - we ask whether too much complexity – e.g. AI models, quantum computing, is eroding corporate governance.

Our salon saw considerable discussion around the pace of change and adoption of AI, what is being lost or threatened in this process, as well as the challenges presented to employees.

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Markets Happy Hour Podcast - June 10, 2026 - Live from Dublin - Our Better Nature

Thursday, June 11, 2026 • Duration 37:49

In this week's Markets Happy Hour Podcast, which comes to you live from Dublin, we take our usual tour through market dynamics but take a detour into nature finance, thanks to our hosts in Dublin – Gresham House Asset Management Ireland. We discuss inflation that is moving incontrovertibly in the wrong direction (citing the recent 4.2% print in the US) as well as the shifting stance of Central Banks, which is firmly towards tightening now, with Japan expected to be next and the ECB not far behind.

The jobs narrative has taken a stark turn, probably as much for PR reasons as anything else – with the AI IPOs fast approaching. This sits at odds with an increasing wave of anti-AI populism as well as angst regarding AI’s march, and we turn to the Gresham House guests to reflect on whether this same angst and populism is in evidence in Ireland and the EU more generally.

We discuss the grid investments in Ireland, which may be lacking, as well as the current consumer sentiment, as it relates to inflation and AI more generally.

Moving then to nature finance, we discuss the enduring characteristics of this asset class, particularly around inflation participation, long term investment characteristics, low volatility and return potential. We discuss investor sentiment, where the asset class fits in the portfolio and whether this will ever be an asset class suitable for retail investors.

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Markets Happy Hour Podcast - Live in Dallas with Christie Townsend (aka @ROIChristie)

Friday, June 5, 2026 • Duration 42:21

In today's Markets Happy Hour Podcast - the second of the week - we have a fascinating conversation with Christie Townsend, long-time institutional investor (with the X/Twitter persona @ ROI Christie) with an audience of other senior allocators in Dallas.

Our conversation is wonderfully rich - starting with inflation and the divergence between Main Street and Wall Street inflation and moving to the economic vibes with a focus on Texas in particular. As a pro growth state enjoying a real estate boom, and a shift in the percentage of state revenues that come from energy, "drilling in" to the economic vibes in Texas gives an interesting insight into the US more broadly - and we speak about a two speed USA.

We have a particularly vigorous debate about policy safety nets and whether there are a good or a bad thing. We reflect on the policy intervention during Covid and the price that was ultimately paid for that - the spike in inflation and the K shaped economy that resulted.

We move then to equity market momentum and the impact of FOMO and the analysis of the upcoming SpaceX IPO. We end with geopolitics and the role that this is playing today.

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Markets Happy Hour Podcast - A Conversation in Clayton - Featuring Cynthia Kirkpatrick

Thursday, June 4, 2026 • Duration 21:05

In this week's Markets Happy Hour Podcast - the first of two this week, we feature my Moneta colleague Cynthia Kirkpatrick for a "Conversation in Clayton". In beautiful Clayton we discuss our usual five lenses of the Markets Happy Hour Podcast with the perspective of Cynthia's private client base.

This unique "view from Main Street" includes insights on inflation as it is being experienced by clients as well as persistently high mortgage rates (which are getting higher as the Fed seems stuck).

We ask if these higher rates are deterring home sales or downsizing moves, and then look at the growing cash pile - as expressed by the soaring amount in money market funds - which now exceeds $8.3 trillion. This dry powder pile will essentially act as a backstop on markets as momentum and FOMO continue to drive flows.

We do a quick consumer vibe check on AI before then moving to behavior around portfolio construction and time horizon.

With thanks to JJ Kirkpatrick for the exquisite video work.

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Markets Happy Hour Podcast - May 28, 2026 - Don’t Stop me Now

Thursday, May 28, 2026 • Duration 21:43

In this week's Markets Happy Hour Podcast we reflect on a short - and in many places - sweltering - week in markets that was punctuated with two bombshells from Italy - the pope weighing in on AI and humanity as well as the ridiculed Ferrari EV - Luce. Clearly everyone is in a race - to the top or the bottom remains to be seen.

Inflation numbers in the US continue to be challenging and we show in particular how wages have continued to be under pressure – as real wages are ticking down across the board. This is particularly linked to consumer sentiment and we know that consumer sentiment has been particularly low in the US, so this is another indicator of prolonged pain for the lower end consumer.

In other “vibe” checks we reflect on a suggestion that there are now fewer policy tools – such as policy put – available to any central banks as a way to calm markets.

Looking at the massive boost in market caps across the board we reflect on the three new members of the $1 trillion club in Asia – Samsung, TSMC and SK Hynix, which have represented the bulk of the recent outperformance in Asia. Other equity market datapoints are the deterioration of the S&P dividend yield as well as the equity market risk premium raising the question as to whether investors are being paid to take risk.

We touch on the latest funding round secured by Anthropic as it races to the finish line to its pending IPO. The arms race for funding rounds and to IPO is clearly picking up pace, and all US stock markets have moved in a surge of momentum.

We end with a reflection on emerging market risks and note how the likelihood of downward GDP revisions has gone up while both inflation and policy rates are also likely to rise. This is all linked to the outbreak of hostilities in Iran and is yet more evidence as to how Asia and Europe have seen the brunt of the current war much more than that of the US.

Markets Happy Hour Podcast with Aoifinn Devitt – Details, episodes & analysis

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Markets Happy Hour Podcast with Aoifinn Devitt – Details, episodes & analysis

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