Patrick Boyle On Finance
Patrick Boyle
This podcast is all about quantitative finance and financial history. Subscribe to hear about financial markets, derivatives, and how investors use quantitative tools from statistics and corporate finance theory. Included are interviews with some of the most interesting thinkers in finance. Occasional longer form financial documentaries, open up fascinating elements of financial markets history. Patrick Boyle is a quantitative hedge fund manager, a university professor, and a former investment banker. To contact Patrick visit http://onfinance.org Find Patrick on YouTube at: https://www.youtube.com/c/PatrickBoyleOnFinance DISCLAIMER:This podcast is not affiliated with any financial institution. The information provided is for entertainment purposes only and does not constitute financial advice. Those seeking investment advice should seek out a registered professional in their home jurisdiction and confirm their credentials on your national regulator's website. Patrick Boyle is not responsible for any investment actions taken by viewers and his content should not be used as a basis for investment or other financial decisions.
Episodes
Mentioned books
16 snips
May 10, 2026 • 31min
The Dumbest Takeover Bid
A wild recap of GameStop’s audacious $55.5B offer for eBay and why the numbers do not add up. A look at eBay’s comeback and GameStop’s fall from retail relevance. A breakdown of the financing, share-authorization hurdles, and odd incentive structures. Discussion of PR theatrics, skeptical investors, and whether this is strategy or spectacle.
16 snips
May 6, 2026 • 51min
The Unanchored Central Banker: Manoj Pradhan on Inflation, Demographics, and Why AI Won't Save Us
Manoj Pradhan, macroeconomist and author known for work on demographics and inflation, returns with bold forecasts. He discusses why aging, rising government debt, and housing will alter real rates. He questions China’s role in exporting deflation and argues AI will not magically solve labor shortages. Short, provocative takes on fiscal strain, the Phillips curve, and central bank limits.
60 snips
May 3, 2026 • 33min
Is Inflation About to Get Much Worse?
U.S. consumer sentiment, oil above $125 a barrel, and a disrupted Strait of Hormuz that removed tens of millions of barrels daily. Structural forces like demographics, onshoring, tariffs and shrinking labour supply are eroding the cheap-goods tailwind. Fiscal deficits, political pressure on central banks, and undercounted housing costs could make sustained higher inflation more likely.
38 snips
Apr 26, 2026 • 28min
Energy Markets are on the Verge of a Disaster
A stark look at how oil trade disruptions in the Strait of Hormuz are draining seaborne buffers and messing with global fuel supplies. Stories of captains switching off transponders and ships rerouting around Africa highlight growing shipping chaos. Supply chains face fertilizer and jet fuel squeeze, while energy geopolitics push renewables and national security into the spotlight.
56 snips
Apr 19, 2026 • 30min
The Bizarre World of Prediction Markets
A dive into prediction markets presented as “truth machines.” It covers how bets are recast as tradable contracts and why regulators are battling over who controls them. The show explores political ties, insider trading scandals, and how quant firms systematically profit from retail bettors. It also examines social harms from easy mobile gambling and the quirky history behind banned onion futures.
28 snips
Apr 12, 2026 • 31min
How Did the Metaverse Fail So Badly?
A deep dive into Zuckerberg's grand metaverse bet and the rebrand that followed. Strange design choices like legless avatars and staged demos get scrutinized. The story of virtual land mania, tiny user numbers, and Reality Labs' massive $88 billion losses takes center stage. The conversation tracks corporate retreats, a pivot to AI and smart glasses, and how hype unraveled when economic conditions changed.
56 snips
Apr 8, 2026 • 32min
Canada is a Warning to the Rest of the World!
A look at why a resource-rich, well-educated country has slid behind peers. Short takes on a decades-long productivity drag, concentrated industries, and internal trade frictions. Observations on how a housing boom turned into non-productive wealth and encouraged intergenerational divides. Notes on skilled emigration, infrastructure missteps, and the institutional strengths that could still spark reform.
68 snips
Mar 29, 2026 • 28min
The Crisis Hidden Inside the Iran War
They dig into how the Iran war is quietly crippling key commodities like LNG, helium, fertilizer and aluminium. They explain why physical damage and mine-strewn shipping lanes will keep supplies disrupted long after fighting subsides. They map who stands to gain and lose strategically as energy, insurance and logistics ripple through global markets.
43 snips
Mar 21, 2026 • 25min
Is Private Credit a Threat to The Financial System
A deep dive into the booming private credit market and how its rapid growth followed banks after 2008. Stories of fraud, weakened underwriting and valuation tricks that may hide losses. How retail investors got funneled into risky credit products and the liquidity traps that can leave savers stuck. Discussion of contagion risk to banks, insurers and millions of workers if lending tightens.
37 snips
Mar 15, 2026 • 29min
SpaceX IPO Scandal
A deep dive into the $1.75 trillion IPO target and the mechanics behind that jaw‑dropping valuation. Discussion of folding high‑burn AI and social platforms into a rocket company and the governance questions that raises. Skepticism about orbital data centers, lunar railgun ideas, and the engineering hurdles they face. Examination of low‑float tactics and index inclusion strategies that could funnel passive money into insiders.
