Boom and Bust with authors, John Turner and William Quinn

Note: This video is for educational and informational purposes only and does not constitute investment advice in any way.

Also available on YouTube and Spotify.

Thank you to everyone who joined this session for our April book, the FT book of the year, Boom and Bust with the authors John Turner and William Quinn.

The authors have dedicated their careers to researching Bubbles and this book brings together some of their foremost thinking. They pick through 10 bubbles from history and analyse the mechanics, the people, and the fallout from each. They land on a framework for recognising bubbles, akin to the heat triangle of fuel, heat and oxygen following a spark, they use Monet/Credit, Speculation and Marketability and they outline how it applies in the bubbles they have chosen.

The running order is as follows:

1. 00:00 - 02:55 | Intro

2. 02:55 - 05:00 | Spark & Nuance

3. 05:00 - 08:31 | Innovative Scots

4. 08:31 - 13:04 | Application to Investing

5. 13:04 - 15:05 | Author Conversation - Intro

6. 15:05 - 16:30 | The Heat Triangle Framework

7. 16:30 - 18:28 | Examples of Political Sparks

8. 18:28 - 20:02 | Reaching for Yield

9. 21:20 - 22:20 | Stages of a bubble

10. 22:20 - 23:50 | The right type of bubble

11. 23:50 - 25:25 | I want to ride my bicycle….shares

12. 25:25 - 27:20 | John Law, not Wellington, defeated Napoleon

13. 27:20 - 30:15 | The role and incentive of Journalism

14. 30:15 - 31:40 | Gregor McGregor King of Poyais

15. 31:40 - 35:19 | Railways, an infrastructure capex bubble

16. 35:19 - 40:20 | Bubblier times

17. 40:20 - 44:02 | AI - political or technological bubble?

I hope you enjoy this session for our BREAKINGWATERS BOOK for April 2026.

If you missed reading along for April then don’t fret, 📖 From now until June 12th at BREAKINGWATERS Books, we will be reading Money Men, the true story of Wirecard, the major tech fraud story broken by Financial Times Investigative Journalist, Dan McCrum.

🕵️ 𝗦𝗵𝗼𝗿𝘁 𝘀𝗲𝗹𝗹𝗲𝗿𝘀, 𝘄𝗵𝗶𝘀𝘁𝗹𝗲𝗯𝗹𝗼𝘄𝗲𝗿𝘀, 𝗽𝗼𝗿𝗻𝗼𝗴𝗿𝗮𝗽𝗵𝗲𝗿𝘀, 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗺𝗶𝗹𝗶𝘁𝗶𝗮𝘀, 𝗵𝗮𝗰𝗸𝗲𝗿𝘀, 𝘀𝗽𝗶𝗲𝘀, 𝗳𝗮𝗸𝗲 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝘀, 𝗳𝗮𝗸𝗲 𝗿𝗲𝘃𝗲𝗻𝘂𝗲𝘀, 𝗮𝗻𝗱 𝗲𝘃𝗲𝗻 𝗮 𝗳𝗮𝗸𝗲 𝗱𝗲𝗮𝘁𝗵 - Money Men by Dan McCrum has it all!

REGISTER: Money Men Q&A with Author Dan McCrum

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