The IRF Podcast
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Category: Investing
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Episodes: 81
Description
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
| Episode | Date |
|---|---|
|
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
|
Apr 24, 2024 |
|
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
|
Mar 28, 2024 |
|
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
|
Mar 20, 2024 |
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"Global Investing at a Time of War", David Murrin, Global Forecaster
|
Feb 28, 2024 |
|
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
|
Jan 25, 2024 |
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“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
|
Dec 22, 2023 |
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“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
|
Nov 28, 2023 |
|
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
|
Nov 09, 2023 |
|
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
|
Nov 03, 2023 |
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“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
|
Sep 15, 2023 |
|
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
|
Jul 17, 2023 |
|
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
|
Jun 26, 2023 |
|
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
|
Jun 26, 2023 |
|
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
|
May 17, 2023 |
|
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
|
May 15, 2023 |
|
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
|
Apr 18, 2023 |
|
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
|
Apr 08, 2023 |
|
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
|
Mar 03, 2023 |
|
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
|
Mar 02, 2023 |
|
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
|
Mar 02, 2023 |
|
“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE & Co.
|
Feb 02, 2023 |
|
Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF
|
Jan 18, 2023 |
|
“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory
|
Dec 20, 2022 |
|
“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research
|
Dec 14, 2022 |
|
“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group
|
Dec 13, 2022 |
|
Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF
|
Dec 05, 2022 |
|
“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives
|
Nov 25, 2022 |
|
“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research
|
Nov 14, 2022 |
|
“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory
|
Nov 14, 2022 |
|
Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF
|
Oct 20, 2022 |
|
“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro
|
Oct 04, 2022 |
|
Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF
|
Sep 27, 2022 |
|
“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners
|
Sep 07, 2022 |
|
“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book
|
Aug 12, 2022 |
|
“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money
|
Aug 04, 2022 |
|
“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics
|
Jul 22, 2022 |
|
“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI
|
Jul 21, 2022 |
|
“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives
|
May 19, 2022 |
|
“World War 3”, David Murrin, Global Forecaster
|
Apr 21, 2022 |
|
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
|
Apr 04, 2022 |
|
“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research
|
Mar 11, 2022 |
|
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
|
Feb 09, 2022 |
|
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
|
Feb 02, 2022 |
|
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
|
Dec 21, 2021 |
|
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
|
Dec 14, 2021 |
|
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
|
Nov 25, 2021 |
|
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
|
Nov 04, 2021 |
|
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
|
Oct 14, 2021 |
|
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
|
Oct 07, 2021 |
|
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
|
Sep 06, 2021 |
|
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
|
Aug 10, 2021 |
|
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
|
Jun 29, 2021 |
|
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
|
Jun 22, 2021 |
|
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
|
Jun 10, 2021 |
|
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
|
Jun 01, 2021 |
|
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
|
May 25, 2021 |
|
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
|
May 12, 2021 |
|
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
|
Apr 09, 2021 |
|
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
|
Mar 05, 2021 |
|
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
|
Mar 05, 2021 |
|
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
|
Feb 17, 2021 |
|
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
|
Feb 08, 2021 |
|
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
|
Feb 04, 2021 |
|
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
|
Jan 20, 2021 |
|
"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory
|
Jan 15, 2021 |
|
"Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money
|
Jan 12, 2021 |
|
IRF Update 2021 Q1
|
Jan 08, 2021 |
|
"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group
|
Dec 23, 2020 |
|
"If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro
|
Dec 11, 2020 |
|
"US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics
|
Nov 27, 2020 |
|
"The Big Liquidity Story" Michael Howell, CrossBorder Capital
|
Nov 24, 2020 |
|
"China's Development Plans for 2021-2035" Charles Hess, Inferential Focus
|
Nov 20, 2020 |
|
"How ESG Investing Can Consistently Generate Alpha" François Boutin-Dufresne, Sustainable Market Strategies
|
Nov 03, 2020 |
|
"The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa & Roubini Associates
|
Oct 28, 2020 |
|
"The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives
|
Oct 21, 2020 |
|
"The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE
|
Oct 19, 2020 |
|
"The Five Phases of Empire" David Murrin, Global Forecaster
|
Sep 29, 2020 |
|
"China's Plan for the Next 5 Years" William Hess, PRC Macro
|
Sep 23, 2020 |
|
"The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners
|
Sep 22, 2020 |
|
"Rising Long-term Bond Yields and Their Portfolio Implications" Michael Belkin, The Belkin Report
|
Sep 07, 2020 |
|
"Trump's America & Fortress China" Andrew Hunt, Andrew Hunt Economics
|
Sep 07, 2020 |