Podcasts by The IRF Podcast

“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics from 2023-11-28T18:13:31

David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics.

----more----

Brian founded Intertemporal Economics in 2018. Previou...

“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group from 2023-11-09T11:19:56

David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group.

----more----

Jeffrey has been a prominent analyst and advisor on the commo...

“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners from 2023-11-03T10:56:43

David Osman of the IRF is joined by Marcos Buscaglia, the Founder of Alberdi Partners.

----more----

In this podcast Marcos discusses the political and economic outlook for various ...

“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research from 2023-09-15T09:20:59

David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research.

Ryoji Musha founded Musha Research in 2009 following a long and distinguished career working for l...

“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory from 2023-07-17T23:07:23

David Osman of IRF is joined by Ron William, the Founder of RW Advisory.

Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for le...

“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies from 2023-06-26T23:12:25

The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke environmental, social & governance-related resea...

“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence from 2023-06-26T22:24:57

In conversation with the IRF's JP Smith, Mark Latham Founder and CEO of Commodity Intelligence explains how his news story driven AI process helps the team to identify prevailing narratives in t...

“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro from 2023-05-17T10:53:05

This latest episode of the IRF Podcast looks at the outlook for the Turkish economy and financial assets in the wake of Turkey's 2023 first-round election.

----more----

IRF Senior ...

“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics from 2023-05-15T22:16:44

The IRF is joined by Brian Pellegrini, the Founder of Intertemporal Economics.

----more----

In this podcast Brian Pellegrini discusses the political factors that influence the recu...

“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money from 2023-04-18T14:25:47

The IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money.

----more----

In this podcast Helen reflects on Rishi Sunak’s premiership so far and assesses the pros...

“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro from 2023-04-08T13:53:41

JP Smith of the IRF is joined by Patrick Perret-Green, the Founder of PPG Macro.

----more----

In this podcast Patrick argues that the impact of the problems in the banking sector i...

“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors from 2023-03-03T15:43:18

David Osman of IRF is joined by Ben Rabidoux, the Founder of North Cove Advisors.

----more----

They discuss the importance of the housing sector as a driver of consumer spending an...

“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research from 2023-03-02T11:51:38

David Osman of IRF is joined by Michael Churchill, the founder of Churchill Research.

----more----

In this podcast Michael discusses the economic and financial implications of the ...

Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF from 2023-03-02T11:42:21

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers.

----more----

This is the fifth episode of the IRF Research and Markets Podcast ...

“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE&Co. from 2023-02-02T23:06:21

David Osman of IRF is joined by David Ranson, the president of HCWE & Co. for the latest episode of the IRF Podcast. Here David Ranson discusses the misunderstood causes of inflation and the con...

Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF from 2023-01-18T13:55:25

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the fourth episode of the IRF Research and Markets Podcast series, available on Apple,...

“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory from 2022-12-20T14:00:40

David Osman of the IRF is joined by Ron William, the Founder of RW Advisory to discuss the performance of the US dollar in 2022 and indicate how he expects it to perform against other major curr...

“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research from 2022-12-14T18:06:03

David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research. Musha Research was founded in 2009 following Ryoji Musha's long and distinguished career working for leading globa...

“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group from 2022-12-13T17:32:58

David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of CPM Group.

Jeffrey has been a prominent analyst and advisor on the commodities markets since the...

Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF from 2022-12-05T20:06:03

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the third episode of the IRF Research and Markets Podcast series, available on Apple, ...

“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives from 2022-11-25T19:31:43

In this latest episode of the IRF Podcast series, available on Apple, Spotify and Google, JP Smith of the IRF is joined by Dr Peter Warburton, Founder of Economic Perspectives, to discuss the st...

“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research from 2022-11-14T20:14:07

JP Smith of the IRF is joined by Anne Stevenson-Yang Co-Founder and CEO of J Capital Research to discuss the political and economic outlook in China.

----more----

J Capital combine...

“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research&Advisory from 2022-11-14T20:08:17

David Osman of the IRF is joined by Zekeriya Ozturk, the Founder of iRes Independent Financial Research & Advisory.

What does the future hold for Turkish politics, the economy and the fin...

Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF from 2022-10-20T12:53:54

We are delighted to bring you the next episode of IRF's new podcast series, Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, hosted by JP Smith.----more---...

“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro from 2022-10-04T12:51:03

David Osman of the IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro.

----more----

In 2019, Manoj Pradhan and Charles Goodhart co-authored a very influential bo...

Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF from 2022-09-27T12:40:19

The IRF is excited to announce a new podcast series titled ‘Research and Markets’ hosted by JP Smith, an experienced market practitioner as former Head of EM Equity at Pictet and Sell-Side Strat...

“US Politics: The Prospects for 2023&2024”, James Lucier, Capital Alpha Partners from 2022-09-07T21:35:22

David Osman of the IRF is joined by James Lucier, Managing Director of Capital Alpha Partners, a leading provider of American strategic policy research and political forecasting. James discusse...

“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book from 2022-08-12T22:14:26

David Osman of the IRF is joined by Leland Miller, the Founder and CEO of China Beige Book, an independent advisory firm that was established in 2010.

----more----

Leland Miller is...

“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money from 2022-08-04T12:35:09

David Osman of the IRF is joined by Helen Thomas, the Founder and CEO of Blonde Money, an independent consultancy firm that was established in 2014.

----more----

Helen Thomas has h...

“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics from 2022-07-22T14:16:45

 JP Smith of the IRF is joined by John Ryding of RDQ Economics, a US based macro-economics consultancy which he founded along with former Bear Stearns colleague Conrad Dequadros in 2008, to disc...

“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI from 2022-07-21T22:58:32

David Osman of the IRF is joined by Lane Dusserre, the President of SMI, a global equity market strategy advisory service, which was established in New York in 1962.

----more----

L...

“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives from 2022-05-19T11:46:31

David Osman of the IRF is joined by Peter Warburton, the Founder of Economic Perspectives, which he established in 1996.

----more----

Peter Warburton discusses the way that the UK ...

“World War 3”, David Murrin, Global Forecaster from 2022-04-21T15:55:29

David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster who is renowned for the development of unique and eff...

“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics from 2022-04-04T11:45:31

David Osman of the IRF is joined by Barry Knapp, the Managing Partner and Head of Macro & Public Policy Strategy at Ironsides Macroeconomics, which he founded in 2019 and is based in Colorado.--...

“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 from 2022-03-11T12:29:10

David Osman of the IRF is joined by Julian Morris, the Chief Economist of Unicus Research, which is based in New York.----more----

In addition to his expertise in economic and financial m...

“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics from 2022-02-09T14:15:04

David Osman of the IRF is joined by Brian Pellegrini, the founder of Intertemporal Economics, which is based in New York.

----more----Central banks around the world face difficult choices...

“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy from 2022-02-02T18:08:09

Legendary strategist David Roche, founder and CEO of Independent Strategy, in conversation with the IRF's own JP Smith, himself a former specialist on Russia, focusing on the implications of the...

“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro from 2021-12-21T15:45:53

IRF’s JP Smith is joined by Donald Luskin of TrendMacro in this riveting podcast where Donald iterates his view that the post-pandemic bull market is not over.----more----

Recalling past...

“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors from 2021-12-14T17:30:03

David Osman of the IRF is joined by James Aitken, the founder of Aitken Advisors, which is based in London.----more----

Consumers are becoming increasingly focused on ESG investing, not j...

“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group from 2021-11-25T16:38:36

David Osman of the IRF is joined by Jeffrey Christian, the founder & managing partner at the CPM Group, which is based in New York.----more----

Bond and equity markets have risen to valua...

“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics from 2021-11-04T09:59:05

David Osman of the IRF Podcast team is joined by by Chris Watling, the founder, CEO and Chief Market Strategist at Longview Economics, which is based in London.

----more----Many global in...

”Where next for China’s big bang policy reforms”, William Hess, PRC Macro from 2021-10-14T10:51:21

David Osman of the IRF Podcast team is joined by William Hess, the co-CEO and co-Head of Research at PRC Macro, which is based in Beijing and New York.

----more----With global investors ...

“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research from 2021-10-07T10:38:21

Edward Blad of the IRF Podcast is joined by Jonathan Boyar, Managing Director of Boyar Research, to discuss US equity ideas. 

----more----

Boyar Research carries out fundamental re...

”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy from 2021-09-06T16:57:17

David Osman of the IRF Podcast is joined by David Roche, President and Global Strategist of Independent Strategy, to discuss ‘investing during a saw tooth pandemic recovery’....

"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital from 2021-08-10T12:28:05

David Osman of the IRF Podcast is joined by Kathleen Kelley of Queen Anne's Gate Capital to discuss "The Myths and Maths of Commodity Investing".----more----

Katheen Kelley, the CEO of Qu...

"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts from 2021-06-29T12:41:59

Jamie Stewart of the IRF Podcast is joined by Callum Thomas, the founder of Topdown Charts to discuss ‘Global Policy Pivot and the Wake Up Call to Markets.’ Topdown Charts is a chart driven Macr...

"Reading the Mood of the Market" Richard Edwards, HED Capital Management from 2021-06-22T17:40:22

Jamie Stewart of the IRF Podcast is joined by Richard Edwards, Founder of HED Capital Management, to discuss how to read the mood of the market. HED Capital Management use the tools of behaviour...

"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics from 2021-06-10T17:17:42

David Osman of the IRF Podcast is joined by Carl Weinberg, the Managing Director and Chief Economist at High Frequency Economics to discuss ‘Recovery from the Covid Crisis – Sizzle or Fizzle.’ H...

"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics from 2021-06-01T12:35:54

David Osman of the IRF Podcast is joined by Brian Pellegrini, the Founder and Senior Analyst at Intertemporal Economics. Intertemporal Economics bases its analysis on Macroeconomics.

----...

"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics from 2021-06-01T12:35:54

David Osman of the IRF Podcast is joined by Brian Pellegrini, the Founder and Senior Analyst at Intertemporal Economics. Intertemporal Economics bases its analysis on Macroeconomics.

“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics from 2021-05-25T17:18:50

Jamie Stewart of the IRF Podcast is joined by Derek Sicklen, Senior Economist at AAS Economics, to discuss whether bonds and bitcoin will survive the coming stagflation.

----more----

"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro from 2021-05-12T14:52:39

David Osman of the IRF Podcast is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro, to discuss ‘Demographics will Reverse 3 Multi-Decade Trends.’

----more----

There i...

"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics from 2021-04-09T09:48:41

David Osman of the IRF Podcast is joined by Michael Taylor of Coldwater Economics to discuss: ‘Normality – What is it and can the Financial Markets cope with it?'----more----

Michael Tayl...

“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews from 2021-03-05T11:29:47

Edward Blad, CEO and Founder of IRF, is joined by Jules Hull of StockViews. StockViews is a fundamental research firm providing clients with indepth reports on Long and Short ideas sourced from ...

"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics from 2021-03-05T10:09:18

David Osman of the IRF Podcast is joined by Barry Knapp, Managing Partner and Head of Macro and Public Policy Strategy at Ironsides Macroeconomics to discuss ‘Fiscal Dominance – What are the Eco...

"The US Economy After The Great Interruption" David Ranson, HCWE&Co. from 2021-02-17T11:08:15

David Osman of the IRF Podcast is joined once again by David Ranson, President of HCWE & Co. HCWE has a clientele of institutional investors, hedge funds and family offices throughout North Amer...

"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives from 2021-02-08T13:31:35

David Osman of the IRF Podcast is joined once again by acclaimed economist and author Peter Warburton of Economic Perspectives to discuss whether a bleak future is in store for the UK economy. <...

"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook from 2021-02-04T12:56:30

IRF CEO & Founder Edward Blad is joined by Damanick Dantes, CMT of Dantes Outlook for this episode of the IRF Podcast titled 'Top Trades Around the World in 2021'.

----more----Damanick e...

"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital from 2021-01-20T11:17:53

The IRF Podcast’s David Osman is joined by Kathleen Kelley of Queen Anne’ Gate Capital to discuss ‘The Outlook for Commodity Prices in 2021’.

----more----Kathleen Kelley brings with her ...

"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory from 2021-01-15T10:05:03

The IRF podcast is delighted to be joined by Ron William, founder of RW Advisory. Ron joins us to discuss what to expect as we enter 2021, sharing over twenty years of market experience.

...

"Biden, Brexit and the Pandemic in 2021&2022" Helen Thomas, Blonde Money from 2021-01-12T10:49:26

The IRF podcast is delighted to be joined by Helen Thomas, founder and CEO of Blonde Money. Helen joins us to discuss Biden, Brexit and future pandemic disruption.

----more----With almos...

IRF Update 2021 Q1 from 2021-01-08T10:43:24

An update on IRF and the overall independent investment research market with CEO and Founder, Edward Blad.

"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group from 2020-12-23T10:42:06

The IRF Podcast is joined by Eric Kress of Gossamer Consulting Group to discuss the video gaming sector.

----more----Eric highlights game releases throughout 2020 and what to expect in 2...

"If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro from 2020-12-11T10:50:22

The IRF Podcast is joined by Dominique Dwor-Frecaut of Dwor-Frecaut Macro to discuss her big picture views with practical portfolio implications.

----more----She highlights 2021 as being...

"US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics from 2020-11-27T13:01:31

In the wake of Biden’s US election victory, Brian Pellegrini of Intertemporal Economics joins the IRF Podcast to discuss the implications of the result politically and economically as we move in...

"The Big Liquidity Story" Michael Howell, CrossBorder Capital from 2020-11-24T16:33:54

The IRF Podcast is joined by Michael Howell of CrossBorder Capital to discuss The Big Liquidity Story.

----more----CrossBorder Capital brings a different perspective to understanding capi...

"China's Development Plans for 2021-2035" Charles Hess, Inferential Focus from 2020-11-20T10:46:08

The IRF Podcast is joined by Charles Hess of Inferential Focus to discuss the reasons behind China's path of aggressive development across a range of industries and the potential outcomes.

"How ESG Investing Can Consistently Generate Alpha" François Boutin-Dufresne, Sustainable Market Strategies from 2020-11-03T15:31:12

The IRF Podcast is joined by François Boutin-Dufresne of Sustainable Market Strategies to discuss his views on how ESG investing can result in a logical and dependable increase in alpha generati...

"The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa&Roubini Associates from 2020-10-28T14:56:54

The IRF Podcast is joined by Brunello Rosa of Rosa & Roubini Associates to discuss his long-term view that the European Union is facing serious internal problems and that the EU's internal issue...

"The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives from 2020-10-21T16:18:55

Peter Warburton joins the IRF podcast to discuss his theory on what regime change can mean for inflation and his thoughts on what effects the pacing of fiscal normalisation.

----more----...

"The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE from 2020-10-19T11:04:56

David Ranson, President of HCWE joins the IRF Podcast today to discuss the concerns that he has for the US economy in the near future due to what he sees as a lack of effective policy in both th...

"The Five Phases of Empire" David Murrin, Global Forecaster from 2020-09-29T17:51:54

Global Forecaster's David Murrin joins the IRF Podcast to discuss his model for the growth and decline of civilisations - The Five Phase Life Cycle of Empires.

----more----David's career...

"China's Plan for the Next 5 Years" William Hess, PRC Macro from 2020-09-23T10:43:14

CEO and Head of Research at PRC Macro, William Hess joins the IRF Podcast to discuss the global implications of policy inside China.

----more----William has previously acted as President...

"The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners from 2020-09-22T14:56:06

The latest IRF Podcast features James Lucier, Managing Director at Capital Alpha Partners. James uses his extensive knowledge of D.C. trends and U.S. policy to give an insight into Washington's ...

"Rising Long-term Bond Yields and Their Portfolio Implications" Michael Belkin, The Belkin Report from 2020-09-07T12:48:10

Michael Belkin uses his acclaimed proprietary forecast model to explain how long-term bond yields will affect the returns and structuring of investment portfolios going forward.

"Trump's America&Fortress China" Andrew Hunt, Andrew Hunt Economics from 2020-09-07T12:43:10

Experienced economist Andrew Hunt explains his process of interacting with policy makers and many of the world's central banks to give a fascinating look into the economic implications of Trump'...