The IRF Podcast

97 Episodes

1. “The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group

   Published: 1/26/2025
2. “Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research

   Published: 12/18/2024
3. “Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ

   Published: 12/12/2024
4. “The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners

   Published: 11/23/2024
5. “Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts

   Published: 11/15/2024
6. "Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting

   Published: 11/15/2024
7. China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens

   Published: 11/13/2024
8. The Budget - In Reeves we Trust? Helen Thomas, Blonde Money

   Published: 10/29/2024
9. Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF

   Published: 10/24/2024
10. “Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight

    Published: 10/20/2024
11. "Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics

    Published: 9/13/2024
12. “The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics

    Published: 9/8/2024
13. "How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch

    Published: 9/2/2024
14. “Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory

    Published: 7/25/2024
15. “Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives

    Published: 7/1/2024
16. “Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence

    Published: 5/27/2024
17. “Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro

    Published: 4/24/2024
18. "The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics

    Published: 3/28/2024
19. "The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo

    Published: 3/20/2024
20. "Global Investing at a Time of War", David Murrin, Global Forecaster

    Published: 2/28/2024