The IRF Podcast

93 Episodes

1. “Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 2/28/2024
17. “Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory

    Published: 1/25/2024
18. “Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies

    Published: 12/22/2023
19. “The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics

    Published: 11/28/2023
20. “The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group

    Published: 11/9/2023