The IRF Podcast
A podcast by irfpodcast
Categories:
93 Episodes
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“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory
Published: 11/14/2022 -
Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF
Published: 10/20/2022 -
“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro
Published: 10/4/2022 -
Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF
Published: 9/27/2022 -
“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners
Published: 9/7/2022 -
“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book
Published: 8/12/2022 -
“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money
Published: 8/4/2022 -
“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics
Published: 7/22/2022 -
“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI
Published: 7/21/2022 -
“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives
Published: 5/19/2022 -
“World War 3”, David Murrin, Global Forecaster
Published: 4/21/2022 -
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
Published: 4/4/2022 -
“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
Published: 3/11/2022 -
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
Published: 2/9/2022 -
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
Published: 2/2/2022 -
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
Published: 12/21/2021 -
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
Published: 12/14/2021 -
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
Published: 11/25/2021 -
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
Published: 11/4/2021 -
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
Published: 10/14/2021
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.