The IRF Podcast

97 Episodes

1. “The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group

   Published: 12/13/2022
2. Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF

   Published: 12/5/2022
3. “The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives

   Published: 11/25/2022
4. “Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research

   Published: 11/14/2022
5. “Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory

   Published: 11/14/2022
6. Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF

   Published: 10/20/2022
7. “The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro

   Published: 10/4/2022
8. Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF

   Published: 9/27/2022
9. “US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners

   Published: 9/7/2022
10. “China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book

    Published: 8/12/2022
11. “UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money

    Published: 8/4/2022
12. “The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics

    Published: 7/22/2022
13. “Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI

    Published: 7/21/2022
14. “The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives

    Published: 5/19/2022
15. “World War 3”, David Murrin, Global Forecaster

    Published: 4/21/2022
16. “The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics

    Published: 4/4/2022
17. “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
18. “Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics

    Published: 2/9/2022
19. “Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy

    Published: 2/2/2022
20. “Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro

    Published: 12/21/2021