The IRF Podcast

A podcast by irfpodcast

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93 Episodes

  1. “Finding US Equity Ideas”, Jonathan Boyar, Boyar Research

    Published: 10/7/2021
  2. ”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy

    Published: 9/6/2021
  3. "The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital

    Published: 8/10/2021
  4. "Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts

    Published: 6/29/2021
  5. "Reading the Mood of the Market" Richard Edwards, HED Capital Management

    Published: 6/22/2021
  6. "Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics

    Published: 6/10/2021
  7. "The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics

    Published: 6/1/2021
  8. “Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics

    Published: 5/25/2021
  9. "Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro

    Published: 5/12/2021
  10. "Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics

    Published: 4/9/2021
  11. “How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews

    Published: 3/5/2021
  12. "Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics

    Published: 3/5/2021
  13. "The US Economy After The Great Interruption" David Ranson, HCWE & Co.

    Published: 2/17/2021
  14. "Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives

    Published: 2/8/2021
  15. "Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook

    Published: 2/4/2021
  16. "The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital

    Published: 1/20/2021
  17. "Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory

    Published: 1/15/2021
  18. "Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money

    Published: 1/12/2021
  19. IRF Update 2021 Q1

    Published: 1/8/2021
  20. "Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group

    Published: 12/23/2020

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