The IRF Podcast

97 Episodes

1. “The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors

   Published: 12/14/2021
2. “The Outlook for Precious Metals”, Jeffrey Christian, CPM Group

   Published: 11/25/2021
3. “When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics

   Published: 11/4/2021
4. ”Where next for China’s big bang policy reforms”, William Hess, PRC Macro

   Published: 10/14/2021
5. “Finding US Equity Ideas”, Jonathan Boyar, Boyar Research

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 1/20/2021