The IRF Podcast
A podcast by irfpodcast
Categories:
93 Episodes
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“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
Published: 10/7/2021 -
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
Published: 9/6/2021 -
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
Published: 8/10/2021 -
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
Published: 6/29/2021 -
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
Published: 6/22/2021 -
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
Published: 6/10/2021 -
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
Published: 6/1/2021 -
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
Published: 5/25/2021 -
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
Published: 5/12/2021 -
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
Published: 4/9/2021 -
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
Published: 3/5/2021 -
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
Published: 3/5/2021 -
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
Published: 2/17/2021 -
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
Published: 2/8/2021 -
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
Published: 2/4/2021 -
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
Published: 1/20/2021 -
"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory
Published: 1/15/2021 -
"Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money
Published: 1/12/2021 -
IRF Update 2021 Q1
Published: 1/8/2021 -
"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group
Published: 12/23/2020
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.