The IRF Podcast

93 Episodes

1. "If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro

   Published: 12/11/2020
2. "US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics

   Published: 11/27/2020
3. "The Big Liquidity Story" Michael Howell, CrossBorder Capital

   Published: 11/24/2020
4. "China's Development Plans for 2021-2035" Charles Hess, Inferential Focus

   Published: 11/20/2020
5. "How ESG Investing Can Consistently Generate Alpha" François Boutin-Dufresne, Sustainable Market Strategies

   Published: 11/3/2020
6. "The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa & Roubini Associates

   Published: 10/28/2020
7. "The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives

   Published: 10/21/2020
8. "The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE

   Published: 10/19/2020
9. "The Five Phases of Empire" David Murrin, Global Forecaster

   Published: 9/29/2020
10. "China's Plan for the Next 5 Years" William Hess, PRC Macro

    Published: 9/23/2020
11. "The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners

    Published: 9/22/2020
12. "Rising Long-term Bond Yields and Their Portfolio Implications" Michael Belkin, The Belkin Report

    Published: 9/7/2020
13. "Trump's America & Fortress China" Andrew Hunt, Andrew Hunt Economics

    Published: 9/7/2020