The IRF Podcast
by irfpodcast
Latest episode
"Global Financial Markets: The Future Will Be Nothing Like The…
"Global Financial Markets: The Future Will Be Nothing Like The…
About this podcast
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
The newest 20 of 100 episodes
- "Global Financial Markets: The Future Will Be Nothing Like The Past", Manoj Pradhan, Talking Heads Macro · 33 min · Episode 117David Osman of IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In this podcast, Manoj discusses some of the key aspects of his latest book…
- “Is the US Fed on a New Course and Now Off Course?”, Danielle DiMartino Booth, QI Research · 25 min · Episode 116David Osman of IRF is joined by Danielle DiMartino Booth, the Founder, CEO & Chief Strategist of QI Research. ----more---- In this podcast Danielle DiMartino Booth explains how…
- “Global Financial Markets: From Sunshine to Moonshine”, Ron William, RW Advisory · 22 min · Episode 115David Osman of IRF is joined by Ron William, the Founder of RW Advisory. In this podcast Ron assesses the underlying cyclical trends in the global financial markets and…
- “Managing Global Asset Allocation Portfolios In Challenging & Changing Times”, Chris Watling, Longview Economics · 27 min · Episode 114David Osman of IRF is joined by Chris Watling, the Founder, CEO & Chief Market Strategist at Longview Economics. ----more---- In this podcast, Chris Watling explains how the A.I…
- "The Resilience of the East Asian Economies" · 28 min · Episode 113David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ. ----more---- In this podcast, Paul Cavey of East Asia Econ explains that there are two terms of trades…
- “China: A Generational Pivot?”, Dinny McMahon, Trivium China · 33 min · Episode 112David Osman of IRF is joined by Dinny McMahon, the Head of China Markets Research at Trivium China. ----more---- In this podcast, Dinny McMahon assesses China’s economic policies…
- “The US Economic Outlook: How to Cope with Full Employment”, Carl Weinberg, High Frequency Economics · 15 min · Episode 111David Osman of IRF is joined by Carl Weinberg the Founder, Managing Director and Chief Economist at High Frequency Economics. In this podcast Carl Weinberg assesses the latest…
- “The Medium-Term Outlook for World Commodity Investments”, Jeffrey Christian, CPM Group · 20 min · Episode 110David Osman of IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group. ----more---- In this podcast Jeffrey Christian provides an informative…
- “Scaling the Crumbling Cliff of Worry”, Ron William, RW Advisory · 21 min · Episode 109David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- This podcast assesses the longer-term cyclical factors that indicate global financial…
- “A Resurgent Japan and the Economic Outlook for East Asia”, Paul Cavey, East Asia Econ · 26 min · Episode 108David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ. ----more---- In this podcast, Paul Cavey discusses the various cyclical and structural themes that are…
- “Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster · 40 min · Episode 107David Osman of IRF is joined by David Murrin, the Founder of Global Forecaster. ----more---- In this podcast they discuss David Murrin's ‘5 Stages of Empire’ model and the…
- “Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money · 30 min · Episode 106David Osman of IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast they discuss the increasing focus on fiscal policy relative to…
- “Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies · 18 min · Episode 105David Osman of IRF is joined by Dimitris Valatsas, the Chief Economist at Auroa Macro Strategies. ----more---- In this podcast they discuss the prospects for US economy and the…
- “Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence · 23 min · Episode 104David Osman of IRF is joined by James Burdass, the Managing Partner at Commodity Intelligence to discuss the evolving role of commodities in a global multi-asset portfolio…
- “Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory · 20 min · Episode 103David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- In this episode they discuss the longer run cyclical trends and other factors that are…
- “Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research · 26 min · Episode 102David Osman of IRF is joined by Hamza Ghani, the Head of Crypto Research at ABCG Research. ----more---- In this podcast, Hamza explains the rapidly evolving crypto asset…
- “Is The Inflationary Threat Being Ignored?”, Manoj Pradhan, Talking Heads Macro · 24 min · Episode 101David Osman of IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In this podcast, Manoj Pradhan discusses the global structural factors that are…
- “Mispriced Markets in an Era of Uncertainty”, Helen Thomas, Blonde Money · 40 min · Episode 100The IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast Helen discusses the nature and extent of the various uncertainties that have…
- "A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?", Jonathan Wilmot, Wilmot ML · 29 min · Episode 99David Osman of IRF is joined by Jonathan Wilmot of Wilmot ML. In this podcast, Jonathan Wilmot discusses the future development of artificial intelligence with particular…
- "Global Financial Markets in an Era of Uncertainty", Ron William, RW Advisory · 21 min · Episode 98In this podcast Ron William of RW Advisory discusses the cyclical trends and other factors that will be having an impact on the global financial markets in 2025 and beyond. Ron…
