PODCAST · business
The IRF Podcast
by irfpodcast
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
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"Global Financial Markets: The Future Will Be Nothing Like The Past", Manoj Pradhan, Talking Heads Macro
David 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 that he has co-authored with Charles Goodhart, which is entitled: “The Unanchored Central Banker: Demography, Fiscal...
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“Is the US Fed on a New Course and Now Off Course?”, Danielle DiMartino Booth, QI Research
David 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 her detailed analysis of the underlying trends in the US economy indicates that the US economic output is slowing…
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“Global Financial Markets: From Sunshine to Moonshine”, Ron William, RW Advisory
David 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 highlights those sectors and investment styles that should perform well during the remainder of this year from a structural and...
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“Managing Global Asset Allocation Portfolios In Challenging & Changing Times”, Chris Watling, Longview Economics
David 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. investment boom is impacting on the US economy and elsewhere. He discusses the underlying trends in income and...
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"The Resilience of the East Asian Economies"
David 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 shocks playing through in East Asia at present, one positive, one negative. He points out that the A.I. boom and the...
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“China: A Generational Pivot?”, Dinny McMahon, Trivium China
David 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 and the underlying state of the economy, including the ongoing deep-rooted problems in the property sector. Dinny then...
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“The US Economic Outlook: How to Cope with Full Employment”, Carl Weinberg, High Frequency Economics
David 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 data and discusses the risks to the outlook for the US economy, with particular reference to the impact on economic…
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“The Medium-Term Outlook for World Commodity Investments”, Jeffrey Christian, CPM Group
David 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 rundown on the outlook for commodity investments in 2026 and beyond. He begins with an assessment of the prospects for the...
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“Scaling the Crumbling Cliff of Worry”, Ron William, RW Advisory
David 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 markets could reach a major turning point in 2026 or later in this decade. Ron discusses the outlook for inflation and the...
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“A Resurgent Japan and the Economic Outlook for East Asia”, Paul Cavey, East Asia Econ
David 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 influencing the economic outlook for China, Japan, South Korea and Taiwan. He explains why he thinks that the overall...
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“Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster
David 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 influence of longer run cyclical trends on geopolitical risks, political factors, the world economic outlook and the…
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“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money
David 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 monetary policy in the highly-indebted developed world and the consequent growth in the importance of political risk…
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“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies
David 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 financial markets. Dimitris considers the impact of the Trump Administration’s immigration policies on a weakening…
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“Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence
David 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. ----more---- In doing so, he assesses the importance for investors of the way that the global markets for many individual...
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“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory
David 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 likely to influence the global financial markets during the remainder of this year and beyond. Ron outlines how, in the near...
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“Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research
David 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 landscape from Bitcoin and altcoins to stablecoins and tokenized instruments. In doing so, he reviews the emerging regulatory...
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“Is The Inflationary Threat Being Ignored?”, Manoj Pradhan, Talking Heads Macro
David 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 pointing towards a potential regime change in the rate of inflation, with reference to such factors as ageing...
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“Mispriced Markets in an Era of Uncertainty”, Helen Thomas, Blonde Money
The 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 been created by the Trump Administration and those policies designed to “Make America Great Again”. From a geopolitical...
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"A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?", Jonathan Wilmot, Wilmot ML
David 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 reference to the USA, China and the broader Macro implications. He then assesses President Trump’s agenda for his second term...
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"Global Financial Markets in an Era of Uncertainty", Ron William, RW Advisory
In 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 assesses the investment implications for the currency, bond, equity and commodity markets. In doing so, he highlights…
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“The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group
David Osman of the IRF is joined by Jeffrey Christian, the founder and managing partner of the CPM Group. Jeffrey Christian has been a prominent analyst and advisor on the commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, the agricultural…
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“Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research
David Osman of IRF is joined by Sharmila Whelan, the Founder of Westbourne Research. ----more---- In this podcast, Sharmila Whelan explains the business cycle foundations of her investment strategy and global asset allocation guidelines. She discusses the potential impact of the Trump 2.0...
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“Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ
David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ. ----more---- In this podcast, Paul Cavey discusses the various cyclical, geopolitical, political and structural factors that are influencing the economic outlook for China, Japan, South Korea and Taiwan. Paul assesses how...
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“The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners
David Osman of the IRF is joined by James Lucier, the Co-Founder and Managing Director of Capital Alpha Partners. ----more---- In this podcast, James Lucier discusses the quality of the appointments that president-elect Donald Trump is making for his next administration that begins on 20th…
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“Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts
In this podcast, Callum Thomas of Topdown Charts compares the current global interest rate cycle with the 3 previous ones. He points out what is different this time and what that might mean for the length and depth of this cycle. Callum then assesses the prospects for a reacceleration of economic...
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"Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting
Paul Hodges, Founder of New Normal Consulting draws on over 30 years of experience in the chemicals, energy and IT industries to outline the most likely scenarios in the wake of the recent US Presidential election, asking to what extent Donald Trump will be able to implement his stated agenda…
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China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens
Brian highlighted significant concerns about the Chinese economy, emphasising that its investment-led growth model is collapsing, with a real estate crisis leading to multi-trillion-dollar losses and debt deflation risks. He expressed scepticism about the effectiveness of anticipated stimulus...
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The Budget - In Reeves we Trust? Helen Thomas, Blonde Money
Helen Thomas of Blonde Money presents a three-part analysis of Rachel Reeves’ budget approach, focusing on her ideological foundations, probable budget content, and projected market impact. Thomas examines Reeves’ underlying ideology, shaped by a socialist perspective highlighted in her Mais...
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Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF
We hosted a group call on “Investing in Emerging Markets” with Manoj Pradhan, Talking Heads Macro and Jon Anderson, Emerging Advisors Group and JP Smith. JP kicked off the session by advocating for nuanced investment strategies and skilled active management rather than viewing EMs as a single…
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“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight
In this podcast Tobias Harris of Japan Foresight discusses the political situation in Japan and the potential impact of the new Prime Minister, Shigeru Ishida. Tobias then considers the various geopolitical concerns that Japan faces in the Northeast Asian region and the wider world. In…
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"Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics
In this podcast Diana Choyleva explains the reasons for her contrarian call on the near-term outlook for the Chinese currency. She discusses the deep-seated problems in the Chinese economy, particularly those in the property sector, and assesses the overall effectiveness of the government’s...
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“The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics
In this podcast Andrew Hunt discusses in detail the key underlying monetary trends in the main Western economies and explains why he expects a new era of lower interest rates and greater currency volatility as the post-Plaza world crumbles. After an assessment of the outlook for the US economy…
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"How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch
In this podcast Shamil Ismail discusses how the rapidly evolving demographic trends will impact on global financial markets. He points out that the strong growth of the global population over the past century provided a firm underpin for market growth. Shamil explains how these demographic trends...
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“Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory
David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- Ron William is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms. In this podcast Ron reviews the...
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“Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives
In this podcast Peter Warburton, the founder of Economic Perspectives, discusses the outlook for global inflation and the limited scope for action by the major central banks in the US, EU, UK and Japan. Peter also highlights his concerns about the conduct of fiscal policy in several countries…
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“Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence
David Osman of the IRF is joined by Wolfgang Munchau, the Founder of Eurointelligence. ----more---- In this podcast, Wolfgang Munchau assesses the outlook for Russia’s attritional war on Ukraine from a European perspective and discusses how it is likely to end. Wolfgang notes that the Ukraine…
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“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
In 2020, Manoj Pradhan and Charles Goodhart produced a very influential book, which was entitled: “The Great Demographic Reversal – Ageing Societies, Waning Inequality and an Inflation Revival”. In their book they predicted that in the medium-term inflation would take off and that interest rates...
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"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics. ----more---- ACG Analytics is an independent research firm that translates public policy for investment fund managers and analysts. Their research focuses on specific policy issues and actions in the United...
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"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
JP Smith of the IRF is joined by Nicholas Watson, Managing Director of Teneo Political Risk Advisory, to discuss whether the recently elected President Javier Milei will be able to succeed where his predecessors have failed, namely to implement the necessary measures which would lead to a durable...
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"Global Investing at a Time of War", David Murrin, Global Forecaster
David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster, who is renowned for the development of unique and effective behavioural models that predict financial markets. ----more---- In this podcast, David Murrin discusses the importance of the Kondratiev (K-wave)…
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“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- Ron William is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research & institutional firms. He specialises in blended, top-down,...
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“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice. ----more---- In this podcast Lenka Martinek reviews the performance of ESG...
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“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics. ----more---- Brian founded Intertemporal Economics in 2018. Previously he worked with Bernard Connolly as a senior analyst at Connolly Insight, where he specialised in geopolitical…
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“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group. ----more---- Jeffrey has been a prominent analyst and advisor on the commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, the agricultural...
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“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
David Osman of the IRF is joined by Marcos Buscaglia, the Founder of Alberdi Partners. ----more---- In this podcast Marcos discusses the political and economic outlook for various countries in Latin America, including Argentina, Brazil, Chile and Ecuador. Marcos founded Alberdi Partners in 2016…
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“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research. Ryoji Musha founded Musha Research in 2009 following a long and distinguished career working for leading global investment banks in Japan and the USA since 1973. During that period, he achieved the top-rating for…
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“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
David Osman of IRF is joined by Ron William, the Founder of RW Advisory. Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms. ----more---- In this podcast Ron reviews the performance of…
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“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke environmental, social & governance-related research and investment advice. ----more---- ESG investing has become an essential aspect of the services…
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“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
In conversation with the IRF's JP Smith, Mark Latham Founder and CEO of Commodity Intelligence explains how his news story driven AI process helps the team to identify prevailing narratives in the market and potential inflection points. ----more---- Over the past three years this approach has led...
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“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
This latest episode of the IRF Podcast looks at the outlook for the Turkish economy and financial assets in the wake of Turkey's 2023 first-round election. ----more---- IRF Senior Advisor, JP Smith hosts Michael Harris, Founder of Cribstone Strategic Macro, who's been ranked number one strategist...
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Frequently Asked Questions
How many episodes does The IRF Podcast have?
The IRF Podcast currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The IRF Podcast about?
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
How often does The IRF Podcast release new episodes?
The IRF Podcast has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The IRF Podcast?
You can listen to The IRF Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The IRF Podcast?
The IRF Podcast is created and hosted by irfpodcast.
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