All Episodes
The IRF Podcast — 100 episodes
"Global Financial Markets: The Future Will Be Nothing Like The Past", Manoj Pradhan, Talking Heads Macro
“Is the US Fed on a New Course and Now Off Course?”, Danielle DiMartino Booth, QI Research
“Global Financial Markets: From Sunshine to Moonshine”, Ron William, RW Advisory
“Managing Global Asset Allocation Portfolios In Challenging & Changing Times”, Chris Watling, Longview Economics
"The Resilience of the East Asian Economies"
“China: A Generational Pivot?”, Dinny McMahon, Trivium China
“The US Economic Outlook: How to Cope with Full Employment”, Carl Weinberg, High Frequency Economics
“The Medium-Term Outlook for World Commodity Investments”, Jeffrey Christian, CPM Group
“Scaling the Crumbling Cliff of Worry”, Ron William, RW Advisory
“A Resurgent Japan and the Economic Outlook for East Asia”, Paul Cavey, East Asia Econ
“Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster
“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money
“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies
“Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence
“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory
“Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research
“Is The Inflationary Threat Being Ignored?”, Manoj Pradhan, Talking Heads Macro
“Mispriced Markets in an Era of Uncertainty”, Helen Thomas, Blonde Money
"A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?", Jonathan Wilmot, Wilmot ML
"Global Financial Markets in an Era of Uncertainty", Ron William, RW Advisory
“The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group
“Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research
“Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ
“The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners
“Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts
"Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting
China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens
The Budget - In Reeves we Trust? Helen Thomas, Blonde Money
Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF
“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight
"Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics
“The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics
"How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch
“Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory
“Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives
“Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
"Global Investing at a Time of War", David Murrin, Global Forecaster
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook for the US Economy and Financial Markets in 2024”, Brian Pellegrini, Intertemporal Economics
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE & Co.
Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF
“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory
“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research
“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group
Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF
“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives
“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research
“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory
Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF
“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro
Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF
“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners
“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book
“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money
“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics
“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI
“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives
“World War 3”, David Murrin, Global Forecaster
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital