The IRF Podcast
A podcast by irfpodcast
97 Episoade
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“The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group
Publicat: 26.01.2025 -
“Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research
Publicat: 18.12.2024 -
“Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ
Publicat: 12.12.2024 -
“The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners
Publicat: 23.11.2024 -
“Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts
Publicat: 15.11.2024 -
"Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting
Publicat: 15.11.2024 -
China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens
Publicat: 13.11.2024 -
The Budget - In Reeves we Trust? Helen Thomas, Blonde Money
Publicat: 29.10.2024 -
Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF
Publicat: 24.10.2024 -
“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight
Publicat: 20.10.2024 -
"Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics
Publicat: 13.09.2024 -
“The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics
Publicat: 08.09.2024 -
"How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch
Publicat: 02.09.2024 -
“Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory
Publicat: 25.07.2024 -
“Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives
Publicat: 01.07.2024 -
“Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence
Publicat: 27.05.2024 -
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
Publicat: 24.04.2024 -
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
Publicat: 28.03.2024 -
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
Publicat: 20.03.2024 -
"Global Investing at a Time of War", David Murrin, Global Forecaster
Publicat: 28.02.2024
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
