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The IRF Podcast

Por: irfpodcast

Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

100 episodios disponibles

Latest episodes of the podcast The IRF Podcast

“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money 16/10/2025

“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies 17/09/2025

“Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence 14/09/2025

“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory 14/08/2025

“Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research 07/08/2025

“Is The Inflationary Threat Being Ignored?”, Manoj Pradhan, Talking Heads Macro 13/06/2025

“Mispriced Markets in an Era of Uncertainty”, Helen Thomas, Blonde Money 30/04/2025

"A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?", Jonathan Wilmot, Wilmot ML 21/03/2025

"Global Financial Markets in an Era of Uncertainty", Ron William, RW Advisory 23/02/2025

“The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group 26/01/2025

“Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research 18/12/2024

“Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ 12/12/2024

“The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners 23/11/2024

“Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts 15/11/2024

"Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting 15/11/2024

China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens 13/11/2024

The Budget - In Reeves we Trust? Helen Thomas, Blonde Money 29/10/2024

Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF 24/10/2024

“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight 20/10/2024

"Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics 13/09/2024

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