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Listen "Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF"
Episode Synopsis
IRF represents high-quality and differentiated Independent Research and Alternative Data Providers.
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This is the fifth episode of the IRF Research and Markets Podcast series.
In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusing on the lively debate over US inflation and the relationship with commodity prices, bonds and equity markets, with a particular emphasis on emerging market equities and the extent to which the consensus bullish view is consistent with the outlook for the key country constituents.
IRF Providers mentioned in this podcast include: CrossBorder Capital, Suttle Economics, PPG Macro, WilmotML, Talking Heads Macro, Minack Advisors, CHA-AM Advisors, Independent Strategy, PRC Macro, Copley Fund Research, Emerging Advisors Group, Alberdi Partners, Greenmantle.
----more----
This is the fifth episode of the IRF Research and Markets Podcast series.
In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusing on the lively debate over US inflation and the relationship with commodity prices, bonds and equity markets, with a particular emphasis on emerging market equities and the extent to which the consensus bullish view is consistent with the outlook for the key country constituents.
IRF Providers mentioned in this podcast include: CrossBorder Capital, Suttle Economics, PPG Macro, WilmotML, Talking Heads Macro, Minack Advisors, CHA-AM Advisors, Independent Strategy, PRC Macro, Copley Fund Research, Emerging Advisors Group, Alberdi Partners, Greenmantle.
More 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
“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory
14/08/2025
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