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Listen "Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF"
Episode Synopsis
IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the fourth episode of the IRF Research and Markets Podcast series, available on Apple, Spotify and Google.
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In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusing on the outlook for energy prices, bonds and equities in the light of recent developments in China and the conflict between Russia and the Ukraine.
This episode includes: CrossBorder Capital, Talking Heads Macro, The pH Report, Emerging Advisors Group, PRC Macro, Global Forecaster, Independent Strategy, Greenmantle, Eurointelligence, CHA-AM Advisors, Totem Macro, Variant Perception and Copley Fund Research.
----more----
In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusing on the outlook for energy prices, bonds and equities in the light of recent developments in China and the conflict between Russia and the Ukraine.
This episode includes: CrossBorder Capital, Talking Heads Macro, The pH Report, Emerging Advisors Group, PRC Macro, Global Forecaster, Independent Strategy, Greenmantle, Eurointelligence, CHA-AM Advisors, Totem Macro, Variant Perception and Copley Fund Research.
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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