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Listen "Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF"
Episode Synopsis
IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the third 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 examines the analysis and views of the IRF's best-in-class Independent Research Providers on the outlook for inflation, China, emerging markets and the Russia/Ukraine conflict.
JP outlines the shift in the market environment compared with the post-GFC period from 2009 to 2020 and suggests strategies for investors to preserve the real value of their assets.
Independent Research Providers mentioned in this episode include: Aitken Advisors, Minack Advisors, Talking Heads Macro, Andrew Hunt Economics, Teneo, J Capital Research, CrossBorder Capital, The pH Report, Independent Strategy, Alef Advisory, Totem Macro and Emerging Advisors Group.
----more----
In this edition experienced market practitioner, JP Smith examines the analysis and views of the IRF's best-in-class Independent Research Providers on the outlook for inflation, China, emerging markets and the Russia/Ukraine conflict.
JP outlines the shift in the market environment compared with the post-GFC period from 2009 to 2020 and suggests strategies for investors to preserve the real value of their assets.
Independent Research Providers mentioned in this episode include: Aitken Advisors, Minack Advisors, Talking Heads Macro, Andrew Hunt Economics, Teneo, J Capital Research, CrossBorder Capital, The pH Report, Independent Strategy, Alef Advisory, Totem Macro and Emerging Advisors Group.
More episodes of the podcast The IRF Podcast
“Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster
26/10/2025
“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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