The IRF Podcast

David Osman of IRF is joined by Ron William, the Founder of RW Advisory.

In this podcast Ron assesses the underlying cyclical trends in the global financial markets and highlights those sectors and investment styles that should perform well during the remainder of this year from a structural and tactical perspective.

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David Osman of IRF is joined by Chris Watling, the Founder, CEO & Chief Market Strategist at Longview Economics.

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David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ.

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David Osman of IRF is joined by Dinny McMahon, the Head of China Markets Research at Trivium China.

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David Osman of IRF is joined by Carl Weinberg the Founder, Managing Director and Chief Economist at High Frequency Economics.

In this podcast Carl Weinberg assesses the latest data and discusses the risks to the outlook for the US economy, with particular reference to the impact on economic growth and consumer price inflation of a labour market that has reached the level of full employment. Carl then reviews the risks and the uncertain impact on the US economy and the rest of the world of the Trump Administration’s tariff measures, given the erratic nature of the tariffs and their illegality. In addition, Carl discusses the conduct of US monetary policy and the outlook for US interest rates with reference to the prospective changes in the Chair of the Federal Reserve in May.

Prior to founding High Frequency Economics in 1988, Carl Weinberg was the Chief Economist at Shearson Lehman Brothers. Carl has also worked at the Organisation for Economic Co-operation and Development (OECD) in Paris as a member of the economic forecasting unit. He currently teaches a graduate course in international finance at New York University.

High Frequency Economics (HFE) provides sophisticated investors with insights on the global economy and financial markets. HFE produces unbiased and provocative analysis that assists the investment decisions of institutional investors.

 

David Osman of IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group.

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David Osman of IRF is joined by Ron William, the Founder of RW Advisory.

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David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ.

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David Osman of IRF is joined by David Murrin, the Founder of Global Forecaster.

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David Osman of IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money.

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