David Osman of the IRF Podcast team is joined by William Hess, the co-CEO and co-Head of Research at PRC Macro, which is based in Beijing and New York.
October 7, 2021
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
Edward Blad of the IRF Podcast is joined by Jonathan Boyar, Managing Director of Boyar Research, to discuss US equity ideas.
September 6, 2021
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
David Osman of the IRF Podcast is joined by David Roche, President and Global Strategist of Independent Strategy, to discuss ‘investing during a saw tooth pandemic recovery’. Independent Strategy is a macro research company focused on long and short term investment, which is unafraid to challenge conventional wisdom. Read the rest of this entry »
August 10, 2021
“The Myths and Maths of Commodity Investing” Kathleen Kelley, Queen Anne’s Gate Capital
David Osman of the IRF Podcast is joined by Kathleen Kelley of Queen Anne's Gate Capital to discuss "The Myths and Maths of Commodity Investing". Read the rest of this entry »
Jamie Stewart of the IRF Podcast is joined by Callum Thomas, the founder of Topdown Charts to discuss ‘Global Policy Pivot and the Wake Up Call to Markets.’ Topdown Charts is a chart driven Macro Research House covering global asset allocation and economics. Read the rest of this entry »
Jamie Stewart of the IRF Podcast is joined by Richard Edwards, Founder of HED Capital Management, to discuss how to read the mood of the market. HED Capital Management use the tools of behavioural finance to study how shifts in crowd behaviour affect markets.
June 10, 2021
“Recovery from the Covid Crisis – Sizzle or Fizzle”, Carl Weinberg, High Frequency Economics
David Osman of the IRF Podcast is joined by Carl Weinberg, the Managing Director and Chief Economist at High Frequency Economics to discuss ‘Recovery from the Covid Crisis – Sizzle or Fizzle.’ High Frequency Economics has been a trusted source of economic intelligence for the financial community for over 30 years. Read the rest of this entry »
David Osman of the IRF Podcast is joined by Brian Pellegrini, the Founder and Senior Analyst at Intertemporal Economics. Intertemporal Economics bases its analysis on Macroeconomics.
Jamie Stewart of the IRF Podcast is joined by Derek Sicklen, Senior Economist at AAS Economics, to discuss whether bonds and bitcoin will survive the coming stagflation.
David Osman of the IRF Podcast is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro, to discuss ‘Demographics will Reverse 3 Multi-Decade Trends.’
