The IRF Podcast

“China: A Generational Pivot?”, Dinny McMahon, Trivium China

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

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“The US Economic Outlook: How to Cope with Full Employment”, Carl Weinberg, High Frequency Economics

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.

 

“The Medium-Term Outlook for World Commodity Investments”, Jeffrey Christian, CPM Group

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

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“Scaling the Crumbling Cliff of Worry”, Ron William, RW Advisory

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

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“A Resurgent Japan and the Economic Outlook for East Asia”, Paul Cavey, East Asia Econ

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

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“Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster

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

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“Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money

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

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“Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies

David Osman of IRF is joined by Dimitris Valatsas, the Chief Economist at Auroa Macro Strategies.

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“Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence

David Osman of IRF is joined by James Burdass, the Managing Partner at Commodity Intelligence to discuss the evolving role of commodities in a global multi-asset portfolio.

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“Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory

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

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