Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
Friday Nov 20, 2020
Friday Nov 20, 2020
The IRF Podcast is joined by Charles Hess of Inferential Focus to discuss the reasons behind China's path of aggressive development across a range of industries and the potential outcomes.
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Tuesday Nov 03, 2020
Tuesday Nov 03, 2020
The IRF Podcast is joined by François Boutin-Dufresne of Sustainable Market Strategies to discuss his views on how ESG investing can result in a logical and dependable increase in alpha generation.
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Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
The IRF Podcast is joined by Brunello Rosa of Rosa & Roubini Associates to discuss his long-term view that the European Union is facing serious internal problems and that the EU's internal issues could easily morph into a Populist controlled European Parliament.
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Wednesday Oct 21, 2020
Wednesday Oct 21, 2020
Peter Warburton joins the IRF podcast to discuss his theory on what regime change can mean for inflation and his thoughts on what effects the pacing of fiscal normalisation.
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Monday Oct 19, 2020
Monday Oct 19, 2020
David Ranson, President of HCWE joins the IRF Podcast today to discuss the concerns that he has for the US economy in the near future due to what he sees as a lack of effective policy in both the monetary and fiscal fields.
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Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
Global Forecaster's David Murrin joins the IRF Podcast to discuss his model for the growth and decline of civilisations - The Five Phase Life Cycle of Empires.
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Wednesday Sep 23, 2020
Wednesday Sep 23, 2020
CEO and Head of Research at PRC Macro, William Hess joins the IRF Podcast to discuss the global implications of policy inside China.
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Tuesday Sep 22, 2020
Tuesday Sep 22, 2020
The latest IRF Podcast features James Lucier, Managing Director at Capital Alpha Partners. James uses his extensive knowledge of D.C. trends and U.S. policy to give an insight into Washington's view of the election and what the consequences of a Biden win or Trump win would be respectively.
Monday Sep 07, 2020
Monday Sep 07, 2020
Michael Belkin uses his acclaimed proprietary forecast model to explain how long-term bond yields will affect the returns and structuring of investment portfolios going forward.
Monday Sep 07, 2020
Monday Sep 07, 2020
Experienced economist Andrew Hunt explains his process of interacting with policy makers and many of the world's central banks to give a fascinating look into the economic implications of Trump's presidency and the Chinese administration.