Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
Dec 11, 2020
Dec 11, 2020
24 min
The IRF Podcast is joined by Dominique Dwor-Frecaut of Dwor-Frecaut Macro to discuss her big picture views with practical portfolio implications.
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Nov 27, 2020
Nov 27, 2020
15 min
In the wake of Biden’s US election victory, Brian Pellegrini of Intertemporal Economics joins the IRF Podcast to discuss the implications of the result politically and economically as we move into 2021.
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Nov 24, 2020
Nov 24, 2020
28 min
The IRF Podcast is joined by Michael Howell of CrossBorder Capital to discuss The Big Liquidity Story.
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Nov 20, 2020
Nov 20, 2020
16 min
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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Nov 3, 2020
Nov 3, 2020
15 min
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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Oct 28, 2020
Oct 28, 2020
15 min
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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Oct 21, 2020
Oct 21, 2020
18 min
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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Oct 19, 2020
Oct 19, 2020
14 min
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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Sep 29, 2020
Sep 29, 2020
24 min
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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Sep 23, 2020
Sep 23, 2020
19 min
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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