The IRF Podcast

“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money

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

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“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro

JP Smith of the IRF is joined by Patrick Perret-Green, the Founder of PPG Macro.

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“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors

David Osman of IRF is joined by Ben Rabidoux, the Founder of North Cove Advisors.

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“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research

David Osman of IRF is joined by Michael Churchill, the founder of Churchill Research.

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Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers.

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“The Fed’s Dim Chances of Getting Inflation Under Control”, David Ranson, HCWE & Co.

David Osman of IRF is joined by David Ranson, the president of HCWE & Co. for the latest episode of the IRF Podcast. Here David Ranson discusses the misunderstood causes of inflation and the consequent undermining of sound money as a store value. He highlights the importance of the quality of money, as opposed to the quantity. 

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Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the fourth episode of the IRF Research and Markets Podcast series, available on Apple, Spotify and Google.

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“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory

David Osman of the IRF is joined by Ron William, the Founder of RW Advisory to discuss the performance of the US dollar in 2022 and indicate how he expects it to perform against other major currencies in 2023.

 

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“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research

David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research. Musha Research was founded in 2009 following Ryoji Musha's long and distinguished career working for leading global investment banks in Japan and the USA since 1973. During that period, he achieved the top-rating for Japan Equity Strategy in the Institutional Investor polls.

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“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group

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

Jeffrey has been a prominent analyst and advisor on the commodities markets since the 1970s with work spanning precious metals, energy markets, base metals, the agricultural markets and economic analysis.

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