The IRF Podcast

Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF

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

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“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives

In this latest episode of the IRF Podcast series, available on Apple, Spotify and Google, JP Smith of the IRF is joined by Dr Peter Warburton, Founder of Economic Perspectives, to discuss the structural outlook for the UK economy in the wake of the recent budget.

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“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research

JP Smith of the IRF is joined by Anne Stevenson-Yang Co-Founder and CEO of J Capital Research to discuss the political and economic outlook in China.

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“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory

David Osman of the IRF is joined by Zekeriya Ozturk, the Founder of iRes Independent Financial Research & Advisory.

What does the future hold for Turkish politics, the economy and the financial markets? In a world that has become more divided between East and West, Turkey’s position at the crossroads of Europe and Asia gives it even greater importance in both economic and geopolitical terms. With a population of over 84 million people and a GDP per capita of over US$8,000, Turkey has enormous emerging market potential. Zekeriya has over 25 years of top-quality experience of the financial markets in Turkey and in other emerging economies.

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Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF

We are delighted to bring you the next episode of IRF's new podcast series, Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, hosted by JP Smith.

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“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro

David Osman of the IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro.

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Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF

The IRF is excited to announce a new podcast series titled ‘Research and Markets’ hosted by JP Smith, an experienced market practitioner as former Head of EM Equity at Pictet and Sell-Side Strategist at Deutsche.

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“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners

David Osman of the IRF is joined by James Lucier, Managing Director of Capital Alpha Partners, a leading provider of American strategic policy research and political forecasting. James discusses the outlook for the US mid-term congressional elections and how these may impact President Biden’s 4-year term in the run-up to the next US presidential election. He shares with us the prospects for another Biden versus Trump race for the White House in 2024 and considers some of the other younger candidates in the Democrat and Republican parties who may come to the fore. With cost of living and interest rates rising, continuing Covid struggles, strained US-China relations, and Russia’s war on Ukraine, James assesses what all this means for US financial markets in the remainder of this year and in 2023.

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“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book

David Osman of the IRF is joined by Leland Miller, the Founder and CEO of China Beige Book, an independent advisory firm that was established in 2010.

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“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money

David Osman of the IRF is joined by Helen Thomas, the Founder and CEO of Blonde Money, an independent consultancy firm that was established in 2014.

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