The IRF Podcast

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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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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