The IRF Podcast

“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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“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics

 JP Smith of the IRF is joined by John Ryding of RDQ Economics, a US based macro-economics consultancy which he founded along with former Bear Stearns colleague Conrad Dequadros in 2008, to discuss the outlook for the US economy over the coming months. 

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“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI

David Osman of the IRF is joined by Lane Dusserre, the President of SMI, a global equity market strategy advisory service, which was established in New York in 1962.

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“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives

David Osman of the IRF is joined by Peter Warburton, the Founder of Economic Perspectives, which he established in 1996.

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“World War 3”, David Murrin, Global Forecaster

David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster who is renowned for the development of unique and effective behavioural models, which when combined with a geopolitical overlay have a most impressive track record at predicting financial markets. David has also authored the highly acclaimed book, Breaking The Code of History, which has striking parallels with the work of Ray Dalio. 

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“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics

David Osman of the IRF is joined by Barry Knapp, the Managing Partner and Head of Macro & Public Policy Strategy at Ironsides Macroeconomics, which he founded in 2019 and is based in Colorado.

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“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research

David Osman of the IRF is joined by Julian Morris, the Chief Economist of Unicus Research, which is based in New York.

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“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics

David Osman of the IRF is joined by Brian Pellegrini, the founder of Intertemporal Economics, which is based in New York.

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“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy

Legendary strategist David Roche, founder and CEO of Independent Strategy, in conversation with the IRF's own JP Smith, himself a former specialist on Russia, focusing on the implications of the build up of Russia's forces around the borders of the Ukraine.

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