The IRF Podcast

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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“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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