The IRF Podcast

“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro

IRF’s JP Smith is joined by Donald Luskin of TrendMacro in this riveting podcast where Donald iterates his view that the post-pandemic bull market is not over.

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“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors

David Osman of the IRF is joined by James Aitken, the founder of Aitken Advisors, which is based in London.

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“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group

David Osman of the IRF is joined by Jeffrey Christian, the founder & managing partner at the CPM Group, which is based in New York.

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“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics

David Osman of the IRF Podcast team is joined by by Chris Watling, the founder, CEO and Chief Market Strategist at Longview Economics, which is based in London.

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”Where next for China’s big bang policy reforms”, William Hess, PRC Macro

David Osman of the IRF Podcast team is joined by William Hess, the co-CEO and co-Head of Research at PRC Macro, which is based in Beijing and New York.

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“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research

Edward Blad of the IRF Podcast is joined by Jonathan Boyar, Managing Director of Boyar Research, to discuss US equity ideas. 

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”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy

David Osman of the IRF Podcast is joined by David Roche, President and Global Strategist of Independent Strategy, to discuss ‘investing during a saw tooth pandemic recovery’.  Independent Strategy is a macro research company focused on long and short term investment, which is unafraid to challenge conventional wisdom.

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"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital

David Osman of the IRF Podcast is joined by Kathleen Kelley of Queen Anne's Gate Capital to discuss "The Myths and Maths of Commodity Investing".

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"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts

Jamie Stewart of the IRF Podcast is joined by Callum Thomas, the founder of Topdown Charts to discuss ‘Global Policy Pivot and the Wake Up Call to Markets.’ Topdown Charts is a chart driven Macro Research House covering global asset allocation and economics.

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"Reading the Mood of the Market" Richard Edwards, HED Capital Management

Jamie Stewart of the IRF Podcast is joined by Richard Edwards, Founder of HED Capital Management, to discuss how to read the mood of the market. HED Capital Management use the tools of behavioural finance to study how shifts in crowd behaviour affect markets.

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