Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
The IRF podcast is delighted to be joined by Helen Thomas, founder and CEO of Blonde Money. Helen joins us to discuss Biden, Brexit and future pandemic disruption.
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Friday Jan 08, 2021
Friday Jan 08, 2021
An update on IRF and the overall independent investment research market with CEO and Founder, Edward Blad.
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
The IRF Podcast is joined by Eric Kress of Gossamer Consulting Group to discuss the video gaming sector.
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Friday Dec 11, 2020
Friday Dec 11, 2020
The IRF Podcast is joined by Dominique Dwor-Frecaut of Dwor-Frecaut Macro to discuss her big picture views with practical portfolio implications.
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Friday Nov 27, 2020
Friday Nov 27, 2020
In the wake of Biden’s US election victory, Brian Pellegrini of Intertemporal Economics joins the IRF Podcast to discuss the implications of the result politically and economically as we move into 2021.
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Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
The IRF Podcast is joined by Michael Howell of CrossBorder Capital to discuss The Big Liquidity Story.
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Friday Nov 20, 2020
Friday Nov 20, 2020
The IRF Podcast is joined by Charles Hess of Inferential Focus to discuss the reasons behind China's path of aggressive development across a range of industries and the potential outcomes.
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Tuesday Nov 03, 2020
Tuesday Nov 03, 2020
The IRF Podcast is joined by François Boutin-Dufresne of Sustainable Market Strategies to discuss his views on how ESG investing can result in a logical and dependable increase in alpha generation.
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Wednesday Oct 28, 2020
Wednesday Oct 28, 2020
The IRF Podcast is joined by Brunello Rosa of Rosa & Roubini Associates to discuss his long-term view that the European Union is facing serious internal problems and that the EU's internal issues could easily morph into a Populist controlled European Parliament.
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Wednesday Oct 21, 2020
Wednesday Oct 21, 2020
Peter Warburton joins the IRF podcast to discuss his theory on what regime change can mean for inflation and his thoughts on what effects the pacing of fiscal normalisation.
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