The IRF Podcast
Un podcast de irfpodcast
97 Épisodes
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“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
Publié: 14/12/2021 -
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
Publié: 25/11/2021 -
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
Publié: 04/11/2021 -
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
Publié: 14/10/2021 -
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
Publié: 07/10/2021 -
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
Publié: 06/09/2021 -
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
Publié: 10/08/2021 -
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
Publié: 29/06/2021 -
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
Publié: 22/06/2021 -
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
Publié: 10/06/2021 -
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
Publié: 01/06/2021 -
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
Publié: 25/05/2021 -
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
Publié: 12/05/2021 -
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
Publié: 09/04/2021 -
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
Publié: 05/03/2021 -
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
Publié: 05/03/2021 -
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
Publié: 17/02/2021 -
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
Publié: 08/02/2021 -
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
Publié: 04/02/2021 -
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
Publié: 20/01/2021
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
