In this podcast Peter Warburton, the founder of Economic Perspectives, discusses the outlook for global inflation and the limited scope for action by the major central banks in the US, EU, UK and Japan. Peter also highlights his concerns about the conduct of fiscal policy in several countries since 2019. In doing so, he outlines his contrarian view…

David Osman of the IRF is joined by Wolfgang Munchau, the Founder of Eurointelligence. ----more---- In this podcast, Wolfgang Munchau assesses the outlook for Russia’s attritional war on Ukraine from a European perspective and discusses how it is likely to end. Wolfgang notes that the Ukraine war, and other global developments, have had a profound …

In 2020, Manoj Pradhan and Charles Goodhart produced a very influential book, which was entitled: “The Great Demographic Reversal – Ageing Societies, Waning Inequality and an Inflation Revival”. In their book they predicted that in the medium-term inflation would take off and that interest rates would increase in response to secular trends, such as…

David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics. ----more---- ACG Analytics is an independent research firm that translates public policy for investment fund managers and analysts. Their research focuses on specific policy issues and actions in the United States, the European Union, Asia and Latin America. Th…

JP Smith of the IRF is joined by Nicholas Watson, Managing Director of Teneo Political Risk Advisory, to discuss whether the recently elected President Javier Milei will be able to succeed where his predecessors have failed, namely to implement the necessary measures which would lead to a durable stabilisation of the crisis-stricken Argentinian eco…

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 that predict financial markets. ----more---- In this podcast, David Murrin discusses the importance of the Kondratiev (K-wave) commodity super-cycle to the outlook both for inflation and …

David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- Ron William is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research & institutional firms. He specialises in blended, top-down, semi-discretionary analysis, driven by cycles and by his p…

The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice. ----more---- In this podcast Lenka Martinek reviews the performance of ESG investments in 2023 and highlights the influence of gl…

David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics. ----more---- Brian founded Intertemporal Economics in 2018. Previously he worked with Bernard Connolly as a senior analyst at Connolly Insight, where he specialised in geopolitical event risk, monetary policy, labour markets and energy. …

David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group. ----more---- Jeffrey has been a prominent analyst and advisor on the commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, the agricultural markets and economic analysis. In this podcast Jeff prov…

David Osman of the IRF is joined by Marcos Buscaglia, the Founder of Alberdi Partners. ----more---- In this podcast Marcos discusses the political and economic outlook for various countries in Latin America, including Argentina, Brazil, Chile and Ecuador. Marcos founded Alberdi Partners in 2016 to provide economic, political and market research ser…

David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research. Ryoji Musha founded Musha Research in 2009 following a long and distinguished career working for leading global investment banks in Japan and the USA since 1973. During that period, he achieved the top-rating for Japan Equity Strategy in the Institutional Investor polls…

David Osman of IRF is joined by Ron William, the Founder of RW Advisory. Ron is a market strategist with over 20 years of experience producing macro research and trading strategies for leading economic research and institutional firms. ----more---- In this podcast Ron reviews the performance of the US dollar in the first half of this year and asses…

The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke environmental, social & governance-related research and investment advice. ----more---- ESG investing has become an essential aspect of the services that many financial institutions provide for their clie…

In conversation with the IRF's JP Smith, Mark Latham Founder and CEO of Commodity Intelligence explains how his news story driven AI process helps the team to identify prevailing narratives in the market and potential inflection points. ----more---- Over the past three years this approach has led to some very timely calls, including a relatively be…

This latest episode of the IRF Podcast looks at the outlook for the Turkish economy and financial assets in the wake of Turkey's 2023 first-round election. ----more---- IRF Senior Advisor, JP Smith hosts Michael Harris, Founder of Cribstone Strategic Macro, who's been ranked number one strategist for Turkey thirteen times. Mike outlines the probabl…

The IRF is joined by Brian Pellegrini, the Founder of Intertemporal Economics. ----more---- In this podcast Brian Pellegrini discusses the political factors that influence the recurring problems relating to Congress passing legislation to raise the US debt ceiling. Brian reflects on the various fiscal, monetary and macro-prudential policy dilemmas …

The IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast Helen reflects on Rishi Sunak’s premiership so far and assesses the prospects for the UK economy and financial markets in the year ahead. She discusses the outlook for economic growth, inflation and monetary policy. Helen compares the outlook for inte…

JP Smith of the IRF is joined by Patrick Perret-Green, the Founder of PPG Macro. ----more---- In this podcast Patrick argues that the impact of the problems in the banking sector is likely to be highly disinflationary as the contraction in credit creation outweighs the creation of money by the US Fed. Whilst the stock of money supply remains extrem…

David Osman of IRF is joined by Ben Rabidoux, the Founder of North Cove Advisors. ----more---- They discuss the importance of the housing sector as a driver of consumer spending and broader economic growth in Canada. The Canadian government is trying to achieve a soft-landing with the central bank providing an appropriate degree of monetary tighten…

David Osman of IRF is joined by Michael Churchill, the founder of Churchill Research. ----more---- In this podcast Michael discusses the economic and financial implications of the worst bond yield inversion for 40 years. He argues that the curve inversion is saying that the Fed is overdoing it. Historically, that is a recession predictor – albeit w…

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. ----more---- This is the fifth episode of the IRF Research and Markets Podcast series. In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusing on the lively debate over US inflation …

David Osman of IRF is joined by David Ranson, the president of HCWE & Co. for the latest episode of the IRF Podcast. Here David Ranson discusses the misunderstood causes of inflation and the consequent undermining of sound money as a store value. He highlights the importance of the quality of money, as opposed to the quantity. ----more---- David al…

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the fourth episode of the IRF Research and Markets Podcast series, available on Apple, Spotify and Google. ----more---- In this edition, experienced market practitioner JP Smith reviews the analysis and views of some key IRF Providers focusin…

David Osman of the IRF is joined by Ron William, the Founder of RW Advisory to discuss the performance of the US dollar in 2022 and indicate how he expects it to perform against other major currencies in 2023. ----more---- Ron compares the similar trends in the US and UK government bond markets and points out the implications for both interest rate…

David Osman of the IRF is joined by Ryoji Musha, the Founder of Musha Research. Musha Research was founded in 2009 following Ryoji Musha's long and distinguished career working for leading global investment banks in Japan and the USA since 1973. During that period, he achieved the top-rating for Japan Equity Strategy in the Institutional Investor p…

David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of CPM Group. Jeffrey has been a prominent analyst and advisor on the commodities markets since the 1970s with work spanning precious metals, energy markets, base metals, the agricultural markets and economic analysis. ----more---- In this podcast Jeffrey provid…

IRF represents high-quality and differentiated Independent Research and Alternative Data Providers. This is the third episode of the IRF Research and Markets Podcast series, available on Apple, Spotify and Google. ----more---- In this edition experienced market practitioner, JP Smith examines the analysis and views of the IRF's best-in-class Indepe…

In this latest episode of the IRF Podcast series, available on Apple, Spotify and Google, JP Smith of the IRF is joined by Dr Peter Warburton, Founder of Economic Perspectives, to discuss the structural outlook for the UK economy in the wake of the recent budget. ----more---- Economic Perspectives take an eclectic approach to the inflation outlook,…

JP Smith of the IRF is joined by Anne Stevenson-Yang Co-Founder and CEO of J Capital Research to discuss the political and economic outlook in China. ----more---- J Capital combines both top-down macro and bottom-up industry and company specific analysis in the research and consultancy service for institutional investors. In this podcast, Anne disc…

David Osman of the IRF is joined by Zekeriya Ozturk, the Founder of iRes Independent Financial Research & Advisory. What does the future hold for Turkish politics, the economy and the financial markets? In a world that has become more divided between East and West, Turkey’s position at the crossroads of Europe and Asia gives it even greater importa…

We are delighted to bring you the next episode of IRF's new podcast series, Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, hosted by JP Smith.----more---- JP is an experienced market practitioner as former Head of EM Equity & Chief Strategist at Pictet and Equity Strategist at Deutsche Bank. This podcast ser…

David Osman of the IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In 2019, Manoj Pradhan and Charles Goodhart co-authored a very influential book, entitled: “The Great Demographic Reversal – Ageing Societies, Waning Inequality and an Inflation Revival”. With its focus on longer-term trends, this book sets out im…

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. ----more----This podcast aims to provide greater awareness around the IRF's Independent Research Providers by generating topical and rele…

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 el…

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. ----more---- Leland Miller is a noted authority on China’s economy and financial system. He is an elected member of the National Committee on US-China Relations, the Economic Club of New York and the…

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. ----more---- Helen Thomas has had an impressive career in both finance and politics. Helen was an adviser to the former Chancellor of the Exchequer, George Osborne and she also created the Financial Ma…

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. ----more---- John describes the process and approach of RDQ fusing economic history and John and C…

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. ----more---- Lane Dusserre is an expert in global investment management, with a long career that has included portfolio management at top European institutions and investment advisory …

David Osman of the IRF is joined by Peter Warburton, the Founder of Economic Perspectives, which he established in 1996. ----more---- Peter Warburton discusses the way that the UK cost of living crisis is being compounded by a cost of credit crisis. Peter argues that following the global financial crisis in 2008/09, there has been a prolonged perio…

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 o…

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.----more---- In a world that has been rocked by a global pandemic, supply chain disruptions, an energy crisis and the ramifications of Russia’s atrocious war …

David Osman of the IRF is joined by Julian Morris, the Chief Economist of Unicus Research, which is based in New York.----more---- In addition to his expertise in economic and financial matters, Julian Morris is an acknowledged expert on environmental, health and technology issues with nearly three decades of relevant experience for ESG investing. …

David Osman of the IRF is joined by Brian Pellegrini, the founder of Intertemporal Economics, which is based in New York. ----more----Central banks around the world face difficult choices with respect to the trade-off between employment and inflation, none more so than the US Federal Reserve. Monetary policy is becoming less accommodative, but how …

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.----more---- Putin's prioritises political and ideological motives over economic and/or finan…

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.----more---- Recalling past crises, Donald remarks that such events promote rapid innovation. In the case of the Covid-19 pandemic, technological innovations have partly facilitated vast grow…

David Osman of the IRF is joined by James Aitken, the founder of Aitken Advisors, which is based in London.----more---- Consumers are becoming increasingly focused on ESG investing, not just for environmental reasons, but also for social and governance matters. This, along with increasing ESG financial regulation, is putting greater pressures on th…

David Osman of the IRF is joined by Jeffrey Christian, the founder & managing partner at the CPM Group, which is based in New York.----more---- Bond and equity markets have risen to valuation levels that are expensive. In the face of rising inflationary expectations, several of the major central banks are now looking to tighten their monetary polic…

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. ----more----Many global investors have come to the conclusion that the equity markets are the best place to investment at present. This has been an important factor driving the rise in stoc…

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. ----more----With global investors becoming increasingly concerned about the recent big bang policy developments in China, PRC Macro is ideally positioned to identify and analyse key developments in …