The IRF Podcast
Un pódcast de irfpodcast
97 Episodo
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“The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group
Publicado: 26/1/2025 -
“Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research
Publicado: 18/12/2024 -
“Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ
Publicado: 12/12/2024 -
“The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners
Publicado: 23/11/2024 -
“Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts
Publicado: 15/11/2024 -
"Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting
Publicado: 15/11/2024 -
China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens
Publicado: 13/11/2024 -
The Budget - In Reeves we Trust? Helen Thomas, Blonde Money
Publicado: 29/10/2024 -
Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF
Publicado: 24/10/2024 -
“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight
Publicado: 20/10/2024 -
"Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics
Publicado: 13/9/2024 -
“The Return of 1980s Currency Volatility”, Andrew Hunt, Andrew Hunt Economics
Publicado: 8/9/2024 -
"How Demographic Trends Will Impact Investment Performance", Shamil Ismail, Primaresearch
Publicado: 2/9/2024 -
“Global Financial Markets: Momentum, Risks and Outlook”, Ron William, RW Advisory
Publicado: 25/7/2024 -
“Monetary Policy and the Hidden Financial Stability Agenda”, Peter Warburton, Economic Perspectives
Publicado: 1/7/2024 -
“Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence
Publicado: 27/5/2024 -
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
Publicado: 24/4/2024 -
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
Publicado: 28/3/2024 -
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
Publicado: 20/3/2024 -
"Global Investing at a Time of War", David Murrin, Global Forecaster
Publicado: 28/2/2024
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
