The IRF Podcast

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 with a long lead time. But so far other indicators...

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 and the relationship with commodity prices, bonds...

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 also explains why the 30-year forward price of gold...

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 focusing on the outlook for energy prices, bonds and equi...

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 rates and bond yields in 2023.   With respect to the...

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 polls. ----more----   This podcast explores why the...

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 provides a wide-ranging rundown on the outlook for commo...

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 Independent Research Providers on the outlook for inflat...

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, considering political and socio-economic factors...

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 discusses the prospects for Covid reopening in the c...

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 importance in both economic and geopolitical terms. With...

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 series aims to provide greater awareness around IRF's...

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 important signposts to the demographic, economic and...

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 relevant content. JP highlights research and draws on...

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 election. He shares with us the prospects for anothe...

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 Council on Foreign Relations. Leland is also a bo...

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 Markets Reform Programme for the think tank, Policy...

 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 Conrad’s own extensive experience of the relation...

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 consulting to leading institutions in Europe, Asia...

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 period of financial repression with low interest rates...

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 of History, which has striking parallels with the w...

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 on Ukraine, the USA has some obvious attractions....

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. ESG funds have become more popular with investors...

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 tight will it become? In this podcast, Brian Pelle...

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 financial considerations, he is therefore very likely...