The IRF Podcast

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 growth. Thus, despite the challenge of reliably measur...

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 the investment decisions of institutional investors....

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 policy stance. Interest rates are generally expected to...

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 stock markets to higher and higher valuations in recen...

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 the Chinese economy, not least in the property sec...

Edward Blad of the IRF Podcast is joined by Jonathan Boyar, Managing Director of Boyar Research, to discuss US equity ideas.  ----more---- Boyar Research carries out fundamental research rigorously going through company’s financial statements, tearing them apart and reconstructing them in accordance with economic reality as opposed to generally accepted accounting principles. They seek possible in...

David Osman of the IRF Podcast is joined by David Roche, President and Global Strategist of Independent Strategy, to discuss ‘investing during a saw tooth pandemic recovery’.  Independent Strategy is a macro research company focused on long and short term investment, which is unafraid to challenge conventional wisdom. ----more---- David explains that a normal cyclical recovery post pandemic is imp...

David Osman of the IRF Podcast is joined by Kathleen Kelley of Queen Anne's Gate Capital to discuss "The Myths and Maths of Commodity Investing".----more---- Katheen Kelley, the CEO of Queen Anne’s Gate Capital, is a former commodities fund manager at Tudor Investment and Kingdon Capital. Kathleen is adamant we are not entering a commodity super cycle because every commodity comes with its own cyc...

Jamie Stewart of the IRF Podcast is joined by Callum Thomas, the founder of Topdown Charts to discuss ‘Global Policy Pivot and the Wake Up Call to Markets.’ Topdown Charts is a chart driven Macro Research House covering global asset allocation and economics.----more---- Callum gives clear and expert insight into investment strategy, the projects that can be covered by charts and creates a 3 dimens...

Jamie Stewart of the IRF Podcast is joined by Richard Edwards, Founder of HED Capital Management, to discuss how to read the mood of the market. HED Capital Management use the tools of behavioural finance to study how shifts in crowd behaviour affect markets. ----more---- Richard begins by emphasising the importance of mood in determining price movements in the market. By examining the ebbs and fl...

David Osman of the IRF Podcast is joined by Carl Weinberg, the Managing Director and Chief Economist at High Frequency Economics to discuss ‘Recovery from the Covid Crisis – Sizzle or Fizzle.’ High Frequency Economics has been a trusted source of economic intelligence for the financial community for over 30 years.----more---- The Fed is facing a crisis and there is no good policy option to be had....

David Osman of the IRF Podcast is joined by Brian Pellegrini, the Founder and Senior Analyst at Intertemporal Economics. Intertemporal Economics bases its analysis on Macroeconomics. ----more---- Following the election of President Biden, US politics is entering an uncertain period ahead of the mid-term elections next year. The Republican Party are struggling to come to terms with the truth of Tru...

Jamie Stewart of the IRF Podcast is joined by Derek Sicklen, Senior Economist at AAS Economics, to discuss whether bonds and bitcoin will survive the coming stagflation. ----more---- Given the dramatic deployment of monetary and fiscal policy over the past year there has been a renewed interest in money supply. Derek outlined what makes his monetary framework different from those of other economis...

David Osman of the IRF Podcast is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro, to discuss ‘Demographics will Reverse 3 Multi-Decade Trends.’ ----more---- There is a growing concern that the Covid-19 pandemic could mark the dividing line between the deflationary forces of the past 30-40 years and resurgent inflation. Manoj discusses the three key demographic trends that will almo...

David Osman of the IRF Podcast is joined by Michael Taylor of Coldwater Economics to discuss: ‘Normality – What is it and can the Financial Markets cope with it?'----more---- Michael Taylor founded Coldwater Economics in 2008 following a distinguished career, based mainly in Asia, as a Senior Economist and Head of Equity Research with several leading investment banks including Morgan Stanley and D...

Edward Blad, CEO and Founder of IRF, is joined by Jules Hull of StockViews. StockViews is a fundamental research firm providing clients with indepth reports on Long and Short ideas sourced from European markets. ----more----Recently StockViews has developed a ground-breaking piece of software called Dragonfly, which systematically highlights potential risks in three major areas: Accounting, Earnin...

David Osman of the IRF Podcast is joined by Barry Knapp, Managing Partner and Head of Macro and Public Policy Strategy at Ironsides Macroeconomics to discuss ‘Fiscal Dominance – What are the Economic Implications of this new US Paradigm.’ ----more----Barry has had a long and distinguished career in equity derivatives/principal trading/equity strategy research/unconstrained fixing and investment an...

David Osman of the IRF Podcast is joined once again by David Ranson, President of HCWE & Co. HCWE has a clientele of institutional investors, hedge funds and family offices throughout North America and Europe. ----more---- With the uneven roll-out of Covid19 vaccines around the world this year, there is a wider than usual range of forecasts for economic growth and inflation both in 2021 and in 202...

David Osman of the IRF Podcast is joined once again by acclaimed economist and author Peter Warburton of Economic Perspectives to discuss whether a bleak future is in store for the UK economy. ----more----Peter is pessimistic about the prospects of the UK economy in the next 3-4 years despite the UK’s relatively strong growth forecast for the year. Whilst Peter predicts a ‘spirited rebound’ in eco...

IRF CEO & Founder Edward Blad is joined by Damanick Dantes, CMT of Dantes Outlook for this episode of the IRF Podcast titled 'Top Trades Around the World in 2021'. ----more----Damanick explains his market outlook for 2021 including his thoughts on why the market is still in a risk-on scenario and why pullbacks and corrections in the market provide a buying opportunity for investors, particularly i...

The IRF Podcast’s David Osman is joined by Kathleen Kelley of Queen Anne’ Gate Capital to discuss ‘The Outlook for Commodity Prices in 2021’. ----more----Kathleen Kelley brings with her over 25 years of experience in global macro research with frequent television appearances on CNBC and Bloomberg. The podcast touches on the case for commodities to take a leading role in the global economic recover...

The IRF podcast is delighted to be joined by Ron William, founder of RW Advisory. Ron joins us to discuss what to expect as we enter 2021, sharing over twenty years of market experience. ----more----The podcast indicates January as the crucial barometer for determining market performance for the year ahead and assesses some of the imminent risks facing market stability. Ron determines that Asia’s...

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. ----more----With almost twenty years of experience, Helen cuts through the noise to reveal the political and economic events that drive financial market changes. The podcast looks ahead into 2021 and 2022 to reveal the long-term effects...

An update on IRF and the overall independent investment research market with CEO and Founder, Edward Blad.

The IRF Podcast is joined by Eric Kress of Gossamer Consulting Group to discuss the video gaming sector. ----more----Eric highlights game releases throughout 2020 and what to expect in 2021 as well his recommendations and track record. Companies covered include EA, Activision, Ubisoft, Nintendo and Roblox. Gossamer Consulting Group is an independent research boutique that provides investors and in...