The IRF Podcast
Un pódcast de irfpodcast
97 Episodo
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“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
Publicado: 14/12/2021 -
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
Publicado: 25/11/2021 -
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
Publicado: 4/11/2021 -
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
Publicado: 14/10/2021 -
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
Publicado: 7/10/2021 -
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
Publicado: 6/9/2021 -
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
Publicado: 10/8/2021 -
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
Publicado: 29/6/2021 -
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
Publicado: 22/6/2021 -
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
Publicado: 10/6/2021 -
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
Publicado: 1/6/2021 -
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
Publicado: 25/5/2021 -
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
Publicado: 12/5/2021 -
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
Publicado: 9/4/2021 -
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
Publicado: 5/3/2021 -
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
Publicado: 5/3/2021 -
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
Publicado: 17/2/2021 -
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
Publicado: 8/2/2021 -
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
Publicado: 4/2/2021 -
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
Publicado: 20/1/2021
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
