The IRF Podcast
1) “China: A Generational Pivot?”, Dinny McMahon, Trivium China
David Osman of IRF is joined by Dinny McMahon, the Head of China Markets Research at Trivium China. ----more---- In this podcast, Dinny McMahon assesses China’s economic policies and the underlying st...Show More
2) “The US Economic Outlook: How to Cope with Full Employment”, Carl Weinberg, High Frequency Economics
David Osman of IRF is joined by Carl Weinberg the Founder, Managing Director and Chief Economist at High Frequency Economics. In this podcast Carl Weinberg assesses the latest data and discusses the r...Show More
3) “The Medium-Term Outlook for World Commodity Investments”, Jeffrey Christian, CPM Group
David Osman of IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group. ----more---- In this podcast Jeffrey Christian provides an informative rundown on the outlook for ...Show More
4) “Scaling the Crumbling Cliff of Worry”, Ron William, RW Advisory
David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- This podcast assesses the longer-term cyclical factors that indicate global financial markets could reach a major ...Show More
5) “A Resurgent Japan and the Economic Outlook for East Asia”, Paul Cavey, East Asia Econ
David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ. ----more---- In this podcast, Paul Cavey discusses the various cyclical and structural themes that are influencing the econom...Show More
6) “Markets, Hegemonic War Cycles and the Threat of World War 3”, David Murrin, Global Forecaster
David Osman of IRF is joined by David Murrin, the Founder of Global Forecaster. ----more---- In this podcast they discuss David Murrin's ‘5 Stages of Empire’ model and the influence of longer run cycl...Show More
7) “Risks & Mispriced Opportunities in the Global Financial Markets”, Helen Thomas, Blonde Money
David Osman of IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast they discuss the increasing focus on fiscal policy relative to monetary policy in the high...Show More
8) “Is US Economic Policy on a Sustainable Track?”, Dimitris Valatsas, Auroa Macro Strategies
David Osman of IRF is joined by Dimitris Valatsas, the Chief Economist at Auroa Macro Strategies. ----more---- In this podcast they discuss the prospects for US economy and the financial markets. Dim...Show More
9) “Golden Opportunities in the Commodity Markets”, James Burdass, Commodity Intelligence
David Osman of IRF is joined by James Burdass, the Managing Partner at Commodity Intelligence to discuss the evolving role of commodities in a global multi-asset portfolio. ----more---- In doing so, ...Show More
10) “Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?”, Ron William, RW Advisory
David Osman of IRF is joined by Ron William, the Founder of RW Advisory. ----more---- In this episode they discuss the longer run cyclical trends and other factors that are likely to influence the glo...Show More