The IRF Podcast
1) “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
2) “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
3) “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
4) “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
5) “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
6) “Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research
David Osman of IRF is joined by Hamza Ghani, the Head of Crypto Research at ABCG Research. ----more---- In this podcast, Hamza explains the rapidly evolving crypto asset landscape from Bitcoin and alt...Show More
7) “Is The Inflationary Threat Being Ignored?”, Manoj Pradhan, Talking Heads Macro
David Osman of IRF is joined by Manoj Pradhan, the Co-Founder of Talking Heads Macro. ----more---- In this podcast, Manoj Pradhan discusses the global structural factors that are pointing towards a po...Show More
8) “Mispriced Markets in an Era of Uncertainty”, Helen Thomas, Blonde Money
The IRF is joined by Helen Thomas, the Founder & CEO of Blonde Money. ----more---- In this podcast Helen discusses the nature and extent of the various uncertainties that have been created by the Trum...Show More
9) "A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?", Jonathan Wilmot, Wilmot ML
David Osman of IRF is joined by Jonathan Wilmot of Wilmot ML. In this podcast, Jonathan Wilmot discusses the future development of artificial intelligence with particular reference to the USA, China a...Show More
10) "Global Financial Markets in an Era of Uncertainty", Ron William, RW Advisory
In this podcast Ron William of RW Advisory discusses the cyclical trends and other factors that will be having an impact on the global financial markets in 2025 and beyond. Ron assesses the investment...Show More