Episodes
Monday May 27, 2024
“Is the EU on the Right Track?”, Wolfgang Munchau, Eurointelligence
Monday May 27, 2024
Monday May 27, 2024
David Osman of the IRF is joined by Wolfgang Munchau, the Founder of Eurointelligence.
Read the rest of this entry »Wednesday Apr 24, 2024
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
In 2020, Manoj Pradhan and Charles Goodhart produced a very influential book, which was entitled: “The Great Demographic Reversal – Ageing Societies, Waning Inequality and an Inflation Revival”. In their book they predicted that in the medium-term inflation would take off and that interest rates would increase in response to secular trends, such as ageing societies and deglobalisation. They argued that this revival of inflation would not be transitory.
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Thursday Mar 28, 2024
Thursday Mar 28, 2024
David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics.
Read the rest of this entry »Thursday Mar 21, 2024
Thursday Mar 21, 2024
JP Smith of the IRF is joined by Nicholas Watson, Managing Director of Teneo Political Risk Advisory, to discuss whether the recently elected President Javier Milei will be able to succeed where his predecessors have failed, namely to implement the necessary measures which would lead to a durable stabilisation of the crisis-stricken Argentinian economy.
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Wednesday Feb 28, 2024
"Global Investing at a Time of War", David Murrin, Global Forecaster
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
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 that predict financial markets.
Read the rest of this entry »Thursday Jan 25, 2024
Thursday Jan 25, 2024
David Osman of IRF is joined by Ron William, the Founder of RW Advisory.
Read the rest of this entry »Friday Dec 22, 2023
Friday Dec 22, 2023
The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice.
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Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics.
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Thursday Nov 09, 2023
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
Thursday Nov 09, 2023
Thursday Nov 09, 2023
David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group.
Read the rest of this entry »Friday Nov 03, 2023
Friday Nov 03, 2023
David Osman of the IRF is joined by Marcos Buscaglia, the Founder of Alberdi Partners.
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