The IRF Podcast

Jan 26 2025 97 ep. 26 mins 9
The IRF Podcast artwork

Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.

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“The Outlook for World Commodity Investments in 2025”, Jeffrey Christian, CPM Group

Jan 26 2025 22 mins  
David Osman of the IRF is joined by Jeffrey Christian, the founder and managing partner of the CPM Group. Jeffrey Christian has been a prominent analyst and advisor on the commodities markets since the 1970s, with work spanning precious metals, energy markets, base metals, the agricultural markets and economic analysis. In this podcast Jeffrey provides a wide-ranging rundown on the

“Investing Through The Business Cycle & Beyond”, Sharmila Whelan, Westbourne Research

Dec 18 2024 21 mins  
David Osman of IRF is joined by Sharmila Whelan, the Founder of Westbourne Research. ----more---- In this podcast, Sharmila Whelan explains the business cycle foundations of her investment strategy and global asset allocation guidelines. She discusses the potential impact of the Trump 2.0 Administration on US domestic and foreign policies. Sharmila then assesses the outlook for wor

“Back to the Future: East Asia & Trump 2.0”, Paul Cavey, East Asia Econ

Dec 12 2024 27 mins  
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, geopolitical, political and structural factors that are influencing the economic outlook for China, Japan, South Korea and Taiwan. Paul assesses how the policies of the Trump 2.0 Administration could impact on the East Asian region. He

“The Trumpian Outlook for US Domestic & Foreign Policies", James Lucier, Capital Alpha Partners

Nov 23 2024 17 mins  
David Osman of the IRF is joined by James Lucier, the Co-Founder and Managing Director of Capital Alpha Partners. ----more---- In this podcast, James Lucier discusses the quality of the appointments that president-elect Donald Trump is making for his next administration that begins on 20th January 2025. James then assesses the outlook for fiscal, monetary, trade and regulatory poli

“Asset Allocation to Survive an Exciting 2025”, Callum Thomas, Topdown Charts

Nov 15 2024 23 mins  
In this podcast, Callum Thomas of Topdown Charts compares the current global interest rate cycle with the 3 previous ones. He points out what is different this time and what that might mean for the length and depth of this cycle. Callum then assesses the prospects for a reacceleration of economic growth and the associated risk of a resurgence in the rate of inflation. He discusses

"Global Economy and Capital Markets; the end of Business as Usual", Paul Hodges, New Normal Consulting

Nov 15 2024 49 mins  
Paul Hodges, Founder of New Normal Consulting draws on over 30 years of experience in the chemicals, energy and IT industries to outline the most likely scenarios in the wake of the recent US Presidential election, asking to what extent Donald Trump will be able to implement his stated agenda given the secular forces at work in the global economy. ----more---- Hodges sets the scene

China 2025: Stimulus Meets Debt-Deflation and Global Headwinds, Brian McCarthy, Macrolens

Nov 13 2024 61 mins  
Brian highlighted significant concerns about the Chinese economy, emphasising that its investment-led growth model is collapsing, with a real estate crisis leading to multi-trillion-dollar losses and debt deflation risks. He expressed scepticism about the effectiveness of anticipated stimulus measures, noting that while they may provide temporary support, they are unlikely to funda

The Budget - In Reeves we Trust? Helen Thomas, Blonde Money

Oct 29 2024 55 mins  
Helen Thomas of Blonde Money presents a three-part analysis of Rachel Reeves’ budget approach, focusing on her ideological foundations, probable budget content, and projected market impact. Thomas examines Reeves’ underlying ideology, shaped by a socialist perspective highlighted in her Mais lecture, where Reeves critiques modern capitalism's failure to enhance growth, democrat

Emerging Markets - The Myth that Failed? Manoj Pradhan - Talking Heads Macro; Jon Anderson - Emerging Advisors Group & JP Smith - IRF

Oct 24 2024 81 mins  
We hosted a group call on “Investing in Emerging Markets” with Manoj Pradhan, Talking Heads Macro and Jon Anderson, Emerging Advisors Group and JP Smith. JP kicked off the session by advocating for nuanced investment strategies and skilled active management rather than viewing EMs as a single asset class. Manoj argued that significant stress often drives reform, as seen in Indi

“Japan: A Safe Haven In A Troubled World?”, Tobias Harris, Japan Foresight

Oct 20 2024 18 mins  
In this podcast Tobias Harris of Japan Foresight discusses the political situation in Japan and the potential impact of the new Prime Minister, Shigeru Ishida. Tobias then considers the various geopolitical concerns that Japan faces in the Northeast Asian region and the wider world. In particular, he assesses the potential impact of sharply higher crude oil prices on the Japanese e