The IRF Podcast

The IRF podcast is delighted to be joined by Ron William, founder of RW Advisory. Ron joins us to discuss what to expect as we enter 2021, sharing over twenty years of market experience.

----more----The podcast indicates January as the crucial barometer for determining market performance for the year ahead and assesses some of the imminent risks facing market stability. Ron

The IRF podcast is delighted to be joined by Helen Thomas, founder and CEO of Blonde Money. Helen joins us to discuss Biden, Brexit and future pandemic disruption.

----more----With almost twenty years of experience, Helen cuts through the noise to reveal the political and economic events that drive financial market changes. The podcast looks ahead into 2021 and 2022 to reveal the long-term effects of COVID-19, analysing how human consumption patterns have been fundamentally altered and questioning the effects this will cause on the economy’s future functionality. Helen determines that a post-Brexit U.K.’s success remains with our political leaders as they navigate ongoing COVID-19 vaccine rollout and completing EU regulatory policy. Those in power are responsible for developing on the inbuilt advantages the country has to ensure long-term success. Biden’s first two years in office were met with apprehension within the podcast as Helen reveals the Senate’s 50/50 split may only encourage further party divides. This constraint is predicted to delay policy-making, heightening tensions and promoting a ‘veto’ power voting system as Senators push for individual agendas.

An update on IRF and the overall independent investment research market with CEO and Founder, Edward Blad.

The IRF Podcast is joined by Eric Kress of Gossamer Consulting Group to discuss the video gaming sector.

----more----Eric highlights game releases throughout 2020 and what to expect in 2021 as well his recommendations and track record. Companies covered include EA, Activision, Ubisoft, Nintendo and Roblox. Gossamer Consulting Group is an independent research boutique that provides investors and industry clients with primary research on console, mobile, and other related technology companies.  With 20 years’ experience in the interactive industry and sell side research, Eric Kress brings deep investment expertise in the technology industry.  

The IRF Podcast is joined by Dominique Dwor-Frecaut of Dwor-Frecaut Macro to discuss her big picture views with practical portfolio implications.

----more----She highlights 2021 as being the year to be in risk assets; expect a 20% increase in the S&P with even better opportunities outside the US. Dominique has worked at the IMF, the World Bank and the New York Fed, on the sell side in Singapore and at US-based macro hedge funds, including Bridgewater and startups in NYC and LA. Her first brush with contrarian thinking was predicting the 1997 Asian crisis while working as country economist for Thailand at the World Bank. 

In the wake of Biden’s US election victory, Brian Pellegrini of Intertemporal Economics joins the IRF Podcast to discuss the implications of the result politically and economically as we move into 2021.

----more----Brian Pellegrini founded Intertemporal Economics in January 2018 and serves as Chief Economist. He previously spent time working as a Senior Analyst for Connolly Insight and as a Structured Products Analyst for Morgan Stanley. Brian also holds an M.B.A. in Business Administration from Columbia Business School. 

The IRF Podcast is joined by Michael Howell of CrossBorder Capital to discuss The Big Liquidity Story.

----more----CrossBorder Capital brings a different perspective to understanding capital markets and economies by focussing on international capital and domestic liquidity movements. Michael Howell, CEO, developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for the three years prior to setting up CrossBorder Capital. 

The IRF Podcast is joined by Charles Hess of Inferential Focus to discuss the reasons behind China's path of aggressive development across a range of industries and the potential outcomes.

----more----Charles Hess is the Managing Director, President and Owner of Inferential Focus and was a key figure in the founding of Inferential Focus in 1980. Charles also possesses a Ba in Political Science from the University of Rochester.

The IRF Podcast is joined by François Boutin-Dufresne of Sustainable Market Strategies to discuss his views on how ESG investing can result in a logical and dependable increase in alpha generation.

----more----François founded Sustainable Market Strategies in May 2018 and worked previously as a Global Macro Research Strategist for Pavilion Global Markets and as an Economist for the International Monetary Fund amongst other roles. 

The IRF Podcast is joined by Brunello Rosa of Rosa & Roubini Associates to discuss his long-term view that the European Union is facing serious internal problems and that the EU's internal issues could easily morph into a Populist controlled European Parliament.

----more----Brunello Rosa is CEO of Rosa & Roubini Associates as well as a member of the Chief Economists Advisory Board of the European Investment Bank and the Advisory Board of the Ambassador of Italy to the UK.