David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics.

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Brian founded Intertemporal Economics in 2018. Previously he worked with Bernard Connolly as a senior analyst at Connolly Insight, where he specialised in geopolitical event risk, monetary policy, labour markets and energy. Prior to Connolly Insight, Brian was employed in various positions across Wall Street, including working with high-growth technology firms raising capital, structuring options trades and valuing asset-backed securities.

Intertemporal Economics uses an in-depth analytical framework, which is based on microeconomic foundations. This provides an understanding of endogenous factors and patterns of human behaviour that cannot be analysed using quantitative techniques alone. The firm’s research focuses on topics affecting economics, interest rates and asset prices in developed markets.

In this podcast, Brian discusses the importance of certain trends in the US labour market and their prospective implications for both inflation and economic growth. He then assesses the troubled outlook for monetary and fiscal policy ahead of the US presidential election next November. Before reviewing the political and geopolitical landscape, he discusses the prospects for the US dollar, the potentially volatile outlook for the bond market and the likely divergent trends in the stock market.