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.
“Is An Inflation Regime Change Underway?”, Manoj Pradhan, Talking Heads Macro
"The US Economic, Political and Investment Outlook", David Metzner & Chris Czerwinski, ACG Analytics
"The Politics of Macroeconomic Stabilisation in Argentina; Can President Milei Succeed?", Nicholas Watson, Teneo
"Global Investing at a Time of War", David Murrin, Global Forecaster
“Global Financial Markets: Recent Trends and Future Prospects”, Ron William, RW Advisory
“Sustainable Investment Opportunities and Risks in 2024”, Lenka Martinek, Sustainable Market Strategies
“The Outlook For World Commodity Prices”, Jeffrey Christian, CPM Group
“Latin American Politics: Navigating The Rapids”, Marcos Buscaglia, Alberdi Partners
“Japan: Back in the Big Time?”, Ryoji Musha, Musha Research
“The Global Financial Markets in 2023 and Beyond”, Ron William, RW Advisory
“ESG Investing: Pitfalls and Potential Opportunities”, Lenka Martinek, Sustainable Market Strategies
“A Diabolical Mechanism”, Mark Latham, Commodity Intelligence
“The Outlook for the Turkish Economy and Financial Assets”, Michael Harris, Cribstone Strategic Macro
“US Economic Policy: Teetering on an Inflationary Equilibrium”, Brian Pellegrini, Intertemporal Economics
“The Outlook for the UK and US Economies and Financial Markets”, Helen Thomas, Blonde Money
“Approaching a Tipping Point for Growth and Inflation Expectations”, Patrick Perret-Green, PPG Macro
“Canada: On Course for a Soft Landing in 2023/24?”, Ben Rabidoux, North Cove Advisors
“Navigating the World with an Inverted Yield Curve”, Michael Churchill, Churchill Research
Research and Markets: “Buckle up for an Increase in Volatility”, JP Smith, IRF
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