The IRF is excited to announce a new podcast series titled ‘Research and Markets’ hosted by JP Smith, an experienced market practitioner as former Head of EM Equity at Pictet and Sell-Side Strategist at Deutsche. ----more----This podcast aims to provide greater awareness around the IRF's Independent Research Providers by generating topical and relevant content. JP highlights research and draws on material from publicly available news sources, social media, and other podcasts to monitor the shifting debates and narratives that move markets.
The focus will be on medium and long term thematic issues rather than day to day trading.
In this first Research and Markets podcast JP draws on some of the IRF’s best-in-class Research Providers to ask whether financial markets are about to undergo another major transition. He notes the increasing tendency of markets to overshoot given the dominance of momentum investors.
JP examines three main themes, namely US inflation, the Russia/Ukraine conflict and the slowdown in the Chinese economy, to evaluate the possibilities of an end to the flight to the USD and the prospects for longer duration US bonds to perform well at the expense of global equity markets.
“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research
“Is US Monetary Policy Struggling to Catch Up with Inflationary Pressures” Brian Pellegrini, Intertemporal Economics
“Russia and the Ukraine; David Roche cuts through the markets’ complacency”, David Roche, Independent Strategy
“Data driven and pragmatic; Don Luskin takes on the bears”, Donald Luskin, TrendMacro
“The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
“The Outlook for Precious Metals”, Jeffrey Christian, CPM Group
“When Does TINA (There Is No Alternative) End?”, Chris Watling, Longview Economics
”Where next for China’s big bang policy reforms”, William Hess, PRC Macro
“Finding US Equity Ideas”, Jonathan Boyar, Boyar Research
”Investing During a Saw Tooth Pandemic Recovery” David Roche, Independent Strategy
"The Myths and Maths of Commodity Investing" Kathleen Kelley, Queen Anne's Gate Capital
"Global Policy Pivot and the Wake Up Call to Markets" Callum Thomas, Topdown Charts
"Reading the Mood of the Market" Richard Edwards, HED Capital Management
"Recovery from the Covid Crisis – Sizzle or Fizzle", Carl Weinberg, High Frequency Economics
"The Changing Shapes of US Politics" Brian Pellegrini, Intertemporal Economics
“Will Bonds and Bitcoin Survive the Coming Stagflation?”, Derek Sicklen, AAS Economics
"Demographics will Reverse 3 Multi-Decade Trends", Manoj Pradhan, Talking Heads Macro
"Normality – What is it and can the Financial Markets cope with it?" Michael Taylor, Coldwater Economics
“How to Instantly Spot Red Flags in Annual Reports”, Jules Hull, StockViews
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
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