David Osman of the IRF is joined by Helen Thomas, the Founder and CEO of Blonde Money, an independent consultancy firm that was established in 2014.
----more----
Helen Thomas has had an impressive career in both finance and politics. Helen was an adviser to the former Chancellor of the Exchequer, George Osborne and she also created the Financial Markets Reform Programme for the think tank, Policy Exchange. Previously, Helen has been a partner in the global macro hedge fund, ABD Investment Management and a former Head of Currency Alpha for State Street Global Advisors. The Blonde Money consultancy analyses and monitors the political, economic and financial risks that are mispriced in the financial markets in the US, UK and EU.
Helen assesses the policies of the two contenders challenging to be the next leader of the Conservative Party and the next UK prime minister. She explains how a government led by Liz Truss or Rishi Sunak would differ from the Johnson regime, particularly on the matter of tax cuts. From economic policy to foreign affairs, the next PM will be facing formidable policy challenges. This will complicate the policy choices. Helen points out what all of this will mean for the British Pound and for the UK bond and stock markets.
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory
"Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money
IRF Update 2021 Q1
"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group
"If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro
"US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics
"The Big Liquidity Story" Michael Howell, CrossBorder Capital
"China's Development Plans for 2021-2035" Charles Hess, Inferential Focus
"How ESG Investing Can Consistently Generate Alpha" François Boutin-Dufresne, Sustainable Market Strategies
"The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa & Roubini Associates
"The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives
"The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE
"The Five Phases of Empire" David Murrin, Global Forecaster
"China's Plan for the Next 5 Years" William Hess, PRC Macro
"The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast