We are delighted to bring you the next episode of IRF's new podcast series, Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, hosted by JP Smith.----more----
JP is an experienced market practitioner as former Head of EM Equity & Chief Strategist at Pictet and Equity Strategist at Deutsche Bank. This podcast series aims to provide greater awareness around 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 is on medium and long-term thematic issues rather than day to day trading.
In episode two JP draws on the work of best-in-class IRF Research Providers to review three key issues in emerging markets, namely the impact of the strong US dollar on EM economies and financial markets, the medium-term prognosis for China's economy and finally, recent developments in the Russia/Ukraine conflict.
This episode includes the following IRF Providers:
Emerging Advisors Group, Independent Strategy, CrossBorder Capital, Greenmantle, Suttle Economics, Andrew Hunt Economics, Totem Macro, Talking Heads Macro, The pH Report, China Beige Book, PRC Macro, Teneo, J Capital, Eurointelligence.
“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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