The IRF podcast is delighted to be joined by Ron William, founder of RW Advisory. Ron joins us to discuss what to expect as we enter 2021, sharing over twenty years of market experience.
----more----The podcast indicates January as the crucial barometer for determining market performance for the year ahead and assesses some of the imminent risks facing market stability. Ron
determines that Asia’s “first in and first out” advantage from the pandemic has promoted considerable growth within the region, pushing investment away from Western markets. Determined that Bitcoin is here to stay, Ron assures listeners of its future investment viability and the cryptocurrency’s stability as a respected asset class. Current affairs in America are also
registered as a precursor for market risk in 2021; concern continues to be dictated by the shift in presidential power and the growing social tension/volatility once President-elect Biden takes office.
"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
"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
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