HeyJaredThe IRF Podcast
Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Jul 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
“Global Financial Markets: From Sunshine to Moonshine”, Ron William, RW Advisory (opens the original)
Read excerpt
David Osman of IRF is joined by Ron William, the Founder of RW Advisory. In this podcast Ron assesses the underlying cyclical trends in the global financial markets and highlights those sectors and investment styles that should perform well during the remainder of this year from a structural and tactical perspective. ----more---- Ron then discusses the importance of his business cycle roadmap and what it implies for 2027. He says that this, in conjunction with the unfolding convergence of short-
“Managing Global Asset Allocation Portfolios In Challenging & Changing Times”, Chris Watling, Longview Economics (opens the original)
Read excerpt
David Osman of IRF is joined by Chris Watling, the Founder, CEO & Chief Market Strategist at Longview Economics. ----more---- In this podcast, Chris Watling explains how the A.I. investment boom is impacting on the US economy and elsewhere. He discusses the underlying trends in income and consumption with reference to the wealth-effect of the A.I.-driven rise in the US stock market. He points out how US economic growth appears to be broadening in response to the credit cycle and the industrial c
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.