EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall - Ben Finegold/Ocean Wall - 28 Oct 25   Macro Tailwinds Persist — What to Use as Early Warning Indicators - Tian Yang/Variant Perception - 29 Oct 25     ROADSHOWS: L/S US Communications, Media & Software Ideas - Andrew Freedman /Hedgeye   •   London   28 - 29 Oct 25       L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25      
Update on the Roaring 1920’s Scenario

22 Oct 25 15:00 / 10:00 ET / 16:00 CET

Yardeni Research
Edward Yardeni   Edward Yardeni President & Chief Investment Strategist Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
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A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall

28 Oct 25 15:00 GMT / 11:00 EDT / 16:00 CET

Ocean Wall
Ben Finegold   Ben Finegold
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Macro Tailwinds Persist — What to Use as Early Warning Indicators

29 Oct 25 15:00 GMT / 11:00 EDT / 16:00 CET

Variant Perception
Tian Yang   Tian Yang CEO & Head of Research Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.
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Will AI Deflate the World? Lessons from Three Industrial Revolutions and China

13 Nov 25 15:00 GMT / 10:00 EDT / 16:00 CET

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan
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