| 20/07/21 |
Vandana Hari, Vanda Insights
Kathleen Kelley, Queen Anne's Gate Capital
Huw Roberts & Claire Hassall, CHR Metals
Jeffrey Christian, CPM Group
Tony Robson, Global Mining Research
Mark Latham, Commodity Intelligence
Gaius King, Janus Analysis
|
IRF Conference on Commodities - Oil Markets Outlook: Looking beyond Covid; How to Think About OPEC Going Forward; Will Growth in Industrial Production be Enough to Sustain Commodity Market Optimism; New Energy Vehicles And Their Potential Effects on Metals; Diversified Companies, Copper Miners, Nickel Producers; ESG and Supply Chains; Fertilisers - Potash / Phosphate to Outperform |
| 14/07/21 |
Mark Friedman, The Retail Tracker
Marni Shapiro, The Retail Tracker
|
Can US Retailers accelerating sales trends continue in 2H 2021 |
| 08/07/21 |
Leland Miller, China Beige Book
|
China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data |
| 07/07/21 |
James McBride & Gergely Polner, Forefront Advisers
|
The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations |
| 06/07/21 |
Jim Osman & Jonathan Morgan, The Edge
|
How to Play Profitable Spinoffs that The Street Misses |
| 25/06/21 |
Santiago Espinosa, MRB Partners
|
Understanding Digital Currencies |
| 24/06/21 |
Jeffrey Young, Deep Macro
|
"Peak Growth" does not mean "Peak Markets" |
| 22/06/21 |
Paul Hodges, The pH Report
|
Auto markets accelerate into an electrified and autonomous world |
| 17/06/21 |
Marcos Buscaglia, Alberdi Partners
|
Latin America: at the start of another lost decade? |
| 16/06/21 |
Mark Hiley, The Analyst
Robert Prather, Vision Research
Thomas Beevers, StockViews
Jay Van Sciver, Hedgeye
Jeff Middleswart & Bill Whiteside, Behind the Numbers
|
IRF Shorting Conference Call |
| 16/06/21 |
Craig Ferguson, Antipodean Capital Management
|
Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks |
| 10/06/21 |
Michael Webber, Webber Research
Rob Meaney, Webber Research
Greg Wasikaowski, Webber Research
|
Alternative Fuel Vehicle Rankings: Multi-Factor Model Call |
| 09/06/21 |
Mike Rothman, Cornerstone Analytics
|
So what’s next for the oil sector? |
| 02/06/21 |
Judith Ganes, J Ganes Consulting
|
What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis |
| 01/06/21 |
Gerard Minack, Minack Advisors
|
How Far will Reflation Go? |
| 27/05/21 |
Manoj Pradhan, Talking Heads Macro
|
Sunspot Inflation in 2021, the Real McCoy in 2022 |
| 26/05/21 |
Stephen Soukup, The Political Forum
|
Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"? |
| 20/05/21 |
Carl Weinberg, High Frequency Economics
|
Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There |
| 13/05/21 |
Sean Maher, Entext
|
Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays |
| 12/05/21 |
Peter White, Rethink Technology Research
Caroline Gabriel, Rethink Technology Research
Alex Davies, Rethink Technology Research
|
5G Networks / TV Streaming / Renewable Energy |
| 06/05/21 |
Michael Belkin, Belkin Report
|
Sector Shift: The Best Offence is a Good Defence |
| 05/05/21 |
Wolfgang Felix, Sarria
|
Post Covid: Successfully trading Working Capital? |
| 29/04/21 |
James Lucier, Capital Alpha Partners
Kim Monk, Capital Alpha Partners
|
What to Expect from Washington - Clean Energy, Infrastructure, Health |
| 27/04/21 |
Manoj Pradhan, Talking Heads Macro
|
R* and the Real Yield Vigilantes |
| 26/04/21 |
Song Gao, PRC Macro
William Hess, PRC Macro
|
Insight into China’s Political Economy |
| 21/04/21 |
Chris Watling, Longview Economics
|
The Worry or the Wow? Global Macro & Markets on Multiple time frames |
| 20/04/21 |
Hani Sabra, Alef Advisory
|
Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington |
| 15/04/21 |
Michael Orme, Signum Intel
Eoin Gleeson, Signum Intel
|
Nanotechnology: How we are engineering life from the bottom up |
| 13/04/21 |
Brian Pellegrini, Intertemporal Economics
|
Intertemporal Disequilibrium and a World of Bubbles |
| 31/03/21 |
Helen Thomas, Blonde Money
|
Vaccines End Recession Begins |
| 24/03/21 |
Jonathan Boyar, Boyar Research
|
Finding Value in the Stocks 2020 Left Behind |
| 23/03/21 |
Leland Miller, China Beige Book
|
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy |
| 18/03/21 |
Derek Sicklen, AAS Economics
Dr. Frank Shostak, AAS Economics
|
The Leading Indicator That’s Always Ahead of the Fed |
| 18/03/21 |
Derek Sicklen, AAS Economics
Dr. Frank Shostak, AAS Economics
|
Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator |
| 17/03/21 |
Niall Ferguson, Greenmantle
|
The Politics of Catastrophe |
| 15/03/21 |
Peter Warburton, Economic Perspectives
|
No Quick Fix for the UK Predicament |
| 11/03/21 |
Phil Suttle, Suttle Economics
|
Latest Global Macro Views |
| 10/03/21 |
Whitney Baker, Totem Macro
Christopher Granville, TS Lombard
Kathleen Kelley, Queen Anne's Gate Capital
Grace Fan, TS Lombard
Peter Attard Montalto, Intellidex
Zekeriya Ozturk, iRes
Andras Radnoti, Millennium Emerging Europe
Barnabas Mester, Millennium Emerging Europe
Tatiana Orlova, Emerginomics
Constance Malleret, Intelligence Research
|
EM Macro & Commodities Conference |
| 09/03/21 |
Conrad DeQuadros, RDQ Economics
John Ryding, RDQ Economics
|
US Fiscal & Monetary Policy, the Economy, Inflation and Markets Outlook |
| 04/03/21 |
Howard Mason, Renaissance Macro Research
|
How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect |
| 03/03/21 |
Francesco Galietti, Policy Sonar
|
How long can the Pax Draghiana last? |
| 25/02/21 |
Brian Pellegrini, Intertemporal Economics
|
Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest |
| 25/02/21 |
Ellen Huang, Westlake International
|
Chinese Internet, Hardware & Global Semiconductors |
| 23/02/21 |
Barry Knapp, Ironsides Macroeconomics
|
2021 Outlook: Three Cycle Tailwinds and Policy Risks |
| 22/02/21 |
Dr. John Llewellyn, Llewellyn Consulting
|
Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued? |
| 17/02/21 |
Dominique Dwor-Frecaut, Dwor-Frecaut Macro
|
Will the End of the Pandemic Turn Out Negative for Markets? |
| 16/02/21 |
Andrew Hunt, Andrew Hunt Economics
|
Time to Buckle Up? - Divergent Trends & The Return of Inflation |
| 16/02/21 |
Andrew Hunt, Andrew Hunt Economics
|
Pacific Inflation, Atlantic Stagflation – The World Diverges |
| 12/02/21 |
Philip Newman, Metals Focus
|
Will Gold Post New Highs in 2021, or is the Bull Market Over? |
| 04/02/21 |
Mike Rothman, Cornerstone Analytics
|
2021 Oil Market Forecast |
| 03/02/21 |
David Murrin, Global Forecaster
|
Collapse Looms Large |
| 02/02/21 |
Stan Manoukian, Independent Credit Research
|
Stressed & Distressed - What to do in 2021? |
| 28/01/21 |
Matt Malgari, Kailash Concepts
|
Huge Opportunity In US High-Quality Mid-Cap Names |
| 27/01/21 |
Stephen Martus, Macro Hedge Advisors
|
The Illusions of Asset Inflation in 2021 |
| 27/01/21 |
Gerard Minack, Minack Advisors
|
Can 2021 Live Up to Expectations? |
| 21/01/21 |
Michael Howell, CrossBorder Capital
|
Global Liquidity in 2021: A Warning |
| 20/01/21 |
Christopher Parry, Merl House
|
The Key Geopolitical Risks of 2021 and Beyond |
| 19/01/21 |
Mark Latham, Commodity Intelligence
|
Commodities - Finally, a Bull Market |
| 16/12/20 |
Raoul Pal, Global Macro Investor
|
The World's Best Trade |
| 15/12/20 |
Thanos Papasavvas, ABP Invest
|
Biden joins Emily in Paris |
| 11/12/20 |
Sarah Fowler, Oxford Analytica
|
Geopolitics - Prospects, Risks and Opportunities in 2021 |
| 09/12/20 |
Peter Stellios, AAS Economics
Dr. Frank Shostak, AAS Economics
Derek Sicklen, AAS Economics
|
Money Supply, the Business Cycle and Asset Allocation |
| 07/12/20 |
Julian Brigden, Macro Intelligence 2 Partners
|
Macro drives policy and policy drives markets |
| 03/12/20 |
Andras Radnoti, Millennium Emerging Europe
Barnabas Mester, Millennium Emerging Europe
|
Macro trends affecting the CEE and Ukraine |
| 02/12/20 |
Manoj Pradhan, Talking Heads Macro
|
Global growth and implications for EM |
| 01/12/20 |
Conrad DeQuadros, RDQ Economics
John Ryding, RDQ Economics
|
Shifting from Uncertainty to Analyzable Macro Risks |
| 25/11/20 |
David Roche, Independent Strategy
|
Cold Lazarus |
| 25/11/20 |
Tony Robson, Global Mining Research
David Radclyffe, Global Mining Research
|
Best Metal and Mining Stock Ideas for 2021 |
| 24/11/20 |
Gerard Minack, Minack Advisors
|
The Shift to Fiscal Dominance and What it Means for Investors |
| 20/11/20 |
Jared Dillian, The Daily Dirtnap
|
Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine |
| 19/11/20 |
Sean Maher, Entext
|
Is US Losing Global Tech Leadership to Asia? |
| 17/11/20 |
James Lucier, Capital Alpha Partners
|
Has The Circus Left Washington? |
| 12/11/20 |
Brian Pellegrini, Intertemporal Economics
|
U.S. Elections, Bottlenecks and Inflation |
| 11/11/20 |
Tom Morphis, Sales Pulse Research
Mike Rothman, Sales Pulse Research
|
The impact of COVID on Cyber Security spending |
| 10/11/20 |
Igal Magendzo, Pacifico Research
|
Chile Economic Outlook: Walking on Ice |
| 04/11/20 |
Charles Hess, Inferential Focus
Eric Zavolinsky, Inferential Focus
|
Investing During a Pandemic & China Coming Out of the Pandemic |
| 30/10/20 |
Peter Perkins, MRB Partners
|
U.S. 2020 Elections: A Lot Is At Stake For Markets |
| 22/10/20 |
Michael Howell, CrossBorder Capital
|
The 2021 Bubble |
| 20/10/20 |
Kathleen Kelley, Queen Anne's Gate Capital
|
Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story |
| 20/10/20 |
Tim Bond, Tim Bond Global Speculations
|
Inflation Inflexion |
| 16/10/20 |
Kim Monk, Capital Alpha Partners
Rob Smith, Capital Alpha Partners
|
U.S. Election Impact on Health Care |
| 14/10/20 |
Dr. Martin Murenbeeld, Murenbeeld & Co
|
Gold/Silver/Copper Outlook |
| 14/10/20 |
Peter Attard Montalto, Intellidex
Zekeriya Ozturk, iRes
|
Turkey and South Africa Macro |
| 07/10/20 |
Nouriel Roubini, Rosa & Roubini Associates
Brunello Rosa, Rosa & Roubini Associates
Peter Cecchini, Rosa & Roubini Associates
|
Global Macro & Geopolitics |
| 07/10/20 |
Callum Thomas, Topdown Charts
|
Macro/Market Outlook and Asset Allocation |
| 01/10/20 |
Chris Watling, Longview Economics
|
Global Macro & Strategy with Investment Recommendations - Occam's Razor |
| 29/09/20 |
Michael Clendenin, RedTech Advisors
|
China Internet Sector Review and Outlook |
| 29/09/20 |
Paul Hodges, The pH Report
|
What is the Chemicals Industry Telling Us About the Q4 Outlook? |
| 28/09/20 |
Leland Miller, China Beige Book
|
Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election |
| 24/09/20 |
Thanos Papasavvas, ABP Invest
|
Its Geopolitics, Stupid! |
| 24/09/20 |
Paul Nagy, PN Finance
|
Forensic Accounting Training Presentations |
| 23/09/20 |
Russell Jones, Llewellyn Consulting
|
The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery |
| 16/09/20 |
Niall Ferguson, Greenmantle
|
Welcome to Fear City |
| 11/09/20 |
Helen Thomas, Blonde Money
|
Velocity of People |
| 10/09/20 |
François Boutin-Dufresne, Sustainable Market Strategies
|
ESG Megatrends in a Post-Pandemic world |
| 09/09/20 |
Nathan Weiss, Unit Economics
|
Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com |
| 03/09/20 |
Dominique Dwor-Frecaut, Dwor-Frecaut Macro
|
The Forthcoming Change in Bond/Stock Correlation |
| 27/08/20 |
Peter Warburton, Economic Perspectives
|
Inflation expectations: Will it be different this time? |
| 20/08/20 |
Eric Kress, Gossamer Consulting Group
|
Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal |
| 12/08/20 |
Vandana Hari, Vanda Insights
|
Oil Market Outlook |
| 06/08/20 |
Junheng Li, JL Warren Capital
|
Luxury retailers penetration in China |
| 29/07/20 |
Song Gao, PRC Macro
William Hess, PRC Macro
|
China’s New Scheme for Self-Sufficiency |
| 22/07/20 |
Teddy Vallee, Pervalle Macro
|
Liquidity Pocket Followed By Global Growth Rocket |
| 16/07/20 |
Sean Maher, Entext
|
Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation |
| 16/07/20 |
David Murrin, Global Forecaster
|
The Great Chinese Challenge |
| 08/07/20 |
Ellen Huang, Westlake International
|
China Channel Checks |
| 02/07/20 |
Michael Howell, CrossBorder Capital
|
Global Liquidity Latest: It’s A Big, Beautiful ‘V’ |
| 02/07/20 |
Richard Hockenson, Hokenson Demographics
|
Deficits, the Fed and the Post-Corona Outlook for Inflation |
| 01/07/20 |
Barry Knapp, Ironsides Macroeconomics
|
Schumpeter’s Gale: It’s never different this time |
| 25/06/20 |
Keith McCullough, Hedgeye
|
Depression to Recession, Not Recovery |
| 24/06/20 |
Manu Bhaskaran, Centennial Asia Advisors
|
Asia After the Crisis |
| 18/06/20 |
James Lucier, Capital Alpha Partners
|
The Outlook from Washington |
| 17/06/20 |
Andrew Hunt, Andrew Hunt Economics
|
Infinite QE: The great divide to close? |
| 12/06/20 |
Philip Rush, Heteronomics
|
UK macro |
| 03/06/20 |
Dr. Martin Murenbeeld, Murenbeeld & Co
|
Outlook for Gold |
| 02/06/20 |
David Ranson, HCWE & Co.
|
Is There a Disconnect between Capital Markets and the “Real” US Economy? |
| 02/06/20 |
Hassan Ahmed, Alembic Global Advisors
Pete Skibitski, Alembic Global Advisors
|
Chemicals sector and company analysis and A&D sector outlook |
| 29/05/20 |
Charles Su, Horizon Insights
|
China macro / National People's Congress analysis |
| 26/05/20 |
Simon White, Variant Perception
|
A Dance with a Depression |
| 22/05/20 |
Manoj Pradhan, Talking Heads Macro
|
Whatever It Takes |
| 19/05/20 |
Michael Belkin, Belkin Report
|
Buy Buy Buy as Sentiment is far too Bearish |
| 19/05/20 |
Phil Suttle, Suttle Economics
|
The Global Economic Outlook post Covid |
| 13/05/20 |
Leland Miller, China Beige Book
|
Primary research on China |
| 11/05/20 |
Stacey Widlitz, SW Retail Advisors
|
Investor Decisions Amid Consumer and Retail Turmoil |
| 06/05/20 |
Raoul Pal, Global Macro Investor
|
The Unfolding |
| 05/05/20 |
Mike Rothman, Cornerstone Analytics
Mike Rothman, Cornerstone Analytics
|
Oil: Where Do We Go From Here? |
| 27/04/20 |
Brian McCarthy, Macrolens
|
China’s recovery (or not), the deteriorating state of U.S.-China relations |
| 27/04/20 |
Naresh Chouhan, Intron Health
|
COVID-19 - Epidemiology Analysis Shows Clear Exit Plan |
| 22/04/20 |
Gerard Minack, Minack Advisors
|
COVID-19 Can Change Everything |
| 21/04/20 |
Helen Thomas, Blonde Money
|
It All Comes To Nought |
| 20/04/20 |
Daniel Tabbush, Tabbush Report
|
Banks - Credit, liquidity, market risk, in unison |
| 16/04/20 |
Michael Howell, CrossBorder Capital
|
Global liquidity set to surge by 40% - What are the implications? |
| 15/04/20 |
Chris Watling, Longview Economics
Harry Colvin, Longview Economics
|
Fiscal, Monetary, Market Considerations |
| 09/04/20 |
Peter Warburton, Economic Perspectives
|
Preparing for the Inflationary Backlash |
| 08/04/20 |
Andrew Hunt, Andrew Hunt Economics
|
Focusing on the impacts of COVID-19 |
| 07/04/20 |
Song Gao, PRC Macro
William Hess, PRC Macro
|
PRC Macro |
| 03/04/20 |
Jonathan Boyar, Boyar Research
|
Equity Investing into the Abyss |
| 02/04/20 |
Sean Maher, Entext
|
Humans are the Weakest Link. Invest in the Machines! |
| 02/04/20 |
Julian Brigden, Macro Intelligence 2 Partners
|
A General Turn in Macro with Implications for All Markets |
| 27/03/20 |
Mark Latham, Commodity Intelligence
|
Oil - Taken leave of its senses |
| 27/03/20 |
Nouriel Roubini, Rosa & Roubini
Brunello Rosa, Rosa & Roubini
|
Economic and financial consequences of the crisis |
| 24/03/20 |
Paul Hodges, The pH Report
|
The debt-fuelled ring of fire |
| 23/03/20 |
Shannon Cross, Cross Research
|
The Effect of COVID-19 on Technology Supply Chains |
| 17/03/20 |
David Murrin, Global Forecaster
|
Stocks, FX, Bonds, Commodities |
| 06/03/20 |
Brian Pellegrini, Intertemporal Economics
|
Global Liquidity Risks in 2020 & Beyond |
| 19/02/20 |
François Boutin-Dufresne, Sustainable Market Strategies
|
Divesting Out Of Oil & Towards New Opportunities |
| 11/02/20 |
Matthieu Raimbault, Palissy Advisors
|
Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020 |
| 06/02/20 |
Sean Maher, Entext
|
The China Syndrome - Thematic with Trade Recommendations |
| 29/01/20 |
Gerard Minack, Minack Advisors
|
Global Macro - More Goldilocks |
| 14/01/20 |
Paul Nagy, PN Finance
|
Forensic Accounting Training Presentations - Paid Sessions |
| 13/01/20 |
Tony Robson, Global Mining Research
|
Global Metals & Mining Fundamental Research |
| 13/01/20 |
Herman Brodie, Prospecta
|
Behavioural Finance - Diversity & Inclusion |
| 10/12/19 |
Chris Watling, Longview Economics
|
The madness of modern monetary policy; a.k.a where are all the bubbles? |
| 14/11/19 |
Phil Suttle, Suttle Economics
|
What happens if (and when) the global economy rebounds into 2020? |
| 17/10/19 |
Brian McCarthy, Macrolens
|
Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage? |
| 03/10/19 |
James Ratxer, New Street Research
Andrew Entwistle, New Street Research
|
5G: is this the biggest disruption in telecoms since the dotcom bubble? |
| 20/09/19 |
Jim O'Sullivan, High Frequency Economics
|
US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy? |
| 18/09/19 |
Whitney Baker, Totem Macro
|
EM Investing At the End of the Cycle |
| 13/09/19 |
Helen Thomas, Blonde Money
|
Global Macro - Market Commentary. Navigating Brexit: 'What options for Boris!? No Deal, Election, Delay? In addition to Helen, hear from a Northern Ireland Specialist on how the border will be dealt with |
| 14/08/19 |
Andrew Hunt, Andrew Hunt Economics
|
Global Macro - The Dollar Recession |
| 11/07/19 |
Mark Hiley, The Analyst
|
Stock Picking: European Equity Long and Short Ideas |
| 06/06/19 |
Matthieu Raimbault, Palissy Advisors
|
Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas |
| 05/06/19 |
Gerard Minack, Minack Advisors
|
More Goldilocks: the US expansion keeps going |
| 24/04/19 |
Jules Hull, StockViews
|
European Long and Short Equity Ideas |
| 26/03/19 |
Michael Howell, CrossBorder Capital
|
Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower |
| 01/03/19 |
Michael Orme, Signum Intel
|
Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more |
| 22/01/19 |
Gerard Minack, Minack Advisors
|
After an 'all-fall-down' year is the bad news in the price? |
| 21/01/19 |
Carl Weinberg, High Frequency Economics
Jim O'Sullivan, High Frequency Economics
|
Latest Macro Insights on US, Europe, Brexit and China |
| 12/12/18 |
Andrew Hunt, Andrew Hunt Economics
|
Global Macro - Flow of Funds approach Macro Economic Analysis |
| 06/11/18 |
Ronnie Aked, Macro Intelligence 2 Partners
|
Growth and Inflation - The biggest risks to market equilibrium |
| 17/10/18 |
David Roche, Independent Strategy
|
How to invest when Democracy is under threat? |
| 12/09/18 |
Michael Howell, CrossBorder Capital
|
US vs China - Market Implications of the Coming Disruption to Global Capital Flows |
| 28/06/18 |
Chris Watling, Longview Economics
|
Latest Macro Insights |
| 19/06/18 |
Gerard Minack, Minack Advisors
|
Fundamental Research on Global Economic and Market Trends |
| 25/01/18 |
Sean Maher, Entext
|
Thematic Research and Actionable Asset Allocation |
| 09/05/17 |
|
IRF was a Media Partner for the London Value Conference |
| 09/03/17 |
|
IRF Co-Sponsored Global Independent Research Conference |