EVENTS:   Funding the Fiscal Excesses in Developed Markets: Causes, Consequences & Trades - Andrew Hunt/Andrew Hunt Economics - 27 Oct 26   The AI Boom Will Flame Out, but the Next Cycle Will Still Be Capex-Led - Gerard Minack/Minack Advisors - 27 Oct 26   A Bessent Problem that Warsh Can’t Solve - Manoj Pradhan/Talking Heads Macro - 28 Oct 26     ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26