EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

IRF Lunch - Where’s My Landing Gone?

Minack Advisors

Dukes Hotel, 35 St. James's Place London SW1A 1NY

Thu 20 Jun 2024 - 12:00 BST

Topics

Explaining the resilience of the US economy in the face of Fed tightening

Rate markets continue to mis-price the neutral rate. It’s higher for longer!

Risk markets get ahead of themselves, pricing a cycle upswing before there’s been a downswing

Next cycle: blessed are the goods-makers, and go long Japan