EVENTS:   The Changing Shape of Global Growth and Where to Invest Globally - Chris Watling/Longview Economics - 01 Jul 25   Best Equity Short Ideas Conference Call 11 - Thomas Chanos/Badger Consultants & Julian Hull/Dragoneye Research & Tom Beevers/Forensic Alpha & Makay Redd/Oxford DataPlan & John Zolidis/Quo Vadis Capital & Scott Mushkin/R5 Capital - 02 Jul 25     ROADSHOWS: US, EU & Asia Short Equity Ideas - Robert Prather /Vision Research   •   Dubai 18-20 Jun • Singapore 23 Jun • Hong Kong 24-25 Jun • Sydney   26 Jun 25       U.S. Financials Regs under the Trump Administration  - Ian Katz /Capital Alpha Partners   •   London   01 - 04 Jul 25      

IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit

Trivariate Research

Cazenove Room, 11/12 Tokenhouse Yard, EC2R 7AS, London

Mon 14 Jul 2025 - 12:00 BST

Topics

• Sell Some Mag 7 and What Do You Do With Your New Mag 7 Money?

• Do You Know These 4 Points About Growth Stocks?

• Is Now The Time To Buy Semiconductors?

• Earnings and the Penalty for Missing

• Do Tariffs and Pricing Matter?

• How to Build the Optimal Portfolio – What’s the Right Beta?