Building Resilient Portfolios in an Age of Disruption
19 Nov 25 15:00 GMT / 10:00 EST
Allocation Strategy
Pavol Povala
Pavol Povala
Managing Director
A seasoned asset allocation expert with decade-long experience as Head of Investment Research at Norges Bank Investment Management. He built analytics platforms, managed macro risk, and delivered research advising on both strategic and tactical allocation. He also has a strong academic background in yield curve modelling, with published work in top journals, and early experience in fixed income index construction.
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
Demystifying the Fog of Trump — A Unique Perspective from Inside the Beltway
14 Oct 25 15:00 BST / 10:00 EDT
Beacon Policy Advisors
Stephen Myrow
Stephen Myrow
Managing Partner
Stephen built and managed the policy research line of business for a Washingtonbased strategic consulting firm for over four years. Stephen has also served in several federal government roles, including as a member of Treasury Secretary Hank Paulson’ senior staff during the 2008 global financial crisis.
Economic Boom or Bust? AI Boom or Bust?
08 Oct 25 10:00 GMT / 11:00 CET
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Trump’s China Strategy: Frog in the Pot or TACO special?
07 Aug 25 15:00 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Uranium’s Big Moment - AI Demand, Nuclear Expansion & How to play it
16 Jul 25 15:00 BST / 16:00 CET / 10:00 EDT
Ocean Wall
Ben Finegold
Ben Finegold
Head of Research
Ben attended Newcastle University completing
his BSc in Management while also working for
two start-ups. In 2020, he moved to Tel Aviv
to complete his MBA in Entrepreneurship and
Innovation at the Reichman University, receiving
a distinction. While in Israel, he worked as a
Research Analyst for Drive TLV. Prior to joining
Ocean Wall, Ben worked as an Investment
Analyst for Fat Gladiator Investment Club. Ben is
responsible for Ocean Wall’s research offerings
with a particular focus on Uranium. He has spent
three years as a dedicated nuclear fuels analyst
looking at investment opportunities in the
nuclear power generation, and fuel cycle niches.
IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit
14 Jul 25 12:00 BST
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
Why a Global Upswing Is Brewing - The Parallels with the Noughties
01 Jul 25 15:00 BST / 10:00 ET / 16:00 CET
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Buckle Up for the Bond Market Meltdown
17 Jun 25 15:00 BST / 10:00 EST / 16:00 CET
AAS Economics
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Beat the Bear Market
29 Apr 25 16:00 BST / 11:00 ET
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Asset Allocation - Generational Shift Ahead
20 Mar 25 15:00 / 10:00 ET
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Bitcoin at $2 Trillion: 700 Institutional Asset Managers Are In – What's Next for the Future of Crypto?
06 Mar 25 15:00 GMT / 10:00 EST
10x Research
Markus Thielen
Markus Thielen
Head of Research
Markus is the Head of Research at 10x Research, a premier provider of institutional-grade digital asset analysis. He previously served as Head of Research and Strategy at Matrixport, a $4 billion digital asset investment firm. Before that, Markus was Chief Investment Officer at IDEG Asset Management and the founder and CIO of Jomon Investment Management, where he led digital asset and macro investment strategies. Earlier in his career, he held portfolio management roles at Millennium Capital Partners and JP Morgan Investment Group. He began his career at Morgan Stanley, where he founded and led the Quantitative & Derivatives Strategies Group for Asia.
The Fiscal Dilemma - Between Risk Premia and a Recession
26 Feb 25 14:00 GMT / 09:00 EST
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
IRF Lunch: Bust in China 2025?
05 Feb 25 12:30 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
2025 Could be the Top for US Outperformance
04 Feb 25 16:00 GMT / 11:00 EST
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
US Exceptionalism, European Crisis - What are the Policy Responses?
27 Nov 24 14:00 GMT / 09:00 EST
Tweeddale Advisors
Mark Bathgate
Mark Bathgate
Founder & CEO
Mark has 25 years of financial market experience in fixed income and global macro. He began his career at Morgan Grenfell Asset Management (subsequently Deutsche Asset Management). Mark joined Goldman Sachs JB where as Head of Research for the proprietary trading unit in 2004 he worked closely with Bret Allender to develop the GTS Fund. He then was hired to UBS O’Connor in 2007 to work as Senior Strategist. In 2012, Mark co-founded ABD Investment Management -a macro hedge fund focusing on the G7 economies. He served as a portfolio manager at Bluebay Asset Management covering global macro markets from 2016 to 2019. Mark has also worked as a consultant for a number of European governments and policy institutions on market- related issues. Mark also contributes to newspapers such as the Spectator on economic and public policy issues.
Carbon: The Trade of Our Time
13 Nov 24 15:00 GMT / 10:00 EST
Sustainable Market Strategies
Lenka Martinek
Lenka Martinek
Managing Partner
Lenka is an investment strategist with 20 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
China 2025: Stimulus Meets Debt-Deflation and Global Headwinds
07 Nov 24 15:00 GMT / 10:00 EST
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
India: Why now, is it hype, a bubble?
06 Nov 24 15:00 GMT / 10:00 EST
Westbourne Research
Sharmila Whelan
Sharmila Whelan
Founder & Global Macro-Geopolitical Strategist
Sharmila is a veteran Global Geopolitical-Macro Strategist with nearly 30 years of experience advising buy-side clients on multi-asset strategies, known for her unique insights at the intersection of geopolitics, macroeconomics, and the Austrian business cycle. She has advised institutions including the CIA, US State Department, British High Commission, DFID, and China’s NDRC. Sharmila has held senior roles at Aletheia Capital, Merrill Lynch, CLSA, and BP, and was named one of Bloomberg’s “12 New Expert Voices” in 2022. A frequent commentator on Bloomberg, BBC, and CNBC, she also speaks at major forums like the FT Wealth Summit and contributes to the Financial Times and Economist Intelligence Unit.
IRF Lunch - China Stimulus and Strategic Reflation Opportunities for Q4 and Beyond
24 Oct 24 12:30 BST
PRC Macro
William Hess
William Hess
Co-CEO & Co-Head of Research
Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao
Song Gao
Co-CEO & Co-Head of Research
Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
The Budget - In Reeves we Trust?
23 Oct 24 15:00 BST / 10:00 EDT
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
US (Dis)Inflation Trends: Insights from AMS Language Models Data
19 Sep 24 15:00 / 10:00 EDT
Alternative Macro Signals
Laurent Bilke
Laurent Bilke
CEO & Head of Research
Laurent is a CEO & Head of Research. He is a former ECB economist and has led research efforts at Citadel, Stone Milliner and Nomura.
A timely and highly detailed look at the German economy, Europe’s powerhouse, with implications for capital markets and countries in Europe and beyond
12 Sep 24 15:00 BST / 10:00 EDT
QuantMetriks
Dr Savvas Savouri
Dr Savvas Savouri
Founder & Chief Economist
Dr. Savvas, Chief Economist and founder of QuantMetriks, completed his PhD at the LSE in 1993 and has held academic roles at Oxford University. With a career spanning top institutions including Hoare Govett, Credit Lyonnais, Commerzbank, and Lazard, he pioneered the award-winning quantitative economics product "Margin-Call." His work has been consistently ranked No.1 in quantitative analysis across the UK, Europe, and Japan. In 2005, he founded QuantMetriks Research and later joined Toscafund Asset Management as Chief Economist. In 2024, he relaunched QuantMetriks to continue delivering cutting-edge economic insights.
IRF Breakfast - The Global Economic & Financial Outlook: Will the 2020s Reprise the 1920s, 1970s, or the 1990s?
02 Jul 24 08:00 BST
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.
China: Rebound Prospects, Macro Headwinds, Next Phase of US-China Trade War
15 May 24 15:00 BST / 10:00 EDT
China Beige Book
Shehzad Qazi
Shehzad Qazi
Managing Director
Shehzad is the Managing Director who has spearheaded the expansion of the research product particularly in redesigning the quarterly report. He writes op-eds and essays, regularly featured in Foreign Office, Huffingfon Post and World Affairs.
US Bank Stocks - Tailwinds from the Election Year Narrative and the Inevitable Consequences
09 May 24 15:00 BST / 10:00 EDT
Portales Partners
Charles Peabody
Charles Peabody
President
Charles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
China’s Economic Policy: Out of Answers
11 Apr 24 15:00 BST / 10:00 EDT
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Can India Begin a New Commodities Bull Market?
10 Apr 24 14:00 BST / 09:00 EDT
Astris Advisory Commodities
Ian Roper
Ian Roper
Commodities & China Strategist
Ian Roper is a highly respected commodity strategist with over 22 years of experience in metals. He began his career at CRU in London and has since held key roles across Shanghai, Singapore, and now Tokyo, including positions at Steel Business Briefing, Macquarie, Rio Tinto, and CLSA. Currently based at Astris Advisory, Ian leads the Ian Roper Commodity Service, providing independent, in-depth analysis on base metals, ferrous metals, coal, and new energy materials. With a strong focus on China’s supply-demand dynamics and growing expertise in India’s emerging metals market, Ian delivers monthly deep-dive reports and regular market updates, leveraging his vast network and two decades of Asia-based insight.
IRF Lunch with Julian Brigden - Goldilocks Isn't Easy
21 Mar 24 12:30 GMT
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Will the Bull Market In Risk Assets Continue into 2024?
14 Dec 23 15:00 GMT / 10:00 EST
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
When the US Economy Breaks, Everything Breaks
23 Nov 23 15:00 GMT / 10:00 EST
Steno Research
Andreas Steno
Andreas Steno
Founder & Managing Partner
Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Something Will Break - But What?
14 Nov 23 14:00 GMT / 09:00 EST
The Macro Compass
Alfonso Peccatiello
Alfonso Peccatiello
Founder & CEO
Previously Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany - the portfolio invested in rates, credits, FX, and equities. He was also a key contributor to the ING Global Macro Committee, overseeing the $900 billion multi-asset and multi-geography balance sheet of the bank.
Market Psychology is Demented, Time to Get Defensive
10 Nov 23 15:00 GMT / 10:00 EDT
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Poland Politics: Looking beyond the pivotal Election
09 Nov 23 14:00 GMT / 09:00 EST
Teneo
Andrius Tursa
Andrius Tursa
Advisor / Europe
Andrius has been a political risk consultant since 2012, with past clients including Eurasia Group, IHS Markit, Fitch Solutions, and the Economist Intelligence Unit. He is also a seasoned labor market policy researcher and co-founded the Lithuania-based research and consulting firm Policy Impact Lab in 2017. Andrius holds a master’s in global governance and diplomacy from the University of Oxford and an honors bachelor’s degree in international development from UCLA. He is currently based in Vilnius, Lithuania.
Summers, Lagarde, Powell – 3 Dramatic Transformations… But Do They Go Far Enough?
05 Oct 23 15:00 BST / 10:00 EDT
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Thailand: How long will this New Government Last?
04 Oct 23 10:30 BST
Teneo
Bob Herrera-Lim
Bob Herrera-Lim
Managing Director / Asia
Bob has covered political and business risk across Southeast Asia—including the Philippines, Thailand, Vietnam, Indonesia, Malaysia, Singapore, Cambodia, Myanmar, and Laos—since 2002, previously with Eurasia Group. A former practicing lawyer in the Philippines, he held roles in both government and the private sector, including Chief of Staff to the Philippine Senate Majority Leader, where he worked on economic policy, energy privatization, and sectoral reforms. He also served as a program fellow at the Asian Institute of Management, leading research on corporate governance and CSR. Bob has advised on legal training programs for the judiciary and consulted on crisis communications for infrastructure projects. He holds degrees in law and economics from the University of the Philippines and has been a member of the Philippine Bar since 1994.
China’s Structural Downturn
04 Oct 23 15:00 BST / 10:00 EDT
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
The 5 Secrets to AI
14 Sep 23 15:00 BST / 10:00 EDT
Pennock Idea Hub
Barbara Gray
Barbara Gray
Thematic Investment Analyst
Barbara achieved All-Star Analyst ranking for four consecutive years. Her two decades of sell-side equity research experience, combined with her creative ability to piece together emerging structural disruption trends, enables Barbara to come up with unique investment ideas. She is also the author of the books “Secrets of the Amazon 2.0”, “Secrets of the Amazon” and “Ubernomics”.
Spain’s Political Limbo: The Way Forward and Policy Implications
13 Sep 23 15:00 BST / 10:00 EDT
Teneo
Antonio Barroso
Antonio Barroso
Deputy Director of Research & Managing Director / Europe
Antonio is a Deputy Director of Research & Managing Director for Europe at Teneo.
Egypt on the Verge of Bankruptcy, with Allies Jumping Ship
06 Sep 23 15:00 BST / 18:00 GST
Zircon Consultancy Group
Hafsa Halawa
Hafsa Halawa
Founder & Managing
Hafsa Halawa is an independent consultant with over 13 years of experience working across the MENA and East Africa regions, advising governments, NGOs, civil society, and the private sector. She began her career as a civil society organiser in Egypt in 2011 and went on to work with the UN, EU External Action Service, and the Swedish International Development Agency. Hafsa has built extensive networks across regional governments, security sectors, and international institutions, offering strategic insight on regional uprisings, political economies, and the geopolitical impacts of conflicts in Ethiopia, Ukraine, and Sudan. Her recent work focuses on the growing influence of Gulf countries regionally and globally.
Something has to Crack
18 Aug 23 15:00 BST / 10:00 EDT
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Unstable Equilibrium - The Path from 9 to 3, now what?
16 Aug 23 15:00 BST / 10:00 EDT
Ironsides Macroeconomics
Barry Knapp
Barry Knapp
Macroeconomic & Public Policy Strategist
Are Emerging Markets Back?
26 Jul 23 15:00 BST
Emerging Advisors Group
Jonathan Anderson
Jonathan Anderson
Partner
Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
The recession has been delayed, not avoided. And is not in the price
20 Jun 23 14:30 BST
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Central Banks Lag Powell’s and Summers’s Transformation
14 Jun 23 15:00 BST / 10:00 EDT
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Can a Crisis be Avoided given the Current Policy Framework and Global Trends?
31 May 23 15:00 BST / 10:00 EDT
MES/Falconridge Advisers
Paul Markowski
Paul Markowski
Founder
Europe’s Two Big Threats
24 May 23 15:00 BST / 10:00 EDT
Eurointelligence
Wolfgang Munchau
Wolfgang Munchau
Co-Founder & Director
Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
Profiting From The Divergence Of Trends Between The West and The East
11 May 23 15:00 BST / 10:00 EDT
Steno Research
Andreas Steno
Andreas Steno
Founder & Managing Partner
Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Mikkel Rosenvold
Mikkel Rosenvold
Partner & Geopolitical Analyst
From several years as a chief
consultant in the Danish ministries
of Taxation and Finance, Mikkel
forms the core of Steno’s (geo-)
political analysis team. Mikkel
has a strong network in European
and Global affairs and a sharp eye
for the bigger picture in localised
events. Mikkel anchors the weekly
editorial ‘the Great Game’ as well
as the geopolitical ‘Watch Series’.
Bear Market Phase 3 - #Quad4 Profit Recession Reiterated
10 May 23 16:00 BST / 11:00 EDT
Hedgeye
Keith McCullough
Keith McCullough
Founder & CEO, Macro
Prior to founding Hedgeye Risk Management in 2008, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.
For many years, Keith was a regular market guest across financial media including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg. Disappointed by the conflicts of interest and quality of Establishment Media, Keith launched HedgeyeTV in 2014 and hasn’t looked back.
In addition to producing a wide array of written Macro research (covering the top 50 global economies), Keith hosts his own show, “The Macro Show” weekday mornings as well as “The Call @ Hedgeye,” which features the firm’s entire 40+ analyst research team discussing their favorite long and short stock ideas.
Oil Markets Outlook: How strong is the bull case?
26 Apr 23 14:00 BST / 09:00 EDT
Vanda Insights
Vandana Hari
Vandana Hari
Founder & CEO
Prior to launching Vanda Insights, Vandana worked for more than 20 years in senior positions with S&P Global Platts, the oil industry’s premier source of news and pricing information on the energy industry. In her interactions with senior executives and traders at oil and gas companies, government bodies, ministers, regulators and think tanks over the years, Vandana realised there was a keenly-felt need for a succinct and clearly-articulated big-picture perspective on the oil markets, which was not being fulfilled by any of the existing publications. Vanda Insights was born out of a desire to meet that need.
Why Oil Goes to $25 Per Barrel
12 Apr 23 15:00 BST / 10:00 EDT
CHA-AM Advisors
David Scott
David Scott
Founder
David, Founder, spent six years as a commercial banker in various overseas branches of Lloyds Bank followed by two years with research consultancy Tara Siam, before joining WI Carr in Thailand as Chief Representative in 1989. He moved to Hong Kong in 1994 where he spent 8 years as WI Carr’s Chief Regional Strategist and two years as Head of Regional Strategy for Deutsche Securities before establishing Cha-Am in 2004. Over the past 25 years David has been recognised by numerous investor polls as one of the top strategists and equity analysts in Asia.
Beyond the Current Crisis: Gain versus Pain
24 Mar 23 11:00 GMT
Independent Strategy
David Roche
David Roche
President & Global Strategist
UK & EU Monetary & Climate Policy Roadmap for 23' and Beyond
15 Mar 23 15:00 GMT / 11:00 EST
Saltmarsh Economics
David Owen
David Owen
Founder & Chief Economist
David was formerly Chief European Economist, Jefferies and before that, Chief Economist, Developed Markets, Dresdner Kleinwort. For many years he Chaired the Investment Committee of Save the Children, UK (2008-2016), and formerly served on the Council of the Society of Professional Economists (2006-2012). David first met Marchel at Dresdner Kleinwort, as part of their highly ranked Global Macro team. They were winners of Nationwide Environmental Impact Consultancy of the Year 2024, by SME News in the UK.
Marchel Alexandrovich
Marchel Alexandrovich
Partner & European Economist
Before joining Saltmarsh Economics, Marchel was a Managing Director and a Senior Economist at Jefferies. Prior to that he was an economist in the Chief Economist’s office at Lloyds Banking Group, and after graduate studies at Oxford, Dresdner Kleinwort. Marchel first met David at Dresdner Kleinwort, as part of their highly ranked Global Macro team. They were winners of Nationwide Environmental Impact Consultancy of the Year 2024, by SME News in the UK.
The Market Is Going To Do Whatever It Takes To Drive People Crazy
02 Mar 23 15:00 GMT / 10:00 EST
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Xi Zaps the Bear
22 Feb 23 15:00 GMT / 10:00 EST
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
Latin America Faces High Global Rates
10 Feb 23 10:00 GMT
Alberdi Partners
Marcos Buscaglia
Marcos Buscaglia
Founder
Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
If Russia Don’t Get You, Then Central Banks Will
25 Jan 23 15:00 GMT / 10:00 EST
Suttle Economics
Phil Suttle
Phil Suttle
Founder & International Economist
Identifying Key Themes in the Global Commodity Markets Using an AI-based Approach
23 Nov 22 15:00 GMT / 10:00 EST
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
China - The Bigger Short
26 Oct 22 15:00 BST
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Multi-Asset Investing - True Insights: Translating Market Developments into Actionable Investment Decisions
19 Oct 22 14:00 BST
True Insights
Jeroen Blokland
Jeroen Blokland
Founder & Chief Investment Strategist
Jeroen is the Founder and Chief Investment Strategist at True Insights. Previously, he was Head of Multi-Asset at Robeco, where he managed over EUR 5 billion in assets and delivered award-winning multi-asset investment solutions. With over 20 years of experience as a portfolio manager, Jeroen’s team achieved significant outperformance for clients, further solidifying his strong track record. Known for his data-driven, evidence-based approach, Jeroen’s investment philosophy is centered on observing market trends rather than assuming outcomes. He is a well-known figure in the investment community, with a significant following on social media, including 100K followers on Fintwit.
Will Labour Markets Break the World?
18 Oct 22 15:00 BST / 10:00 EST
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
The geopolitical chaos created by the four new empires and a Security/Terrorism roundup around the world
08 Sep 22 14:00 BST
GlobalStrat
Olivier Guitta
Olivier Guitta
Managing Director
Olivier is the Managing Director. He is ranked in the top 250 terrorism experts in the world, top 500 in National Security, top 500 Maghreb and top 750 Gulf experts. He has briefed on international affairs, geopolitical risk and security matters to the European Union, the United States Congress, US presidential candidates, NATO, the UK Home Office, the UK Foreign and Commonwealth Office, the Swedish Foreign and Defence ministries, and the Belgian Foreign Ministry. Olivier’s clients include sovereign wealth funds, private equity firms, hedge funds and asset managers, multinationals, prestigious law firms and governments in Europe, the Middle East and Africa. He regularly briefs chief security officers from the largest companies in the world. His writings on international affairs and security issues have been published in prestigious outlets, including The Times, Le Monde, Forbes, The Daily Beast, Jane’s Weekly, Fox News, National Post, National Interest and The National. Olivier is a Columnist for the Dubai-based Akhbar and alAan TV. He appears on international broadcast outlets including the BBC, CNN, Sky News, NBC, CNBC, ITN, ABC Radio, France 24, Canadian TV, Fox News and NPR. Olivier spent twelve years working as a portfolio manager for two financial firms in the USA. He worked as a geopolitics and risk analysis consultant before joining a foreign policy think tank in London in 2013.
Mind The Gap: Bridging China’s Short Term Growth Shocks and Long Term Macro Strategy
06 Sep 22 15:00 BST
PRC Macro
William Hess
William Hess
Co-CEO & Co-Head of Research
Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao
Song Gao
Co-CEO & Co-Head of Research
Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Meet the New Regime, Same as the Old Regime
18 Aug 22 15:00 BST
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Turning on a Dime
10 Aug 22 16:00 BST
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Breaking the Yield Curve
07 Jul 22 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
“Liquidity Is Terrible” (FT June, 2022) …But It’s Set To Get Much Worse
27 Jun 22 15:00 BST
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
The Pandemic Brings the Curtain Down on Secular Stagnation
14 Jun 22 12:30 BST
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Is The New Jay Powell The Same as the Old?
26 May 22 15:00 BST
Quill Intelligence
Danielle DiMartino Booth
Danielle DiMartino Booth
CEO & Chief Strategist
Danielle brought together a core team of investing veterans to analyse the trends and provide critical analysis on what is driving the markets – both in the United States and globally. She is a regular on the financial media circuit – often brought on to discuss “all things Fed” and frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance, RT, and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. In his words she was his “eyes and ears on Wall Street” and built a phenomenal network of connections over those years, many of whom contribute to our thought process to this day.
No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500
25 May 22 15:00 BST
Benderly Economic Insights
Jason Benderly
Jason Benderly
Financial and Economic conditions seen through the Banking sector
26 Apr 22 14:00 UTC
Portales Partners
Charles Peabody
Charles Peabody
President
Charles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
Brent Erensel
Brent Erensel
Head of Sales
Brent is a Partner and Head of Sales for Portales. As a former bank analyst, Brent has led bank research teams at Dean Witter, Donaldson Lufkin and Jenrette, UBS, and Deutsche Bank. Brent has analysed US and Latin Banks since 1981 and joined Portales in 2001. Brent has an MBA from NYU’s Stern School of Business and was awarded the CFA charter in 1985.
Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy
14 Apr 22 15:00 UTC
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Everything Looks Different Today
31 Mar 22 15:00 UTC
Capital Alpha Partners
James Lucier
James Lucier
Co-Founder / Macro, Clean Energy & Utilities
James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Ian Katz
Ian Katz
Financials
Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans.
Rob Smith
Rob Smith
Health Care
Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
Robert Kaminski
Robert Kaminski
TMT
Robert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector.
Byron Callan
Byron Callan
Defence & Industrials
Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
Inflation, Recession or Both?
24 Mar 22 15:00 UTC
AAS Economics
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
The Year of the Tiger is Biting Hard
10 Mar 22 15:00 UTC
Rosenberg Research
David Rosenberg
David Rosenberg
President & Chief Economist
David is the firm’s President and Chief Economist & Strategist. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Woods survey of Canadian economists for 10 years in a row. Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media.
China Policy Easing in '22? A Look Inside China Beige Book's Latest Credit Data
02 Mar 22 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
It’s All About Financial Conditions
24 Feb 22 15:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Top Biotech Shorts and Longs for 2022
09 Feb 22 15:00 UTC
Bios Research
Dr. Aaron Fletcher
Dr. Aaron Fletcher
Co-Founder & Managing Partner
Dr. Aaron, Managing Partner & Co-Founder, has a PhD in Biochemistry from Colorado State University and is currently a visiting professor in Biochemistry and Cell Biology at Dallas Baptist University; he has been a consultant in the financial industry since 2006. The Bios’ research effort is composed of Aaron and three additional analysts. Each of the analysts have Masters’ in Public Health or PhDs from leading academic institutions.
Talking Shop: Browsing for High Yield Retail Bargains
03 Feb 22 15:00 UTC
Sarria - Credit Opportunities
Wolfgang Felix
Wolfgang Felix
Mr
Is the Bull Market for Oil Over?
20 Jan 22 15:00 UTC
Cornerstone Analytics
Mike Rothman
Mike Rothman
Founder & President
Mike is the Founder and President of Cornerstone Analytics, with 39 years of experience researching oil markets and 37 years of attending OPEC meetings. Widely recognized in the industry, he was ranked #1 by Institutional Investor for Energy Research. Before founding Cornerstone in 2009, he launched ISI’s energy platform in 2005 and served as Head of Energy at Merrill Lynch beginning in 1984.
Biden’s Act 2
08 Dec 21 15:00 UTC
Capital Alpha Partners
James Lucier
James Lucier
Co-Founder / Macro, Clean Energy & Utilities
James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Kim Monk
Kim Monk
Co-Founder / Health Care
Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
Ian Katz
Ian Katz
Financials
Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans.
Robert Kaminski
Robert Kaminski
TMT
Robert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector.
Byron Callan
Byron Callan
Defence & Industrials
Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
Rob Smith
Rob Smith
Health Care
Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture
23 Nov 21 15:00 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Behavioural Sciences and the Psychology of the Sell
18 Nov 21 15:00 UTC
Prospecta
Herman Brodie
Herman Brodie
Founder & Managing Director
Herman is founder and Managing Director, has been educating and advising the world’s leading financial institutions on behavioural finance and its applications for the past 20 years. A graduate of the University of Manchester, he previously spent a decade in investment banking roles in London, Paris and Frankfurt. He is co-author of The Trust Mandate – a book that demonstrates how behavioural insights can provide practical solutions to one of investment firms’ primary challenges: raising and retaining assets. He is also co-author and lecturer of the investment course, A Practical History of Financial Markets, and international faculty member of the Portfolio Construction Forum
Looking at the big supply side issues with Big Data
10 Nov 21 15:00 UTC
Deep Macro
Jeffrey Young
Jeffrey Young
Founder & Chief Economist
Jeffrey is the CEO and Co-Founder of DeepMacro. Jeffrey is the former head of FX Research at Citigroup, the Chief Economist at Platinum Grove Asset Management, the Director of Research at Woodbine, and a Macro Analyst at Caxton. Jeff has a degree from Princeton University
Inflation, Terminal Rates and the Central Bank Peloton
03 Nov 21 15:00 UTC
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
The Gold and Silver Bull Market is Not Over
02 Nov 21 15:00 UTC
CPM Group
Jeffrey Christian
Jeffrey Christian
Managing Partner
Jeffrey has been a prominent analyst and advisor on precious metals and commodities markets since the 1970’s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. He founded the company in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. He has advised many of the world’s largest corporations and institutional investors on managing their commodities price and market exposures, as well as providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments
Safe As Houses: European HY Real Estate Bombs
14 Oct 21 15:00 UTC
Sarria - Credit Opportunities
Wolfgang Felix
Wolfgang Felix
Mr
Exploring the Contemporary US Beverage Market
12 Oct 21 15:00 UTC
Beverage Marketing Corporation
Gary Hemphill
Gary Hemphill
Managing Director & COO
Gary, Managing Director of Research, leads the company’s range of syndicated and custom research information products, including its comprehensive beverage database DrinkTell.
Brian Sudano
Brian Sudano
Managing Partner
Brian is Managing Partner in charge of the company’s consulting practice. Mr. Sudano’s experience covers nearly the entire beverage industry, from energy drinks to wine, with special expertise in key strategic issues by virtue of varied industry experience and broad range of projects.
Beyond Evergrande: Why Xi's New Derisking Efforts are China's Biggest Policy Shift in Two Decades
07 Oct 21 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
The Reflation Trade at a Crossroads
28 Sep 21 15:00 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Policy Makers are Playing with Fire!
23 Sep 21 15:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Beat the Crowd: Major Year-End Sector Rotation Shift Has Started
16 Sep 21 16:00 UTC
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Is it Occasionally Wise to be Conventional?
02 Sep 21 15:00 UTC
HED Capital Management
Richard Edwards
Richard Edwards
China Factors in Base Metals
18 Aug 21 15:00 UTC
PRC Macro
William Hess
William Hess
Co-CEO & Co-Head of Research
Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao
Song Gao
Co-CEO & Co-Head of Research
Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
Why Much Higher Inflation Will be Sustained
28 Jul 21 16:30 UTC
HCWE & Co.
David Ranson
David Ranson
President & Head of Research
David has been a principal of HCWE & Co. and its antecedent companies since 1976, before which he was a visiting assistant professor at the University of Chicago Booth School of Business and Assistant to the Secretary at the US Department of the Treasury.
China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data
08 Jul 21 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Latin America: at the start of another lost decade?
17 Jun 21 15:00 UTC
Alberdi Partners
Marcos Buscaglia
Marcos Buscaglia
Founder
Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks
16 Jun 21 09:00 UTC
Antipodean Capital Management
Craig Ferguson
Craig Ferguson
Director
Craig, Founder and Director of Strategy, was formerly a bond and FX market maker at JPMorgan (1994-1999), Head of JPMorgan’s Cross Asset Technical Analysis Group (1999-2003) and the Senior FX Strategist at ANZ Investment Bank (2003-2006), before founding Antipodean Capital in 2006. Craig authored the #1 ranked Amazon bestseller “Debt, Defaults, Disinflation & Demographics: How to Survive the Coming Market Meltdown” in 2014.
What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis
02 Jun 21 15:00 UTC
J Ganes Consulting
Judith Ganes
Judith Ganes
Sector Shift: The Best Offence is a Good Defence
06 May 21 16:00 UTC
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Nanotechnology: How we are engineering life from the bottom up
15 Apr 21 15:00 UTC
Signum Intel
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Intertemporal Disequilibrium and a World of Bubbles
13 Apr 21 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
Vaccines End Recession Begins
31 Mar 21 15:00 UTC
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
Finding Value in the Stocks 2020 Left Behind
24 Mar 21 15:00 UTC
Boyar Research
Jonathan Boyar
Jonathan Boyar
President
Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus.
Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy
23 Mar 21 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect
04 Mar 21 15:00 UTC
Renaissance Macro Research
Howard Mason
Howard Mason
Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest
25 Feb 21 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
2021 Outlook: Three Cycle Tailwinds and Policy Risks
23 Feb 21 15:00 UTC
Ironsides Macroeconomics
Barry Knapp
Barry Knapp
Macroeconomic & Public Policy Strategist
Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?
22 Feb 21 15:00 UTC
Llewellyn Consulting
Dr. John Llewellyn
Dr. John Llewellyn
Founder
Time to Buckle Up? - Divergent Trends & The Return of Inflation
16 Feb 21 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Will Gold Post New Highs in 2021, or is the Bull Market Over?
12 Feb 21 15:00 UTC
Metals Focus
Philip Newman
Philip Newman
Director & Metals Consultant
Prior to Metal Focus, Philip was Research Director at GFMS, where he spent 19 years and was a key contributor and project manager of the silver, gold and PGM surveys, research reports and consultancy projects. Philip is a regular speaker at international events, including the LBMA, IPMI and Denver Gold Forum conferences.
The Key Geopolitical Risks of 2021 and Beyond
20 Jan 21 14:00 UTC
Merl House
Christopher Parry
Christopher Parry
Commodities - Finally, a Bull Market
19 Jan 21 15:00 UTC
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
The World's Best Trade
16 Dec 20 15:00 UTC
Global Macro Investor
Raoul Pal
Raoul Pal
Investment Strategist & Publisher
Biden joins Emily in Paris
15 Dec 20 15:00 UTC
ABP Invest
Thanos Papasavvas
Thanos Papasavvas
Founder and CIO
Thanos founded ABP Invest in 2015. He is an award-winning fund manager with over 30yrs experience in financial markets, having managed assets for the most prestigious public and private institutions internationally. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20yr asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management – where he was also twice awarded “Currency Manager of the Year.” He is a passionate windsurfing enthusiast, marathon runner since age 11, and more recently a cold-water swimmer. Thanos is a CFA Charterholder and also a member of Chatham House.
Money Supply, the Business Cycle and Asset Allocation
09 Dec 20 10:00 UTC
AAS Economics
Peter Stellios
Peter Stellios
Economist
Peter has over 14 years of experience in economic modelling and forecasting in financial markets, with a strong focus on converting monetary analysis into actionable macroeconomic predictions. As a Senior Economist at MF Global Australia, he specialised in forecasting financial market trends and notably predicted significant equity market declines in 2007. He holds a Bachelor of Commerce from the University of Sydney and a Master’s in Economics from Macquarie University, Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Macro drives policy and policy drives markets
07 Dec 20 15:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Macro trends affecting the CEE and Ukraine
03 Dec 20 15:00 UTC
Millennium Emerging Europe
Andras Radnoti
Andras Radnoti
Managing Director
Andras oversees source development and maintenance, manages high-level accounts, and leads the quality assurance of project work. He trained at The Economist Intelligence Unit and Oxford Analytica before moving into intelligence work with Sastre Consulting, where he managed some of the firm’s most sensitive operations in Emerging Europe. He also supported global market entry projects for corporations by providing political risk intelligence.
Barnabas Mester
Barnabas Mester
Senior Policy Analyst
Barnabas manages complex risk consulting projects, develops and maintains sources, and advises corporate and financial services clients. Previously, Barnabas spent the better part of a decade working in various advisory roles in the European Parliament in Brussels. Throughout his years there, he built up an extensive network of Eastern European policy professionals and developed a nuanced understanding of many Eastern European professionals.
Millennium analysts – political scientists and linguists by training, specialised in Emerging Europe countries – bring to the table experience from international organisations like the OSCE and the EBRD and leading intelligence firms like Nardello & Co. and Raedas. They have been selected for their outstanding analytical prowess and in-depth knowledge of the region, and trained to build and maintain relationships discreetly.
Best Metal and Mining Stock Ideas for 2021
25 Nov 20 11:00 UTC
Global Mining Research
Tony Robson
Tony Robson
Executive Chairman & Senior Mining Analyst
Tony has enjoyed high-profile positions within the finance industry. He was previously Global Co-Head for Mining Research at BMO Capital Markets and Head of European Research, plus he has lengthy experience with HSBC, Prudential Securities and BNP Paribas. Tony is technically qualified as a geologist and geophysicist.
David Radclyffe
David Radclyffe
CEO & Senior Mining Analyst
David has enjoyed high-profile positions within the finance industry, as Head of Research for BMO Capital Markets in Europe and Head of Mining for Nomura, CSLA and Southern Cross Equities. David is technically qualified as a geologist and geophysicist.
Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine
20 Nov 20 14:00 UTC
The Daily Dirtnap
Jared Dillian
Jared Dillian
Founder
Jared graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, and from the University of San Francisco in 2001 with an MBA, concentration in Finance. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999- 2000, and was a trader for Lehman Brothers from 2001 to 2008, specialising in index arbitrage and ETF trading. He is the host of The Jared Dillian Show, a nationally syndicated radio show on personal finance.
U.S. Elections, Bottlenecks and Inflation
12 Nov 20 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
The 2021 Bubble
22 Oct 20 15:00 UTC
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
Global Macro & Geopolitics
07 Oct 20 14:00 UTC
Rosa & Roubini Associates
Nouriel Roubini
Nouriel Roubini
Co Founder
Nouriel Roubini is an expert on financial crises and widely recognised for having predicted the U.S. housing bust and its domestic and international fallout that led to the Global Financial Crisis of 2007-2009. He is an Emeritus Professor at New York University’s Stern School of Business. Nouriel Roubini served as the senior economist for international affairs on the White House Council of Economic Advisors and then as senior advisor to the undersecretary for international affairs at the U.S. Treasury Department.
Brunello Rosa
Brunello Rosa
Co-Founder, CEO & Head of Research
Before co-founding R&R, Brunello Rosa was a managing director at Roubini Global Economics, which he joined coming from the Bank of England. He is a visiting professor at City University of London, at Bocconi University in Milan, and an Associate at the Centre For Macroeconomic of the London School of Economics and Political Science, where he teaches macroeconomics and finance. He is an active member of Chatham House, the UK’s Institute of Directors, the International Institute of Strategic Studies.
Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election
28 Sep 20 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery
23 Sep 20 15:00 UTC
Llewellyn Consulting
Russell Jones
Russell Jones
Velocity of People
11 Sep 20 11:00 UTC
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
ESG Megatrends in a Post-Pandemic world
10 Sep 20 15:00 UTC
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Inflation expectations: Will it be different this time?
27 Aug 20 15:00 UTC
Economic Perspectives
Peter Warburton
Peter Warburton
Owner & Chief Economist
Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Global Liquidity Latest: It’s A Big, Beautiful ‘V’
02 Jul 20 15:00 UTC
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
Schumpeter’s Gale: It’s never different this time
01 Jul 20 15:00 UTC
Ironsides Macroeconomics
Barry Knapp
Barry Knapp
Macroeconomic & Public Policy Strategist
Is There a Disconnect between Capital Markets and the “Real” US Economy?
02 Jun 20 16:00 UTC
HCWE & Co.
David Ranson
David Ranson
President & Head of Research
David has been a principal of HCWE & Co. and its antecedent companies since 1976, before which he was a visiting assistant professor at the University of Chicago Booth School of Business and Assistant to the Secretary at the US Department of the Treasury.
Buy Buy Buy as Sentiment is far too Bearish
19 May 20 16:00 UTC
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Primary research on China
13 May 20 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
China’s recovery (or not), the deteriorating state of U.S.-China relations
27 Apr 20 15:00 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
It All Comes To Nought
21 Apr 20 15:00 UTC
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
Banks - Credit, liquidity, market risk, in unison
20 Apr 20 10:00 UTC
Tabbush Report
Daniel Tabbush
Daniel Tabbush
Founder
Daniel has 30 years’ experience in Asia-Pacific bank analysis, but also US banks, and Standard Chartered and HSBC. Daniel’s extensive research into the Asian banking sector has led to him becoming an expert figure on global banking issues including regulatory changes, developments in the US banking landscape, and with a particular focus on Asean banks. Before launching Tabbush Report in 2012, he was the Head of Asian Bank research at the number one Asian brokerage, CLSA, overseeing the coverage of 80 banks and the work of 10 analysts. He has been highly ranked by Asiamoney, The Asset and Bloomberg, as well as by institutional investors. Daniel continues to appear on various TV interviews with CNBC and Bloomberg, typically focusing on HSBC, STAN, Singapore’s banks, but also US banks.
Global liquidity set to surge by 40% - What are the implications?
16 Apr 20 15:00 UTC
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
Preparing for the Inflationary Backlash
09 Apr 20 15:00 UTC
Economic Perspectives
Peter Warburton
Peter Warburton
Owner & Chief Economist
Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Where are we now? Markets are suspended but what will the AC world look like?'
08 Apr 20 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Equity Investing into the Abyss
03 Apr 20 14:00 UTC
Boyar Research
Jonathan Boyar
Jonathan Boyar
President
Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus.
Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
A General Turn in Macro with Implications for All Markets
02 Apr 20 16:00 UTC
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Stocks, FX, Bonds, Commodities
17 Mar 20 12:30 UTC
Global Forecaster
David Murrin
David Murrin
Founder
David has been a macro trader since 1986, first working at JPM on its first Prop desk and then as a founder and CIO of his Macro and Emerging Market Fund, Emergent Asset Management, for over 20 years. During that time, he has had a remarkable track record of predicting major market declines and profiting extensively from them. Short at the highs and then running with the decline in the 1998 Asian Crisis, the 2001 dot com bubble, the 2003 Argentine crisis, the 2007 bear market, the flash crash of 2011, last but not least the February 2020 pandemic risk-off crisis. However, his work not only accurately predicts these big dislocations and but also then focuses on the safe periods to then extract risk-off Alpha. Subscribing to Global Forecaster is effectively akin to having access to an outsourced but very experienced CIO, with a uniquely successful track record.
Global Liquidity Risks in 2020 & Beyond
06 Mar 20 12:30 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
Divesting Out Of Oil & Towards New Opportunities
19 Feb 20 12:30 UTC
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Behavioural Finance - Diversity & Inclusion
13 Jan 20 12:30 UTC
Prospecta
Herman Brodie
Herman Brodie
Founder & Managing Director
Herman is founder and Managing Director, has been educating and advising the world’s leading financial institutions on behavioural finance and its applications for the past 20 years. A graduate of the University of Manchester, he previously spent a decade in investment banking roles in London, Paris and Frankfurt. He is co-author of The Trust Mandate – a book that demonstrates how behavioural insights can provide practical solutions to one of investment firms’ primary challenges: raising and retaining assets. He is also co-author and lecturer of the investment course, A Practical History of Financial Markets, and international faculty member of the Portfolio Construction Forum
The madness of modern monetary policy; a.k.a where are all the bubbles?
10 Dec 19 12:30 UTC
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
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?
17 Oct 19 12:30 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
5G: is this the biggest disruption in telecoms since the dotcom bubble?
03 Oct 19 12:30 UTC
New Street Research
James Ratzer
James Ratzer
Communication Services / Europe
James heads the European Communication Services research team and was one of the founding partners of New Street Research. Prior to this, he led the Telecoms Research team at UBS, where both the team and he individually were ranked No.1 by Institutional Investor.
Andrew Entwistle
Andrew Entwistle
US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?
20 Sep 19 12:30 UTC
High Frequency Economics
Jim O'Sullivan
Jim O'Sullivan
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
13 Sep 19 12:30 UTC
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
After an 'all-fall-down' year is the bad news in the price?
22 Jan 19 12:30 UTC
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Latest Macro Insights on US, Europe, Brexit and China
21 Jan 19 12:30 UTC
High Frequency Economics
Carl Weinberg
Carl Weinberg
Founder, Managing Director & Chief Economist
Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Jim O'Sullivan
Jim O'Sullivan
Growth and Inflation - The biggest risks to market equilibrium
06 Nov 18 12:30 UTC
Macro Intelligence 2 Partners
Ronnie Aked
Ronnie Aked
Advisor
Ronnie is an Advisor. He joined the MI2 Research team in 2015, following two years at Capstone Investment Advisors as a portfolio manager. Ronnie has extensive buy-side experience, having served as Co-founder, CIO, and Macro Portfolio Manager at Arsago, UBS O'Connor, and Capstone.