ROADSHOWS: Communications / Media / Software - Andrew Freedman & Felix Wang /Hedgeye   •   London 10 - 11 Nov   03 - 11 Nov 26       Behavioural Finance, Portfolio Strategy & Quant - Jim Rocchio /Kailash Capital Research   •   London   05 - 05 Nov 26       US, European and Asian SELL / SHORT Ideas - Robert Prather /Vision Research   •     10 Nov - 15 Dec 26      

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Previous

Equity Idea Calls
Not So Tiny Bubbles

02 Dec 26 15:00 GMT/ 10:00 EST / 16:00 CET

Rosenberg Research

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Is the Euro Crisis Coming Back?

19 Nov 26 15:00 GMT / 10:00 EST / 16:00 CET

Eurointelligence

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The Hawkish BoJ Turn Will Push The Yen To 99

17 Nov 26 13:30 GMT / 08:30 EST / 14:30 CET

BCA Research

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Best Equity Short Ideas Conference Call 15

12 Nov 26 14:30 GMT / 09:30 EST / 15:30 CET

Iron Blue Financials, Channel Dynamics, Hudson Labs, PAA Research, Forensic Alpha, Badger Consultants

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A Bessent Problem that Warsh Can’t Solve

28 Oct 26 15:00 GMT / 11:00 EDT / 16:00 CET

Talking Heads Macro

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The AI Boom Will Flame Out, but the Next Cycle Will Still Be Capex-Led

27 Oct 26 10:00 GMT / 11:00 CET

Minack Advisors

Replay
Borrowers, Buyers and Balance Sheet: Why the Market Hasn't Broken Yet

14 Oct 26 15:00 BST / 16:00 CEST / 10:00 EDT

Satori Insights

Replay
US Equities: Tech Ascendant After Summer Swoon

07 Oct 26 15:00 BST / 10:00 EDT / 16:00 CEST

BCA Research

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Oil, Markets, Policy, and Geopolitics: Near and Medium Term Outlook

06 Oct 26 14:30 BST / 09:30 EDT / 15:30 CEST

Rapidan Energy Group

Replay
Semiconductors: Bubble Burst or Bear Market Trap?

17 Sep 26 15:00 BST / 10:00 ET / 16:00 CET

CHA-AM Advisors

Replay
China’s Anti-Involution Initiative: One Year On

05 Aug 26 09:00 BST / 10:00 CEST / 16:00 HKT

BCA Research

Replay
What The Chip Boom Means for Macro Markets in Asia

14 Jul 26 10:00 EDT / 15:00 BST / 16:00 CEST

East Asia Econ

Replay
Best Equity Short Ideas Conference Call 14

02 Jul 26 15:00 BST

Vision Research, AIR Capital, Oxford Data Plan, Corto Capital Advisors, New Street Research, Forensic Alpha

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YOLO until IPO

30 Jun 26 11:15 EDT / 16:15 BST / 17:15 CEST

BCA Research

Replay
Where is the National Bureau of Economic Analysis?

25 Jun 26 12:30 BST

QI Research

Replay
A Generational Opportunity to Invest in the Nuclear Renaissance

22 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

Ocean Wall

Replay
Best TMT Equity Ideas Conference Call

03 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

Arete Research, Huber Research Partners, JNK Research, Lynx Equity Strategies, Sales Pulse Research, Rosenblatt Securities

Replay
Why The S&P 500 Could Reach 8,250 by end of 2026

29 May 26 10:00 EDT / 15:00 BST / 16:00 CEST

Yardeni Research

Replay
The Anatomy of a Bitcoin Recovery

21 May 26 09:00 EDT / 14:00 BST / 15:00 CEST

10x Research

Replay
Best Equity Ideas with 2Xideas

20 May 26 10:00 EDT / 15:00 BST / 16:00 CEST

2Xideas

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GFC Economics: 27 Years of Calling Big Turning Points in the Global Macro Economy

22 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST

GFC Economics

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Deepening U.S. Recession Buffeted by Rising Cross-Correlations

21 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST

QI Research

Replay
Will Supply Impacts Be Enough to Offset Demand Losses from Iran Conflict?

01 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST

Astris Advisory Commodities

Replay
Best Equity Short Ideas Conference Call 13

26 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET

Badger Consultants, Bios Research, Channel Dynamics, Iron Blue Financials, Quo Vadis Capital, The Analyst

Replay
The Great Rebalancing: Asset Allocation in a Multipolar World

25 Feb 26 11:00 EST / 16:00 GMT / 17:00 CET

BCA Research

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Hardware Eats Software As Atoms Become The AI Bottleneck, Not Bits

19 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET

Entext

Replay
Making Weather Pay – The Outlook For Global Commodities

11 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET

Best Weather

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Lunch - How Bull Markets Die

03 Feb 26 12:30 GMT

Replay
Venezuela: Outlook and Market Implications

09 Jan 26 16:00 CET / 15:00 GMT / 10:00 EST

Verisk Maplecroft

Replay
UK Budget - How Did We Get Here, Why is UK Having Another Massive Tax Hike?

21 Nov 25 11:00 GMT / 12:00 CET

Tweeddale Advisors

Replay
NEW SERIES: Best Equity Long Ideas Conference Call 1

20 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST

Rosenblatt Securities, Hedgeye, Boyar Research, BWS Financial, Pelham Smithers Associates, Kolytics, 2Xideas

Replay
Building Resilient Portfolios in an Age of Disruption

19 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST

Allocation Strategy

Replay
Best Equity Short Ideas Conference Call 12

12 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST

Replay
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

Replay
Demystifying the Fog of Trump — A Unique Perspective from Inside the Beltway

14 Oct 25 15:00 BST / 10:00 EDT

Beacon Policy Advisors

Replay
Economic Boom or Bust? AI Boom or Bust?

08 Oct 25 10:00 GMT / 11:00 CET

Minack Advisors

Replay
Trump’s China Strategy: Frog in the Pot or TACO special?

07 Aug 25 15:00 UTC

Macrolens

Replay
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

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

14 Jul 25 12:00 BST

Trivariate Research

Replay
Best Equity Short Ideas Conference Call 11

02 Jul 25 15:00 BST

Replay
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

Replay
Buckle Up for the Bond Market Meltdown

17 Jun 25 15:00 BST / 10:00 EST / 16:00 CET

AAS Economics

Replay
Beat the Bear Market

29 Apr 25 16:00 BST / 11:00 ET

Belkin Report

Replay
Time to Sell the Banks? US vs Europe: A Clear Winner Emerges

03 Apr 25 15:00 BST / 10:00 EDT

Replay
Asset Allocation - Generational Shift Ahead

20 Mar 25 15:00 / 10:00 ET

Macro Intelligence 2 Partners

Replay
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

Replay
South American Economies and Politics

28 Feb 25 15:00 GMT / 10:00 EST

Pacifico Research, Alberdi Partners, Buysidebrazil

Replay
Best Equity Short Ideas Conference Call 10

27 Feb 25 15:00 GMT / 10:00 EST

Dragoneye Research, Two Rivers Analytics, Iron Blue Financials, AIR Capital, Hedgeye, Veritas Investment Research

Replay
The Fiscal Dilemma - Between Risk Premia and a Recession

26 Feb 25 14:00 GMT / 09:00 EST

Talking Heads Macro

Replay
IRF Lunch: Bust in China 2025?

05 Feb 25 12:30 UTC

Macrolens

Replay
2025 Could be the Top for US Outperformance

04 Feb 25 16:00 GMT / 11:00 EST

Minack Advisors

Replay
IRF Macro Conference - Themes & Top Ideas for '25

15 Jan 25 15:00 GMT / 10:00 EST

GL Indexes, Macro Intelligence 2 Partners, David Woo Unbound, JDI Research

Replay
US Exceptionalism, European Crisis - What are the Policy Responses?

27 Nov 24 14:00 GMT / 09:00 EST

Tweeddale Advisors

Replay
Carbon: The Trade of Our Time

13 Nov 24 15:00 GMT / 10:00 EST

Sustainable Market Strategies

Replay
China 2025: Stimulus Meets Debt-Deflation and Global Headwinds

07 Nov 24 15:00 GMT / 10:00 EST

Macrolens

Replay
India: Why now, is it hype, a bubble?

06 Nov 24 15:00 GMT / 10:00 EST

Westbourne Research

Replay
Best Equity Short Ideas Conference Call 9

31 Oct 24 15:00 GMT

Replay
IRF Lunch - China Stimulus and Strategic Reflation Opportunities for Q4 and Beyond

24 Oct 24 12:30 BST

PRC Macro

Replay
The Budget - In Reeves we Trust?

23 Oct 24 15:00 BST / 10:00 EDT

Blonde Money

Replay
US (Dis)Inflation Trends: Insights from AMS Language Models Data

19 Sep 24 15:00 / 10:00 EDT

Alternative Macro Signals

Replay
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

Replay
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

Replay
Best Equity Short Ideas Conference Call 8

27 Jun 24 15:00 BST / 10:00 EDT

Replay
IRF Education: Pricing War: 2nd & 3rd Derivatives

13 Jun 24 15:00 BST / 10:00 EDT

Global Forecaster, Capital Alpha Partners, Alembic Global Advisors

Replay
China: Rebound Prospects, Macro Headwinds, Next Phase of US-China Trade War

15 May 24 15:00 BST / 10:00 EDT

China Beige Book

Replay
US Bank Stocks - Tailwinds from the Election Year Narrative and the Inevitable Consequences

09 May 24 15:00 BST / 10:00 EDT

Portales Partners

Replay
China’s Economic Policy: Out of Answers

11 Apr 24 15:00 BST / 10:00 EDT

Macrolens

Replay
Can India Begin a New Commodities Bull Market?

10 Apr 24 14:00 BST / 09:00 EDT

Astris Advisory Commodities

Replay
Best Equity Short Ideas Conference Call 7

26 Mar 24 14:00 GMT / 10:00 EDT

Behind the Numbers, Badger Consultants, Quo Vadis Capital, Forensic Alpha, Vision Research, Woozle Research

Replay
IRF Lunch with Julian Brigden - Goldilocks Isn't Easy

21 Mar 24 12:30 GMT

Macro Intelligence 2 Partners

Replay
Will the Bull Market In Risk Assets Continue into 2024?

14 Dec 23 15:00 GMT / 10:00 EST

GL Indexes

Replay
When the US Economy Breaks, Everything Breaks

23 Nov 23 15:00 GMT / 10:00 EST

Steno Research

Replay
Something Will Break - But What?

14 Nov 23 14:00 GMT / 09:00 EST

The Macro Compass

Replay
Market Psychology is Demented, Time to Get Defensive

10 Nov 23 15:00 GMT / 10:00 EDT

Belkin Report

Replay
Poland Politics: Looking beyond the pivotal Election

09 Nov 23 14:00 GMT / 09:00 EST

Teneo

Replay
Summers, Lagarde, Powell – 3 Dramatic Transformations… But Do They Go Far Enough?

05 Oct 23 15:00 BST / 10:00 EDT

Talking Heads Macro

Replay
China’s Structural Downturn

04 Oct 23 15:00 BST / 10:00 EDT

Macrolens

Replay
Thailand: How long will this New Government Last?

04 Oct 23 10:30 BST

Teneo

Replay
Best Equity Short Ideas Conference Call 6

21 Sep 23 14:30 BST

Foveal Research, Hawkshaw Research, India Independent Insight, Verbatim Advisory Group, Forensic Alpha

Replay
The 5 Secrets to AI

14 Sep 23 15:00 BST / 10:00 EDT

Pennock Idea Hub

Replay
Spain’s Political Limbo: The Way Forward and Policy Implications

13 Sep 23 15:00 BST / 10:00 EDT

Teneo

Replay
Egypt on the Verge of Bankruptcy, with Allies Jumping Ship

06 Sep 23 15:00 BST / 18:00 GST

Zircon Consultancy Group

Replay
Policy Call: US Government Paralysis: Fall Shutdown?

05 Sep 23 15:00 BST / 10:00 EST

The Bear Traps Report, ACG Analytics

Replay
Something has to Crack

18 Aug 23 15:00 BST / 10:00 EDT

Macro Intelligence 2 Partners

Replay
Unstable Equilibrium - The Path from 9 to 3, now what?

16 Aug 23 15:00 BST / 10:00 EDT

Ironsides Macroeconomics

Replay
Jens Nordvig & Larry McDonald - Top Ideas for 2nd half 2023

01 Aug 23 12:30 BST

The Bear Traps Report, MarketReader

Replay
Are Emerging Markets Back?

26 Jul 23 15:00 BST

Emerging Advisors Group

Replay
The recession has been delayed, not avoided. And is not in the price

20 Jun 23 14:30 BST

Minack Advisors

Replay
Central Banks Lag Powell’s and Summers’s Transformation

14 Jun 23 15:00 BST / 10:00 EDT

Talking Heads Macro

Replay
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

Replay
Europe’s Two Big Threats

24 May 23 15:00 BST / 10:00 EDT

Eurointelligence

Replay
Profiting From The Divergence Of Trends Between The West and The East

11 May 23 15:00 BST / 10:00 EDT

Steno Research

Replay
Bear Market Phase 3 - #Quad4 Profit Recession Reiterated

10 May 23 16:00 BST / 11:00 EDT

Hedgeye

Replay
Oil Markets Outlook: How strong is the bull case?

26 Apr 23 14:00 BST / 09:00 EDT

Vanda Insights

Replay
Why Oil Goes to $25 Per Barrel

12 Apr 23 15:00 BST / 10:00 EDT

CHA-AM Advisors

Replay
Beyond the Current Crisis: Gain versus Pain

24 Mar 23 11:00 GMT

Independent Strategy

Replay
Best Equity Short Ideas Conference Call 5

16 Mar 23 14:30 GMT / 10:30 EST

Replay
UK & EU Monetary & Climate Policy Roadmap for 23' and Beyond

15 Mar 23 15:00 GMT / 11:00 EST

Saltmarsh Economics

Replay
Consumer Equity Conference

09 Mar 23 14:30 GMT / 09:30 EST

Replay
The Market Is Going To Do Whatever It Takes To Drive People Crazy

02 Mar 23 15:00 GMT / 10:00 EST

Belkin Report

Replay
Xi Zaps the Bear

22 Feb 23 15:00 GMT / 10:00 EST

GL Indexes

Replay
Latin America Faces High Global Rates

10 Feb 23 10:00 GMT

Alberdi Partners

Replay
If Russia Don’t Get You, Then Central Banks Will

25 Jan 23 15:00 GMT / 10:00 EST

Suttle Economics

Replay
Best Equity Short Ideas Conference Call 4

01 Dec 22 14:00 GMT / 09:00 EST

Replay
Identifying Key Themes in the Global Commodity Markets Using an AI-based Approach

23 Nov 22 15:00 GMT / 10:00 EST

Commodity Intelligence

Replay
China - The Bigger Short

26 Oct 22 15:00 BST

Andrew Hunt Economics

Replay
Multi-Asset Investing - True Insights: Translating Market Developments into Actionable Investment Decisions

19 Oct 22 14:00 BST

True Insights

Replay
Will Labour Markets Break the World?

18 Oct 22 15:00 BST / 10:00 EST

Talking Heads Macro

Replay
Best Ideas in Latin American TMT

29 Sep 22 15:00 BST / 10:00 EST

Replay
The geopolitical chaos created by the four new empires and a Security/Terrorism roundup around the world

08 Sep 22 14:00 BST

GlobalStrat

Replay
Mind The Gap: Bridging China’s Short Term Growth Shocks and Long Term Macro Strategy

06 Sep 22 15:00 BST

PRC Macro

Replay
Meet the New Regime, Same as the Old Regime

18 Aug 22 15:00 BST

Macrolens

Replay
Turning on a Dime

10 Aug 22 16:00 BST

Macro Intelligence 2 Partners

Replay
Breaking the Yield Curve

07 Jul 22 15:00 UTC

Intertemporal Economics

Replay
“Liquidity Is Terrible” (FT June, 2022) …But It’s Set To Get Much Worse

27 Jun 22 15:00 BST

GL Indexes

Replay
Crypto Oversight and Regulatory Arbitrage: Views from Washington, Brussels & London

21 Jun 22 16:00 UTC

Capital Alpha Partners, Forefront Advisers

Replay
Best Equity Short Ideas Conference Call 3

16 Jun 22 14:30 BST

Replay
The Pandemic Brings the Curtain Down on Secular Stagnation

14 Jun 22 12:30 BST

Minack Advisors

Replay
Is The New Jay Powell The Same as the Old?

26 May 22 15:00 BST

QI Research

Replay
No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500

25 May 22 15:00 BST

Benderly Economic Insights

Replay
TMT Best Ideas Conference

19 May 22 14:00 BST

Replay
Financial and Economic conditions seen through the Banking sector

26 Apr 22 14:00 UTC

Replay
US Macro Landscape - Despite the obvious headwinds, It’s still the best shelter in the storm

20 Apr 22 15:00 UTC

Renaissance Macro Research

Replay
Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy

14 Apr 22 15:00 UTC

Belkin Report

Replay
Everything Looks Different Today

31 Mar 22 15:00 UTC

Capital Alpha Partners

Replay
Inflation, Recession or Both?

24 Mar 22 15:00 UTC

AAS Economics

Replay
EM Macro Conference

16 Mar 22 14:00 UTC

Talking Heads Macro, Forefront Advisers, PRC Macro, TS Lombard, Alberdi Partners, Alef Advisory, Krutham (formerly known as Intellidex), Cribstone Strategic Macro

Replay
The Year of the Tiger is Biting Hard

10 Mar 22 15:00 UTC

Rosenberg Research

Replay
China Policy Easing in '22? A Look Inside China Beige Book's Latest Credit Data

02 Mar 22 15:00 UTC

China Beige Book

Replay
It’s All About Financial Conditions

24 Feb 22 15:00 UTC

Macro Intelligence 2 Partners

Replay
Top Biotech Shorts and Longs for 2022

09 Feb 22 15:00 UTC

Bios Research

Replay
Talking Shop: Browsing for High Yield Retail Bargains

03 Feb 22 15:00 UTC

Sarria - Credit Opportunities

Replay
Is the Bull Market for Oil Over?

20 Jan 22 15:00 UTC

Cornerstone Analytics

Replay
Biden’s Act 2

08 Dec 21 15:00 UTC

Capital Alpha Partners

Replay
Is the great post-pandemic bull market over?

02 Dec 21 15:00 UTC

Replay
Best Equity Short Ideas Conference Call 2

01 Dec 21 14:30 UTC

Off Wall Street, The Bindle Paper, Favus Institutional Research, 280First, Channel Dynamics, Badger Consultants

Replay
Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture

23 Nov 21 15:00 UTC

Entext

Replay
Behavioural Sciences and the Psychology of the Sell

18 Nov 21 15:00 UTC

Prospecta

Replay
EU Net Zero equity plays: boring high voltage interconnectors offer long term FCF & returns, hyped hydrogen electrolyzers don’t

17 Nov 21 15:00 UTC

Replay
Looking at the big supply side issues with Big Data

10 Nov 21 15:00 UTC

Deep Macro

Replay
Inflation, Terminal Rates and the Central Bank Peloton

03 Nov 21 15:00 UTC

Talking Heads Macro

Replay
The Gold and Silver Bull Market is Not Over

02 Nov 21 15:00 UTC

CPM Group

Replay
Safe As Houses: European HY Real Estate Bombs

14 Oct 21 15:00 UTC

Sarria - Credit Opportunities

Replay
Exploring the Contemporary US Beverage Market

12 Oct 21 15:00 UTC

Beverage Marketing Corporation

Replay
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

Replay
The Reflation Trade at a Crossroads

28 Sep 21 15:00 UTC

Macrolens

Replay
German Election Special

23 Sep 21 14:00 UTC

Forefront Advisers, Blonde Money, Eurointelligence, Greenmantle

Replay
Policy Makers are Playing with Fire!

23 Sep 21 15:00 UTC

Macro Intelligence 2 Partners

Replay
Beat the Crowd: Major Year-End Sector Rotation Shift Has Started

16 Sep 21 16:00 UTC

Belkin Report

Replay
Is it Occasionally Wise to be Conventional?

02 Sep 21 15:00 UTC

HED Capital Management

Replay
China Factors in Base Metals

18 Aug 21 15:00 UTC

PRC Macro

Replay
Why Much Higher Inflation Will be Sustained

28 Jul 21 16:30 UTC

HCWE & Co.

Replay
IRF Conference on Commodities

20 Jul 21 14:00 UTC

Vanda Insights, Queen Anne's Gate Capital, CHR Metals, CPM Group, Global Mining Research, Commodity Intelligence, Janus Analysis

Replay
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

Replay
Latin America: at the start of another lost decade?

17 Jun 21 15:00 UTC

Alberdi Partners

Replay
Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks

16 Jun 21 09:00 UTC

Antipodean Capital Management

Replay
Best Equity Short Ideas Conference Call 1

16 Jun 21 14:30 UTC

Behind the Numbers, Hedgeye, Vision Research, Forensic Alpha, The Analyst

Replay
What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis

02 Jun 21 15:00 UTC

J Ganes Consulting

Replay
Sector Shift: The Best Offence is a Good Defence

06 May 21 16:00 UTC

Belkin Report

Replay
Nanotechnology: How we are engineering life from the bottom up

15 Apr 21 15:00 UTC

Signum Intel

Replay
Intertemporal Disequilibrium and a World of Bubbles

13 Apr 21 15:00 UTC

Intertemporal Economics

Replay
Vaccines End Recession Begins

31 Mar 21 15:00 UTC

Blonde Money

Replay
Finding Value in the Stocks 2020 Left Behind

24 Mar 21 15:00 UTC

Boyar Research

Replay
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy

23 Mar 21 15:00 UTC

China Beige Book

Replay
EM Macro & Commodities Conference

10 Mar 21 14:00 UTC

Totem Macro

Replay
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

Replay
Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest

25 Feb 21 15:00 UTC

Intertemporal Economics

Replay
2021 Outlook: Three Cycle Tailwinds and Policy Risks

23 Feb 21 15:00 UTC

Ironsides Macroeconomics

Replay
Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?

22 Feb 21 15:00 UTC

Llewellyn Consulting

Replay
Time to Buckle Up? - Divergent Trends & The Return of Inflation

16 Feb 21 15:00 UTC

Andrew Hunt Economics

Replay
Will Gold Post New Highs in 2021, or is the Bull Market Over?

12 Feb 21 15:00 UTC

Metals Focus

Replay
The Key Geopolitical Risks of 2021 and Beyond

20 Jan 21 14:00 UTC

Merl House

Replay
Commodities - Finally, a Bull Market

19 Jan 21 15:00 UTC

Commodity Intelligence

Replay
The World's Best Trade

16 Dec 20 15:00 UTC

Global Macro Investor

Replay
Biden joins Emily in Paris

15 Dec 20 15:00 UTC

ABP Invest

Replay
Money Supply, the Business Cycle and Asset Allocation

09 Dec 20 10:00 UTC

AAS Economics

Replay
Macro drives policy and policy drives markets

07 Dec 20 15:00 UTC

Macro Intelligence 2 Partners

Replay
Macro trends affecting the CEE and Ukraine

03 Dec 20 15:00 UTC

Millennium Emerging Europe

Replay
Best Metal and Mining Stock Ideas for 2021

25 Nov 20 11:00 UTC

Global Mining Research

Replay
Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine

20 Nov 20 14:00 UTC

The Daily Dirtnap

Replay
U.S. Elections, Bottlenecks and Inflation

12 Nov 20 15:00 UTC

Intertemporal Economics

Replay
The 2021 Bubble

22 Oct 20 15:00 UTC

GL Indexes

Replay
Inflation Inflexion

20 Oct 20 15:00 UTC

Replay
Global Macro & Geopolitics

07 Oct 20 14:00 UTC

Rosa & Roubini Associates

Replay
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

Replay
The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery

23 Sep 20 15:00 UTC

Llewellyn Consulting

Replay
Velocity of People

11 Sep 20 11:00 UTC

Blonde Money

Replay
ESG Megatrends in a Post-Pandemic world

10 Sep 20 15:00 UTC

Sustainable Market Strategies

Replay
The Forthcoming Change in Bond/Stock Correlation

03 Sep 20 15:00 UTC

Replay
Inflation expectations: Will it be different this time?

27 Aug 20 15:00 UTC

Economic Perspectives

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Liquidity Pocket Followed By Global Growth Rocket

22 Jul 20 15:00 UTC

Replay
Global Liquidity Latest: It’s A Big, Beautiful ‘V’

02 Jul 20 15:00 UTC

GL Indexes

Replay
Schumpeter’s Gale: It’s never different this time

01 Jul 20 15:00 UTC

Ironsides Macroeconomics

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Asia After the Crisis

24 Jun 20 15:00 UTC

Replay
Is There a Disconnect between Capital Markets and the “Real” US Economy?

02 Jun 20 16:00 UTC

HCWE & Co.

Replay
Buy Buy Buy as Sentiment is far too Bearish

19 May 20 16:00 UTC

Belkin Report

Replay
Primary research on China

13 May 20 15:00 UTC

China Beige Book

Replay
China’s recovery (or not), the deteriorating state of U.S.-China relations

27 Apr 20 15:00 UTC

Macrolens

Replay
It All Comes To Nought

21 Apr 20 15:00 UTC

Blonde Money

Replay
Banks - Credit, liquidity, market risk, in unison

20 Apr 20 10:00 UTC

Tabbush Report

Replay
Global liquidity set to surge by 40% - What are the implications?

16 Apr 20 15:00 UTC

GL Indexes

Replay
Preparing for the Inflationary Backlash

09 Apr 20 15:00 UTC

Economic Perspectives

Replay
Where are we now? Markets are suspended but what will the AC world look like?'

08 Apr 20 15:00 UTC

Andrew Hunt Economics

Replay
Equity Investing into the Abyss

03 Apr 20 14:00 UTC

Boyar Research

Replay
A General Turn in Macro with Implications for All Markets

02 Apr 20 16:00 UTC

Macro Intelligence 2 Partners

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Economic and financial consequences of the crisis

27 Mar 20 14:00 UTC

Replay
Stocks, FX, Bonds, Commodities

17 Mar 20 12:30 UTC

Global Forecaster

Replay
Global Liquidity Risks in 2020 & Beyond

06 Mar 20 12:30 UTC

Intertemporal Economics

Replay
Divesting Out Of Oil & Towards New Opportunities

19 Feb 20 12:30 UTC

Sustainable Market Strategies

Replay
Behavioural Finance - Diversity & Inclusion

13 Jan 20 12:30 UTC

Prospecta

Replay
The madness of modern monetary policy; a.k.a where are all the bubbles?

10 Dec 19 12:30 UTC

Longview Economics

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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

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5G: is this the biggest disruption in telecoms since the dotcom bubble?

03 Oct 19 12:30 UTC

New Street Research

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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

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EM Investing At the End of the Cycle

18 Sep 19 12:30 UTC

Totem Macro

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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

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After an 'all-fall-down' year is the bad news in the price?

22 Jan 19 12:30 UTC

Minack Advisors

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Latest Macro Insights on US, Europe, Brexit and China

21 Jan 19 12:30 UTC

High Frequency Economics

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Growth and Inflation - The biggest risks to market equilibrium

06 Nov 18 12:30 UTC

Macro Intelligence 2 Partners

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