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.
IRF Education: 'Tricks of the Trade: AI Tools in Your Investment Process
02 May 24 15:00 BST / 10:00 EDT
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.
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.
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.
A Collapse in Fertility and Sperm - The Reality to Follow
27 Oct 22 15:00 BST / 10:00 EST
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.
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.
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.
Energy Crisis: The Pendulum Swings
21 Mar 22 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.
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.
China Industry 4.0: Winners from China's Regulatory Crackdown
05 Oct 21 15:00 UTC
Signum Intel
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.
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.
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.
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.
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.
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.
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.
Oil - Taken leave of its senses
27 Mar 20 12:30 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.
Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more
01 Mar 19 12:30 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.
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.