EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

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Equity Idea Calls
IRF Macro Conference - Themes & Top Ideas for '25

15 Jan 25 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.
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.
David Woo Unbound
David Woo   David Woo Founder & CEO David is the Founder/CEO of Unbound. Until 2021, David was the Head of Global Rates, FX, and EM Fixed Income Strategy & Economic Research at Bank of America where he led the top ranked macro strategy team on Wall Street. David is known for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was the first major analyst on Wall Street to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016. David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.
JDI Research
Juliette Declercq   Juliette Declercq Founder & CEO Juliette has 23 years’ experience in trading and advising, dedicated to offering top investors clear insights on underlying macro trends and highconviction trade recommendations across various asset classes, with a focus on minimising market noise.
Replay
Are Restrictive Rates Finally In Reach?

12 Oct 23 15:00 BST

JDI Research
Juliette Declercq   Juliette Declercq Founder & CEO Juliette has 23 years’ experience in trading and advising, dedicated to offering top investors clear insights on underlying macro trends and highconviction trade recommendations across various asset classes, with a focus on minimising market noise.
Replay