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
Funding the Fiscal Excesses in Developed Markets: Causes, Consequences & Trades

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

Andrew Hunt Economics

Join Event
Is the Euro Crisis Coming Back?

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

Eurointelligence

Join Event
The Hawkish BoJ Turn Will Push The Yen To 99

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

BCA Research

Join Event
China Outlook & Global Market Implications

11 Nov 26 13:00 GMT / 08:00 EST / 14:00 CET

PRC Macro

Join Event
A Bessent Problem that Warsh Can’t Solve

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

Talking Heads Macro

Replay
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
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
Rubin, Custom ASICs, and CPO Timing (JNK Research Supply Chain Signals into 2027)

24 Sep 26 15:00 BST / 10:00 EDT / 16:00 CEST

JNK Research

Replay
Hidden Gems & Hidden Risks: Where are we in the Economic and Market Cycle? & What are the Risks?

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

Longview Economics

Replay
Semiconductors: Bubble Burst or Bear Market Trap?

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

CHA-AM Advisors

Replay
Why Global Liquidity Matters for Investors — and Where We Are in the Cycle?

09 Sep 26 15:00 BST / 16:00 CEST / 10:00 EDT

GL Indexes

Replay
Japanese Equity Long/Short Ideas with Regional Experts

08 Sep 26 10:30 BST / 11:30 CEST / 17:30 HKT

Asymmetric Advisors

Replay
A Dangerous Equation: The Explosion of Enterprise AI Use + The Explosion of AI-Armed Hackers

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

Marker Advisors

Replay
Is It Really Over in the Middle East?

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

Greenmantle

Replay
Unlock Enhanced Market Intelligence to Improve Investment Performance

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

Trendrating

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

Replay
YOLO until IPO

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

BCA Research

Replay
Rubin, ASICs, and the Analog Price Reset (JNK’s 2H 2026 Supply Chain Signals)

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

JNK Research

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
The Case for an 8.5% T-Note Yield

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

Elliott Wave International

Replay
The Anatomy of a Bitcoin Recovery

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

10x Research

Replay
How is this Energy Price Shock Different to '22 and Why Climate Change is Still Not Priced into Markets

28 Apr 26 10:00 EST / 15:00 BST / 16:00 CEST

Saltmarsh Economics

Replay
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

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
Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook

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

Queen Anne's Gate Capital

Replay
Setting a New Course? Dissecting China’s Five-Year Plan and Annual Work Reports

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

Trivium China

Replay
2026 Macro Themes with Keith McCullough

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

Hedgeye

Replay
The Great Rebalancing: Asset Allocation in a Multipolar World

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

BCA Research

Replay
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

Replay
The Great Reset: AI, Geopolitics and The End of The Cheap Chips

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

Counterpoint Research

Replay
Lunch - How Bull Markets Die

03 Feb 26 12:30 GMT

Replay
Geopolitical Reality: Looking through the Smoke and the Mirrors

27 Jan 26 15:00 UTC

David Woo Unbound

Replay
Macro Conference Call: Themes & Top Ideas For '26

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

JST Advisors, Variant Perception, Talking Heads Macro

Replay
Trump’s Venezuela Gamble Has Unleashed the Dogs of War

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

Global Forecaster

Replay
Venezuela: Outlook and Market Implications

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

Verisk Maplecroft

Replay
Outlook For 2026: It All Goes Wrong? Financial Crisis and Rising Inflation

11 Dec 25 16:30 GMT / 11:30 EST

GL Indexes

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
Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China

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

Talking Heads Macro

Replay
Macro Tailwinds Persist — What to Use as Early Warning Indicators

29 Oct 25 15:00 GMT / 11:00 EDT / 16:00 CET

Variant Perception

Replay
IRF Lunch: A New Middle East?

15 Oct 25 12:30 BST

Greenmantle

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
Best Equity Short Ideas Conference Call 11

02 Jul 25 15:00 BST

Replay
IRF Lunch: The Most Mispriced Market with David Woo

18 Jun 25 12:30 BST

David Woo Unbound

Replay
Buckle Up for the Bond Market Meltdown

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

AAS Economics

Replay
The State of US-China and Global Rebalancing

07 May 25 14:00 BST / 09:00 ET

PRC Macro

Replay
The Muppet Show

01 May 25 15:00 BST / 10:00 EDT

PPG Macro

Replay
Beat the Bear Market

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

Belkin Report

Replay
How “Making America Great Again” Is Reshaping Japan and Emerging Asia

17 Apr 25 15:00 BST

Astris Advisory Japan

Replay
Europe - Home Alone

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

Eurointelligence

Replay
US Equities - Navigating A Tumultuous Market

27 Mar 25 15:00 / 10:00 ET

Trivariate Research

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
Market Outlook for '25 - The Great Inflation Comeback

06 Feb 25 09:30 GMT / 10:30 CET

The Macro Institute

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
Market Outlook for '25 - The Great Inflation Comeback

16 Jan 25 10:30 / 11:30 CET

The Macro Institute

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
2025 Geopolitical Risks to your Portfolio

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

Steno Research

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

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

Tweeddale Advisors

Replay
Crypto Conference Call

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

10x Research

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
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 Election, China Stimulus & War – Assessing The Least Worst Option into 2025?

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

Andrew Hunt Economics, Global Forecaster

Replay
The Myth That Failed? How To Invest In Emerging Markets

16 Oct 24 14:00 BST / 09:00 EDT

Talking Heads Macro

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
Latest on Russia, Central Asia and the Caucasus

31 Jul 24 15:00 BST / 10:00 EDT

Macro-Advisory

Replay
IRF Lunch - 2H24 US Equity Market Outlook

15 Jul 24 12:00 BST

Trivariate Research

Replay
French Election: The Aftermath

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

Aurora Macro Strategies

Replay
IRF Education: Cocoa & Copper Gone Mad? How to... Convert Commodity Conviction into Equity Winners

02 Jul 24 15:00 BST / 10:00 EDT

Queen Anne's Gate Capital, J Ganes Consulting, Global Mining Research

Replay
IRF Education: What If......Japan Isn't a False Dawn? 4 Lost Decades Reverse and More

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

Pelham Smithers Associates, Asymmetric Advisors, Japan Foresight

Replay
IRF Lunch - Where’s My Landing Gone?

20 Jun 24 12:00 BST

Minack Advisors

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
Watch the Dollar

08 May 24 15:30 BST / 10:30 EDT

GL Indexes

Replay
IRF Education: 'Tricks of the Trade: AI Tools in Your Investment Process

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

Commodity Intelligence, New Constructs, XAI Asset Management

Replay
China’s Economic Policy: Out of Answers

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

Macrolens

Replay
Maximizing Spinoff Investment Returns: The Crucial Role of Precise Timing

11 Apr 24 15:30 BST / 10:30 EDT

The Edge

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
Is the US economy experiencing a positive supply shock? The Fed staff FRB-US model says “Yes”

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

Underlying Inflation

Replay
How to Systematically Exploit the Return of Inflation?

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

Steno Research

Replay
Lessons From The Pure Study Of Money

22 Feb 24 15:00 GMT / 10:00 EST

High Frequency Economics

Replay
Markets Can’t Get Everything they Want (and Expect)

15 Feb 24 12:30 GMT

Minack Advisors

Replay
U.S. Elections – View from a former Chief of Staff: A Discussion with the Honourable Mick Mulvaney

12 Feb 24 08:30 GMT

ACG Analytics

Replay
The Hierarchy of Money: Liquidity for Practical Investing

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

Variant Perception

Replay
Australia - Short-term Interest Rates and the Foreign Exchange Market

30 Jan 24 14:00 GMT / 09:00 EST

Redward Associates

Replay
Korea - Short-term Interest Rates and the Foreign Exchange Market

16 Jan 24 14:00 GMT / 09:00 EST

Redward Associates

Replay
US Equity Market 2024 Outlook

12 Jan 24 14:00 GMT / 09:00 EST

Trivariate Research

Replay
IRF Lunch - Top-down, Data-driven macro and market insights with actionable trade ideas

11 Jan 24 12:30 GMT

The Macro Compass

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

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

GL Indexes

Replay
China's Rebalancing Complete: New Engines Emerge for Global Investors

12 Dec 23 14:00 GMT / 9:00 EST

Horizon Insights

Replay
Chip War

30 Nov 23 16:00 GMT

Greenmantle

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
Markets Through The Fog Of War

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

WilmotML

Replay
Italy Macro and Politics - Reviewing Meloni’s 1st year and what to expect going forward?

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

Teneo

Replay
The Great Export Share Grab: Understanding the Macro Winners and Losers of China’s Industrial Change

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

East Asia Econ

Replay
The Coming Deflation. Where Will it Hurt the Most?

18 Oct 23 14:00 BST / 09:00 EDT

AAS Economics

Replay
IRF lunch - China Stimulus to Shift from Talk to Funding

11 Oct 23 12:30 BST

PRC Macro

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
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
No Landing, Soft Landing, Medium Landing or Hard Landing?

12 Sep 23 10:00 BST

Antipodean Capital Management

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
2H US Equity Market Outlook

10 Aug 23 15:00 BST

Trivariate Research

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

01 Aug 23 12:30 BST

The Bear Traps Report, MarketReader

Replay
Geo-Economics: A Historic Convergence of Themes Affecting US-China Relations and Macro Markets

27 Jul 23 15:00 UTC

Syzygy Investment Advisory

Replay
Are Emerging Markets Back?

26 Jul 23 15:00 BST

Emerging Advisors Group

Replay
IRF Lunch - The Year of Contrarian Thinking

06 Jul 23 12:30 BST

Stray Reflections

Replay
This Time is Not Different

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

The Macro Compass

Replay
The Year of Contrarian Thinking

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

Stray Reflections

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

20 Jun 23 14:30 BST

Minack Advisors

Replay
The Worst Monetary Instability in Ninety Years?

15 Jun 23 12:00 UTC

Andrew Hunt Economics

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
‘Language as Code’ AI - Investment Implications

17 May 23 14:00 BST / 09:00 EDT

Entext

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
Drowning In Opportunity: Equity Investment Ideas For A Water Scarce World

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

Sustainable Market Strategies

Replay
Video Game Sector Update - Mobile, Console, Emerging Platforms, Winners and Losers

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

Gossamer Consulting Group

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

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

Vanda Insights

Replay
Stephen Jen - Macro Insights, From the Dollar Smile to China

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

Eurizon SLJ Capital

Replay
Everything, Everywhere, All at Once - Do Commodity Markets Survive the Next Crisis, and the Next?

30 Mar 23 15:00 BST / 10:00 EDT

Queen Anne's Gate Capital

Replay
Key Outcomes of China's Annual Government Meetings

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

Trivium China

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
What if r* (neutral rate) is much higher than expected?

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

Ollari Consulting

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
"Into The Unknown" Macro Trades and Market Timing

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

PPG Macro

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
China Macro 2023 - Post-Party Conference, Post-ZCP, Now What?

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

PRC Macro

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Gerard Minack : Financial Markets 2023

07 Feb 23 12:30 GMT

Minack Advisors

Replay
2023 – The Year to Take Cover

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

Global Forecaster

Replay
Wolfgang Munchau’s European Political and Economic Themes for ‘23

11 Jan 23 12:30 GMT

Eurointelligence

Replay
Best Equity Short Ideas Conference Call 4

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

Replay
Semiconductor Wars: US vs. China

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

Radio Free Mobile

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
IRF Quickfire - Emerging Markets Macro

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

Emerging Advisors Group

Replay
China's 20th Party Congress - Domestic Growth Engine and Shifting Export Economy

10 Nov 22 10:00 GMT / 05:00 EST

Horizon Insights

Replay
A Collapse in Fertility and Sperm - The Reality to Follow

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

Signum Intel

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

19 Oct 22 14:00 BST

True Insights

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Will Labour Markets Break the World?

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

Talking Heads Macro

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Latest Commodities Insights focusing on Agriculture (Corn, Wheat, Soybeans) and Energy (Oil)

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

Marex

Replay
China’s ‘Green OPEC’ Dominating the Global Energy Transition

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

Entext

Replay
Global Crisis in the Video Games Market

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

Pelham Smithers Associates

Replay
Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research

07 Sep 22 15:00 BST

The Retail Tracker

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
Macro in a World of Imbalances

03 Aug 22 14:00 BST

JST Advisors

Replay
Stock Markets and Investments 2022 : Don't Let A Good Investment Crisis Go To Waste

30 Jun 22 15:00 UTC

Valens Research

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

27 Jun 22 15:00 BST

GL Indexes

Replay
The Pandemic Brings the Curtain Down on Secular Stagnation

14 Jun 22 12:30 BST

Minack Advisors

Replay
The World Wants Canada's Energy – Canadian Utilities and Infrastructure Sector Outlook

07 Jun 22 15:00 BST

Veritas Investment Research

Replay
TMT Best Ideas Conference

19 May 22 14:00 BST

Replay
Japan Macro and prospects for the Yen

17 May 22 08:30 BST

17 May 22 08:30 JST

Musha Research

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
Mega-Thematics - Climate, China, Digitization, and Demographics

23 Mar 22 14:00 UTC

View from the Peak

Replay
Energy Crisis: The Pendulum Swings

21 Mar 22 15:00 UTC

Commodity Intelligence

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
Russia Ukraine Crisis and Implications for Europe

09 Mar 22 14:00 UTC

Eurointelligence

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
Liquidity Liquidity Liquidity

23 Feb 22 14:00 UTC

PPG Macro

Replay
China A-Share Investment Outlook

10 Feb 22 10:00 UTC

Horizon Insights

Replay
Fashion Shift to Drive Healthy U.S. Retail Sales in 1H 2022

10 Feb 22 15:00 UTC

The Retail Tracker

Replay
The Liquidity Threat Looming Over Markets in 2022

04 Feb 22 14:00 UTC

GL Indexes

Replay
Outlook for 2022: Fundamentals Will Matter, Time to Do your Diligence

27 Jan 22 15:00 UTC

New Constructs

Replay
European Politics and Geopolitics, Inflation and Fiscal Reform in Europe, Regulation and Crypto in 2022

26 Jan 22 14:00 UTC

Forefront Advisers

Replay
The Market is All-in on a Return to Lowflation. It’s Wrong

25 Jan 22 09:00 UTC

Minack Advisors

Replay
Is the Bull Market for Oil Over?

20 Jan 22 15:00 UTC

Cornerstone Analytics

Replay
2022 Outlook

12 Jan 22 15:00 UTC

Global Forecaster

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
Slump-flation in 2022?

24 Nov 21 15:00 UTC

GL Indexes

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
Looking at the big supply side issues with Big Data

10 Nov 21 15:00 UTC

Deep Macro

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Inflation, Terminal Rates and the Central Bank Peloton

03 Nov 21 15:00 UTC

Talking Heads Macro

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The Gold and Silver Bull Market is Not Over

02 Nov 21 15:00 UTC

CPM Group

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Emerging Markets Conference Call

21 Oct 21 14:00 UTC

Alef Advisory, iRes, Krutham (formerly known as Intellidex), TS Lombard, Signal Risk

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Disrupting the Financial Services Industry

20 Oct 21 15:00 UTC

Fordington Advisors

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Japanese Market Impact under New Prime Minister

14 Oct 21 08:30 UTC

Musha Research

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China vs USA; Clash of the Titans - The Panda Awakes

13 Oct 21 15:00 UTC

Radio Free Mobile

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Exploring the Contemporary US Beverage Market

12 Oct 21 15:00 UTC

Beverage Marketing Corporation

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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

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China Industry 4.0: Winners from China's Regulatory Crackdown

05 Oct 21 15:00 UTC

Signum Intel

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The Reflation Trade at a Crossroads

28 Sep 21 15:00 UTC

Macrolens

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German Election Special

23 Sep 21 14:00 UTC

Forefront Advisers, Blonde Money, Eurointelligence, Greenmantle

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Policy Makers are Playing with Fire!

23 Sep 21 15:00 UTC

Macro Intelligence 2 Partners

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

16 Sep 21 16:00 UTC

Belkin Report

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Autos, Payments and Materials - High Conviction US Equity Ideas

15 Sep 21 15:00 UTC

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Global Macro Trade Ideas

15 Sep 21 15:00 UTC

JST Advisors

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Outlook on Chinese Capital Markets - Will Divergence Continue?

07 Sep 21 09:00 UTC

Datayes

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Is it Occasionally Wise to be Conventional?

02 Sep 21 15:00 UTC

HED Capital Management

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The Major Upcoming Risks to Portfolios

19 Aug 21 12:00 UTC

AAS Economics

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China Factors in Base Metals

18 Aug 21 15:00 UTC

PRC Macro

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US Equities - Navigating an Expensive Market

06 Aug 21 15:00 UTC

MRB Partners

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A Post-China World: Peak Liquidity and Peak Growth?

29 Jul 21 15:00 UTC

GL Indexes

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Why Much Higher Inflation Will be Sustained

28 Jul 21 16:30 UTC

HCWE & Co.

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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

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Can US Retailers accelerating sales trends continue in 2H 2021

14 Jul 21 15:00 UTC

The Retail Tracker

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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

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The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations

07 Jul 21 15:00 UTC

Forefront Advisers

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How to Play Profitable Spinoffs that The Street Misses

06 Jul 21 15:00 UTC

The Edge

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Understanding Digital Currencies

25 Jun 21 15:00 UTC

MRB Partners

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"Peak Growth" does not mean "Peak Markets"

24 Jun 21 15:00 UTC

Deep Macro

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Auto markets accelerate into an electrified and autonomous world

22 Jun 21 15:00 UTC

New Normal Consulting

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Latin America: at the start of another lost decade?

17 Jun 21 15:00 UTC

Alberdi Partners

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Best Equity Short Ideas Conference Call 1

16 Jun 21 14:30 UTC

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

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

16 Jun 21 09:00 UTC

Antipodean Capital Management

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Alternative Fuel Vehicle Rankings: Multi-Factor Model Call

10 Jun 21 15:00 UTC

Webber Research Advisory

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So what’s next for the oil sector?

09 Jun 21 15:00 UTC

Cornerstone Analytics

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How Far will Reflation Go?

01 Jun 21 09:00 UTC

Minack Advisors

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Sunspot Inflation in 2021, the Real McCoy in 2022

27 May 21 15:00 UTC

Talking Heads Macro

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Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"?

26 May 21 15:00 UTC

The Political Forum

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Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays

13 May 21 15:00 UTC

Entext

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Sector Shift: The Best Offence is a Good Defence

06 May 21 16:00 UTC

Belkin Report

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What to Expect from Washington - Clean Energy, Infrastructure, Health

29 Apr 21 15:00 UTC

Capital Alpha Partners

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R* and the Real Yield Vigilantes

27 Apr 21 15:00 UTC

Talking Heads Macro

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Insight into China’s Political Economy

26 Apr 21 15:00 UTC

PRC Macro

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The Worry or the Wow? Global Macro & Markets on Multiple time frames

21 Apr 21 15:00 UTC

Longview Economics

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Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington

20 Apr 21 15:00 UTC

Alef Advisory

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Nanotechnology: How we are engineering life from the bottom up

15 Apr 21 15:00 UTC

Signum Intel

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Vaccines End Recession Begins

31 Mar 21 15:00 UTC

Blonde Money

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

23 Mar 21 15:00 UTC

China Beige Book

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Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator

18 Mar 21 15:00 UTC

AAS Economics

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Latest Global Macro Views

11 Mar 21 15:00 UTC

Suttle Economics

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EM Macro & Commodities Conference

10 Mar 21 14:00 UTC

Totem Macro

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US Fiscal & Monetary Policy, the Economy, Inflation and Markets Outlook

09 Mar 21 15:00 UTC

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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

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2021 Outlook: Three Cycle Tailwinds and Policy Risks

23 Feb 21 15:00 UTC

Ironsides Macroeconomics

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Will the End of the Pandemic Turn Out Negative for Markets?

17 Feb 21 15:00 UTC

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

12 Feb 21 15:00 UTC

Metals Focus

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2021 Oil Market Forecast

04 Feb 21 15:00 UTC

Cornerstone Analytics

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Collapse Looms Large

03 Feb 21 15:00 UTC

Global Forecaster

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Stressed & Distressed - What to do in 2021?

02 Feb 21 14:00 UTC

Independent Credit Research

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Huge Opportunity In US High-Quality Mid-Cap Names

28 Jan 21 16:00 UTC

Kailash Capital Research

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Can 2021 Live Up to Expectations?

27 Jan 21 08:30 UTC

Minack Advisors

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The Illusions of Asset Inflation in 2021

27 Jan 21 15:00 UTC

Macro Hedge Advisors

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Global Liquidity in 2021: A Warning

21 Jan 21 15:00 UTC

GL Indexes

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The Key Geopolitical Risks of 2021 and Beyond

20 Jan 21 14:00 UTC

Merl House

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Commodities - Finally, a Bull Market

19 Jan 21 15:00 UTC

Commodity Intelligence

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The World's Best Trade

16 Dec 20 15:00 UTC

Global Macro Investor

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Money Supply, the Business Cycle and Asset Allocation

09 Dec 20 10:00 UTC

AAS Economics

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Macro drives policy and policy drives markets

07 Dec 20 15:00 UTC

Macro Intelligence 2 Partners

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Macro trends affecting the CEE and Ukraine

03 Dec 20 15:00 UTC

Millennium Emerging Europe

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Global growth and implications for EM

02 Dec 20 15:00 UTC

Talking Heads Macro

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Shifting from Uncertainty to Analyzable Macro Risks

01 Dec 20 16:00 UTC

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Best Metal and Mining Stock Ideas for 2021

25 Nov 20 11:00 UTC

Global Mining Research

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The Shift to Fiscal Dominance and What it Means for Investors

24 Nov 20 08:30 UTC

Minack Advisors

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

20 Nov 20 14:00 UTC

The Daily Dirtnap

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Is US Losing Global Tech Leadership to Asia?

19 Nov 20 15:00 UTC

Entext

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Chile Economic Outlook: Walking on Ice

10 Nov 20 15:00 UTC

Pacifico Research

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U.S. 2020 Elections: A Lot Is At Stake For Markets

30 Oct 20 15:00 UTC

MRB Partners

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The 2021 Bubble

22 Oct 20 15:00 UTC

GL Indexes

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U.S. Election Impact on Health Care

16 Oct 20 15:00 UTC

Capital Alpha Partners

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Gold/Silver/Copper Outlook

14 Oct 20 14:00 UTC

Murenbeeld & Co

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Turkey and South Africa Macro

14 Oct 20 15:00 UTC

Krutham (formerly known as Intellidex), iRes

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Global Macro & Geopolitics

07 Oct 20 14:00 UTC

Rosa & Roubini Associates

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Macro/Market Outlook and Asset Allocation

07 Oct 20 09:00 UTC

Topdown Charts

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Global Macro & Strategy with Investment Recommendations - Occam's Razor

01 Oct 20 14:00 UTC

Longview Economics

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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

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

23 Sep 20 15:00 UTC

Llewellyn Consulting

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Velocity of People

11 Sep 20 11:00 UTC

Blonde Money

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ESG Megatrends in a Post-Pandemic world

10 Sep 20 15:00 UTC

Sustainable Market Strategies

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Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com

09 Sep 20 15:00 UTC

Unit Economics

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Oil Market Outlook

12 Aug 20 13:00 UTC

Vanda Insights

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China’s New Scheme for Self-Sufficiency

29 Jul 20 14:00 UTC

PRC Macro

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Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation

16 Jul 20 15:00 UTC

Entext

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The Great Chinese Challenge

16 Jul 20 11:00 UTC

Global Forecaster

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

02 Jul 20 15:00 UTC

GL Indexes

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

01 Jul 20 15:00 UTC

Ironsides Macroeconomics

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Depression to Recession, Not Recovery

25 Jun 20 15:00 UTC

Hedgeye

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Asia After the Crisis

24 Jun 20 15:00 UTC

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UK macro

12 Jun 20 14:00 UTC

Heteronomics

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Outlook for Gold

03 Jun 20 15:00 UTC

Murenbeeld & Co

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

02 Jun 20 16:00 UTC

HCWE & Co.

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China macro / National People's Congress analysis

29 May 20 09:00 UTC

Horizon Insights

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EM: What will it take to get to “Whatever It Takes”

22 May 20 15:00 UTC

Talking Heads Macro

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Buy Buy Buy as Sentiment is far too Bearish

19 May 20 16:00 UTC

Belkin Report

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Primary research on China

13 May 20 15:00 UTC

China Beige Book

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The Unfolding

06 May 20 15:00 UTC

Global Macro Investor

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Oil: Where Do We Go From Here?

05 May 20 15:00 UTC

Cornerstone Analytics

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

27 Apr 20 15:00 UTC

Macrolens

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COVID-19 Can Change Everything

22 Apr 20 09:00 UTC

Minack Advisors

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It All Comes To Nought

21 Apr 20 15:00 UTC

Blonde Money

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Banks - Credit, liquidity, market risk, in unison

20 Apr 20 10:00 UTC

Tabbush Report

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

16 Apr 20 15:00 UTC

GL Indexes

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

08 Apr 20 15:00 UTC

Andrew Hunt Economics

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Understanding the sequencing of China's Policy Response to Covid-19

06 Apr 20 14:00 UTC

PRC Macro

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Humans are the Weakest Link. Invest in the Machines!

02 Apr 20 15:00 UTC

Entext

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A General Turn in Macro with Implications for All Markets

02 Apr 20 16:00 UTC

Macro Intelligence 2 Partners

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Oil - Taken leave of its senses

27 Mar 20 12:30 UTC

Commodity Intelligence

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Stocks, FX, Bonds, Commodities

17 Mar 20 12:30 UTC

Global Forecaster

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Divesting Out Of Oil & Towards New Opportunities

19 Feb 20 12:30 UTC

Sustainable Market Strategies

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Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020

11 Feb 20 13:00 UTC

Palissy Advisors

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The China Syndrome - Thematic with Trade Recommendations

06 Feb 20 12:30 UTC

Entext

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Global Macro - More Goldilocks

29 Jan 20 12:30 UTC

Minack Advisors

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Global Metals & Mining Fundamental Research

13 Jan 20 14:00 UTC

Global Mining Research

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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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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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Global Macro - The Dollar Recession

14 Aug 19 12:30 UTC

Andrew Hunt Economics

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Stock Picking: European Equity Long and Short Ideas

11 Jul 19 12:30 UTC

The Analyst

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Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas

06 Jun 19 12:30 UTC

Palissy Advisors

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More Goldilocks: the US expansion keeps going

05 Jun 19 12:30 UTC

Minack Advisors

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Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower

26 Mar 19 12:30 UTC

GL Indexes

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Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more

01 Mar 19 12:30 UTC

Signum Intel

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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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Global Macro - Flow of Funds approach Macro Economic Analysis

12 Dec 18 12:30 UTC

Andrew Hunt 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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US vs China - Market Implications of the Coming Disruption to Global Capital Flows

12 Sep 18 12:30 UTC

GL Indexes

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Latest Macro Insights

28 Jun 18 12:30 UTC

Longview Economics

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Fundamental Research on Global Economic and Market Trends

19 Jun 18 12:30 UTC

Minack Advisors

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Thematic Research and Actionable Asset Allocation

25 Jan 18 12:30 UTC

Entext

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