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      

Upcoming

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
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

Join Event
US Equities: Tech Ascendant After Summer Swoon

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

BCA Research

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
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
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
Where is the National Bureau of Economic Analysis?

25 Jun 26 12:30 BST

QI 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
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
Best Equity Ideas with 2Xideas

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

2Xideas

Replay
Acceleration in the Energy Transition

12 May 26 10:00 EST / 15:00 BST / 16:00 CEST

CHA-AM Advisors

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
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 Roaring 2020s or a Rerun of the 1970s?

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

Yardeni 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
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
The Rise of Electric Vehicles and Robotaxis

14 Jan 26 16:00 CET / 15:00 BST / 10:00 ET

New Normal Consulting

Replay
Venezuela: Outlook and Market Implications

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

Verisk Maplecroft

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
Best Equity Short Ideas Conference Call 12

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

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
Update on the Roaring 1920’s Scenario

22 Oct 25 15:00 / 10:00 ET / 16:00 CET

Yardeni Research

Replay
IRF Lunch: A New Middle East?

15 Oct 25 12:30 BST

Greenmantle

Replay
Economic Boom or Bust? AI Boom or Bust?

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

Minack Advisors

Replay
East Asia: Will consumption ever rise? Will exchange rates ever appreciate?

23 Sep 25 15:00 BST / 10:00 ET / 16:00 CET

East Asia Econ

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
The EM Rebound: Reality, Risk, and Regional Opportunities

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

Emerging Advisors Group

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

17 Apr 25 15:00 BST

Astris Advisory Japan

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

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

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
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
Update on the Roaring 20s Scenario II

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

Yardeni Research

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

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

Tweeddale Advisors

Replay
Best Equity Short Ideas Conference Call 9

31 Oct 24 15:00 GMT

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
Update on the Roaring 20s Scenario

02 Oct 24 15:00 BST

Yardeni Research

Replay
VP's Asset Allocation Engine: Combining Leading indicators, Capital Cycle and Crowding

26 Sep 24 15:00 BST / 10AM EST

Variant Perception

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
Trading US election uncertainties: have we seen the worst?

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

David Woo Unbound

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 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
China's Economic Outlook: A Turning Point?

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

Enodo Economics

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 Education: Pricing War: 2nd & 3rd Derivatives

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

Global Forecaster, Capital Alpha Partners, Alembic Global Advisors

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
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
Lunch Event: China’s Commodity Intensive Recovery

30 Apr 24 12:30 BST

Syzygy Investment Advisory

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

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

The Edge

Replay
China’s Economic Policy: Out of Answers

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

Macrolens

Replay
Washington in the Election Year

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

Capital Alpha Partners

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
Investing in EM and China in 2024

13 Feb 24 10:30 GMT

Emerging Advisors Group

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

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

Redward Associates

Replay
US Short Interest Data and Insights

17 Jan 24 16:00 GMT / 11:00 EST

Quantitative Partners with Phil Erlanger Research

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

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

Horizon Insights

Replay
A Great Wave of Real Interest Rate Rises is Approaching The Global Economy

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

New Normal Consulting

Replay
When the US Economy Breaks, Everything Breaks

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

Steno Research

Replay
Poland Politics: Looking beyond the pivotal Election

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

Teneo

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
Is Japan at Risk of Policy Error?

25 Oct 23 10:00 BST

Pelham Smithers Associates

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
Japanese Equity Stock Ideas and Strategy

12 Oct 23 10:30 BST

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
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
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
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
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
The Worst Monetary Instability in Ninety Years?

15 Jun 23 12:00 UTC

Andrew Hunt Economics

Replay
UK / EU : Policy / Regulation / International Relations

01 Jun 23 15:00 BST

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

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

Suttle Economics

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

11 Jan 23 12:30 GMT

Eurointelligence

Replay
Russian Roulette – The Outlook for Commodities Under European Sanctions

15 Dec 22 15:00 UTC

Queen Anne's Gate Capital

Replay
The Variant Perception Tactical Cookbook: An Empirical Approach

07 Dec 22 15:00 GMT / 10:00 EST

Variant Perception

Replay
Best Equity Short Ideas Conference Call 4

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

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

Replay
China - The Bigger Short

26 Oct 22 15:00 BST

Andrew Hunt Economics

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

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

Marex

Replay
Italy’s forthcoming elections: This time is different

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

Teneo

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

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

Entext

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

07 Sep 22 15:00 BST

The Retail Tracker

Replay
What Comes After the Stagflation?

13 Jul 22 15:00 BST

AAS Economics

Replay
Breaking the Yield Curve

07 Jul 22 15:00 UTC

Intertemporal Economics

Replay
Best Equity Short Ideas Conference Call 3

16 Jun 22 14:30 BST

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

07 Jun 22 15:00 BST

Veritas Investment 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
From Late Cycle to Recession

11 May 22 14:00 BST

Suttle Economics

Replay
Financial and Economic conditions seen through the Banking sector

26 Apr 22 14:00 UTC

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
The Global Economic and Financial Landscape Post-Ukraine

30 Mar 22 10:00 UTC

Llewellyn Consulting

Replay
Inflation, Recession or Both?

24 Mar 22 15:00 UTC

AAS Economics

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
Keep it Simple - It's All About Energy

17 Feb 22 15:00 UTC

Queen Anne's Gate Capital

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
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
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
Emerging Markets Conference Call

21 Oct 21 14:00 UTC

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

Replay
Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022

19 Oct 21 15:00 UTC

Andrew Hunt Economics

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
China Industry 4.0: Winners from China's Regulatory Crackdown

05 Oct 21 15:00 UTC

Signum Intel

Replay
German Election Special

23 Sep 21 14:00 UTC

Forefront Advisers, Blonde Money, Eurointelligence, Greenmantle

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

16 Sep 21 16:00 UTC

Belkin Report

Replay
Autos, Payments and Materials - High Conviction US Equity Ideas

15 Sep 21 15:00 UTC

Replay
Is it Occasionally Wise to be Conventional?

02 Sep 21 15:00 UTC

HED Capital Management

Replay
Video Gaming Sector Update

01 Sep 21 15:00 UTC

Gossamer Consulting Group

Replay
The Major Upcoming Risks to Portfolios

19 Aug 21 12:00 UTC

AAS Economics

Replay
US Equities - Navigating an Expensive Market

06 Aug 21 15:00 UTC

MRB Partners

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
How to Play Profitable Spinoffs that The Street Misses

06 Jul 21 15:00 UTC

The Edge

Replay
Understanding Digital Currencies

25 Jun 21 15:00 UTC

MRB Partners

Replay
Auto markets accelerate into an electrified and autonomous world

22 Jun 21 15:00 UTC

New Normal Consulting

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
Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There

20 May 21 15:00 UTC

High Frequency Economics

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

13 May 21 15:00 UTC

Entext

Replay
5G Networks / TV Streaming / Renewable Energy

12 May 21 15:00 UTC

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

29 Apr 21 15:00 UTC

Capital Alpha Partners

Replay
Insight into China’s Political Economy

26 Apr 21 15:00 UTC

PRC Macro

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

21 Apr 21 15:00 UTC

Longview Economics

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

20 Apr 21 15:00 UTC

Alef Advisory

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

23 Mar 21 15:00 UTC

China Beige Book

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

18 Mar 21 15:00 UTC

AAS Economics

Replay
The Leading Indicator That’s Always Ahead of the Fed

18 Mar 21 10:00 UTC

AAS Economics

Replay
No Quick Fix for the UK Predicament

15 Mar 21 15:00 UTC

Economic Perspectives

Replay
Latest Global Macro Views

11 Mar 21 15:00 UTC

Suttle Economics

Replay
EM Macro & Commodities Conference

10 Mar 21 14:00 UTC

Totem Macro

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

09 Mar 21 15:00 UTC

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
Chinese Internet, Hardware & Global Semiconductors

25 Feb 21 15:00 UTC

Westlake International

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

25 Feb 21 15:00 UTC

Intertemporal Economics

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

17 Feb 21 15:00 UTC

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

16 Feb 21 15:00 UTC

Andrew Hunt Economics

Replay
Pacific Inflation, Atlantic Stagflation – The World Diverges

16 Feb 21 15:00 UTC

Andrew Hunt Economics

Replay
Can 2021 Live Up to Expectations?

27 Jan 21 08:30 UTC

Minack Advisors

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 trends affecting the CEE and Ukraine

03 Dec 20 15:00 UTC

Millennium Emerging Europe

Replay
Global growth and implications for EM

02 Dec 20 15:00 UTC

Talking Heads Macro

Replay
Is US Losing Global Tech Leadership to Asia?

19 Nov 20 15:00 UTC

Entext

Replay
U.S. Elections, Bottlenecks and Inflation

12 Nov 20 15:00 UTC

Intertemporal Economics

Replay
Chile Economic Outlook: Walking on Ice

10 Nov 20 15:00 UTC

Pacifico Research

Replay
Investing During a Pandemic & China Coming Out of the Pandemic

04 Nov 20 15:00 UTC

Inferential Focus

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

30 Oct 20 15:00 UTC

MRB Partners

Replay
Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story

20 Oct 20 15:00 UTC

Queen Anne's Gate Capital

Replay
U.S. Election Impact on Health Care

16 Oct 20 15:00 UTC

Capital Alpha Partners

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

01 Oct 20 14:00 UTC

Longview Economics

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
ESG Megatrends in a Post-Pandemic world

10 Sep 20 15:00 UTC

Sustainable Market Strategies

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

09 Sep 20 15:00 UTC

Unit Economics

Replay
Inflation expectations: Will it be different this time?

27 Aug 20 15:00 UTC

Economic Perspectives

Replay
Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal

20 Aug 20 16:00 UTC

Gossamer Consulting Group

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

16 Jul 20 15:00 UTC

Entext

Replay
China Channel Checks

08 Jul 20 14:00 UTC

Westlake International

Replay
Infinite QE: The great divide to close?

17 Jun 20 14:00 UTC

Andrew Hunt Economics

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

02 Jun 20 16:00 UTC

HCWE & Co.

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

22 May 20 15:00 UTC

Talking Heads Macro

Replay
The Global Economic Outlook post Covid

19 May 20 15:00 UTC

Suttle Economics

Replay
COVID-19 - Epidemiology Analysis Shows Clear Exit Plan

27 Apr 20 15:00 UTC

Intron Health

Replay
COVID-19 Can Change Everything

22 Apr 20 09:00 UTC

Minack Advisors

Replay
Roadmap for the Allocation of Capital

15 Apr 20 15:00 UTC

Longview Economics

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
Humans are the Weakest Link. Invest in the Machines!

02 Apr 20 15:00 UTC

Entext

Replay
Economic and financial consequences of the crisis

27 Mar 20 14:00 UTC

Replay
The Effect of COVID-19 on Technology Supply Chains

23 Mar 20 14:00 UTC

Replay
Global Liquidity Risks in 2020 & Beyond

06 Mar 20 12:30 UTC

Intertemporal Economics

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

11 Feb 20 13:00 UTC

Palissy Advisors

Replay
The China Syndrome - Thematic with Trade Recommendations

06 Feb 20 12:30 UTC

Entext

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

10 Dec 19 12:30 UTC

Longview Economics

Replay
What happens if (and when) the global economy rebounds into 2020?

14 Nov 19 12:30 UTC

Suttle Economics

Replay
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

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

03 Oct 19 12:30 UTC

New Street Research

Replay
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

Replay
EM Investing At the End of the Cycle

18 Sep 19 12:30 UTC

Totem Macro

Replay
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

Replay
Global Macro - The Dollar Recession

14 Aug 19 12:30 UTC

Andrew Hunt Economics

Replay
Stock Picking: European Equity Long and Short Ideas

11 Jul 19 12:30 UTC

The Analyst

Replay
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

Replay
More Goldilocks: the US expansion keeps going

05 Jun 19 12:30 UTC

Minack Advisors

Replay
European Long and Short Equity Ideas

24 Apr 19 12:30 UTC

Replay
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

Replay
Latest Macro Insights on US, Europe, Brexit and China

21 Jan 19 12:30 UTC

High Frequency Economics

Replay
Global Macro - Flow of Funds approach Macro Economic Analysis

12 Dec 18 12:30 UTC

Andrew Hunt Economics

Replay
Growth and Inflation - The biggest risks to market equilibrium

06 Nov 18 12:30 UTC

Macro Intelligence 2 Partners

Replay
Latest Macro Insights

28 Jun 18 12:30 UTC

Longview Economics

Replay
Fundamental Research on Global Economic and Market Trends

19 Jun 18 12:30 UTC

Minack Advisors

Replay
Thematic Research and Actionable Asset Allocation

25 Jan 18 12:30 UTC

Entext

Replay