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
Best Equity Short Ideas Conference Call 13

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

Badger Consultants
Thomas Chanos   Thomas Chanos President & CEO Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.
Bios Research
Dr. Aaron Fletcher   Dr. Aaron Fletcher Co-Founder & Managing Partner Dr. Aaron, Managing Partner & Co-Founder, has a PhD in Biochemistry from Colorado State University and is currently a visiting professor in Biochemistry and Cell Biology at Dallas Baptist University; he has been a consultant in the financial industry since 2006. The Bios’ research effort is composed of Aaron and three additional analysts. Each of the analysts have Masters’ in Public Health or PhDs from leading academic institutions.
Channel Dynamics
Jonathan Telgener   Jonathan Telgener Founder & Head of Research Jon is the Founder and Head of Research. He was formerly VP of Fundamental Research at Point72.
Iron Blue Financials
Ed Steele   Ed Steele Founder Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).
Quo Vadis Capital
John Zolidis   John Zolidis Founder & President John has followed retail and restaurants as a senior analyst since 1999, mostly on the sell-side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.
The Analyst
Mark Hiley   Mark Hiley Founder & CEO Mark started his career at Fidelity in 2001. In 2004, he joined Trafelet & Company UK LLP for the launch of Delta Fund Europe. He worked as a member in the investment team for five years. Mark founded The Analyst in 2010 with the vision of building a market-leading, and independent, research platform providing strong equity ideas for like-minded investors.
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The Roaring 2020s or a Rerun of the 1970s?

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

Yardeni Research
Edward Yardeni   Edward Yardeni President & Chief Investment Strategist Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
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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
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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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
MS Hwang   MS Hwang Research Director MS is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
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The Rise of Electric Vehicles and Robotaxis

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

New Normal Consulting
Paul Hodges   Paul Hodges Chairman Paul is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He is chairman of New Normal Consulting and a Global Expert with the World Economic Forum. His consulting work focuses on the major paradigm shifts taking place in the global economy in Demand Patterns, Reshoring of Supply Chains, Renewable Energy, Circular Economy, Advanced Manufacturing and Financial Markets. He is a regular speaker at international and industry conferences.
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Venezuela: Outlook and Market Implications

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

Verisk Maplecroft
Jimena Blanco   Jimena Blanco Chief Analyst Jimena leads Verisk Maplecroft’s Americas research team, with regional and thematic experts based in the UK and Mexico. She is the Americas expert on Brazil and the Southern Cone, and frequently provides advice to multinational energy companies, multilateral institutions and buy-side investors on above ground risk in Latin America. She participates in diplomatic, academic and business forums, addressing issues of regional and country-specific concern. Jimena also makes regular contributions to the British and foreign media.
Eileen Gavin   Eileen Gavin Head, Sovereigns Eileen is an editor of their ESG+ digest, providing insight and analysis of the key issues relevant to our investor clients, including sovereign debt trends across emerging and frontier markets, sovereign ESG+P, sustainable finance/bond markets and insurance, the global ESG regulatory environment and emerging themes around climate, nature and biodiversity risk, among others. She is also a principal Latin America risk analyst and sovereign debt expert, with over two decades of experience in regional and global macro risk.
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NEW SERIES: Best Equity Long Ideas Conference Call 1

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

Rosenblatt Securities
Kevin Cassidy   Kevin Cassidy Senior Analyst, Semiconductors Kevin has 25+ years of industry experience, including at Texas Instruments and AMD, and 15+ years of experience covering the space. He is a top ranked stock picker in 3rd party ratings.
Hedgeye
Andrew Freedman   Andrew Freedman Communications & Software Andrew currently spearheads Communications Sector research at Hedgeye, specializing in Internet, Media, Cable, and Telecom, and co-heads the Software Sector. His deep work in these domains has led to highly successful long/short calls on industry giants like Netflix, Meta, and Google. Notably, Andrew's market insights enabled him to accurately predict the end of Netflix's growth runway. Moreover, his unique research process led to calls on the peak of the digital ad market in October 2021 and identified its bottom by January 2023. Andrew's approach is distinguished by a robust process that combines proprietary highfrequency data trackers with meticulous industry modeling and in-depth fundamental analysis. Prior to assuming his current role as Communications and Software Sector Head, he was a Senior Equity Research Analyst, covering U.S. Health Care equities - with a specialization in Healthcare IT. Andrew has deep knowledge of pivotal areas in Healthcare, like EMR, population health, value-based care, telehealth, and more. Before joining Hedgeye in 2014, Andrew was a driving force behind asset allocation, risk analysis, and investment manager research at Clearbrook Global Advisors.
Boyar Research
Jonathan Boyar   Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
BWS Financial
Hamed Khorsand   Hamed Khorsand Founder Hamed is the lead BWS analyst who has consistently been highly ranked by Bloomberg and Starmine; he has a Degree in Economics from the University of Southern California.
Pelham Smithers Associates
Pelham Smithers   Pelham Smithers Founder / Electronics, Telecoms & Pharma Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
Kolytics
Hemant Kotak   Hemant Kotak CEO & Director of Research Hemant founded Kolytics in 2021. He is a former Managing Director at Green Street and previously served as Head of UK Research at CBRE. He brings over 20 years of experience in investment research and listed real estate.
2Xideas
Benjamin Silverman   Benjamin Silverman
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Best Equity Short Ideas Conference Call 12

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

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Macro Tailwinds Persist — What to Use as Early Warning Indicators

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

Variant Perception
Tian Yang   Tian Yang CEO & Head of Research Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.
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Update on the Roaring 1920’s Scenario

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

Yardeni Research
Edward Yardeni   Edward Yardeni President & Chief Investment Strategist Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
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IRF Lunch: A New Middle East?

15 Oct 25 12:30 BST

Greenmantle
Marcus Solarz Hendriks   Marcus Solarz Hendriks
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Economic Boom or Bust? AI Boom or Bust?

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

Minack Advisors
Gerard Minack   Gerard Minack Director Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
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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
Paul Cavey   Paul Cavey Economist For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea. While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
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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
Ben Finegold   Ben Finegold Head of Research Ben attended Newcastle University completing his BSc in Management while also working for two start-ups. In 2020, he moved to Tel Aviv to complete his MBA in Entrepreneurship and Innovation at the Reichman University, receiving a distinction. While in Israel, he worked as a Research Analyst for Drive TLV. Prior to joining Ocean Wall, Ben worked as an Investment Analyst for Fat Gladiator Investment Club. Ben is responsible for Ocean Wall’s research offerings with a particular focus on Uranium. He has spent three years as a dedicated nuclear fuels analyst looking at investment opportunities in the nuclear power generation, and fuel cycle niches.
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IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit

14 Jul 25 12:00 BST

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
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The EM Rebound: Reality, Risk, and Regional Opportunities

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

Emerging Advisors Group
Jon Anderson   Jon Anderson
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Best Equity Short Ideas Conference Call 11

02 Jul 25 15:00 BST

Badger Consultants
Thomas Chanos   Thomas Chanos President & CEO Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.
Dragoneye Research
Julian Hull   Julian Hull CEO & Analyst Julian, Founder, was previously at Redburn, Forensic Alpha, and Europe’s premier short focused hedge fund ShadowFall. Dragoneye’s early foundation was built at Redburn, where expertise in fundamental research, company analysis and industry insights were developed. Forensic Alpha spurred Dragoneye’s focus on forensic accounting, examining financial statements, identifying discrepancies and potential accounting irregularities. Expertise in short-selling and investigative research methodologies was gained at ShadowFall.
Forensic Alpha
Tom Beevers   Tom Beevers Founder & CEO Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
Oxford DataPlan
Makay Redd   Makay Redd Prior to joining Oxford Data Plan, Makay worked as Head of Sales at Triton. He brings extensive experience as a Sales Executive from his time at M Science and also worked in Institutional Equity Sales at Susquehanna International Group.
Quo Vadis Capital
John Zolidis   John Zolidis Founder & President John has followed retail and restaurants as a senior analyst since 1999, mostly on the sell-side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.
R5 Capital
Scott Mushkin   Scott Mushkin Founder & Managing Partner Prior to founding R5 Capital, Scott was Managing Director and Senior Research Analyst covering retail, e-tail and consumer products at Wolfe Research. Scott brings more than 25 years of buy-side and sell-side experience to the firm and has consistently ranked among the top analysts in his coverage sectors. He earned his MBA from The University of Chicago Booth School of Business.
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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
Chris Watling   Chris Watling Founder & CEO Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
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Buckle Up for the Bond Market Meltdown

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

AAS Economics
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
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How “Making America Great Again” Is Reshaping Japan and Emerging Asia

17 Apr 25 15:00 BST

Astris Advisory Japan
Neil Newman   Neil Newman Equity Strategy Neil is an expert commentator and seasoned strategist on Japanese and pan-Asia equities markets drawing on his 40-years’ experience in Japan and Hong Kong, first arriving in Tokyo in 1986.
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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
Wolfgang Munchau   Wolfgang Munchau Co-Founder & Director Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
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US Equities - Navigating A Tumultuous Market

27 Mar 25 15:00 / 10:00 ET

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
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South American Economies and Politics

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

Pacifico Research
Bolivar Díaz   Bolivar Díaz Chief Strategist Bolivar holds a bachelor’s degree in Mathematical Engineering, an MSc. in Operational Research, and a QFA certification. He has over 15 years of experience in financial markets. He specialises in Fixed Income relative value and semi-systematic strategies in Emerging markets, specifically in Latam and CEEMEA. Formerly at BTG Pactual, Millennium, Citadel, and ExodusPoint as a quant analyst, trader, and portfolio manager.
Igal Magendzo   Igal Magendzo Chief Economist Igal holds a Ph.D. in economics from UCLA. He has over 20 years of working experience in macroeconomics. He worked for 12 years at the research department of the Central Bank of Chile, reaching the position of Head of Macroeconomic Analysis. He was a macroeconomic advisor at the Ministry of Finance, Chief Economist for the Andean region and Mexico at Itaú Asset Management, and advisor to international institutions such as the IMF and the World Bank.
Alberdi Partners
Marcos Buscaglia   Marcos Buscaglia Founder Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Buysidebrazil
Andrea Damico   Andrea Damico Founder & CEO Andrea, Founder & Chief Economist, holds a master’s degree in Economics from the Getulio Vargas Foundation (EESP-FGV) and has over 25 years of experience in the financial industry, specialising in buy-side macroeconomic analysis for Brazil and international markets. She developed her career at Itaú Bank, HSBC Bank, and primarily at Bradesco Bank, one of the largest banks in Latin America. In 2020, Andrea founded Buysidebrazil to provide expert macroeconomic insights
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Best Equity Short Ideas Conference Call 10

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

Dragoneye Research
Julian Hull   Julian Hull CEO & Analyst Julian, Founder, was previously at Redburn, Forensic Alpha, and Europe’s premier short focused hedge fund ShadowFall. Dragoneye’s early foundation was built at Redburn, where expertise in fundamental research, company analysis and industry insights were developed. Forensic Alpha spurred Dragoneye’s focus on forensic accounting, examining financial statements, identifying discrepancies and potential accounting irregularities. Expertise in short-selling and investigative research methodologies was gained at ShadowFall.
Two Rivers Analytics
Eric Fernandez   Eric Fernandez Founder Before founding TRA, Eric Fernandez was Senior Strategist at an Institutional Investor (II) ranked independent research firm. Previously, he was employed at Salomon Smith Barney, Oppenheimer and Kleinwort Benson in the Mergers and Acquisitions groups. Prior to his M&A work, he was a credit analyst involved in leveraged lending and distressed debt restructurings with US and European financial institutions.
Iron Blue Financials
Ed Steele   Ed Steele Founder Ed has more than two decades experience as a top-rated equity analyst, including more than a dozen years of publishing accounting and annual report analysis inside major investment banks (most recently Citi).
AIR Capital
Pierre-Olivier Essig   Pierre-Olivier Essig Founder & Head of Research Pierre-Olivier is the Founder and Head of Research at AIR. Born in Barcelona, Spain, he later moved to Switzerland to study Business in La Chaux-de-Fonds. With over 30 years of Investment experience through years with UBS, BBL, CIBC and Paribas, and AIR, he has been providing independent fundamental research in European Equities to renowned institutions around the globe for the last 25 years.
Hedgeye
Jay Van Sciver   Jay Van Sciver Industrials & Materials Jay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo. Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries. Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.
Veritas Investment Research
Martin Pradier   Martin Pradier Investment Analyst, Materials Martin is responsible for covering the Materials sector. He has almost 20 years of equity research experience in both the buy-side and sell-side. Martin joined Veritas in 2022 after working at Westwood Investment Advisors for 8 years, as Vice President, covering the Materials and Industrials sector. Prior to Westwood Martin spent 2 years as a Materials analyst at AGF and 7 years as a sell-side analyst for Deutsche Bank and Credit Lyonnais.
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Update on the Roaring 20s Scenario II

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

Yardeni Research
Edward Yardeni   Edward Yardeni President & Chief Investment Strategist Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
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US Exceptionalism, European Crisis - What are the Policy Responses?

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

Tweeddale Advisors
Mark Bathgate   Mark Bathgate Founder & CEO Mark has 25 years of financial market experience in fixed income and global macro. He began his career at Morgan Grenfell Asset Management (subsequently Deutsche Asset Management). Mark joined Goldman Sachs JB where as Head of Research for the proprietary trading unit in 2004 he worked closely with Bret Allender to develop the GTS Fund. He then was hired to UBS O’Connor in 2007 to work as Senior Strategist. In 2012, Mark co-founded ABD Investment Management -a macro hedge fund focusing on the G7 economies. He served as a portfolio manager at Bluebay Asset Management covering global macro markets from 2016 to 2019. Mark has also worked as a consultant for a number of European governments and policy institutions on market- related issues. Mark also contributes to newspapers such as the Spectator on economic and public policy issues.
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Best Equity Short Ideas Conference Call 9

31 Oct 24 15:00 GMT

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

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

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Global Forecaster
David Murrin   David Murrin Founder David has been a macro trader since 1986, first working at JPM on its first Prop desk and then as a founder and CIO of his Macro and Emerging Market Fund, Emergent Asset Management, for over 20 years. During that time, he has had a remarkable track record of predicting major market declines and profiting extensively from them. Short at the highs and then running with the decline in the 1998 Asian Crisis, the 2001 dot com bubble, the 2003 Argentine crisis, the 2007 bear market, the flash crash of 2011, last but not least the February 2020 pandemic risk-off crisis. However, his work not only accurately predicts these big dislocations but also then focuses on the safe periods to then extract risk-off Alpha. Subscribing to Global Forecaster is effectively akin to having access to an outsourced but very experienced CIO, with a uniquely successful track record.
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The Myth That Failed? How To Invest In Emerging Markets

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

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan Founder & Global Economist Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
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Update on the Roaring 20s Scenario

02 Oct 24 15:00 BST

Yardeni Research
Edward Yardeni   Edward Yardeni President & Chief Investment Strategist Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
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VP's Asset Allocation Engine: Combining Leading indicators, Capital Cycle and Crowding

26 Sep 24 15:00 BST / 10AM EST

Variant Perception
Tian Yang   Tian Yang CEO & Head of Research Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.
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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
Dr Savvas Savouri   Dr Savvas Savouri Founder & Chief Economist Savvas completed his PhD at the LSE in 1993 and spent a period lecturing at Oxford University. After a brief period at Henley Forecasting, Savvas joined Hoare Govett Securities as their UK economist. In 1994 Savvas moved to Credit Lyonnais Securities to develop a quantitative economics product (‘Margin-Call’) for the UK. In 1996 Savvas launched Margin-Call, the first quantitative economics service of its kind, exploiting the rich data available from the UK’s central statistical agency, the ONS. The dataset - offering timely & extremely detailed information at the sector level for prices, costs and demand - had until then been grossly underutilised. In the 1997 Extel investor ratings, the Margin-Call was ranked No.1 UK Quantitative Analysis. In 1999 Savvas and his team moved to Commerzbank Securities to develop a European side to their system, being ranked No1. European Quantitative Analysis in 2000. The team returned to Credit Lyonnais in 2002, where a Japanese dimension was added. In 2003 the team relocated to Lazard, & whilst there it more fully developed the US system. Their quantitative data was widely used at the Capital Markets, Asset Management and Banking levels of Lazard, UK, Continental Europe and US. In 2005 Savvas and his team formed QuantMetriks Research Limited. They simultaneously launched the website QuantMetriks.com, on which their extensive dataset is platformed. In 2007, the team joined Toscafund Asset Management to set up their own fund and give investment advice. Savvas also served as Chief Economist to the Toscafund Group. In 2024, the team restarted QuantMetriks.
Replay
Trading US election uncertainties: have we seen the worst?

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

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.
Replay
IRF Lunch - 2H24 US Equity Market Outlook

15 Jul 24 12:00 BST

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
Replay
French Election: The Aftermath

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

Aurora Macro Strategies
Dimitris Valatsas   Dimitris Valatsas Co-founder & Chief Economist Dimitris leads the Economics and Markets practice. He has over a decade of experience advising asset managers, hedge funds, family offices, and other financial institutions on macroeconomic and market developments, focusing on the U.S. and Europe. Dimitris holds degrees from Harvard University and the University of Oxford.
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
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
J Ganes Consulting
Judy Ganes   Judy Ganes President Judy is a world-renowned commodities and futures analyst with deep experience providing unique, expert analysis to the food and agricultural industries. Her hard-won reputation for excellence and client service is built on leveraging a unique ability to gather and make sense of complex data in historical and current contexts—and in clearly and concisely articulating her findings and insightful opinions into cogent, actionable reports. Prior to launching J Ganes Consulting, Judy was Director of News and Research at InterCommercial Markets, having initially built her career at Merrill Lynch and Shearson Lehman, as Senior Softs Analysts for their institutional and retail clients. Judy is serving a 3-year term as Senior Advisor to the Asian Coffee Association and is a Co-founder of Taka Insights, a Netherlands based, data analytics company. She has been called as expert witness on multiple legal cases due to her impartial deep knowledge on commodity markets and trading. Judy completed a professional education programme through MIT on No-Code Machine Learning and AI.
Global Mining Research
Tony Robson   Tony Robson Executive Chairman & Senior Mining Analyst Tony has enjoyed high-profile positions within the finance industry. He was previously Global Co-Head for Mining Research at BMO Capital Markets and Head of European Research, plus he has lengthy experience with HSBC, Prudential Securities and BNP Paribas. Tony is technically qualified as a geologist and geophysicist.
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
Edward Yardeni   Edward Yardeni President & Chief Investment Strategist Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
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
Diana Choyleva   Diana Choyleva
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
Pelham Smithers   Pelham Smithers Founder / Electronics, Telecoms & Pharma Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
Asymmetric Advisors
Tim Morse   Tim Morse Founder Tim has 25 years specialising in Japan only, initially in fund management in Scotland, then as an analyst in Japan for 12 years and finally in sales/research. Specialisms include identifying exciting small/mid ideas that have yet to get investor recognition, large corporate restructuring/structural changes stories and value with a catalyst.
Japan Foresight
Tobias Harris   Tobias Harris Founder Tobias is a leading expert on Japan and the author of The Iconoclast: Shinzō Abe and the New Japan (2020). He has written about Japan’s politics and the geopolitics of Asia for The New York Times, Washington Post, Wall Street Journal, and the Financial Times, and comments regularly on television and radio broadcasts. He has a BA in Politics and History (summa cum laude) from Brandeis University and an M.Phil in International Relations from the University of Cambridge.
Replay
IRF Education: Pricing War: 2nd & 3rd Derivatives

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

Global Forecaster
David Murrin   David Murrin Founder David has been a macro trader since 1986, first working at JPM on its first Prop desk and then as a founder and CIO of his Macro and Emerging Market Fund, Emergent Asset Management, for over 20 years. During that time, he has had a remarkable track record of predicting major market declines and profiting extensively from them. Short at the highs and then running with the decline in the 1998 Asian Crisis, the 2001 dot com bubble, the 2003 Argentine crisis, the 2007 bear market, the flash crash of 2011, last but not least the February 2020 pandemic risk-off crisis. However, his work not only accurately predicts these big dislocations but also then focuses on the safe periods to then extract risk-off Alpha. Subscribing to Global Forecaster is effectively akin to having access to an outsourced but very experienced CIO, with a uniquely successful track record.
Capital Alpha Partners
Byron Callan   Byron Callan Defence & Industrials Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
Alembic Global Advisors
Pete Skibitski   Pete Skibitski Senior Analyst Pete joined Alembic Global Advisors as a Senior Analyst covering the commercial aerospace and large-cap defence sector from Drexel Hamilton.
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
Charles Peabody   Charles Peabody President Charles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
Replay
IRF Education: 'Tricks of the Trade: AI Tools in Your Investment Process

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

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.
New Constructs
David Trainer   David Trainer Founder & CEO David is a Wall Street veteran and corporate finance expert. He specialises in reversing accounting distortions on the underlying economics of business performance and stock valuation. He was a member of FASB’s Investor Advisory Committee from 2013-2017 and is author of Modern Tools for Valuation (Wiley Finance 2010). David’s stock-picking success has been well-documented since 2005, including features on CNBC, in Institutional Investor Magazine and Barron’s.
XAI Asset Management
Dr. Aric Whitewood   Dr. Aric Whitewood CEO Dr. Aric Previously Chief Data Scientist at Credit Suisse, managing a team across Zurich, London, and New York. Over 20 years’ experience in asset management, quantitative finance, and high-performance computing. Honorary Associate Professor at University College London. PhD in Electronic Engineering from University College London.
Replay
Lunch Event: China’s Commodity Intensive Recovery

30 Apr 24 12:30 BST

Syzygy Investment Advisory
William Callanan   William Callanan Founder & CEO William is the Founder and Chief Executive Officer of Syzygy Investment Advisory Ltd. He has over 25 years’ experience researching, analysing, and implementing investments in financial markets, having acted in senior strategy, portfolio management, research roles at Soros Fund Management, Fortress Investment Group, Key Square Capital, and Duquesne Capital Management. William holds a B.S. in International Finance and Monetary Economics from The Wharton School of the University of Pennsylvania. William is a Benefactor of the Oxford Institute for Energy Studies, a member of the Oxford Energy Policy Club and a founding Partner of Oxford Institute’s China Energy Program. He is a member of the North American Advisory Council at Chatham House and the Royal Institute of International Affairs based in London.
Replay
Maximizing Spinoff Investment Returns: The Crucial Role of Precise Timing

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

The Edge
Jim Osman & Jonathan Morgan   Jim Osman & Jonathan Morgan
Replay
China’s Economic Policy: Out of Answers

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

Macrolens
Brian McCarthy   Brian McCarthy Managing Partner Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund. Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Replay
Washington in the Election Year

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

Capital Alpha Partners
James Lucier   James Lucier Co-Founder / Macro, Clean Energy & Utilities James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Replay
Best Equity Short Ideas Conference Call 7

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

Behind the Numbers
Jeff Middleswart   Jeff Middleswart President & Director of Research Jeff joined Behind the Numbers in 1993 as an analyst, later progressing to Director of Research and President. He has also served as Assistant Portfolio Manager of the Global Income and Growth Fund of Ranger International. Prior to joining Behind the Numbers, he served as Senior Analyst at Barre & Co., focusing on distressed debt. He has appeared on CNBC and has been cited in the WSJ, Barron’s, Business Week, et.al. Jeff received a B.B.A in Finance from Texas Christian University.
Badger Consultants
Thomas Chanos   Thomas Chanos President & CEO Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.
Quo Vadis Capital
John Zolidis   John Zolidis Founder & President John has followed retail and restaurants as a senior analyst since 1999, mostly on the sell-side. He also managed money in a buy-side role at a long-short equity fund over 2013-2014. He was named in the Wall Street Journal’s Best on the Street list.
Forensic Alpha
Tom Beevers   Tom Beevers Founder & CEO Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
Vision Research
Robert Prather   Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
Woozle Research
Mark Pacitti   Mark Pacitti Founder • Founder/Managing Director – HomeStar (2019 – Present) • Founder/Managing Director – Woozle Research (2016 – Present) • Global Quantitively Strategies – Citadel (2013 – 2016) • Executive Office – Goldman Sachs (2011 – 2013) • European Investment Team (Contract) – Hermes GPE (2011) • Fund Manager Selection Team (Contract) – Fidelity International (2010 – 2011) • Global Equities Distribution (Contract) – Schroders (2010)
Replay
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.
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
Riccardo Trezzi   Riccardo Trezzi Founder & Chief Economist After receiving Ph.D. in Economics from the University of Cambridge in the U.K., Riccardo worked on the inflation desk of the Federal Reserve Board of Governors in Washington D.C. for several years where he regularly briefed Board members and contributed to the Fed staff forecast. After the Fed Board, Riccardo joined the inflation desk of the European Central Bank in Frankfurt where he contributed to the 2020-2021 ECB strategy review. Riccardo has published several academic papers on peer reviewed international journals on several topics including inflation dynamics, the labour market, and households’ consumption.
Replay
How to Systematically Exploit the Return of Inflation?

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

Steno Research
Andreas Steno   Andreas Steno Founder & Managing Partner Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Mikkel Rosenvold   Mikkel Rosenvold Partner & Geopolitical Analyst From several years as a chief consultant in the Danish ministries of Taxation and Finance, Mikkel forms the core of Steno’s (geo-) political analysis team. Mikkel has a strong network in European and Global affairs and a sharp eye for the bigger picture in localised events. Mikkel anchors the weekly editorial ‘the Great Game’ as well as the geopolitical ‘Watch Series’.
Replay
Lessons From The Pure Study Of Money

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

High Frequency Economics
Carl Weinberg   Carl Weinberg Founder, Managing Director & Chief Economist Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Replay
Markets Can’t Get Everything they Want (and Expect)

15 Feb 24 12:30 GMT

Minack Advisors
Gerard Minack   Gerard Minack Director Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Replay
Investing in EM and China in 2024

13 Feb 24 10:30 GMT

Emerging Advisors Group
Jonathan Anderson   Jonathan Anderson Partner Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
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
David Metzner   David Metzner Managing Partner David is the founder and Managing Partner of ACG Analytics. David is deeply involved in the U.S. policy space on the Administration, Congressional and NGO levels. He has consulted for over 25 years on the federal nature of the American Government and the interplay between the states, Washington, DC, and foreign governments in the development of public policy. This has included participation in national debates about the regulation of the financial markets, intellectual property, foreign policy, the arts and public diplomacy. David is the founder of the Kissinger Institute in Washington DC.
Replay
Australia - Short-term Interest Rates and the Foreign Exchange Market

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

Redward Associates
Peter Redward   Peter Redward Founder Prior to founding Redward Associates Private FZCO , Peter Redward was Head of Emerging Asia Research at Barclays Capital located in Singapore (2006-11). At Barclays, Peter was responsible for building up coverage of Emerging Asian and Australasian economies with responsibility for fixed income, foreign exchange and sovereign credit strategy. Peter also has experience as a Portfolio Manager at Citadel Investment Group (Europe) and Head of EMFX Strategy at Deutsche Bank AG.
Replay
US Short Interest Data and Insights

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

Quantitative Partners with Phil Erlanger Research
Geoff Garbacz   Geoff Garbacz
Replay
Korea - Short-term Interest Rates and the Foreign Exchange Market

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

Redward Associates
Peter Redward   Peter Redward Founder Prior to founding Redward Associates Private FZCO , Peter Redward was Head of Emerging Asia Research at Barclays Capital located in Singapore (2006-11). At Barclays, Peter was responsible for building up coverage of Emerging Asian and Australasian economies with responsibility for fixed income, foreign exchange and sovereign credit strategy. Peter also has experience as a Portfolio Manager at Citadel Investment Group (Europe) and Head of EMFX Strategy at Deutsche Bank AG.
Replay
US Equity Market 2024 Outlook

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

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
Replay
China's Rebalancing Complete: New Engines Emerge for Global Investors

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

Horizon Insights
Don Ma   Don Ma Chief strategist and co-founder Chief strategist and co-founder. He has in-depth understanding and research experience in Chinese A-share markets analysis and equity research.
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
Paul Hodges   Paul Hodges Chairman Paul is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He is chairman of New Normal Consulting and a Global Expert with the World Economic Forum. His consulting work focuses on the major paradigm shifts taking place in the global economy in Demand Patterns, Reshoring of Supply Chains, Renewable Energy, Circular Economy, Advanced Manufacturing and Financial Markets. He is a regular speaker at international and industry conferences.
Replay
When the US Economy Breaks, Everything Breaks

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

Steno Research
Andreas Steno   Andreas Steno Founder & Managing Partner Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Replay
Poland Politics: Looking beyond the pivotal Election

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

Teneo
Andrius Tursa   Andrius Tursa Advisor / Europe Andrius has been a political risk consultant since 2012, with past clients including Eurasia Group, IHS Markit, Fitch Solutions, and the Economist Intelligence Unit. He is also a seasoned labor market policy researcher and co-founded the Lithuania-based research and consulting firm Policy Impact Lab in 2017. Andrius holds a master’s in global governance and diplomacy from the University of Oxford and an honors bachelor’s degree in international development from UCLA. He is currently based in Vilnius, Lithuania.
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
Wolfango Piccoli   Wolfango Piccoli Co-President, Political Risk Advisory Wolfango is a Co-President. Wolf is responsible for co-managing Teneo’s global political risk platform and for the specific coverage of Europe. As director of research, he ensures the relevance, timeliness, rigour and accuracy of the firm’s political risk advisory and consulting service. Prior to joining Teneo, Wolf was the director of the London office and led the Europe practice at Eurasia Group. He often appears on major TV networks and is frequently quoted in the world’s leading newspapers. Wolf holds a Ph.D. in International Politics from the University of Wales, Aberystwyth and an M.A. in International Relations from the University of Bilkent (Ankara).
Replay
Is Japan at Risk of Policy Error?

25 Oct 23 10:00 BST

Pelham Smithers Associates
Pelham Smithers   Pelham Smithers Founder / Electronics, Telecoms & Pharma Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
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
Paul Cavey   Paul Cavey Economist For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea. While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
Replay
The Coming Deflation. Where Will it Hurt the Most?

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

AAS Economics
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Replay
Japanese Equity Stock Ideas and Strategy

12 Oct 23 10:30 BST

Asymmetric Advisors
Tim Morse   Tim Morse Founder Tim has 25 years specialising in Japan only, initially in fund management in Scotland, then as an analyst in Japan for 12 years and finally in sales/research. Specialisms include identifying exciting small/mid ideas that have yet to get investor recognition, large corporate restructuring/structural changes stories and value with a catalyst.
Amir Anvarzadeh   Amir Anvarzadeh
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
Manoj Pradhan   Manoj Pradhan Founder & Global Economist Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Replay
Best Equity Short Ideas Conference Call 6

21 Sep 23 14:30 BST

Foveal Research
Amit Roy   Amit Roy Founding Partner Prior to founding Foveal LLP in 2014, Amit was a Managing Director at Nomura and Head of European Healthcare Equity Research since 2008, having joined from Citigroup. Dr Roy has been continually ranked highly by Institutional Investor in Europe, most recently as the top ranked individual analyst 4 years in a row taking his team to the top 3 three times. He has consistently demonstrated a strong track record on predicting the outcomes of key catalysts and value drivers in the sector for 20 years.
Hawkshaw Research
Kian Ghazi   Kian Ghazi Founder & Director of Research Prior to Hawkshaw Research, Kian is a co-founded and ran Hawkshaw Capital Management, a $125-million-in-AUM Registered Investment Advisor (2003-2012). The fund utilized a research intensive, value-oriented, longshort investment strategy with a heavy emphasis on deepdive, primary research. Prior to Hawkshaw, Kian was a founding analyst at Midtown Capital, a value-oriented, long/short equity fund that scaled to over $1 billion in AUM (1998-2002). He was also a covering analyst at Lehman Brothers (1995-1998). Kian received his MBA from Wharton (1995) and his BS from NYU (1991).
India Independent Insight
Pranav Bhavsar   Pranav Bhavsar Founder Pranav brings in more than 15 years of experience in Indian Equities. He covers research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy. The research methodology he uses focuses on carrying out on-the-ground channel checks that include Supplier/ Distributor/Customer interactions, access to industry experts, and bespoke primary data sources.
Nitin Mangal   Nitin Mangal Founder Nitin is a Research Analyst with more than 15 years of experience in Indian equities. He is a Pioneer of Corporate Governance and Accounting Research in the Indian Market and has successfully developed a product for Institutional Investors named as “Analysis Beyond Consensus” during his association with Edelweiss Securities Ltd, Mumbai. Later during his career, he worked with Veritas Investment Research Corporation, Canada as Asia Consultant covering Indian and US equities. He has been profiled by leading financial newspapers such as Wall Street Journal, Business Standard etc.
Verbatim Advisory Group
Nick Sawrikar   Nick Sawrikar Managing Partner & Director of Research Nick has been with Verbatim Advisory Group for 18 years. Previous to that he was Chief Financial Officer at a software startup and before that an equity analyst with Zurich Financial Services.
Forensic Alpha
Tom Beevers   Tom Beevers Founder & CEO Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
Replay
Egypt on the Verge of Bankruptcy, with Allies Jumping Ship

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

Zircon Consultancy Group
Hafsa Halawa   Hafsa Halawa Founder & Managing Hafsa Halawa is an independent consultant with over 13 years of experience working across the MENA and East Africa regions, advising governments, NGOs, civil society, and the private sector. She began her career as a civil society organiser in Egypt in 2011 and went on to work with the UN, EU External Action Service, and the Swedish International Development Agency. Hafsa has built extensive networks across regional governments, security sectors, and international institutions, offering strategic insight on regional uprisings, political economies, and the geopolitical impacts of conflicts in Ethiopia, Ukraine, and Sudan. Her recent work focuses on the growing influence of Gulf countries regionally and globally.
Replay
Policy Call: US Government Paralysis: Fall Shutdown?

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

The Bear Traps Report
Larry McDonald   Larry McDonald Founder Founder of the Bear Traps Report. In 2018, Larry created “The Larry McDonald Series” bringing his unique conversational approach to Real Vision. He is one of the top 100 brand names in U.S. Finance. In 2016, Larry joined ACG Analytics in Washington D.C., as a partner and from 2011 – 2016, he was Managing Director and Head of U.S. Macro Strategy at Société Générale. In 2010 he founded an investment research firm which publishes The Bear Traps Report, focused on Political and Systemic Risk with actionable trade ideas. In late 2006, as Vice President at Lehman Brothers, he led his team into betting against the subprime mortgage market, profiting the firm over $2 billion before its demise. He wrote the international bestseller A Colossal Failure of Common Sense, The Inside Story of The Collapse of Lehman Brothers. Larry makes weekly appearances on CNBC.
ACG Analytics
Chris Czerwinski   Chris Czerwinski
David Metzner   David Metzner Managing Partner David is the founder and Managing Partner of ACG Analytics. David is deeply involved in the U.S. policy space on the Administration, Congressional and NGO levels. He has consulted for over 25 years on the federal nature of the American Government and the interplay between the states, Washington, DC, and foreign governments in the development of public policy. This has included participation in national debates about the regulation of the financial markets, intellectual property, foreign policy, the arts and public diplomacy. David is the founder of the Kissinger Institute in Washington DC.
John East   John East Director of Research John worked in the Senate as committee staff for the Chairman of the Senate Banking Committee, now Chairman of the Senate Appropriations Committee, Richard Shelby (R-AL). He also worked as a liaison to the Senate Health, Education, Labor & Pensions (HELP) Committee and Senate Appropriations Committee for Sen. Wayne Allard (R-CO) who held both committee assignments. John also worked in the House for Colorado-3 (swing district) Rep. Scott McInnis (R-CO), assisting in his work on the House Natural Resources Committee.
Replay
Unstable Equilibrium - The Path from 9 to 3, now what?

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

Ironsides Macroeconomics
Barry Knapp   Barry Knapp Macroeconomic & Public Policy Strategist
Replay
2H US Equity Market Outlook

10 Aug 23 15:00 BST

Trivariate Research
Adam Parker   Adam Parker Founder & Chief Strategist Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
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Geo-Economics: A Historic Convergence of Themes Affecting US-China Relations and Macro Markets

27 Jul 23 15:00 UTC

Syzygy Investment Advisory
William Callanan   William Callanan Founder & CEO William is the Founder and Chief Executive Officer of Syzygy Investment Advisory Ltd. He has over 25 years’ experience researching, analysing, and implementing investments in financial markets, having acted in senior strategy, portfolio management, research roles at Soros Fund Management, Fortress Investment Group, Key Square Capital, and Duquesne Capital Management. William holds a B.S. in International Finance and Monetary Economics from The Wharton School of the University of Pennsylvania. William is a Benefactor of the Oxford Institute for Energy Studies, a member of the Oxford Energy Policy Club and a founding Partner of Oxford Institute’s China Energy Program. He is a member of the North American Advisory Council at Chatham House and the Royal Institute of International Affairs based in London.
Replay
Are Emerging Markets Back?

26 Jul 23 15:00 BST

Emerging Advisors Group
Jonathan Anderson   Jonathan Anderson Partner Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
Replay
The Worst Monetary Instability in Ninety Years?

15 Jun 23 12:00 UTC

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
UK / EU : Policy / Regulation / International Relations

01 Jun 23 15:00 BST

Forefront Advisers
Christopher Gluck   Christopher Gluck
Replay
Europe’s Two Big Threats

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

Eurointelligence
Wolfgang Munchau   Wolfgang Munchau Co-Founder & Director Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
Replay
‘Language as Code’ AI - Investment Implications

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

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Replay
Profiting From The Divergence Of Trends Between The West and The East

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

Steno Research
Andreas Steno   Andreas Steno Founder & Managing Partner Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Mikkel Rosenvold   Mikkel Rosenvold Partner & Geopolitical Analyst From several years as a chief consultant in the Danish ministries of Taxation and Finance, Mikkel forms the core of Steno’s (geo-) political analysis team. Mikkel has a strong network in European and Global affairs and a sharp eye for the bigger picture in localised events. Mikkel anchors the weekly editorial ‘the Great Game’ as well as the geopolitical ‘Watch Series’.
Replay
Drowning In Opportunity: Equity Investment Ideas For A Water Scarce World

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

Sustainable Market Strategies
Lenka Martinek   Lenka Martinek Managing Partner Lenka is an investment strategist with 20 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.
Replay
Video Game Sector Update - Mobile, Console, Emerging Platforms, Winners and Losers

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

Gossamer Consulting Group
Eric Kress   Eric Kress Founder Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Replay
Stephen Jen - Macro Insights, From the Dollar Smile to China

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

Eurizon SLJ Capital
Stephen Jen   Stephen Jen CEO & Co-CIO Stephen is CEO and Co-CIO of Eurizon SLJ. From 1996 to 2009 Stephen was managing director at Morgan Stanley, where he held various roles, including global head of currency research. Stephen holds a BSc degree in Electrical Engineering from the University of California at Irvine (Summa Cum Laude) and a PhD in Economics from MIT. Stephen is a fluent Mandarin speaker
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
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
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
David Owen   David Owen Founder & Chief Economist David was formerly Chief European Economist, Jefferies and before that, Chief Economist, Developed Markets, Dresdner Kleinwort. For many years he Chaired the Investment Committee of Save the Children, UK (2008-2016), and formerly served on the Council of the Society of Professional Economists (2006-2012).  David first met Marchel at Dresdner Kleinwort, as part of their highly ranked Global Macro team. They were winners of Nationwide Environmental Impact Consultancy of the Year 2024, by SME News in the UK.
Marchel Alexandrovich   Marchel Alexandrovich Partner & European Economist Before joining Saltmarsh Economics, Marchel was a Managing Director and a Senior Economist at Jefferies. Prior to that he was an economist in the Chief Economist’s office at Lloyds Banking Group, and after graduate studies at Oxford, Dresdner Kleinwort.  Marchel first met David at Dresdner Kleinwort, as part of their highly ranked Global Macro team. They were winners of Nationwide Environmental Impact Consultancy of the Year 2024, by SME News in the UK.
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
Christophe Ollari   Christophe Ollari
Replay
If Russia Don’t Get You, Then Central Banks Will

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

Suttle Economics
Phil Suttle   Phil Suttle Founder & International Economist
Replay
Wolfgang Munchau’s European Political and Economic Themes for ‘23

11 Jan 23 12:30 GMT

Eurointelligence
Wolfgang Munchau   Wolfgang Munchau Co-Founder & Director Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
Replay
Russian Roulette – The Outlook for Commodities Under European Sanctions

15 Dec 22 15:00 UTC

Queen Anne's Gate Capital
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
Replay
The Variant Perception Tactical Cookbook: An Empirical Approach

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

Variant Perception
Tian Yang   Tian Yang CEO & Head of Research Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.
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
Jonathan Anderson   Jonathan Anderson Partner Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
Replay
China's 20th Party Congress - Domestic Growth Engine and Shifting Export Economy

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

Horizon Insights
Don Ma   Don Ma Chief strategist and co-founder Chief strategist and co-founder. He has in-depth understanding and research experience in Chinese A-share markets analysis and equity research.
Replay
A Collapse in Fertility and Sperm - The Reality to Follow

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

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.
Replay
China - The Bigger Short

26 Oct 22 15:00 BST

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Latest Commodities Insights focusing on Agriculture (Corn, Wheat, Soybeans) and Energy (Oil)

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

Marex
Ryan Fitzmaurice   Ryan Fitzmaurice
Charles Arbuthnot   Charles Arbuthnot
Replay
Italy’s forthcoming elections: This time is different

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

Teneo
Wolfango Piccoli   Wolfango Piccoli Co-President, Political Risk Advisory Wolfango is a Co-President. Wolf is responsible for co-managing Teneo’s global political risk platform and for the specific coverage of Europe. As director of research, he ensures the relevance, timeliness, rigour and accuracy of the firm’s political risk advisory and consulting service. Prior to joining Teneo, Wolf was the director of the London office and led the Europe practice at Eurasia Group. He often appears on major TV networks and is frequently quoted in the world’s leading newspapers. Wolf holds a Ph.D. in International Politics from the University of Wales, Aberystwyth and an M.A. in International Relations from the University of Bilkent (Ankara).
Replay
China’s ‘Green OPEC’ Dominating the Global Energy Transition

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

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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
Olivier Guitta   Olivier Guitta Founder & CEO Olivier is a globally recognised expert in geopolitical risk and counter-terrorism, ranked among the world’s top 250 terrorism experts. After a twelve-year career in finance, he dedicated himself to geopolitics following 9/11. He has briefed senior bodies including the U.S. Congress, NATO, the UK Home Office, and the European Union. His analysis is frequently featured in outlets like The Wall Street Journal and on international broadcasters such as BBC, CNN, and Fox News. Olivier provides clients with unparalleled, on-the-ground intelligence from his extensive source network across Europe, the Middle East, and Africa.
Replay
Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research

07 Sep 22 15:00 BST

The Retail Tracker
Mark Friedman   Mark Friedman Co-founder & Managing Partner Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
Marni Shapiro   Marni Shapiro Co-founder & Managing Partner Marni spent 11 years at Merrill Lynch and Lehman Brothers where she covered Apparel, Footwear and Specialty Retail. She has been ranked by the Wall Street Journal Analyst survey on a number of occasions.
Replay
What Comes After the Stagflation?

13 Jul 22 15:00 BST

AAS Economics
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Replay
Breaking the Yield Curve

07 Jul 22 15:00 UTC

Intertemporal Economics
Brian Pellegrini   Brian Pellegrini Founder & Senior Analyst
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
Darryl McCoubrey   Darryl McCoubrey VP & Senior Analyst, Energy & Pipelines Darryl is VP of Research, specializing in Utilities & Infrastructure, and a partner in the firm. He is also a member of our Investment Committee, which chooses stocks for V-List model portfolio. He joined Veritas in 2006 and, over the years, has developed unique expertise within his coverage universe. Refinitiv StarMine ranked him #2 for stock picking in the Chemicals and Utilities Industry in 2020.
Replay
No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500

25 May 22 15:00 BST

Benderly Economic Insights
Jason Benderly   Jason Benderly
Replay
TMT Best Ideas Conference

19 May 22 14:00 BST

Arete Research
Brett Simpson   Brett Simpson Co-founder & Senior Analyst – Semiconductors Brett is a co-founder of Arete (formed in 2000) and is based in the firm's London office. He focuses on the global semiconductor component sector. Brett is a regular public speaker at industry events and after 17 years looking at the sector, has a wealth of experience to draw on. Prior to Arete, Brett spent two years at Goldman Sachs in an equity analyst role, specialising in European technology following three years with Ericsson UK, working in business development, covering all aspects of wireline and wireless telecom infrastructure.
Abacus Research
Robert Graham-Brown   Robert Graham-Brown Founder Robert worked for European fund managers Threadneedle and Credit Suisse Asset Management as a U.S. and global fund manager for nine years. In late 2009 he joined Merrill Lynch’s research sales and then Oppenheimer.
Radio Free Mobile
Richard Windsor   Richard Windsor Founder Dr Richard Windsor serves both the TMT and the financial services industries. Richard has been covering the technology sector for over 20 years both as a sell-side analyst and a fund manager and specialises in making complex situations and concepts simple & interesting to understand and utilise.
Pelham Smithers Associates
Pelham Smithers   Pelham Smithers Founder / Electronics, Telecoms & Pharma Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
Huber Research Partners
Craig Huber   Craig Huber Founder Craig was formerly a Director and research analyst at Barclays Capital and Lehman Brothers (and Morgan Stanley before that) covering the US Media and Advertising sectors as well as Information Services stocks. For four consecutive years, 2006 to 2009, he was ranked #1 in Institutional Investor’s All America research team in the media sector he covered. In 2009, Craig was ranked #1 stock picker in the Financial Times / StarMine survey out of 1,800 US,800 US sell-side analysts, prior to going out independent in 2010.
Gossamer Consulting Group
Eric Kress   Eric Kress Founder Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Inflection Point Research, LLC
Michael Fox   Michael Fox
Replay
From Late Cycle to Recession

11 May 22 14:00 BST

Suttle Economics
Phil Suttle   Phil Suttle Founder & International Economist
Replay
Financial and Economic conditions seen through the Banking sector

26 Apr 22 14:00 UTC

Portales Partners
Charles Peabody   Charles Peabody President Charles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
Brent Erensel   Brent Erensel Head of Sales Brent is a Partner and Head of Sales for Portales. As a former bank analyst, Brent has led bank research teams at Dean Witter, Donaldson Lufkin and Jenrette, UBS, and Deutsche Bank. Brent has analysed US and Latin Banks since 1981 and joined Portales in 2001. Brent has an MBA from NYU’s Stern School of Business and was awarded the CFA charter in 1985.
Replay
Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy

14 Apr 22 15:00 UTC

Belkin Report
Michael Belkin   Michael Belkin Founder Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Replay
Everything Looks Different Today

31 Mar 22 15:00 UTC

Capital Alpha Partners
James Lucier   James Lucier Co-Founder / Macro, Clean Energy & Utilities James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Ian Katz   Ian Katz Financials Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans.
Rob Smith   Rob Smith Health Care Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
Robert Kaminski   Robert Kaminski TMT Robert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector.
Byron Callan   Byron Callan Defence & Industrials Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
Replay
The Global Economic and Financial Landscape Post-Ukraine

30 Mar 22 10:00 UTC

Llewellyn Consulting
Preston Llewellyn   Preston Llewellyn
Dr John Llewellyn   Dr John Llewellyn
Saul Eslake   Saul Eslake
Replay
Inflation, Recession or Both?

24 Mar 22 15:00 UTC

AAS Economics
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Replay
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.
Replay
EM Macro Conference

16 Mar 22 14:00 UTC

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan Founder & Global Economist Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Forefront Advisers
Gergely Polner   Gergely Polner
PRC Macro
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
TS Lombard
Shumita Sharma Deveshwar   Shumita Sharma Deveshwar
Alberdi Partners
Marcos Buscaglia   Marcos Buscaglia Founder Marcos holds a Ph.D. in economics from the University of Pennsylvania, where he was a Fulbright scholar. He has a graduate degree in economics from Universidad Torcuato Di Tella and a degree in economics (summa cum laude) from the Catholic University of Argentina.
Alef Advisory
Hani Sabra   Hani Sabra
Krutham (formerly known as Intellidex)
Peter Attard Montalto   Peter Attard Montalto Managing Director Peter joined in 2018 to run the Political Economy, Capital Markets and Energy Transition practices, after 12 years on the sell side and is a wellknown analyst and trusted advisor who splits his time between South Africa and London. He is aided by a team of 35 analysts in Johannesburg and Cape Town.
Cribstone Strategic Macro
Mike Harris   Mike Harris Founder Mike has over a quarter century of experience as a: multi-industry stock analyst, macro strategist, research manager, adjunct Professor of Finance & Economics, and IPO advisor. He was one of the highest ranked sell-side research specialists in the history of the prestigious Institutional Investor Survey, with 22 number one rankings.
Replay
Russia Ukraine Crisis and Implications for Europe

09 Mar 22 14:00 UTC

Eurointelligence
Wolfgang Munchau   Wolfgang Munchau Co-Founder & Director Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
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
Leland Miller   Leland Miller Founder & CEO Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Replay
Keep it Simple - It's All About Energy

17 Feb 22 15:00 UTC

Queen Anne's Gate Capital
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
Replay
European Politics and Geopolitics, Inflation and Fiscal Reform in Europe, Regulation and Crypto in 2022

26 Jan 22 14:00 UTC

Forefront Advisers
James McBride   James McBride Partner
Hugo Coelho   Hugo Coelho
Gergely Polner   Gergely Polner
Replay
Best Equity Short Ideas Conference Call 2

01 Dec 21 14:30 UTC

Off Wall Street
Britt McLoy   Britt McLoy Principal Analyst Britt is a Principal Analyst at Off Wall Street.
The Bindle Paper
Kurt Feshbach   Kurt Feshbach Founder & Director of Research Kurt is the Co-Founder & Director of Research at The Bindle Paper. Kurt brings 36 years of experience shorting stocks and founded the world’s largest short- only hedge fund by AUM, Feshbach Brothers. Kurt’s firm averaged 37% annualised performance through his use of an investigative approach to notable names. Since 1993, Mr. Feshbach managed a boutique to provide research and services to select institutional and individual clients serving numerous top 50 funds.
Favus Institutional Research
Dr Elliot Favus   Dr Elliot Favus CEO & Senior Analyst Dr. Favus is a pharmaceutical equity research specialist with buyside and sellside experience, including Senior Analyst roles at Och Ziff and Lazard. Earlier in his career, Dr. Favus spent 10 years working on human genetics projects at Harvard Medical School and the University of Chicago.
280First
Zhiping Zhao   Zhiping Zhao Founder Zhiping, Founder, Before founding 280First in 2014, Zhiping has held positions as Senior Analyst at both CreditSights and Sanford C. Bernstein, Founder of Quantumbuy and Management Consultant at McKinsey & Company.
Channel Dynamics
Jonathan Telgener   Jonathan Telgener Founder & Head of Research Jon is the Founder and Head of Research. He was formerly VP of Fundamental Research at Point72.
Badger Consultants
Thomas Chanos   Thomas Chanos President & CEO Thomas established Badger Consultants LLC in 1994 to provide independent short research for hedge funds. He has since expanded to include independent long research as well. Prior to founding Badger Consultants, Thomas was Vice President of A.G Edwards & Sons, Inc.
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
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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
Hani Sabra   Hani Sabra
iRes
Zekeriya Ozturk   Zekeriya Ozturk Founder Zekeriya worked as an EVP at Garanti Bank Turkey responsible for International Business Development and served as a Board Member at Garanti Bank Romania, Garanti Asset Management (responsible from risk) and Garanti Securities (audit Committee member) between 2006 and 2013. Prior, he was First Vice President at Merrill Lynch in London as a Financial Analyst for six years. He also worked as a research analyst in various local and international brokerage firms during his finance & banking career since 1995. His main coverage was banking sector in Turkey, Russia, Egypt, Czech Republic and Israel. Cement, retail, refining, petrochemicals and conglomerates were among his sectoral coverage universe throughout his career. Zek received a number of awards from Institutional Investors and Extel for five consecutive years, as the best Turkey and Financial Research analyst while he was at Merrill. He holds B.Sc. in Naval Architecture, M.Sc. in Robotics/ Automatic Control Systems degrees from Istanbul Technical University and Masters degree in Business Administration from Edinburgh University.
Krutham (formerly known as Intellidex)
Peter Attard Montalto   Peter Attard Montalto Managing Director Peter joined in 2018 to run the Political Economy, Capital Markets and Energy Transition practices, after 12 years on the sell side and is a wellknown analyst and trusted advisor who splits his time between South Africa and London. He is aided by a team of 35 analysts in Johannesburg and Cape Town.
TS Lombard
Christopher Granville   Christopher Granville
Signal Risk
Menzi Ndhlovu   Menzi Ndhlovu Senior Analyst As a Senior Analyst at Signal Risk, Menzi leverage quantitative and qualitative analysis and forecasting skills to provide timely and insightful risk reporting and analysis on the African continent. Have over six years of experience in assessing economic, financial, political, geopolitical and security risks and their impact on our clients' operations, trading decisions and strategic decision-making.
Replay
Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022

19 Oct 21 15:00 UTC

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Safe As Houses: European HY Real Estate Bombs

14 Oct 21 15:00 UTC

Sarria - Credit Opportunities
Wolfgang Felix   Wolfgang Felix Mr
Replay
Exploring the Contemporary US Beverage Market

12 Oct 21 15:00 UTC

Beverage Marketing Corporation
Gary Hemphill   Gary Hemphill Managing Director & COO Gary, Managing Director of Research, leads the company’s range of syndicated and custom research information products, including its comprehensive beverage database DrinkTell.
Brian Sudano   Brian Sudano Managing Partner Brian is Managing Partner in charge of the company’s consulting practice. Mr. Sudano’s experience covers nearly the entire beverage industry, from energy drinks to wine, with special expertise in key strategic issues by virtue of varied industry experience and broad range of projects.
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
Leland Miller   Leland Miller Founder & CEO Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Replay
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.
Replay
German Election Special

23 Sep 21 14:00 UTC

Forefront Advisers
Christopher Gluck   Christopher Gluck
Blonde Money
Helen Thomas   Helen Thomas CEO Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
Eurointelligence
Wolfgang Munchau   Wolfgang Munchau Co-Founder & Director Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
Greenmantle
Joseph de Weck   Joseph de Weck Director (Europe) Joseph holds a BSc from the London School of Economics and a MA from Sciences Po Paris and the University of St Gallen. Joseph is a Senior Fellow at Institut Montaigne in Paris and a European Security Initiative Fellow with the Foreign Policy Research Institute. A columnist for the German foreign affairs magazine Internationale Politik Quarterly, he is a regular contributor to publications such as The Atlantic, Der Spiegel and Le Grand Continent. He is also the author of Emmanuel Macron: The Revolutionary President (2021). Joseph has a background in financial and trade diplomacy serving as Secretary to the Swiss government’s Brexit task force. He is fluent in German and French.
Replay
Beat the Crowd: Major Year-End Sector Rotation Shift Has Started

16 Sep 21 16:00 UTC

Belkin Report
Michael Belkin   Michael Belkin Founder Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
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
Richard Edwards   Richard Edwards
Replay
Video Gaming Sector Update

01 Sep 21 15:00 UTC

Gossamer Consulting Group
Eric Kress   Eric Kress Founder Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Replay
The Major Upcoming Risks to Portfolios

19 Aug 21 12:00 UTC

AAS Economics
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Peter Stellios   Peter Stellios Economist Peter has over 14 years of experience in economic modelling and forecasting in financial markets, with a strong focus on converting monetary analysis into actionable macroeconomic predictions. As a Senior Economist at MF Global Australia, he specialised in forecasting financial market trends and notably predicted significant equity market declines in 2007. He holds a Bachelor of Commerce from the University of Sydney and a Master’s in Economics from Macquarie University, Sydney.
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Replay
US Equities - Navigating an Expensive Market

06 Aug 21 15:00 UTC

MRB Partners
Salvatore Ruscitti   Salvatore Ruscitti
Replay
IRF Conference on Commodities

20 Jul 21 14:00 UTC

Vanda Insights
Vandana Hari   Vandana Hari Founder & CEO Prior to launching Vanda Insights, Vandana worked for more than 20 years in senior positions with S&P Global Platts, the oil industry’s premier source of news and pricing information on the energy industry. In her interactions with senior executives and traders at oil and gas companies, government bodies, ministers, regulators and think tanks over the years, Vandana realised there was a keenly-felt need for a succinct and clearly-articulated big-picture perspective on the oil markets, which was not being fulfilled by any of the existing publications. Vanda Insights was born out of a desire to meet that need.
Queen Anne's Gate Capital
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
CHR Metals
Huw Roberts & Claire Hassall   Huw Roberts & Claire Hassall
CPM Group
Jeffrey Christian   Jeffrey Christian Managing Partner Jeffrey has been a prominent analyst and advisor on precious metals and commodities markets since the 1970’s, with work spanning precious metals, energy markets, base metals, agricultural markets, and economic analysis. He founded the company in 1986, spinning off the Commodities Research Group from Goldman, Sachs & Co and its commodities trading arm, J. Aron & Company. He has advised many of the world’s largest corporations and institutional investors on managing their commodities price and market exposures, as well as providing advisory services to the World Bank, United Nations, International Monetary Fund, and numerous governments
Global Mining Research
Tony Robson   Tony Robson Executive Chairman & Senior Mining Analyst Tony has enjoyed high-profile positions within the finance industry. He was previously Global Co-Head for Mining Research at BMO Capital Markets and Head of European Research, plus he has lengthy experience with HSBC, Prudential Securities and BNP Paribas. Tony is technically qualified as a geologist and geophysicist.
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.
Janus Analysis
Gaius King   Gaius King Founder & Senior Analyst Gauis also holds the position of Resources Analyst at Fox-Davies Capital. Before Janus Analysis, Gauis was an Insight Provider for Smartkarma, Corporate Analyst at HD Capital (UK and Australian coverage) and Resource Analyst at HWH Ireland.
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
Leland Miller   Leland Miller Founder & CEO Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Replay
How to Play Profitable Spinoffs that The Street Misses

06 Jul 21 15:00 UTC

The Edge
Jim Osman & Jonathan Morgan   Jim Osman & Jonathan Morgan
Replay
Understanding Digital Currencies

25 Jun 21 15:00 UTC

MRB Partners
Santiago Espinosa   Santiago Espinosa FX & Absolute Returns Strategist
Replay
Auto markets accelerate into an electrified and autonomous world

22 Jun 21 15:00 UTC

New Normal Consulting
Paul Hodges   Paul Hodges Chairman Paul is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He is chairman of New Normal Consulting and a Global Expert with the World Economic Forum. His consulting work focuses on the major paradigm shifts taking place in the global economy in Demand Patterns, Reshoring of Supply Chains, Renewable Energy, Circular Economy, Advanced Manufacturing and Financial Markets. He is a regular speaker at international and industry conferences.
Replay
Best Equity Short Ideas Conference Call 1

16 Jun 21 14:30 UTC

Behind the Numbers
Jeff Middleswart   Jeff Middleswart President & Director of Research Jeff joined Behind the Numbers in 1993 as an analyst, later progressing to Director of Research and President. He has also served as Assistant Portfolio Manager of the Global Income and Growth Fund of Ranger International. Prior to joining Behind the Numbers, he served as Senior Analyst at Barre & Co., focusing on distressed debt. He has appeared on CNBC and has been cited in the WSJ, Barron’s, Business Week, et.al. Jeff received a B.B.A in Finance from Texas Christian University.
Hedgeye
Jay Van Sciver   Jay Van Sciver Industrials & Materials Jay is the Industrials & Materials Sector Head, Partner, and Executive Committee Member at Hedgeye Risk Management. The Industrials & Materials research team offers unique insights into cyclical, secular, structural, and value creation dynamics within what are often misunderstood, niche industries. He was awarded the inaugural Call of The Year (COTY) award in 2020 for FDX/Air Cargo. Before joining Hedgeye, Jay began his coverage of cyclical industries on the buyside at Brown Brothers Harriman, where he generated robust alpha and was promoted to head Industrials coverage. He later joined LaBranche LLC, where he was a Managing Director and became head of an upstairs proprietary trading desk. Prior to leaving LaBranche LLC, Jay led the firm’s market-making algorithmic trading program, requiring significant risk management and quantitative strategy oversight. Jay then joined a Long/Short Fund seeded by LaBranche, Bishop & Carroll Capital Partners, where he was a partner overseeing investment in cyclical industries. Jay earned a Bachelor of Science degree in Chemistry from Yale University, where he was awarded a Howard Hughes Medical Institution Fellowship for his research. While working at Brown Brothers, Jay pursued coursework in business, accounting, and data analytics at New York University. Jay is a CFA Charterholder, was an All-American swimmer and collegiate water polo player, and enjoys reading, fitness activities, and time with his family. He is widely recognized as ‘not great’ at tennis, a game he nonetheless enjoys.
Vision Research
Robert Prather   Robert Prather President & Managing Member Robert previously worked as a Research Associate – Rider Investments (2004 – 2006), Assistant Portfolio Manager – WestAM (2001 – 2004) and as a Senior Associate – PricewaterhouseCoopers (1998– 2000)
Forensic Alpha
Tom Beevers   Tom Beevers Founder & CEO Thomas co-founded Forensic Alpha in 2014 and was previously a fund manager at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
The Analyst
Mark Hiley   Mark Hiley Founder & CEO Mark started his career at Fidelity in 2001. In 2004, he joined Trafelet & Company UK LLP for the launch of Delta Fund Europe. He worked as a member in the investment team for five years. Mark founded The Analyst in 2010 with the vision of building a market-leading, and independent, research platform providing strong equity ideas for like-minded investors.
Replay
Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There

20 May 21 15:00 UTC

High Frequency Economics
Carl Weinberg   Carl Weinberg Founder, Managing Director & Chief Economist Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Replay
Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays

13 May 21 15:00 UTC

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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
James Lucier   James Lucier Co-Founder / Macro, Clean Energy & Utilities James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Kim Monk   Kim Monk Co-Founder / Health Care Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
Replay
Insight into China’s Political Economy

26 Apr 21 15:00 UTC

PRC Macro
Song Gao   Song Gao Co-CEO & Co-Head of Research Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
William Hess   William Hess Co-CEO & Co-Head of Research Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
Replay
The Worry or the Wow? Global Macro & Markets on Multiple time frames

21 Apr 21 15:00 UTC

Longview Economics
Chris Watling   Chris Watling Founder & CEO Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Replay
Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington

20 Apr 21 15:00 UTC

Alef Advisory
Hani Sabra   Hani Sabra
Replay
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.
Replay
Intertemporal Disequilibrium and a World of Bubbles

13 Apr 21 15:00 UTC

Intertemporal Economics
Brian Pellegrini   Brian Pellegrini Founder & Senior Analyst
Replay
Vaccines End Recession Begins

31 Mar 21 15:00 UTC

Blonde Money
Helen Thomas   Helen Thomas CEO Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
Replay
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy

23 Mar 21 15:00 UTC

China Beige Book
Leland Miller   Leland Miller Founder & CEO Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Replay
The Leading Indicator That’s Always Ahead of the Fed

18 Mar 21 10:00 UTC

AAS Economics
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Replay
Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator

18 Mar 21 15:00 UTC

AAS Economics
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Replay
No Quick Fix for the UK Predicament

15 Mar 21 15:00 UTC

Economic Perspectives
Peter Warburton   Peter Warburton Owner & Chief Economist Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Replay
Latest Global Macro Views

11 Mar 21 15:00 UTC

Suttle Economics
Phil Suttle   Phil Suttle Founder & International Economist
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EM Macro & Commodities Conference

10 Mar 21 14:00 UTC

Totem Macro
Whitney Baker   Whitney Baker
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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
Howard Mason   Howard Mason
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Chinese Internet, Hardware & Global Semiconductors

25 Feb 21 15:00 UTC

Westlake International
Ellen Huang   Ellen Huang Founder & Principal Ellen was previously Senior Technology Analyst and PM at the hedge fund within Train Smith Counsel and at Dreman Value Management and Roanoke Asset Management.
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Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest

25 Feb 21 15:00 UTC

Intertemporal Economics
Brian Pellegrini   Brian Pellegrini Founder & Senior Analyst
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Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?

22 Feb 21 15:00 UTC

Llewellyn Consulting
Dr. John Llewellyn   Dr. John Llewellyn Founder
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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
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Pacific Inflation, Atlantic Stagflation – The World Diverges

16 Feb 21 15:00 UTC

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Can 2021 Live Up to Expectations?

27 Jan 21 08:30 UTC

Minack Advisors
Gerard Minack   Gerard Minack Director Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Replay
Biden joins Emily in Paris

15 Dec 20 15:00 UTC

ABP Invest
Thanos Papasavvas   Thanos Papasavvas Founder and CIO Thanos founded ABP Invest in 2015. He is an award-winning fund manager with over 30yrs experience in financial markets, having managed assets for the most prestigious public and private institutions internationally. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20yr asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management – where he was also twice awarded “Currency Manager of the Year.” He is a passionate windsurfing enthusiast, marathon runner since age 11, and more recently a cold-water swimmer. Thanos is a CFA Charterholder and also a member of Chatham House.
Replay
Money Supply, the Business Cycle and Asset Allocation

09 Dec 20 10:00 UTC

AAS Economics
Peter Stellios   Peter Stellios Economist Peter has over 14 years of experience in economic modelling and forecasting in financial markets, with a strong focus on converting monetary analysis into actionable macroeconomic predictions. As a Senior Economist at MF Global Australia, he specialised in forecasting financial market trends and notably predicted significant equity market declines in 2007. He holds a Bachelor of Commerce from the University of Sydney and a Master’s in Economics from Macquarie University, Sydney.
Dr. Frank Shostak   Dr. Frank Shostak Chief Economist Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen   Derek Sicklen Economist Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Replay
Macro trends affecting the CEE and Ukraine

03 Dec 20 15:00 UTC

Millennium Emerging Europe
Andras Radnoti   Andras Radnoti Managing Director Andras oversees source development and maintenance, manages high-level accounts, and leads the quality assurance of project work. He trained at The Economist Intelligence Unit and Oxford Analytica before moving into intelligence work with Sastre Consulting, where he managed some of the firm’s most sensitive operations in Emerging Europe. He also supported global market entry projects for corporations by providing political risk intelligence.
Barnabas Mester   Barnabas Mester Senior Policy Analyst Barnabas manages complex risk consulting projects, develops and maintains sources, and advises corporate and financial services clients. Previously, Barnabas spent the better part of a decade working in various advisory roles in the European Parliament in Brussels. Throughout his years there, he built up an extensive network of Eastern European policy professionals and developed a nuanced understanding of many Eastern European professionals. Millennium analysts – political scientists and linguists by training, specialised in Emerging Europe countries – bring to the table experience from international organisations like the OSCE and the EBRD and leading intelligence firms like Nardello & Co. and Raedas. They have been selected for their outstanding analytical prowess and in-depth knowledge of the region, and trained to build and maintain relationships discreetly.
Replay
Global growth and implications for EM

02 Dec 20 15:00 UTC

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan Founder & Global Economist Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Replay
Is US Losing Global Tech Leadership to Asia?

19 Nov 20 15:00 UTC

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Replay
U.S. Elections, Bottlenecks and Inflation

12 Nov 20 15:00 UTC

Intertemporal Economics
Brian Pellegrini   Brian Pellegrini Founder & Senior Analyst
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Chile Economic Outlook: Walking on Ice

10 Nov 20 15:00 UTC

Pacifico Research
Igal Magendzo   Igal Magendzo Chief Economist Igal holds a Ph.D. in economics from UCLA. He has over 20 years of working experience in macroeconomics. He worked for 12 years at the research department of the Central Bank of Chile, reaching the position of Head of Macroeconomic Analysis. He was a macroeconomic advisor at the Ministry of Finance, Chief Economist for the Andean region and Mexico at Itaú Asset Management, and advisor to international institutions such as the IMF and the World Bank.
Replay
Investing During a Pandemic & China Coming Out of the Pandemic

04 Nov 20 15:00 UTC

Inferential Focus
Charles Hess   Charles Hess President Charles developed the technique of inference reading while earning his B.A. in Political Science at the University of Rochester. By reading outside his field of study, he found he was able to create connections and piece together a more realistic perspective of world economic, political and social events. Recognising the implications of inference reading for business, Mr. Hess helped develop its steady growth and development. In 1980, as a leader in the field, he helped found Inferential Focus.
Eric Zavolinsky   Eric Zavolinsky Managing Director Eric is an MD at Inferential Focus. Eric leads the content team and Inferential Focus’ digital initiatives. He is also a writer and member of the intelligence, client service and investment teams. He holds a B.A. in Journalism from Washington and Lee University. Prior to joining Inferential Focus in 2002, Mr. Zavolinsky worked in the entertainment and technology industries at CDNOW, an online music retailer, and at Island Def Jam Records. Mr. Zavolinsky began his career as a freelance television producer, including a job as the highlight producer at the 1998 U.S. Open for USA Network.
Replay
U.S. 2020 Elections: A Lot Is At Stake For Markets

30 Oct 20 15:00 UTC

MRB Partners
Peter Perkins   Peter Perkins
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Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story

20 Oct 20 15:00 UTC

Queen Anne's Gate Capital
Kathleen Kelley   Kathleen Kelley Founder & CEO Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
Replay
U.S. Election Impact on Health Care

16 Oct 20 15:00 UTC

Capital Alpha Partners
Kim Monk   Kim Monk Co-Founder / Health Care Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
Rob Smith   Rob Smith Health Care Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
Replay
Global Macro & Strategy with Investment Recommendations - Occam's Razor

01 Oct 20 14:00 UTC

Longview Economics
Chris Watling   Chris Watling Founder & CEO Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
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
Leland Miller   Leland Miller Founder & CEO Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Replay
ESG Megatrends in a Post-Pandemic world

10 Sep 20 15:00 UTC

Sustainable Market Strategies
François Boutin-Dufresne   François Boutin-Dufresne Managing Partner François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
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
Nathan Weiss   Nathan Weiss
Replay
Inflation expectations: Will it be different this time?

27 Aug 20 15:00 UTC

Economic Perspectives
Peter Warburton   Peter Warburton Owner & Chief Economist Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Replay
Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal

20 Aug 20 16:00 UTC

Gossamer Consulting Group
Eric Kress   Eric Kress Founder Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Replay
Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation

16 Jul 20 15:00 UTC

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Replay
China Channel Checks

08 Jul 20 14:00 UTC

Westlake International
Ellen Huang   Ellen Huang Founder & Principal Ellen was previously Senior Technology Analyst and PM at the hedge fund within Train Smith Counsel and at Dreman Value Management and Roanoke Asset Management.
Replay
Infinite QE: The great divide to close?

17 Jun 20 14:00 UTC

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Is There a Disconnect between Capital Markets and the “Real” US Economy?

02 Jun 20 16:00 UTC

HCWE & Co.
David Ranson   David Ranson President & Head of Research David has been a principal of HCWE & Co. and its antecedent companies since 1976, before which he was a visiting assistant professor at the University of Chicago Booth School of Business and Assistant to the Secretary at the US Department of the Treasury.
Replay
EM: What will it take to get to “Whatever It Takes”

22 May 20 15:00 UTC

Talking Heads Macro
Manoj Pradhan   Manoj Pradhan Founder & Global Economist Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Replay
The Global Economic Outlook post Covid

19 May 20 15:00 UTC

Suttle Economics
Phil Suttle   Phil Suttle Founder & International Economist
Replay
COVID-19 - Epidemiology Analysis Shows Clear Exit Plan

27 Apr 20 15:00 UTC

Intron Health
Naresh Chouhan   Naresh Chouhan Founder & Senior Analyst Naresh started his career in GSK’s Corporate Development team conducting Merger modeling, Biotech screens and worked on strategic transactions. He moved to JPMorgan on the sell-side in 2006 to cover Pan-Euro Large cap Pharma. Having spent time at HSBC and 6 years as the head of Healthcare research at Librium, he joined New Street Research as a Partner and founded the Healthcare franchise in 2016 (now rebranded as Intron Health). Naresh has worked on numerous Capital market transactions and been the lead analyst on 2 Healthcare IPO’s.
Replay
COVID-19 Can Change Everything

22 Apr 20 09:00 UTC

Minack Advisors
Gerard Minack   Gerard Minack Director Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Replay
Roadmap for the Allocation of Capital

15 Apr 20 15:00 UTC

Longview Economics
Chris Watling   Chris Watling Founder & CEO Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Harry Colvin   Harry Colvin Senior Strategist Harry is the Senior Market Strategist at Longview Economics. He specialises in global asset allocation, macro themes, and commodities. He has built and developed Longview's independent macro research process, market timing models, and short-term trading products. Harry travels extensively, meeting clients, speaking at conferences and hosting economic debates. Away from the office, he enjoys skiing, sailing, and playing tennis.
Replay
Preparing for the Inflationary Backlash

09 Apr 20 15:00 UTC

Economic Perspectives
Peter Warburton   Peter Warburton Owner & Chief Economist Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
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
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Equity Investing into the Abyss

03 Apr 20 14:00 UTC

Boyar Research
Jonathan Boyar   Jonathan Boyar President Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus. Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
Replay
Humans are the Weakest Link. Invest in the Machines!

02 Apr 20 15:00 UTC

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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
Brian Pellegrini   Brian Pellegrini Founder & Senior Analyst
Replay
Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020

11 Feb 20 13:00 UTC

Palissy Advisors
Matthieu Raimbault   Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
Replay
The China Syndrome - Thematic with Trade Recommendations

06 Feb 20 12:30 UTC

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Replay
The madness of modern monetary policy; a.k.a where are all the bubbles?

10 Dec 19 12:30 UTC

Longview Economics
Chris Watling   Chris Watling Founder & CEO Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Replay
What happens if (and when) the global economy rebounds into 2020?

14 Nov 19 12:30 UTC

Suttle Economics
Phil Suttle   Phil Suttle Founder & International Economist
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
Brian McCarthy   Brian McCarthy Managing Partner Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund. Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Replay
5G: is this the biggest disruption in telecoms since the dotcom bubble?

03 Oct 19 12:30 UTC

New Street Research
James Ratzer   James Ratzer Communication Services / Europe James heads the European Communication Services research team and was one of the founding partners of New Street Research. Prior to this, he led the Telecoms Research team at UBS, where both the team and he individually were ranked No.1 by Institutional Investor.
Andrew Entwistle   Andrew Entwistle
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
Jim O'Sullivan   Jim O'Sullivan
Replay
EM Investing At the End of the Cycle

18 Sep 19 12:30 UTC

Totem Macro
Whitney Baker   Whitney Baker
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
Helen Thomas   Helen Thomas CEO Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
Replay
Global Macro - The Dollar Recession

14 Aug 19 12:30 UTC

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Replay
Stock Picking: European Equity Long and Short Ideas

11 Jul 19 12:30 UTC

The Analyst
Mark Hiley   Mark Hiley Founder & CEO Mark started his career at Fidelity in 2001. In 2004, he joined Trafelet & Company UK LLP for the launch of Delta Fund Europe. He worked as a member in the investment team for five years. Mark founded The Analyst in 2010 with the vision of building a market-leading, and independent, research platform providing strong equity ideas for like-minded investors.
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
Matthieu Raimbault   Matthieu Raimbault Founder & Managing Director Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
Replay
More Goldilocks: the US expansion keeps going

05 Jun 19 12:30 UTC

Minack Advisors
Gerard Minack   Gerard Minack Director Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
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European Long and Short Equity Ideas

24 Apr 19 12:30 UTC

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

21 Jan 19 12:30 UTC

High Frequency Economics
Carl Weinberg   Carl Weinberg Founder, Managing Director & Chief Economist Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Jim O'Sullivan   Jim O'Sullivan
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Global Macro - Flow of Funds approach Macro Economic Analysis

12 Dec 18 12:30 UTC

Andrew Hunt Economics
Andrew Hunt   Andrew Hunt Founder & Economist Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
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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.
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Latest Macro Insights

28 Jun 18 12:30 UTC

Longview Economics
Chris Watling   Chris Watling Founder & CEO Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
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Fundamental Research on Global Economic and Market Trends

19 Jun 18 12:30 UTC

Minack Advisors
Gerard Minack   Gerard Minack Director Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle. Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
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Thematic Research and Actionable Asset Allocation

25 Jan 18 12:30 UTC

Entext
Sean Maher   Sean Maher Founder & Investment Strategist The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
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