Upcoming Events

Date Speakers Title
15/04

Michael Orme, Signum Intel

Eoin Gleeson, Signum Intel

Nanotechnology: How we are engineering life from the bottom up
20/04

Hani Sabra, Alef Advisory

Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington
21/04

Chris Watling, Longview Economics

The Worry or the Wow? Global Macro & Markets on Multiple time frames
26/04

Song Gao, PRC Macro

William Hess, PRC Macro

Insight into China’s Political Economy
27/04

Manoj Pradhan, Talking Heads Macro

R* and the Real Yield Vigilantes
29/04

James Lucier, Capital Alpha Partners

Kim Monk, Capital Alpha Partners

What to Expect from Washington - Clean Energy, Infrastructure, Health
05/05

Wolfgang Felix, Sarria

TBC
01/06

Gerard Minack, Minack Advisors

How Far will Reflation Go?

Previous Events

Date Speaker Title
13/04/21

Brian Pellegrini, Intertemporal Economics

Intertemporal Disequilibrium and a World of Bubbles
31/03/21

Helen Thomas, Blonde Money

Vaccines End Recession Begins
24/03/21

Jonathan Boyar, Boyar Research

Finding Value in the Stocks 2020 Left Behind
23/03/21

Leland Miller, China Beige Book

China's Economy and Behind the Scenes of Biden Administration's Developing China Policy
18/03/21

Derek Sicklen, AAS Economics

Peter Stellios, AAS Economics

The Leading Indicator That’s Always Ahead of the Fed
17/03/21

Niall Ferguson, Greenmantle

The Politics of Catastrophe
15/03/21

Peter Warburton, Economic Perspectives

No Quick Fix for the UK Predicament
11/03/21

Phil Suttle, Suttle Economics

Latest Global Macro Views
09/03/21

Conrad DeQuadros, RDQ Economics

John Ryding, RDQ Economics

An Update on the Outlook for U.S. Fiscal and Monetary Policy, the Economy, Inflation, and Markets
04/03/21

Howard Mason, Renaissance Macro Research

How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect
03/03/21

Francesco Galietti, Policy Sonar

How long can the Pax Draghiana last?
25/02/21

Brian Pellegrini, Intertemporal Economics

Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest
25/02/21

Ellen Huang, Westlake International

Chinese Internet, Hardware & Global Semiconductors
23/02/21

Barry Knapp, Ironsides Macroeconomics

2021 Outlook: Three Cycle Tailwinds and Policy Risks
22/02/21

Dr. John Llewellyn, Llewellyn Consulting

Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?
17/02/21

Dominique Dwor-Frecaut, Dwor-Frecaut Research

Will the End of the Pandemic Turn Out Negative for Markets?
16/02/21

Andrew Hunt, Andrew Hunt Economics

Pacific Inflation, Atlantic Stagflation – The World Diverges
12/02/21

Philip Newman, Metals Focus

Will Gold Post New Highs in 2021, or is the Bull Market Over?
04/02/21

Mike Rothman, Cornerstone Analytics

2021 Oil Market Forecast
03/02/21

David Murrin, Global Forecaster

Collapse Looms Large
02/02/21

Stan Manoukian, Independent Credit Research

Stressed & Distressed - What to do in 2021?
27/01/21

Stephen Martus, Macro Hedge Advisors

The Illusions of Asset Inflation in 2021
27/01/21

Gerard Minack, Minack Advisors

Can 2021 Live Up to Expectations?
21/01/21

Michael Howell, CrossBorder Capital

Global Liquidity in 2021: A Warning
20/01/21

Christopher Parry, Merl House

The Key Geopolitical Risks of 2021 and Beyond
19/01/21

Mark Latham, Commodity Intelligence

Commodities - Finally, a Bull Market
16/12/20

Raoul Pal, Global Macro Investor

The World's Best Trade
15/12/20

Thanos Papasavvas, ABP Invest

Biden joins Emily in Paris
11/12/20

Sarah Fowler, Oxford Analytica

Geopolitics - Prospects, Risks and Opportunities in 2021
09/12/20

Peter Stellios, AAS Economics

Money Supply, the Business Cycle and Asset Allocation
07/12/20

Julian Brigden, Macro Intelligence 2 Partners

Macro drives policy and policy drives markets
03/12/20

Andras Radnoti, Millennium Emerging Europe

Barnabas Mester, Millennium Emerging Europe

Macro trends affecting the CEE and Ukraine
02/12/20

Manoj Pradhan, Talking Heads Macro

Global growth and implications for EM
01/12/20

Conrad DeQuadros, RDQ Economics

John Ryding, RDQ Economics

Shifting from Uncertainty to Analyzable Macro Risks
27/11/20

Gerard Minack, Minack Advisors

The shift to fiscal dominance - Investor implications
25/11/20

Tony Robson, Global Mining Research

Best Metal and Mining Stock Ideas for 2021
25/11/20

David Roche, Independent Strategy

Cold Lazarus
24/11/20

Gerard Minack, Minack Advisors

The Shift to Fiscal Dominance and What it Means for Investors
20/11/20

Jared Dillian, The Daily Dirtnap

Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine
19/11/20

Sean Maher, Entext

Is US Losing Global Tech Leadership to Asia?
18/11/20

Benjamin Breitholtz, Arbor Data Science

Global Macro & Alternative Data
17/11/20

James Lucier, Capital Alpha Partners

Has The Circus Left Washington?
12/11/20

Brian Pellegrini, Intertemporal Economics

U.S. Elections, Bottlenecks and Inflation
11/11/20

Mike Rothman, Cornerstone Analytics

Tom Morphis, Sales Pulse Research

The impact of COVID on Cyber Security spending
10/11/20

Igal Magendzo, Pacifico Research

Chile Economic Outlook: Walking on Ice
04/11/20

Charles Hess, Inferential Focus

Investing During a Pandemic & China Coming Out of the Pandemic
30/10/20

Peter Perkins, MRB Partners

U.S. 2020 Elections: A Lot Is At Stake For Markets
22/10/20

Michael Howell, CrossBorder Capital

The 2021 Bubble
20/10/20 Inflation Inflexion
20/10/20

Kathleen Kelley, Queen Anne's Gate Capital

Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story
16/10/20

Kim Monk, Capital Alpha Partners

Rob Smith, Capital Alpha Partners

U.S. Election Impact on Health Care
14/10/20

Peter Montalto, Intellidex

Zekeriya Ozturk, iRes

Turkey and South Africa Macro
14/10/20

Dr. Martin Murenbeeld, Murenbeeld & Co

Gold/Silver/Copper Outlook
07/10/20

Brunello Rosa, Rosa & Roubini Associates

Nouriel Roubini, Rosa & Roubini Associates

Global Macro & Geopolitics
06/10/20

Callum Thomas, Topdown Charts

Macro/Market Outlook and Asset Allocation
01/10/20

Chris Watling, Longview Economics

Chris Watling, Longview Economics

Global Macro & Strategy with Investment Recommendations
29/09/20

Paul Hodges, The pH Report

What is the Chemicals Industry Telling Us About the Q4 Outlook?
29/09/20

Michael Clendenin, RedTech Advisors

China Internet Sector Review and Outlook
28/09/20

Leland Miller, China Beige Book

Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election
24/09/20 Its Geopolitics, Stupid!
24/09/20

Paul Nagy, PN Finance

Forensic Accounting Training Presentations
23/09/20

Russell Jones, Llewellyn Consulting

The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery
16/09/20

Niall Ferguson, Greenmantle

Welcome to Fear City
11/09/20

Helen Thomas, Blonde Money

Velocity of People
10/09/20

François Boutin-Dufresne, Sustainable Market Strategies

ESG Megatrends in a Post-Pandemic world
09/09/20

Nathan Weiss, Unit Economics

Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com
03/09/20

Dominique Dwor-Frecaut, Dwor-Frecaut Research

The Forthcoming Change in Bond/Stock Correlation
27/08/20

Peter Warburton, Economic Perspectives

Inflation expectations: Will it be different this time?
19/08/20

Eric Kress, Gossamer Consulting Group

Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal
12/08/20

Vandana Hari, Vanda Insights

Oil Market Outlook
06/08/20

Junheng Li, JL Warren Capital

Luxury retailers penetration in China
29/07/20

Song Gao, PRC Macro

William Hess, PRC Macro

China’s New Scheme for Self-Sufficiency
22/07/20

Teddy Vallee, Pervalle Macro

Liquidity Pocket Followed By Global Growth Rocket
16/07/20

Sean Maher, Entext

Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation
16/07/20

David Murrin, Global Forecaster

The Great Chinese Challenge
08/07/20

Ellen Huang, Westlake International

China Channel Checks
02/07/20

Michael Howell, CrossBorder Capital

Global Liquidity Latest: It’s A Big, Beautiful ‘V’
02/07/20

Richard Hockenson, Hokenson Demographics

Deficits, the Fed and the Post-Corona Outlook for Inflation
01/07/20 Schumpeter’s Gale: It’s never different this time
25/06/20

Keith McCullough, Hedgeye

Deep Quad 4 to Deep Quad 3
18/06/20

James Lucier, Capital Alpha Partners

The Outlook from Washington
17/06/20

Andrew Hunt, Andrew Hunt Economics

Can QE be Infinite?
12/06/20

Philip Rush, Heteronomics

UK macro
11/06/20

Michael Orme, Signum Intel

Retreating from Ricardo
03/06/20 Outlook for Gold
02/06/20

David Ranson, HCWE & Co.

Is There a Disconnect between Capital Markets and the “Real” US Economy?
02/06/20

Hassan Ahmed, Alembic Global Advisors

Pete Skibitski, Alembic Global Advisors

Chemicals sector and company analysis and A&D sector outlook
29/05/20

Charles Su, Horizon Insights

China macro / National People's Congress analysis
26/05/20 A Dance with a Depression
22/05/20

Manoj Pradhan, Talking Heads Macro

Whatever It Takes
19/05/20

Michael Belkin, Belkin Report

Buy Buy Buy as Sentiment is far too Bearish
19/05/20

Phil Suttle, Suttle Economics

The Global Economic Outlook post Covid
13/05/20

Leland Miller, China Beige Book

Primary research on China
11/05/20

Stacey Widlitz, SW Retail Advisors

Investor Decisions Amid Consumer and Retail Turmoil
06/05/20

Raoul Pal, Global Macro Investor

The Unfolding
05/05/20

Mike Rothman, Cornerstone Analytics

Mike Rothman, Cornerstone Analytics

Oil: Where Do We Go From Here?
27/04/20

Naresh Chouhan, Intron Health

COVID-19 - Epidemiology Analysis Shows Clear Exit Plan
27/04/20

Brian McCarthy, Macrolens

China’s recovery (or not), the deteriorating state of U.S.-China relations
22/04/20

Gerard Minack, Minack Advisors

COVID-19 Can Change Everything
21/04/20

Helen Thomas, Blonde Money

It All Comes To Nought
20/04/20

Daniel Tabbush, Tabbush Report

Banks - Credit, liquidity, market risk, in unison
16/04/20

Michael Howell, CrossBorder Capital

Global liquidity set to surge by 40% - What are the implications?
15/04/20

Chris Watling, Longview Economics

Harry Colvin, Longview Economics

Fiscal, Monetary, Market Considerations
09/04/20

Peter Warburton, Economic Perspectives

Preparing for the Inflationary Backlash
08/04/20

Andrew Hunt, Andrew Hunt Economics

Focusing on the impacts of COVID-19
07/04/20

Song Gao, PRC Macro

William Hess, PRC Macro

PRC Macro
03/04/20 Equity Investing into the Abyss
02/04/20

Julian Brigden, Macro Intelligence 2 Partners

A General Turn in Macro with Implications for All Markets
02/04/20

Sean Maher, Entext

Humans are the Weakest Link. Invest in the Machines!
27/03/20

Brunello Rosa, Rosa & Roubini Associates

Nouriel Roubini, Rosa & Roubini Associates

Economic and financial consequences of the crisis
27/03/20

Mark Latham, Commodity Intelligence

Oil - Taken leave of its senses
24/03/20

Paul Hodges, The pH Report

The debt-fuelled ring of fire
23/03/20

Shannon Cross, Cross Research

The Effect of COVID-19 on Technology Supply Chains
17/03/20

David Murrin, Global Forecaster

Stocks, FX, Bonds, Commodities
06/03/20

Brian Pellegrini, Intertemporal Economics

Global Liquidity Risks in 2020 & Beyond
19/02/20

François Boutin-Dufresne, Sustainable Market Strategies

Divesting Out Of Oil & Towards New Opportunities
11/02/20

Matthieu Raimbault, Palissy Advisors

Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020
06/02/20

Sean Maher, Entext

The China Syndrome - Thematic with Trade Recommendations
29/01/20

Gerard Minack, Minack Advisors

Global Macro - More Goldilocks
14/01/20

Paul Nagy, PN Finance

Forensic Accounting Training Presentations - Paid Sessions
13/01/20

Tony Robson, Global Mining Research

Global Metals & Mining Fundamental Research
13/01/20

Herman Brodie, Prospecta

Behavioural Finance - Diversity & Inclusion
10/12/19

Chris Watling, Longview Economics

The madness of modern monetary policy; a.k.a where are all the bubbles?
14/11/19

Phil Suttle, Suttle Economics

What happens if (and when) the global economy rebounds into 2020?
17/10/19

Brian McCarthy, Macrolens

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?
03/10/19

James Ratxer, New Street Research

Andrew Entwistle, New Street Research

5G: is this the biggest disruption in telecoms since the dotcom bubble?
20/09/19 US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?
18/09/19

Whitney Baker, Totem Macro

EM Investing At the End of the Cycle
13/09/19

Helen Thomas, Blonde Money

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
14/08/19

Andrew Hunt, Andrew Hunt Economics

Global Macro - The Dollar Recession
11/07/19

Mark Hiley, The Analyst

Stock Picking: European Equity Long and Short Ideas
06/06/19

Matthieu Raimbault, Palissy Advisors

Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas
05/06/19

Gerard Minack, Minack Advisors

More Goldilocks: the US expansion keeps going
24/04/19

Jules Hull, StockViews

European Long and Short Equity Ideas
26/03/19

Michael Howell, CrossBorder Capital

Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower
01/03/19

Michael Orme, Signum Intel

Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more
22/01/19

Gerard Minack, Minack Advisors

After an 'all-fall-down' year is the bad news in the price?
21/01/19

Carl Weinberg, High Frequency Economics

Jim O'Sullivan, High Frequency Economics

Latest Macro Insights on US, Europe, Brexit and China
12/12/18

Andrew Hunt, Andrew Hunt Economics

Global Macro - Flow of Funds approach Macro Economic Analysis
06/11/18

Ronnie Aked, Macro Intelligence 2 Partners

Growth and Inflation - The biggest risks to market equilibrium
17/10/18

David Roche, Independent Strategy

How to invest when Democracy is under threat?
12/09/18

Michael Howell, CrossBorder Capital

US vs China - Market Implications of the Coming Disruption to Global Capital Flows
28/06/18

Chris Watling, Longview Economics

Latest Macro Insights
19/06/18

Gerard Minack, Minack Advisors

Fundamental Research on Global Economic and Market Trends
25/01/18

Sean Maher, Entext

Thematic Research and Actionable Asset Allocation
09/05/17 IRF was a Media Partner for the London Value Conference
09/03/17 IRF Co-Sponsored Global Independent Research Conference