Upcoming Events

Date Speaker Title
21/09/21

Brandon Barford, Beacon Policy Advisors

US Policy Catalysts: H2 2021
23/09/21

Julian Brigden, Macro Intelligence 2 Partners

Policy Makers are Playing with Fire!
23/09/21

Christopher Gluck, Forefront Advisers

Helen Thomas, Blonde Money

Wolfgang Munchau, EuroIntelligence

Joseph de Weck, Greenmantle

German Election Special
28/09/21

Brian McCarthy, Macrolens

The Reflation Trade at a Crossroads
29/09/21

Anthony Scilipoti, Darryl McCoubrey, Dimitry Khmelnitsky, Kathleen Wong, Desmond Lau, Nigel D'Souza, Dan Fong, Howard Leung & Jeff Craig, Veritas Investment Research

Coverages in Canada Based on Forensic Accounting Principles
30/09/21

Carl Weinberg, High Frequency Economics

Macro outlook for US and China
05/10/21

Eoin Gleeson, Signum Intel

Michael Orme, Signum Intel

China Industry 4.0
06/10/21

David Roche, Independent Strategy

Investment in a Sawtooth Pandemic Recovery
07/10/21

Hani Sabra, Alef Advisory

Middle East political turmoil and effects on country specific economies
14/10/21

Wolfgang Felix, Sarria

Distressed European credit opportunities for 2022
21/10/21

Peter Warburton, Economic Perspectives

TBC
04/11/21

Brian Pellegrini, Intertemporal Economics

Alchemist's Delight: New Economy Commodities in an Old Economy World

Previous Events

Date Speaker Title
16/09/21

Michael Belkin, Belkin Report

Beat the Crowd: Major Year-End Sector Rotation Shift Has Started
15/09/21

John Healy, Kartik Mehta & Kevin Hocevar, Northcoast Research

Autos, Payments and Materials - High Conviction US Equity Ideas
15/09/21

Jonathan Turek, JST Advisors

Global Macro Trade Ideas
07/09/21

Josh Sheng, Datayes

Outlook on Chinese Capital Markets - Will Divergence Continue?
02/09/21

Richard Edwards, HED Capital Management

Is it Occasionally Wise to be Conventional?
01/09/21

Eric Kress, Gossamer Consulting Group

Video Gaming Sector Update
19/08/21

Derek Sicklen, AAS Economics

Peter Stellios, AAS Economics

Dr. Frank Shostak, AAS Economics

The Major Upcoming Risks to Portfolios
18/08/21

William Hess, PRC Macro

Song Gao, PRC Macro

China Factors in Base Metals
06/08/21

Salvatore Ruscitti, MRB Partners

US Equities - Navigating an Expensive Market
04/08/21

Michael Clendenin, RedTech Advisors

China Internet - Regulatory Risks
29/07/21

Michael Howell, CrossBorder Capital

A Post-China World: Peak Liquidity and Peak Growth?
28/07/21

David Ranson, HCWE & Co.

Why Much Higher Inflation Will be Sustained
20/07/21

Vandana Hari, Vanda Insights

Kathleen Kelley, Queen Anne's Gate Capital

Huw Roberts & Claire Hassall, CHR Metals

Jeffrey Christian, CPM Group

Tony Robson, Global Mining Research

Mark Latham, Commodity Intelligence

Gaius King, Janus Analysis

IRF Conference on Commodities - Oil Markets Outlook: Looking beyond Covid; How to Think About OPEC Going Forward; Will Growth in Industrial Production be Enough to Sustain Commodity Market Optimism; New Energy Vehicles And Their Potential Effects on Metals; Diversified Companies, Copper Miners, Nickel Producers; ESG and Supply Chains; Fertilisers - Potash / Phosphate to Outperform
14/07/21

Mark Friedman, The Retail Tracker

Marni Shapiro, The Retail Tracker

Can US Retailers accelerating sales trends continue in 2H 2021
08/07/21

Leland Miller, China Beige Book

China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data
07/07/21

James McBride & Gergely Polner, Forefront Advisers

The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations
06/07/21

Jim Osman & Jonathan Morgan, The Edge

How to Play Profitable Spinoffs that The Street Misses
25/06/21

Santiago Espinosa, MRB Partners

Understanding Digital Currencies
24/06/21

Jeffrey Young, Deep Macro

"Peak Growth" does not mean "Peak Markets"
22/06/21

Paul Hodges, The pH Report

Auto markets accelerate into an electrified and autonomous world
17/06/21

Marcos Buscaglia, Alberdi Partners

Latin America: at the start of another lost decade?
16/06/21

Mark Hiley, The Analyst

Robert Prather, Vision Research

Thomas Beevers, StockViews

Jay Van Sciver, Hedgeye

Jeff Middleswart & Bill Whiteside, Behind the Numbers

IRF Shorting Conference Call
16/06/21

Craig Ferguson, Antipodean Capital Management

Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks
10/06/21

Michael Webber, Webber Research

Rob Meaney, Webber Research

Greg Wasikaowski, Webber Research

Alternative Fuel Vehicle Rankings: Multi-Factor Model Call
09/06/21

Mike Rothman, Cornerstone Analytics

So what’s next for the oil sector?
02/06/21

Judith Ganes, J Ganes Consulting

What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis
01/06/21

Gerard Minack, Minack Advisors

How Far will Reflation Go?
27/05/21

Manoj Pradhan, Talking Heads Macro

Sunspot Inflation in 2021, the Real McCoy in 2022
26/05/21

Stephen Soukup, The Political Forum

Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"?
20/05/21

Carl Weinberg, High Frequency Economics

Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There
13/05/21

Sean Maher, Entext

Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays
12/05/21

Peter White, Rethink Technology Research

Caroline Gabriel, Rethink Technology Research

Alex Davies, Rethink Technology Research

5G Networks / TV Streaming / Renewable Energy
06/05/21

Michael Belkin, Belkin Report

Sector Shift: The Best Offence is a Good Defence
05/05/21

Wolfgang Felix, Sarria

Post Covid: Successfully trading Working Capital?
29/04/21

James Lucier, Capital Alpha Partners

Kim Monk, Capital Alpha Partners

What to Expect from Washington - Clean Energy, Infrastructure, Health
27/04/21

Manoj Pradhan, Talking Heads Macro

R* and the Real Yield Vigilantes
26/04/21

Song Gao, PRC Macro

William Hess, PRC Macro

Insight into China’s Political Economy
21/04/21

Chris Watling, Longview Economics

The Worry or the Wow? Global Macro & Markets on Multiple time frames
20/04/21

Hani Sabra, Alef Advisory

Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington
15/04/21

Michael Orme, Signum Intel

Eoin Gleeson, Signum Intel

Nanotechnology: How we are engineering life from the bottom up
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

Dr. Frank Shostak, AAS Economics

The Leading Indicator That’s Always Ahead of the Fed
18/03/21

Derek Sicklen, AAS Economics

Dr. Frank Shostak, AAS Economics

Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator
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
10/03/21

Whitney Baker, Totem Macro

Christopher Granville, TS Lombard

Kathleen Kelley, Queen Anne's Gate Capital

Grace Fan, TS Lombard

Peter Attard Montalto, Intellidex

Zekeriya Ozturk, iRes

Andras Radnoti, Millennium Emerging Europe

Barnabas Mester, Millennium Emerging Europe

Tatiana Orlova, Emerginomics

Constance Malleret, Intelligence Research

EM Macro & Commodities Conference
09/03/21

Conrad DeQuadros, RDQ Economics

John Ryding, RDQ Economics

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

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

Andrew Hunt, Andrew Hunt Economics

Time to Buckle Up? - Divergent Trends & The Return of Inflation
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?
28/01/21

Matt Malgari, Kailash Concepts

Huge Opportunity In US High-Quality Mid-Cap Names
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

Dr. Frank Shostak, AAS Economics

Derek Sicklen, 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
25/11/20

David Roche, Independent Strategy

Cold Lazarus
25/11/20

Tony Robson, Global Mining Research

David Radclyffe, Global Mining Research

Best Metal and Mining Stock Ideas for 2021
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?
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

Tom Morphis, Sales Pulse Research

Mike Rothman, 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

Eric Zavolinsky, 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

Kathleen Kelley, Queen Anne's Gate Capital

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

Tim Bond, Tim Bond Global Speculations

Inflation Inflexion
16/10/20

Kim Monk, Capital Alpha Partners

Rob Smith, Capital Alpha Partners

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

Dr. Martin Murenbeeld, Murenbeeld & Co

Gold/Silver/Copper Outlook
14/10/20

Peter Attard Montalto, Intellidex

Zekeriya Ozturk, iRes

Turkey and South Africa Macro
07/10/20

Nouriel Roubini, Rosa & Roubini Associates

Brunello Rosa, Rosa & Roubini Associates

Peter Cecchini, Rosa & Roubini Associates

Global Macro & Geopolitics
07/10/20

Callum Thomas, Topdown Charts

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

Chris Watling, Longview Economics

Global Macro & Strategy with Investment Recommendations - Occam's Razor
29/09/20

Michael Clendenin, RedTech Advisors

China Internet Sector Review and Outlook
29/09/20

Paul Hodges, The pH Report

What is the Chemicals Industry Telling Us About the Q4 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

Thanos Papasavvas, ABP Invest

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 Macro

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

Peter Warburton, Economic Perspectives

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

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

Barry Knapp, Ironsides Macroeconomics

Schumpeter’s Gale: It’s never different this time
25/06/20

Keith McCullough, Hedgeye

Depression to Recession, Not Recovery
24/06/20

Manu Bhaskaran, Centennial Asia Advisors

Asia After the Crisis
18/06/20

James Lucier, Capital Alpha Partners

The Outlook from Washington
17/06/20

Andrew Hunt, Andrew Hunt Economics

Infinite QE: The great divide to close?
12/06/20

Philip Rush, Heteronomics

UK macro
03/06/20

Dr. Martin Murenbeeld, Murenbeeld & Co

Outlook for Gold
02/06/20

David Ranson, HCWE & Co.

Is There a Disconnect between Capital Markets and the “Real” US Economy?
29/05/20

Charles Su, Horizon Insights

China macro / National People's Congress analysis
26/05/20

Simon White, Variant Perception

A Dance with a Depression
22/05/20

Manoj Pradhan, Talking Heads Macro

EM: What will it take to get to “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

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

Brian McCarthy, Macrolens

China’s recovery (or not), the deteriorating state of U.S.-China relations
27/04/20

Naresh Chouhan, Intron Health

COVID-19 - Epidemiology Analysis Shows Clear Exit Plan
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

Roadmap for the Allocation of Capital
09/04/20

Peter Warburton, Economic Perspectives

Preparing for the Inflationary Backlash
08/04/20

Andrew Hunt, Andrew Hunt Economics

Where are we now? Markets are suspended but what will the AC world look like?'
07/04/20

Song Gao, PRC Macro

William Hess, PRC Macro

Understanding the sequencing of China's Policy Response to Covid-19
03/04/20

Jonathan Boyar, Boyar Research

Equity Investing into the Abyss
02/04/20

Sean Maher, Entext

Humans are the Weakest Link. Invest in the Machines!
02/04/20

Julian Brigden, Macro Intelligence 2 Partners

A General Turn in Macro with Implications for All Markets
27/03/20

Nouriel Roubini, Rosa & Roubini

Brunello Rosa, Rosa & Roubini

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

Jim O'Sullivan, High Frequency Economics

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