EVENTS:   Europe - Home Alone - Wolfgang Munchau/Eurointelligence - 02 Apr 25   Time to Sell the Banks? US vs Europe: A Clear Winner Emerges - Andrew O'Flaherty/Fighting Financials & Marc Rubinstein/Fordington Advisors & Jonathan Tyce/TriggerPoint Research & Charles Peabody/Portales Partners - 03 Apr 25     ROADSHOWS: US Gaming, Lodging & Leisure L/S Equity Ideas - Sean Jenkins /Hedgeye /London   31 Mar - 04 Apr 25      
96 Episodes

"A.I. and Trump the Tech Bro – Will He Break the Long-term Bull Market in Equities?"

WilmotML

Jonathan Wilmot

21 Mar 25

"Global Financial Markets in an Era of Uncertainty"

RW Advisory

Ron William

26 Feb 25

"The Outlook for World Commodity Investments in 2025"

CPM Group

Jeffrey Christian

28 Jan 25

“Investing Through The Business Cycle & Beyond”

Westbourne Research

Sharmila Whelan

18 Dec 24

“Back to the Future: East Asia & Trump 2.0”

East Asia Econ

Paul Cavey

12 Dec 24

"The Trumpian Outlook for US Domestic & Foreign Policies"

Capital Alpha Partners

James Lucier

25 Nov 24

“Asset Allocation to Survive an Exciting 2025”

Topdown Charts

Callum Thomas

18 Nov 24