ROADSHOWS: L/S Global Technology Ideas - Felix Wang /Hedgeye   •   London   03 - 04 Nov 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   Amsterdam   04 - 05 Nov 25       Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25      

104 Episodes
104. Markets, Hegemonic War Cycles and the Threat of World War 3

26 Oct 25

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 and 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.
103. Risks & Mispriced Opportunities in the Global Financial Markets

16 Oct 25

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.
102. Is US Economic Policy on a Sustainable Track?

17 Sep 25

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.
101. Golden Opportunities in the Commodity Markets

14 Sep 25

Commodity Intelligence
James Burdass James Burdass Managing Partner & former CI Chairman James has been closely involved with Commodity Intelligence for many years, having known his predecessor for over 13 years and serving as Chairman of the firm since 2021. In 2024, James assumed full ownership of the business. This deliberate transition ensures continuity: their proprietary AI software remains fully intact, and the principles that define their work are unchanged. James’s career spans more than 25 years in commodities research, including 14 years on the buy side. He previously worked at Fidelity Institutional Asset Management, Morgan Stanley’s Private Client unit, and Mitsubishi UFJ Trust, where he covered the GPIF mandate — one of the world’s largest investment pools. This background underpins the independence and conviction behind the views you read each day.
100. Is the Outlook for Global Financial Markets ‘Tariffying’ or ‘Tariffic’?

14 Aug 25

RW Advisory
Ron William Ron William CIO & Global Tactical Strategist Ron is a Global Multi-Asset Tactical Strategist, with +20 years of experience, founder of RWA, an award-winning macro-tactical research advisory firm, to a wide range of financial institutions, producing differentiated alpha, insightful idea generation, using behavioural sentiment, driven by cycles and proprietary market timing models. He is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural / risk assessment modelling, peak-performance, neuro/ body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.
99. Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape?

07 Aug 25

ABCG Research
Hamza Ghani Hamza Ghani Head of Crypto Research Hamza is the Head of Crypto Research at ABCG Research.
98. Is The Inflationary Threat Being Ignored?

13 Jun 25

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.
97. Mispriced Markets in an Era of Uncertainty

30 Apr 25

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

21 Mar 25

WilmotML
Jonathan Wilmot Jonathan Wilmot Founding Partner / Macro Jonathan, “One of the brightest minds on Wall Street”. Previously Chief Global Strategist and member of the Chairman’s Board at Credit Suisse, Head of FX Strategy at Bank of America, London. PPE at Worcester College, Oxford.