ROADSHOWS: Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   25 - 26 Sep 25       CFROI vs Economic ROI: A Clearer Picture of Company Performance? - Bryant Matthews /Omaha Insights   •   New York   06 - 08 Oct 25       L/S US Retail and Restaurant Ideas - John Zolidis /Quo Vadis Capital   •   London   06 - 07 Oct 25      

102 Episodes
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.
95. Global Financial Markets in an Era of Uncertainty

26 Feb 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.
94. The Outlook for World Commodity Investments in 2025

28 Jan 25

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