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THE CUT
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TRAINING
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PORTAL
THE CUT
EVENTS
ROADSHOWS
NDRS
TRAINING
BESPOKE
PODCASTS
PORTAL
THE CUT
EVENTS
ROADSHOWS
NDRS
TRAINING
PODCASTS
BESPOKE
Login
Sign Up
About
Team
EVENTS:
Hardware Eats Software As Atoms Become The AI Bottleneck, Not Bits - Sean Maher/Entext - 19 Feb 26
The Great Rebalancing: Asset Allocation in a Multipolar World - Juan Correa/BCA Research - 25 Feb 26
ROADSHOWS:
Geopolitics & Macro: Rates, Trade, FX, and Global Flashpoints - Dimitris Valatsas & Maximilian Hess & Dmitry Grozoubinski /Aurora Macro Strategies • London 23 - 24 Feb 26
US L/S Financials, Housing & Macro Ideas - Josh Steiner /Hedgeye • London 02 - 06 Mar 26
Europe and Asia Short Ideas - Robert Prather /Vision Research • Dubai, Paris, London 03 - 06 Mar 26
US Communication Equipment and Cloud Infrastructure - Mike Genovese /Rosenblatt Securities • London 03 - 04 Mar 26
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