EVENTS:   Macro Conference Call: Themes & Top Ideas For '26 - Jonathan Turek/JST Advisors & Tian Yang/Variant Perception & Manoj Pradhan/Talking Heads Macro - 22 Jan 26     ROADSHOWS: L/S US Retail and Restaurant Ideas - John Zolidis /Quo Vadis Capital   •   London   20 - 20 Jan 26       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   26 - 27 Jan 26      

Trump Crosses the Rubicon - Venezuela, Iran & Geopolitics with Investment Strategy

David Woo Unbound

Tue 27 Jan 2026 - 15:00

Topics

Geopolitical risks rising again in the Middle East and in Europe

The odds of a regime change in Iran are at least one in three

Will China be drawn into the growing crisis?

Defense stocks: shoot first, ask questions later. Intel and Hyundai impressed at CES

Oil market poised to move into deeper backwardation while gold might find new tailwind

AI IPO fever grows.