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Equity Idea Calls
What The Chip Boom Means for Macro Markets in Asia

14 Jul 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Navigating the Q3 Risk Window Ahead

08 Jul 26 15:00 UTC

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Best Equity Short Ideas Conference Call 14

02 Jul 26 15:00 BST

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YOLO until IPO

30 Jun 26 11:15 EDT / 16:15 BST / 17:15 CEST

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Where is the National Bureau of Economic Analysis?

25 Jun 26 12:30 BST

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A Generational Opportunity to Invest in the Nuclear Renaissance

22 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

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The Structural, the Cyclical and the Tactical

10 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Rubin, ASICs, and the Analog Price Reset (JNK’s 2H 2026 Supply Chain Signals)

09 Jun 26 10:00 EST / 15:00 GMT / 16:00 CET

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Fault Lines: China, Iran and the Future of U.S.-China Competition

04 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Best TMT Equity Ideas Conference Call

03 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

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The Case for an 8.5% T-Note Yield

02 Jun 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Why The S&P 500 Could Reach 8,250 by end of 2026

29 May 26 10:00 EDT / 15:00 BST / 16:00 CEST

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The Anatomy of a Bitcoin Recovery

21 May 26 09:00 EDT / 14:00 BST / 15:00 CEST

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Best Equity Ideas with 2Xideas

20 May 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Acceleration in the Energy Transition

12 May 26 10:00 EST / 15:00 BST / 16:00 CEST

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Where's the Puck Going?

05 May 26 12:30 BST

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How is this Energy Price Shock Different to '22 and Why Climate Change is Still Not Priced into Markets

28 Apr 26 10:00 EST / 15:00 BST / 16:00 CEST

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GFC Economics: 27 Years of Calling Big Turning Points in the Global Macro Economy

22 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Deepening U.S. Recession Buffeted by Rising Cross-Correlations

21 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Will Supply Impacts Be Enough to Offset Demand Losses from Iran Conflict?

01 Apr 26 10:00 EDT / 15:00 BST / 16:00 CEST

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Best Equity Short Ideas Conference Call 13

26 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET

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The Roaring 2020s or a Rerun of the 1970s?

24 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET

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Mining the Data - What the Iran Conflict Really Means for Oil - 3-month vs. 12-month Outlook

19 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET

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Setting a New Course? Dissecting China’s Five-Year Plan and Annual Work Reports

11 Mar 26 11:00 EDT / 15:00 GMT / 16:00 CET

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2026 Macro Themes with Keith McCullough

26 Feb 26 11:00 EST / 16:00 GMT / 17:00 CET

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