The Great Reset: AI, Geopolitics and The End of The Cheap Chips
10 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET
Counterpoint Research
MS Hwang
MS Hwang
Research Director
MS is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
Making Weather Pay – The Outlook For Global Commodities
11 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET
Best Weather
James Roemer
James Roemer
Owner
Hardware Eats Software As Atoms Become The AI Bottleneck, Not Bit
19 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
The Great Rebalancing: Asset Allocation in a Multipolar World
25 Feb 26 11:00 EST / 16:00 GMT / 17:00 CET
BCA Research
Juan Correa
Juan Correa
Chief Strategist, Global Asset Allocation
Juan serves as Chief Strategist for Global Asset Allocation, our portfolio construction service that provides guidance to Chief Investment Officers (CIOs) and asset allocation teams on structuring optimal global multi-asset portfolios.
Juan began his career at BCA Research in 2015. He progressed through roles as Senior Analyst in our Foreign Exchange and Global Asset Allocation services, before assuming the title of Associate Strategist in 2021. He has also been a guest lecturer at the finance programs of McGill and Concordia University.
Juan holds a BCom in Finance and Economics from McGill University, as well as the CFA designation.
2026 Macro Themes with Keith McCullough
26 Feb 26 11:00 EST / 16:00 GMT / 17:00 CET
Hedgeye
Keith McCullough
Keith McCullough
Founder & CEO, Macro
Prior to founding Hedgeye Risk Management in 2008, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.
For many years, Keith was a regular market guest across financial media including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg. Disappointed by the conflicts of interest and quality of Establishment Media, Keith launched HedgeyeTV in 2014 and hasn’t looked back.
In addition to producing a wide array of written Macro research (covering the top 50 global economies), Keith hosts his own show, “The Macro Show” weekday mornings as well as “The Call @ Hedgeye,” which features the firm’s entire 40+ analyst research team discussing their favorite long and short stock ideas.