EVENTS:   Oil, Markets, Policy, and Geopolitics: Near and Medium Term Outlook - Bob McNally/Rapidan Energy Group - 06 Oct 26     ROADSHOWS: Market Insights on Consumer / Retail Sector and Stocks - Mark Friedman & Marni Shapiro /The Retail Tracker   •   London   29 - 30 Sep 26       China Macro & U.S.-China Policy - Leland Miller /China Beige Book   •     01 - 02 Oct 26       U.S. Elections, Trade, Data Centers, Energy & Power, Sustainability - James Lucier /Capital Alpha Partners   •   London   05 - 08 Oct 26       L/S US Retail and Restaurant Ideas - John Zolidis /Quo Vadis Capital   •   New York   07 - 08 Oct 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   13 - 21 Oct 26      

113 Episodes
113. Is the US Fed on a New Course, and Now Off Course?

24 Sep 26

QI Research
Danielle DiMartino Booth Danielle DiMartino Booth CEO & Chief Strategist Prior to QI, which she founded in 2015, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Before serving in the public sector, she lived in New York and worked at Donaldson, Lufkin & Jenrette and Credit Suisse. DiMartino Booth is a frequent keynote speaker, a regular commentator in the financial media and author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America.
112. Global Financial Markets: From Sunshine to Moonshine

23 Jul 26

RW Advisory
Ron William Ron William CIO & Global Tactical Strategist Ron is a market strategist and educator/mentor, with 20+ years of track experience, working for leading macro research and institutional firms, offering differentiated alpha, idea generation and market timing. He specialises in global, multi-asset, top-down framework, grounded in behavioural technical analysis, driven by cycles.
111. Managing Global Asset Allocation Portfolios In Challenging & Changing Times

16 Jul 26

Longview Economics
Chris Watling Chris Watling Founder, CEO & Chief Market Strategist Chris founded Longview Economics in 2003. Prior to this, he was a former economist at Cazenove. Following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELLoff indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
110. The Resilience of the East Asian Economies

17 May 26

East Asia Econ
Paul Cavey Paul Cavey Economist For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea. While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
109. China: A Generational Pivot?

06 Mar 26

Trivium China
Dinny McMahon Dinny McMahon Head of China Markets Research Dinny McMahon is head of China Markets Research at the advisory Trivium China. Dinny spent a decade working as a financial journalist in Beijing and Shanghai, including as the Wall Street Journal’s finance correspondent, where he tracked closely the evolution of China’s shadow banking system and the rapid expansion in corporate debt that followed the global financial crisis. Dinny is also the author of “China’s Great Wall of Debt: Shadow Banking, Ghost Cities, Massive Loans, and the End of Chinese Miracle.” He was also a Fellow at the Woodrow Wilson Center for International Scholars in Washington, D.C., and specialised on analyzing China’s financial sector at MacroPolo, the Paulson Institute’s Chicago-based think tank.
108. The US Economic Outlook: How to Cope with Full Employment

02 Mar 26

High Frequency Economics
Carl Weinberg Carl Weinberg Founder, Managing Director & Chief Economist Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
107. The Medium-Term Outlook for World Commodity Investments

28 Jan 26

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
106. Scaling the Crumbling Cliff of Worry

12 Dec 25

RW Advisory
Ron William Ron William CIO & Global Tactical Strategist Ron is a market strategist and educator/mentor, with 20+ years of track experience, working for leading macro research and institutional firms, offering differentiated alpha, idea generation and market timing. He specialises in global, multi-asset, top-down framework, grounded in behavioural technical analysis, driven by cycles.
105. A Resurgent Japan and the Economic Outlook for East Asia

04 Dec 25

East Asia Econ
Paul Cavey Paul Cavey Economist For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea. While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.