Replays From 06/5/25
Independent Research Conference
Session 1: Where are Investment Opportunities Globally?
Speaker: Jay Pelosky, TPW Advisory
Session 2: New Opportunities in Europe’s Changing Regime
Speaker: Ian Harnett, Chief Investment Strategist, Absolute Strategy Research
Session 3: Short Ideas for the Bold
Speaker: Marc Cohodes, Legendary Short-Seller, @AlderLaneEggs
Session 4: Who Will Win Today’s Global Capital War?
Speaker: Michael Howell, MD, CrossBorder Capital
Session 5: Macro Themes Driving Global Asset Markets
Speaker: Otavio (“Tavi”) Costa, Macro Strategist, Crescat Capital
Session 6: Investing in The New Digital World
Speaker: Jordi Visser, 22V Research
Session 7: The New Order in Energy Markets
Speaker: Mike Rothman, President, Cornerstone Analytics
Session 8: Latest Insights Across US Real Estate Markets
Speaker: Melody Wright, Strategist, @m3_melody
Session 9: Winners & Losers in the U.S.- China Tariff Wars
Speaker: Louis-Vincent Gave, CEO, Gavekal
Session 10: Technical Perspective – What’s New in Global Markets
Speaker: John Roque, Head of Technical Analysis, 22V Research
Session 11: Tracking Investment Conditions to Stay Ahead of the Curve
Speaker: Stavros Iatridis, CEO, Vestmo Global Research