Themes We Cover


  • The Inflation Narrative
  • U.S. Dollar and Eurodollar Market
  • Yield Curve, Market Structure, & Liquidity
  • Bitcoin & the Blockchain


  • U.S. – China Relations & the Indo-Pacific Theatre
  • Saudi Arabia: Moving East or Staying West?
  • Globalization, Reglobalization, Nearshoring, Reshoring
  • Great Power Competition and the Rise of Multipolarity

EMEA + Asia

  • Investing Opportunities Within the EU
  • Japan's inflection point
  • China: Xi Jinping’s Challenges
  • UAE & Qatar: On the Horizon

Emerging Markets

  • BRICS: Signal or Noise?
  • Turkey: The Most Promising EM?
  • The Investment Case for Latin America
  • Pivot Nations: India, Indo, & Brazil


  • Oil, Natural Gas, & The Next Supercycle
  • The Rise of LNG
  • The Renewable Industrial Complex
  • Uranium & Nuclear Tech

Sector Specific

  • Reindustrialization of the West
  • Materials, Minerals, & Metals
  • The Semiconductor Puzzle
  • Future Media & Sports

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