Mike Rothman is the President and Founder of Cornerstone Analytics, a macro-energy research firm that analyzes key market fundamentals involving supply, demand and geopolitics that influence the price of energy commodities and investment instruments.
Mike previously founded ISI’s… Read the rest
Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms.
At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the rest
Neil Howe is a portfolio manager at Hedgeye Asset Management and director of Hedgeye’s demography sector. Before Hedgeye, he was for many years an advisor on public policy for the Blackstone Group. A bestselling author and acclaimed speaker,… Read the rest
Henrietta has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the COVID-era stimulus bills, the… Read the rest
John Mauldin is a best-selling author, analyst, financial writer, and co-founder of Mauldin Economics. John has dedicated more than 30 years to keeping people informed about financial risk. His weekly newsletter, Thoughts from the Frontline, was one of… Read the rest
Dr. Clarida is a managing director in the New York office and PIMCO’s global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm’s global strategic advisor from 2006 to 2018. He served as Vice Chairman of the… Read the rest
Claudia Sahm is the chief economist at New Century Advisors. She is a highly regarded expert on monetary and fiscal policy with many years of experience advising key decision-makers at the Federal Reserve, White House, and Congress. She… Read the rest
Ivy Zelman is the executive vice president of Zelman – A Walker & Dunlop Company, based in Ohio. Ms. Zelman has over 30 years of experience covering housing and housing-related industries. In 2007, Ms. Zelman co-founded Zelman, which… Read the rest
September 5, 2025
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August 22, 2025
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