Podcast Episodes

Antti Ilmanen - Understanding Return Expectations (S7E21)

Season 7 Episode 21

In this episode, I speak with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management.

Antti has long been one of the most thoughtful voices in the world…

Published on 4 hours ago

Chris Carrano – Designing Practical Factor Models (S7E20)

Season 7 Episode 20

In this episode, I speak with Chris Carrano, Vice President of Strategic Research at Venn by Two Sigma.

Chris has had a rare vantage point in the world of factors — spanning smart beta, long/short hed…

Published on 1 week, 6 days ago

Jeff Rosenberg – The Past, Present, and Future of Systematic Fixed Income (S7E19)

Season 7 Episode 19

In this episode I speak with Jeffrey Rosenberg, Managing Director at BlackRock where he leads active and factor investments for mutual funds, ETFs, and institutional portfolios for the Systematic Fix…

Published on 4 weeks ago

Edward Yu – Bringing OTC On-Chain and the VariationalOMNI Perp Dex (S7E18)

Season 7 Episode 18

In this episode I speak with Edward Yu, co-founder of Variational. 

We begin the conversation with Edward’s background in crypto OTC markets. He explains how the space evolved away from Telegram chats…

Published on 1 month, 2 weeks ago

Benjamin Hoff – Commodity Futures Surfaces and the Cash-and-Carry Glue (S7E17)

Season 7 Episode 17

My guest this episode is Benjamin Hoff, Global Head of Commodity Strategy and Research at Société Générale.

Ben started his career in rates before making the jump to commodities, and that lens—shaped …

Published on 2 months, 2 weeks ago

Roxton McNeal and Siddharth Sethi – Building Multi-Strategy QIS Portfolios (S7E16)

Season 16 Episode 7

My guests today are Roxton McNeal, Managing Director and Head PM of QIS Investments and Siddharth Sethi, portfolio manager and Head of QIS structuring. Together, they’re spearheading the development…

Published on 4 months, 3 weeks ago

Scott Phillips - Finding Ugly Edges in Crypto Markets (S7E15)

Season 15 Episode 7

Scott Phillips is just the second independent trader I’ve interviewed for this show.

Like many independent traders, Scott found that his constraints – including the size of their capital pool, the abi…

Published on 6 months, 1 week ago

Thao Tran – Market Making Illiquid, Non-Fungible Assets (S7E14)

Season 14 Episode 7

Today I’m talking to Thao Tran, Co-founding Partner at Vamient Capital.

This episode was born from a question I had watching the NFT market place: how do you make markets in illiquid, non-fungible ass…

Published on 7 months, 1 week ago

Victor Haghani – The Last of the Tactical Allocators (S7E13)

Season 13 Episode 7

My guest today is Victor Haghani, founder of Elm Wealth.

Victor is, in many ways, one of the last tactical asset allocators standing after the 2010s. That might be because Victor wouldn’t categorize …

Published on 9 months ago

Jonathan Glidden - Saving Delta's Pension with Portable Alpha

In this episode of the Get Stacked

Investment Podcast, Corey and Rodrigo have an insightful conversation with

Jonathan Glidden, Chief Investment Officer of the Delta Airlines Pension Plan.

Since joining…

Published on 9 months, 1 week ago