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GM87: Who Really Sets Policy Now? ft. Anna Wong
Anna Wong, Chief U.S. Economist at Bloomberg, joins Alan Dunne with a clear-eyed assessment of where policy and politics are headed. As markets bet on cuts and the Fed talks balance, she sees a diffe…
Published on 10 hours ago
SI364: What makes an Alternative Investment Truly Valuable? ft. Moritz Seibert
What makes an alternative investment truly valuable? In this episode, Moritz Siebert joins Niels Kaastrup-Larsen for a conversation that moves past market moves and into the core design of systematic…
Published on 4 days, 10 hours ago
IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz
What if knowing you isn’t the end goal... but shaping you is? In this episode, Kevin Coldiron speaks with Columbia professor Sandra Matz about how algorithms trained on our clicks, searches, and face…
Published on 1 week ago
SI363: The Misreading of Trend ft. Nick Baltas
As trend following begins to reassert itself, Niels and Nick Baltas dig beneath the surface of recent CTA performance - where the signals are working, why fixed income remains unresolved, and how spe…
Published on 1 week, 4 days ago
OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen
Mike Azlen joins Moritz Seibert for a frank look at carbon markets, and why much of what passes for climate action may be making things worse. While offsets dominate headlines, it's the regulated mar…
Published on 2 weeks ago
SI362: The Alpha Most Systems Miss ft. Yoav Git
Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs. They explore why dislocations across time horizo…
Published on 2 weeks, 4 days ago
GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave
Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum a…
Published on 3 weeks ago
SI361: The Four Faces of Trend Following ft. Richard Brennan
Richard Brennan joins Niels for a conversation that redefines how trend following is understood. Behind the shared language lie four distinct archetypes - each built around a different purpose. Richa…
Published on 3 weeks, 5 days ago
UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom
From the first futures in 1848 to today’s zero-day options, Cem Karsan, Mandy Xu, and Ed Tom chart how derivatives have moved from the market’s periphery to its center of gravity. At the core is Cboe…
Published on 4 weeks ago
SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
When official data starts serving politics, markets lose their anchor. Alan Dunne and Niels examine the quiet shift unfolding as the U.S. edges closer to emerging market behavior - firing statisticia…
Published on 1 month ago