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SI403: Trend Following in an Era of Geopolitical Risk ft. Marat Molyboga & Katy Kaminski
Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins u…
4Â hours ago
ALO35: Why Macro Investing Is Becoming More Systematic ft. George Patterson
How do quantitative investors adapt when markets, technology and macro regimes are constantly changing? In this conversation, Alan Dunne sits down wi…
3Â days, 4Â hours ago
SI402: Why Markets Can’t Stop Trending ft. Richard Brennan
What happens when markets stop behaving like machines and start behaving like living systems? In this episode, Richard Brennan joins Niels to explore…
1Â week ago
IL49: The Space Economy Is No Longer Science Fiction ft. Rainer Zitelmann
On this episode we are joined by Dr. Rainer Zitelmann, to discuss his book New Space Capitalism: The Entrepreneurial Path to the Stars. We discuss wh…
1Â week, 3Â days ago
SI401: Why Trend Following Wins in Chaos ft. Nick Baltas
The world of systematic investing is evolving fast, and in this episode Nick Baltas joins Moritz Seibert to explore the explosive growth of QIS strat…
2Â weeks ago
GM101: When Passive Breaks the Market ft. Hari Krishnan & Cem Karsan
Hari Krishnan joins Niels and Cem for a deep exploration of what happens when markets become dominated by flows rather than fundamentals. Drawing on …
2Â weeks, 3Â days ago
SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce
This week, we are joined by Yoav Git and Rob Croce from Fidelity Investments for a deep dive into trend following, portfolio construction and executi…
3Â weeks ago
GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth
Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest ma…
3Â weeks, 3Â days ago
SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary …
4Â weeks ago
OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle
What does it take to become a true Market Wizard, and why do so many of them fail before they find their edge? In this special episode, Moritz Seiber…
4Â weeks, 2Â days ago