Podcast Episodes
Back to SearchKris Sidial, Co-CIO, The Ambrus Group
Episode 80
For Kris Sidial, the Co-CIO of the Ambrus Group, trading and risk management is a passion. A self-professed math nerd in college, Kris began dabbling…
4 years, 3 months ago
Dean Curnutt, Founder, Macro Risk Advisors
Episode 79
On this special 3 year anniversary episode of the Alpha Exchange, we turn the tables and your host Dean Curnutt is the guest. In conversation with de…
4 years, 3 months ago
Andrew Lapthorne, Global Head of Quantitative Research, Societe Generale
Episode 78
Now the Global Head of Quantitative Research at Soc Gen, Andrew Lapthorne got an early taste in unconventional macro thinking from the likes of Alber…
4 years, 4 months ago
Jared Dillian, Editor, The Daily Dirtnap
Episode 77
In 2008, as the global financial crisis unfolded and his employer, Lehman Brothers, descended into bankruptcy, Jared Dillian decided to go it alone. …
4 years, 5 months ago
Campbell Harvey, Professor of Finance, Fuqua School of Business, Duke University
Episode 76
Our conversation focuses on his current work as an Investment Strategy Advisor at Man Group where he has done work on the idea of crisis alpha: strat…
4 years, 5 months ago
Victor Haghani, Founder and CIO, Elm Partners
Episode 75
Graduating from the London School of Economics in the mid 80’s, Victor Haghani set sail on a career in the fixed income markets. Joining Salomon Brot…
4 years, 5 months ago
Barry Knapp, Founder, Ironsides Macro
Episode 74
For the landscape of elevated asset prices that defines today, nothing may be more consequential than changes in the inflation outlook. And for Barry…
4 years, 5 months ago
Subadra Rajappa, Head of US Interest Rate Strategy, Societe Generale
Episode 73
With a position in rate strategy at Salomon Brothers in the late 1990’s, Subadra Rajappa developed an early appreciation for how market risk can be t…
4 years, 6 months ago
Denise Chisholm, Sector Strategist, Fidelity Investments
Episode 72
If you asked yourself, “what are the odds?”, Denise Chisholm can probably tell you insofar as market outcomes are concerned. A Sector Strategist at F…
4 years, 7 months ago
Jeff deGraaf, Founder and CEO, Renaissance Macro
Episode 71
For Jeff deGraaf, financial markets have always been about figuring out who moved the pieces in a chess match and why. Early exposure to the discipli…
4 years, 7 months ago