Podcast Episodes
Back to SearchAndrew Lapthorne, Global Head of Quantitative Research, Societe Generale
Episode 240
Today’s market landscape is defined by extremes that challenge conventional portfolio construction. A small group of mega-cap stocks now represents a…
2 months, 2 weeks ago
Closing Thoughts on 2025
Episode 239
As I share my closing thoughts on 2025, I want to look back with an eye towards pointing out this year’s unique characteristics from a market risk pe…
3 months ago
Ian Harnett, Co-Founder and Chief Investment Strategist, Absolute Strategy Research
Episode 238
It was a pleasure to welcome Ian Harnett, co-founder and Chief Investment Strategist at Absolute Strategy Research, to the Alpha Exchange. Our discus…
3 months, 2 weeks ago
Kumaran Vijayakumar, Co-Founder and CEO, DataDock Solutions
Episode 237
Kumaran Vijayakumar has spent his career in the equity derivatives market, first as an exotics trader and later in running large risk-taking desks in…
3 months, 2 weeks ago
Mark Rosenberg, Founder and Co-Head, Geoquant
Episode 236
Risk generally falls into 4 categories, monetary (Central Banks), economic (growth and profits), financial (leverage, carry and correlation) and fina…
3 months, 3 weeks ago
Todd Rapp, CEO, Fortress Multi-Manager Group
Episode 235
Todd Rapp got his career started in equity options at Goldman Sachs in the late 1990’s, a wild time in which a bubble inflated and burst and provided…
3 months, 3 weeks ago
Jessica Stauth, CIO, Systematic Equity, Fidelity Investments
Episode 234
It was a pleasure to welcome Jessica Stauth, CIO for Systematic Equities at Fidelity Investments, to the Alpha Exchange. Our discussion explores how …
4 months ago
Price is the Only Fundamental
Episode 233
They say there’s always a bull market somewhere and a chart on doom commentary has surely been up and to the right. Perhaps it’s been the joint decli…
4 months, 1 week ago
Megan Miller, Senior Portfolio Manager and Head of Options Solutions, Allspring Global Investments
Episode 232
Welcome back to the Alpha Exchange. In today’s episode, I am joined by Megan Miller, Senior Portfolio Manager and Head of the Options Solutions team …
4 months, 1 week ago
Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
Episode 231
On this episode of the Alpha Exchange, I’m pleased to welcome back Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V. Our convers…
4 months, 2 weeks ago