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15 Ideas, Frameworks, and Lessons from 15 Years
Today, August 28th, 2023, my company Newfound Research turns 15. It feels kind of absurd saying that. I know I’ve told this story before, but I nev…
3 years ago
Devin Anderson – Strategy versus Structure in Tail Hedging (S6E14)
Season 6 Episode 14
My guest is Devin Anderson, co-founder of Convexitas.
The theme of this episode, as you can likely guess from the title, is strategy versus structure.…
3 years, 1 month ago
Martin Tarlie - Bridging the Gap Between Financial Planning and Portfolio Management (S6E13)
Season 6 Episode 13
In this episode I speak with Martin Tarlie, a member of the Asset Allocation team at GMO and spearheading their work on Nebo, a goals-based investmen…
3 years, 1 month ago
Grug Capital – Grug (Finally) Teaches Us MEV (S6E12)
Season 6 Episode 12
In this episode I speak with Grug, an anonymous MEV searcher on the Ethereum blockchain. If that sentence made no sense to you, I promise this will …
3 years, 1 month ago
Doug Greenig - At the Frontier of Trend Following
Season 6 Episode 11
My guest this episode is Doug Greenig, CEO and CIO of Florin Court Capital.
Florin Court specializes in delivering an alternative markets CTA, tradi…
3 years, 1 month ago
Return Stacked® Bonds & Managed Futures ETF
In this episode, Corey Hoffstein, CIO of Newfound Research, Rodrigo Gordillo, President of ReSolve Global* and Adam Butler, CIO of ReSolve Global, de…
3 years, 2 months ago
Pim van Vliet – A Detailed Dive into Low Volatility Investing (S6E10)
Season 6 Episode 10
Today I speak with Pim van Vliet, Head of Conservative Equities at Robeco.
It will come as no surprise, to those who know Pim’s work, that we spend th…
3 years, 2 months ago
Asif Noor – Modern Systematic Macro (S6E9)
Season 6 Episode 9
In this episode I speak with Asif Noor, Portfolio Manager at Aspect Capital where he oversees the firm’s Multi-Strategy Program.
Asif has spent the la…
3 years, 2 months ago
Roberto Croce - Trend and Carry Within Assets, Across Assets, and Over Time (S6E8)
Season 6 Episode 8
My guest is Rob Croce, Senior Portfolio Manager at Newton Investment Management Group.
This episode is all about what Rob considers to be the two sup…
3 years, 2 months ago
Michele Aghassi - Unintended Bets Everywhere (S6E7)
Season 6 Episode 7
In this episode I speak with Michele Aghassi, principal at AQR Capital Management where she serves as a portfolio manager for the firm’s equity strat…
3 years, 3 months ago