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SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver
Rob Carver is back from summer break for a conversation that moves between past and present through the lens of lived experience. Starting with the a…
1Â year, 1Â month ago
ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson
Richard Tomlinson joins Alan Dunne for a conversation shaped by experience, not theory. As CIO of LPPI, Richard is responsible for £27 billion in pen…
1Â year, 1Â month ago
SI365: Design or Luck: Why Trend Following Results Diverge ft. Katy Kaminski
Katy Kaminski returns to explore why results in trend following rarely look alike, even when the rules sound the same. Using fresh research from Man …
1Â year, 1Â month ago
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 o…
1Â year, 1Â month 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 m…
1Â year, 2Â months 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 al…
1Â year, 2Â months 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…
1Â year, 2Â months 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 …
1Â year, 2Â months 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…
1Â year, 2Â months 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 …
1Â year, 2Â months ago