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ALO27: Unlocking Wealth: Insights from UBS's CIO Mark Haefele
Mark Haefele, CIO of Global Wealth Management at UBS, shares valuable insights on the evolving landscape of investing amidst unprecedented government…
1Â year, 1Â month ago
SI333: Convexity - The Trend Following Game Changer! ft. Richard Brennan
Most investors focus on returns, but what about the shape of those returns? Today, Rich and I explore the often overlooked concept of convexity - a g…
1Â year, 1Â month ago
GM79: How Global Economic Dynamics Shape Our Future ft. Matthew Klein
Today, we explore the intricate dynamics of global trade and economics, highlighting the central thesis of Matt Klein's book, "Trade Wars or Class Wa…
1Â year, 2Â months ago
SI332: Market Turbulence: How to Adapt to Regime Changes in Investing ft. Alan Dunne & Mark Rzepczynski
Today, we explore the complexities of current market dynamics, emphasizing the heightened levels of uncertainty stemming from recent regime changes. …
1Â year, 2Â months ago
GM 78: The Market Risk Nobody’s Watching ft. Dave Dredge & Cem Karsan
Today, we take you into the complexities of the current financial landscape, emphasizing the crucial theme of positioning in an environment marked by…
1Â year, 2Â months ago
SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne
Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a par…
1Â year, 2Â months ago
OI13: The Art of Continuous Trading: Mastering Market Dynamics ft. Bill Gebhardt
Bill Gebhardt from 10Dynamics discusses the intriguing intersection of market efficiency and systematic trading strategies. He emphasizes the idea…
1Â year, 2Â months ago
SI330: Yield Storm Ahead: Preparing for a New Era ft. Cem Karsan
Together with Cem Karsan we take the pulse of the evolving landscape investors are faced with amidst rising interest rates and market volatility. A k…
1Â year, 2Â months ago
TTU147: How to Craft a Rich Life Beyond Money ft. William Green
William Green, author of the book "Richer, Wiser, Happier", returns to the podcast for an eye opening conversation centered around the complexities o…
1Â year, 2Â months ago
SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel
Together with Andrew Beer and Tom Wrobel, we dive deep into the evolving landscape of managed futures and CTAs, highlighting the critical need for a …
1Â year, 2Â months ago