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SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas
Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers.…
1Â year, 5Â months ago
GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fa…
1Â year, 5Â months ago
SI307: The Unpinning of Volatility & How to Prepare for What is Coming ft. Cem Karsan
Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio f…
1Â year, 5Â months ago
IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder
In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The …
1Â year, 5Â months ago
SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski
Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and w…
1Â year, 5Â months ago
GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explor…
1Â year, 5Â months ago
SI305: Building A Hedge Fund Allocation ft. Alan Dunne
Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and m…
1Â year, 5Â months ago
GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlo…
1Â year, 5Â months ago
SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson
Today, we are joined by our special guest, Graham Robertson who is Partner and Head of Client Portfolio Management at Man AHL, for a wide-ranging con…
1Â year, 6Â months ago
OI09: The Key to Trend Following Success ft. Cole Wilcox
In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single s…
1Â year, 6Â months ago