Podcast Episodes
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OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino
In his first podcast episode ever, Bill Eckhardt emphasizes that successful trading hinges more on risk control than on predicting market movements, …
1Â year, 5Â months ago
SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski
Join Katy and I as we delve into the intriguing dynamics of trend following in the context of changing interest rates. We cover how trend-following s…
1Â year, 5Â months ago
GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave
Alan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trend…
1Â year, 5Â months ago
SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan
This episode dives deep into the intricacies of trend following strategies and their connection to complex adaptive systems. Richard Brennan and Niel…
1Â year, 5Â months ago
IL31: What Your Cashless Future Will Look Like ft. Richard Holden
Our guest on this episode is Richard Holden, economics professor at the University of New South Wales Sydney author of a new book: Money in the 21st …
1Â year, 5Â months ago
SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas
Today we tackle the most important questions arising from the evolving landscape of systematic investing, focusing on the changing dynamics of asset …
1Â year, 5Â months ago
ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski
Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state pension fund - joins Alan Dunne in this episode …
1Â year, 5Â months ago
SI315: Preparing for a Pivotal Time in Global Markets ft. Cem Karsan
In this week’s episode, Cem Karsan joins Alan Dunne to discuss the interplay between market flows and global macro developments as we enter a pivotal…
1Â year, 6Â months ago
GM71: The Carry Risk Lurking in Your Portfolio ft. Kevin Coldiron
In this episode, I’m joined by Alan Dunne and Kevin Coldiron, a co-author of "The Rise of Carry", for an in-depth discussion on the recent unwinding …
1Â year, 6Â months ago
SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski
Together with Mark Rzepczynski we dive deep into the outlook for trend following and discuss what may drive trends in the coming years. We analyze th…
1Â year, 6Â months ago