Podcast Episodes

SI351: The Two Tribes of Trend ft. Richard Brennan

As trend followers push through one of the toughest environments in years, Rich and Niels unpack what’s actually driving the pain. They draw a sharp …

1 year, 5 months ago

OI16: Return Stacking: Form, Function & Friction ft. Corey Hoffstein and Adam Butler

Corey Hoffstein and Adam Butler joins to unpack the mechanics of stacking returns inside an ETF — not as a branding exercise, but as a way to navigat…

1 year, 5 months ago

SI350: Why All Roads Lead to Higher Yields ft. Alan Dunne

Why are markets still priced as if the old world is coming back? Alan Dunne and Niels Kaastrup-Larsen examine the case for structurally higher yields…

1 year, 5 months ago

IL39: Is Trump Making Europe Great Again? ft. Koen De Leus & Philippe Gijsels

We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trum…

1 year, 5 months ago

SI349: Navigating the Age of Uncertainty with Trend Following ft. Mark Rzepczynski

In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves…

1 year, 5 months ago

GM82: The Surprising Success of the U.S. Economy ft. Elroy Dimson & Kiran Ganesh

America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review …

1 year, 5 months ago

SI348: The Quiet Cost of Overfitting ft. Andrew Beer

Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Ni…

1 year, 5 months ago

UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco

What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim B…

1 year, 5 months ago

SI347: Stagflation, Storytelling, and the Search for a New Hero ft. Cem Karsan

Today Cem and Niels dissect a world quietly shifting beneath our feet.

As markets hum along, Cem explains why the real story lies beneath the surface:…

1 year, 5 months ago

GM81: What If Everything You Believe About Markets Is Wrong? ft. Demetri Kofinas

What if the biggest risk in markets today isn’t volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and…

1 year, 6 months ago