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GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg
This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive into the latest developments in the Commodity mar…
1Â year, 6Â months ago
SI313: The Paradox of High-Volatility Alternatives ft. Alan Dunne
In this episode, Alan Dunne and I explore Mario Draghi's latest vision for Europe and discuss an insightful interview with Kenneth Rogoff, titled "We…
1Â year, 6Â months ago
IL30: How To Evaluate True Macro Risk? ft. Philipp Carlsson-Szlezak
Our guest on this episode is Philipp Carlsson-Szlezak, the Global Chief Economist at BCG and author of a new book: Shocks, Crises and False Alarms: H…
1Â year, 6Â months ago
SI312: Should You Just Buy a CTA Index? ft. Rob Carver
Rob Carver is back this week to discuss the importance of being able to detach yourself from the markets and taking “real” breaks from time to time a…
1Â year, 6Â months ago
GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell
Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne ab…
1Â year, 6Â months ago
SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer
As August comes to an end, we discuss this month of extremes for the trend-following community, marked by significant dispersion in performance and u…
1Â year, 6Â months ago
GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin
Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US econom…
1Â year, 7Â months ago
SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan
Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about …
1Â year, 7Â months ago
IL29: Technology: The Economic Dynamite ft. Mark Mills
In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Bo…
1Â year, 7Â months ago
SI309: Bonds Behaving Badly ft. Katy Kaminski
Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a change in investors’ behaviour. We dive deep into…
1Â year, 7Â months ago