Podcast Episodes
Back to Search
SI341: Nothing Good Happens Below the 200-Day Moving Average ft. Mark Rzepczynski
Alan Dunne and Mark Rzepczynski tackle the current market vibes, focusing on how factors like the 200-day moving average can shift market sentiment a…
1Â year, 7Â months ago
IL36: Democracy, Money, and the Central Bank - A Risky Balance ft. Leah Rose Downey
Our guest on this episode is Leah Downey, Junior Research Fellow at St. John’s College Cambridge and author of the new book Our Money: Monetary Polic…
1Â year, 7Â months ago
SI340: ETFs, Size, and the Commodity Problem ft. Alan Dunne
In today’s episode, Alan Dunne and I take a step back - and a step forward - by exploring 125 years of hard-earned market wisdom, courtesy of the Glo…
1Â year, 7Â months ago
TTU148: CTAs - The Good, The Bad, and The Misunderstood ft. Rob Carver, Graham Robertson and Yoav Git
Today, we’re diving deep into the world of CTAs and their role in investment portfolios. We discuss the balance between focusing on a single asset cl…
1Â year, 7Â months ago
SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel
Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We’re all feeli…
1Â year, 7Â months ago
ALO29: What Every Investor Should Know About Valuations ft. David Giroux
Leveraged loans combined with treasuries create a solid strategy for navigating today’s fixed income market. These two asset classes work like a pea…
1Â year, 7Â months ago
SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan
Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We disc…
1Â year, 7Â months ago
GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg
Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right ar…
1Â year, 8Â months ago
SI337: How Best to "Replicate" Managed Futures Returns ft. Katy Kaminski
In this episode, Katy Kaminski helps us explore the latest trends in managed futures and how different approaches to replication can impact performan…
1Â year, 8Â months ago
IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman
Our guest on this episode is Edward Fishman, a world expert on the modern art of economic warfare. Edward is author of the new book Chokepoints: Am…
1Â year, 8Â months ago