Podcast Episodes
Back to Search
SI336: How to Invest in Turbulent Times? ft. Graham Robertson
With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we exp…
1Â year, 8Â months ago
OI14: Behind the Scenes of a Crypto Hedge Fund ft. Michael Hall & Anatoly Crachlilov
In this episode, Moritz Seibert speaks with Anatoly Crachilov and Michaell Hall from Nickel Digital, a prominent London-based crypto hedge fund. Anat…
1Â year, 8Â months ago
SI335: Trend Following or Mean Reversion: What Works Best When? ft. Rob Carver
Join us for a fascinating and in-depth conversation with Rob Carver, where we’ll discuss the current state of gold, the impact of rising borrowing co…
1Â year, 8Â months ago
ALO28: Why Hedge Funds Still Matter ft. Alexander de Bruin
In this episode, Alexander de Bruin, Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting man…
1Â year, 8Â months ago
SI334: Why Quants Might Be Your Best Bet ft. Nick Baltas
Together with Nick Baltas, we're diving deep into systematic investing to discuss why strategies like trend following is a hidden gem in the current …
1Â year, 8Â months ago
ALO27: Unlocking Wealth: Insights from UBS's CIO Mark Haefele
Mark Haefele, CIO of Global Wealth Management at UBS, shares valuable insights on the evolving landscape of investing amidst unprecedented government…
1Â year, 9Â months ago
SI333: Convexity - The Trend Following Game Changer! ft. Richard Brennan
Most investors focus on returns, but what about the shape of those returns? Today, Rich and I explore the often overlooked concept of convexity - a g…
1Â year, 9Â months ago
GM79: How Global Economic Dynamics Shape Our Future ft. Matthew Klein
Today, we explore the intricate dynamics of global trade and economics, highlighting the central thesis of Matt Klein's book, "Trade Wars or Class Wa…
1Â year, 9Â months ago
SI332: Market Turbulence: How to Adapt to Regime Changes in Investing ft. Alan Dunne & Mark Rzepczynski
Today, we explore the complexities of current market dynamics, emphasizing the heightened levels of uncertainty stemming from recent regime changes. …
1Â year, 9Â months ago
GM 78: The Market Risk Nobody’s Watching ft. Dave Dredge & Cem Karsan
Today, we take you into the complexities of the current financial landscape, emphasizing the crucial theme of positioning in an environment marked by…
1Â year, 9Â months ago