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SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan
Today, I'm joined by Cem Karsan to discuss how speculations in markets affect the economy and Cem presents his view on the current state of global ma…
1Â year, 8Â months ago
GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic
Join us for an eye-opening discussion on global power dynamics with geopolitics expert Marko Papic, alongside Cem Karsan and myself, where we dive …
1Â year, 8Â months ago
SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver
Today, Rob Carver joins me to answer questions about MatLab as a backtesting tool, why you should be careful to apply trend following in crypto and w…
1Â year, 8Â months ago
IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer
In this episode Peter Oppenheimer, Chief Global Strategist and Head of Macro Research in Europe for Goldman Sachs joins us to discuss his new book An…
1Â year, 8Â months ago
SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan
In this episode, we are joined by Richard Brennan to discuss why now is the time to step up your trend following allocation. Rich challenges Andrew B…
1Â year, 9Â months ago
TTU146: The value of Unpredictable Alpha ft. Anthony Todd
Today, we are delighted to be joined by Anthony Todd, Co-Founder & CEO of Aspect Capital, for an insightful discussion on the role of systematic trad…
1Â year, 9Â months ago
SI290: Honey, I Shrunk the Trend Following ft. Andrew Beer
Today, we are joined by Andrew Beer to discuss why the current surge in Cocoa prices really is a big deal for our industry, but how CTAs have been se…
1Â year, 9Â months ago
ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'Ahelec
Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approa…
1Â year, 9Â months ago
SI289: Kahneman, Trend Following & Cocoa ft. Mark Rzepczynski
Mark Rzepczynski joins us to remember one of the most important people within modern-day finance, author and psychologist, Daniel Kahneman, and the i…
1Â year, 9Â months ago
OI07: The Evolution of Short-Term Trading ft. Tony Kaiser
In this episode, Moritz Seibert is joined by Tony Kaiser, the CEO and founder of Kaiser Trading, a short-term systematic fund based in Melbourne, Aus…
1Â year, 9Â months ago