Podcast Episodes
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TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
Niels Kaastrup-Larsen and Alan Dunne are joined by Welton Investment Corporation founder Patrick Welton to explore what four decades in markets have …
1Â month ago
SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas
Alan Dunne is joined by Nick Baltas to discuss a strong period for trend following and what the latest research says about adapting systematic strate…
1Â month, 1Â week ago
OI24: Why Power Trading Is 10 Times Crazier Than Crypto ft. Cory Paddock
Moritz Seibert is joined by GBE Energy co-founder Cory Paddock for a look inside the unusual world of proprietary power trading. Cory explains how el…
1Â month, 1Â week ago
SI418: Why Markets Are More Alive Than We Think ft. Richard Brennan
Niels Kaastrup-Larsen and Richard Brennan explore what the science of complex adaptive systems can teach us about markets and trend following. Drawin…
1Â month, 2Â weeks ago
IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth
Today we talk with the editor of the Financial Times’ Alphaville blog, Robin Wigglesworth. Robin is the author of A Fabulous Debt - the Epic Story of…
1Â month, 2Â weeks ago
SI417: What Happens When AI Starts Trading the Markets ft. Rob Carver
Niels Kaastrup-Larsen and Rob Carver discuss a market that feels unusually calm despite growing pressure beneath the surface. They look at rising con…
1Â month, 3Â weeks ago
GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein
Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parall…
1Â month, 3Â weeks ago
SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git
Niels Kaastrup-Larsen and Yoav Git examine why trend following continues to endure despite decades of changing markets and persistent skepticism. The…
2Â months ago
GM106: What Happens When the Debt Finally Matters ft. Marvin Barth
Marvin Barth joins Niels Kaastrup-Larsen and Cem Karsan for a wide-ranging debate about the Fed, inflation and the growing pressures on the US econom…
2Â months ago
SI415: Maybe This Is Just What Normal Markets Look Like ft. Alan Dunne
Niels Kaastrup-Larsen and Alan Dunne examine how a changing macro regime is reshaping markets and the role of trend following. They discuss unusual U…
2Â months, 1Â week ago