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SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne
Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diver…
1Â year, 9Â months ago
OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion
In this episode, Moritz Seibert is joined by Ricardo Leiman and Pedro Marion from KLI Asset Management, a UK-based commodities-focused hedge fund. Ri…
1Â year, 9Â months ago
SI287: No Pain, No Gain ft. Katy Kaminski
Today, we welcome Katy Kaminiski back to the show as we reflect on her entry into the trend following space and what she has learned on her systemati…
1Â year, 9Â months ago
GM58: Electric Dreams and Commodity Market Realities ft. Tor Svelland
Tor Svelland, of Svelland Capital, joins Alan Dunne in this episode to discuss the global macro forces driving global commodity markets. They discuss…
1Â year, 10Â months ago
SI286: Profiting from Different Investment Regimes? ft. Rob Carver
This week, Rob Carver joins us to uncover his process of choosing which instruments to trade and how to manage the volatility of these. We also discu…
1Â year, 10Â months ago
IL24: Our Chance to Build a Sustainable Future ft. Hannah Ritchie
In this episode we talk to Dr. Hannah Ritchie, Deputy Editor and Lead Researcher at Our World In Data and author of the Not The End of the World, How…
1Â year, 10Â months ago
SI285: Elections Ahead & What this Mean for Investors ft. Cem Karsan
Today, Cem Karsan joins us to discuss a wide range or really important topics. Inspired by questions from listeners we discuss how the balance in ass…
1Â year, 10Â months ago
ALO21: How to Run a Multi-Billion Dollar Sovereign Fund ft. Peter Madsen
Peter Madsen, CIO of SITFO, joins Alan Dunne in this episode to discuss how the $3.5bn State of Utah Sovereign Fund runs its investment portfolio. Th…
1Â year, 10Â months ago
SI284: Choosing Your Trend Following Battles ft. Nick Baltas
Goldman Sachs's Nick Baltas joins us today, to help us uncover if it is meaningful to use factor regression to evaluate managed futures. We also weig…
1Â year, 10Â months ago
OI05: Is Trading Fewer Markets Actually Better? ft. Richard Liddle & Gareth Abbot
In this episode, Moritz Seibert speaks with Gareth Abbot and Richard Liddle from Bowmoor Capital, a trend following firm based in the UK. Gareth and …
1Â year, 10Â months ago