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SI309: Bonds Behaving Badly ft. Katy Kaminski
Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a change in investors’ behaviour. We dive deep into…
1Â year, 9Â months ago
ALO25: Master Your Hedge Fund Allocation ft. John Jackson
Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fun…
1Â year, 9Â months ago
SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas
Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers.…
1Â year, 9Â months ago
GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fa…
1Â year, 10Â months ago
SI307: The Unpinning of Volatility & How to Prepare for What is Coming ft. Cem Karsan
Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio f…
1Â year, 10Â months ago
IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder
In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The …
1Â year, 10Â months ago
SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski
Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and w…
1Â year, 10Â months ago
GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explor…
1Â year, 10Â months ago
SI305: Building A Hedge Fund Allocation ft. Alan Dunne
Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and m…
1Â year, 10Â months ago
GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlo…
1Â year, 10Â months ago