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GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni
Ed Yardeni, President of Yardeni Research, joins Alan Dunne in this episode to review his Roaring 2020s thesis for the US economy. Ed makes a compell…
1Â year, 10Â months ago
SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski
Today, we examine the intriguing dynamics of systematic investing, focusing on the theme of volatility sizing and its implications for trend followin…
1Â year, 10Â months ago
GM76: Are We Being Deceived by Economic Data? ft. Paul Donovan
Alan Dunne welcomes Paul Donovan, Chief Economist of UBS Global Wealth Management, to this episode for a thought-provoking discussion on the global e…
1Â year, 11Â months ago
SI325: Why Adaptive Strategies Matter Now More Than Ever ft. Graham Robertson
Today, together with Graham Robertson of MAN AHL, we delve into the intriguing dynamics of trend following and its relationship with current market c…
1Â year, 11Â months ago
IL33: The Soul of Wealth: Behavioral Secrets to a Purposeful Life ft. Daniel Crosby
Our guest on this episode is Dr. Daniel Crosby, New York Times bestselling author and Chief Behavioral Officer at Orion Advisor Solutions. Daniel joi…
1Â year, 11Â months ago
SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan
Today, we dive deep into the complex dynamics of global markets and the often overlooked risks that can accumulate during periods of apparent stabili…
1Â year, 11Â months ago
GM75: Macro Mastery: The Hedgeye Approach ft. Keith McCullough
Keith McCullough, Founder and CEO of Hedgeye Risk Management, joins Alan Dunne in this episode for an in-depth look into Keith’s distinctive approach…
1Â year, 11Â months ago
SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan
Together with Cem Karsan we explore the current investment landscape, with a particular emphasis on the volatility and dispersion of market correlati…
1Â year, 11Â months ago
OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut
In today’s episode Moritz Seibert is joined by Jerome Callut, one of the founders of DCM Systematic, a quantitative hedge fund based in Geneva, Switz…
1Â year, 11Â months ago
SI322: Market Narratives and the Unpredictable Alpha ft. Mark Rzepczynski
In this episode, Mark Rzepczynski joins Alan Dunne to explore narratives, rationality, and behavioral uncertainty, particularly in the context of tre…
1Â year, 11Â months ago