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SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson
Today, we are joined by our special guest, Graham Robertson who is Partner and Head of Client Portfolio Management at Man AHL, for a wide-ranging con…
1Â year, 10Â months ago
OI09: The Key to Trend Following Success ft. Cole Wilcox
In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single s…
1Â year, 10Â months ago
SI303: The Unstoppable Volpocalypse ft. Cem Karsan & Alan Dunne
Cem Karsan joins Alan Dunne in this week’s episode to discuss global macro developments and key events to monitor in the coming months. They explore …
1Â year, 11Â months ago
GM64: Why the Economy is Vulnerable to Recession ft. Claudia Sahm
Alan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outl…
1Â year, 11Â months ago
SI302: The Negative Crisis Beta and CTA's Hidden Market Timing Skills ft. Nick Baltas
This week, Alan Dunne chats with Nick Baltas about CTAs' negative crisis beta and their hidden market timing skills. Nick and Alan tackle the questio…
1Â year, 11Â months ago
GM63: War Without Rules ft. General Robert Spalding
Join us as Cem Karsan and I explore China's plan for global dominance with retired General Robert Spalding, author of "War Without Rules." General Sp…
1Â year, 11Â months ago
SI301: The AI Hype within Investing...a Step Too Far? ft. Rob Carver
Today, Rob Carver shares his insights on buying put options as a tail risk strategy and how trend following can also play a part in tail risk protect…
1Â year, 11Â months ago
OI08: Trend Following...Austrian Style ft. Michael Neubauer & Joseph Waldstein from SMN
In this episode, Moritz Seibert speaks with Michael Neubauer and Joseph Waldstein from SMN Investment Services, a Vienna, Austria-based systematic tr…
1Â year, 11Â months ago
SI300: Finding the Optimal Trend Following Rules ft. Richard Brennan
Together with Richard Brennan, we discuss the optimal way of doing trend following and how to find the optimal set of rules to use in different marke…
1Â year, 11Â months ago
IL27: Unlocking the Secrets of Great Communication ft. Charles Duhigg
In this episode, we speak with Charles Duhigg, a renowned author and writer for The New Yorker, who won the 2013 Pulitzer Prize for exploratory journ…
1Â year, 11Â months ago