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SI273: Unraveling the Mystery of Complex Adaptive Systems ft. Richard Brennan
How do you avoid overfitting, how loose is too loose in terms of loose pants and how should you approach sample sizes when designing your trading sys…
2Â years, 1Â month ago
ALO18: Asset Allocation a la carte ft. David Kelly
David Kelly, Chief Global Strategist at J.P. Morgan joins Alan Dunne in this episode for a big picture perspective on the outlook for the global econ…
2Â years, 1Â month ago
SI272: Disrupting the Asset Management Industry ft. Andrew Beer
Today, we are joined by Andrew Beer, who helps us uncover why managed futures have been struggling in 2023 and and what makes this year so different …
2Â years, 1Â month ago
OI03: The inner workings of a High-Frequency Strategy ft. Anant Jatia
Anant Jatia, the founder and CEO of Greenland Investment Management, joins Moritz Seibert for a commodities-focused conversation. In this episode, An…
2Â years, 1Â month ago
SI271: Can Slippage be a Source of Alpha? ft. Mark Rzepczynski
Today, Mark Rzepczynski and I dissect the macro rally we are experiencing at the moment. We discuss why we are seeing an increasing attention to what…
2Â years, 1Â month ago
GM53: The Misdiagnosis of the Global Economy ft. Dario Perkins
Dario Perkins joins Alan Dunne in this episode for an insightful and thought-provoking discussion on the global economic outlook. Dario outlines how …
2Â years, 1Â month ago
SI270: CPI, Trend Reversals & Dalio on US-China War ft. Alan Dunne
Today, we are joined by Alan Dunne for a wide ranging conversation, covering pressing global macro issues, the latest trend following research, JP Mo…
2Â years, 1Â month ago
OI02: Are QI Strategies Sustainable? ft. Maia Mathieson & Faheem Osman
Maia Mathieson and Faheem Osman, both Managing Directors at Macquarie Bank in London speak with Moritz Seibert about the bank’s growing Quantitative …
2Â years, 1Â month ago
SI269: Is the Big Bond Short Over? ft. Katy Kaminski
Today’s conversation with Katy Kaminiski is all about change. We discuss what has been the driver of the changing economic environment that we experi…
2Â years, 2Â months ago
GM52: The Re-Emergence of the Bond Vigilantes ft. Ed Yardeni
Ed Yardeni, President and Chief Investment Strategist at Yardeni Research joins us today to discuss the re-emergence of the bond vigilantes, a term E…
2Â years, 2Â months ago