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GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell
Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne ab…
2Â years, 2Â months ago
SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer
As August comes to an end, we discuss this month of extremes for the trend-following community, marked by significant dispersion in performance and u…
2Â years, 2Â months ago
GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin
Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US econom…
2Â years, 2Â months ago
SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan
Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about …
2Â years, 2Â months ago
IL29: Technology: The Economic Dynamite ft. Mark Mills
In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Bo…
2Â years, 2Â months ago
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…
2Â years, 2Â 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…
2Â years, 2Â 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.…
2Â years, 3Â 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…
2Â years, 3Â 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…
2Â years, 3Â months ago