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GM55: What Investors Need to Know about 2024 ft. Dave Dredge & Cem Karsan
Get ready for a powerhouse discussion as two titans of risk management, Dave Dredge and Cem Karsan, come together once again. These experts are renow…
2Â years, 2Â months ago
SI278: Trend Following Risk Premium...is it there & could it go away? ft. Rob Carver
Rob Carver returns to the show to discuss whether there is a risk that the Trend Following risk premium could one day disappear and how he manages ex…
2Â years, 2Â months ago
OI04: Do Alternative Markets Trend Better? ft. Scott Kerson
In this episode, Moritz Seibert is by Scott Kerson, the Head of GreshamQuant. Gresham is a commodity-focused investment management firm and GreshamQu…
2Â years, 2Â months ago
SI277: What Will 2024 Bring? ft. Cem Karsan
Cem Karsan joins us to kick off 2024, where we discuss what lies ahead, and where we question if the reassuring inflation picture with falling prices…
2Â years, 2Â months ago
ALO19: Managing Wealth for HNW Investors ft. Joe Prendergast
In this episode Joe Prendergast, Strategic Advisor and Head of Investment Strategy at Goodbody joins Alan Dunne to discuss the challenges and opportu…
2Â years, 2Â months ago
SI276: TTU YEAR-END Special Part 2
In this second part of our TTU Year-End special, we continue our conversation by discussing the challenge of defining non-trend strategies and the cr…
2Â years, 3Â months ago
GM54: "Weakflation" in 2024 ft. Gregory Peters
Greg Peters joins Alan Dunne in this episode for a global fixed income perspective on the evolving macro landscape. We hear why “weakflation” may be …
2Â years, 3Â months ago
SI275: TTU YEAR-END Special Part 1
Join us for part 1 of this special edition of Systematic Investor, where we are joined by all of our wonderful co-hosts for a group conversation. In …
2Â years, 3Â months ago
IL22: The Fund - The Other Side of Dalio & Bridgewater ft. Rob Copeland
In this episode we talk to Rob Copeland, New York Times reporter and author of the bestselling new book: The Fund: Ray Dalio, Bridgewater Associates …
2Â years, 3Â months ago
SI274: Can You Time Trend Following? ft. Nick Baltas
Today, we are joined by Nick Baltas for conversation, where we dive deep into the use of volatility scaling and accelerators in trend following syste…
2Â years, 3Â months ago