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IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder
In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The …
2Â years, 3Â months ago
SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski
Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and w…
2Â years, 3Â months ago
GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explor…
2Â years, 3Â months ago
SI305: Building A Hedge Fund Allocation ft. Alan Dunne
Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and m…
2Â years, 3Â months ago
GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlo…
2Â years, 3Â months ago
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…
2Â years, 3Â 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…
2Â years, 4Â 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 …
2Â years, 4Â 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…
2Â years, 4Â 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…
2Â years, 4Â months ago