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IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer
IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer

In this episode Peter Oppenheimer, Chief Global Strategist and Head of Macro Research in Europe for Goldman Sachs joins us to discuss his new book An…

2 years, 6 months ago

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SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan
SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan

In this episode, we are joined by Richard Brennan to discuss why now is the time to step up your trend following allocation. Rich challenges Andrew B…

2 years, 6 months ago

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TTU146: The value of Unpredictable Alpha ft. Anthony Todd
TTU146: The value of Unpredictable Alpha ft. Anthony Todd

Today, we are delighted to be joined by Anthony Todd, Co-Founder & CEO of Aspect Capital, for an insightful discussion on the role of systematic trad…

2 years, 7 months ago

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SI290: Honey, I Shrunk the Trend Following ft. Andrew Beer
SI290: Honey, I Shrunk the Trend Following ft. Andrew Beer

Today, we are joined by Andrew Beer to discuss why the current surge in Cocoa prices really is a big deal for our industry, but how CTAs have been se…

2 years, 7 months ago

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ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'Ahelec
ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'Ahelec

Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approa…

2 years, 7 months ago

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SI289: Kahneman, Trend Following & Cocoa ft. Mark Rzepczynski
SI289: Kahneman, Trend Following & Cocoa ft. Mark Rzepczynski

Mark Rzepczynski joins us to remember one of the most important people within modern-day finance, author and psychologist, Daniel Kahneman, and the i…

2 years, 7 months ago

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OI07: The Evolution of Short-Term Trading ft. Tony Kaiser
OI07: The Evolution of Short-Term Trading ft. Tony Kaiser

In this episode, Moritz Seibert is joined by Tony Kaiser, the CEO and founder of Kaiser Trading, a short-term systematic fund based in Melbourne, Aus…

2 years, 7 months ago

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SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne
SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne

Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diver…

2 years, 7 months ago

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OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion
OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion

In this episode, Moritz Seibert is joined by Ricardo Leiman and Pedro Marion from KLI Asset Management, a UK-based commodities-focused hedge fund. Ri…

2 years, 7 months ago

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SI287: No Pain, No Gain ft. Katy Kaminski
SI287: No Pain, No Gain ft. Katy Kaminski

Today, we welcome Katy Kaminiski back to the show as we reflect on her entry into the trend following space and what she has learned on her systemati…

2 years, 7 months ago

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