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SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
Richard Brennan returns to discuss the idea of applying trend following on a shorter term time frame and why this might not make sense, the most opti…
2Â years, 7Â months ago
GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
If you're curious about the state of natural resources in today's market, this episode is for you. Our guest Adam Rozencwajg shares his insights on a…
2Â years, 7Â months ago
SI243: Sell in May and Go Away...Really ft. Cem Karsan
Join us for a conversation with Cem Karsan, where we discuss the likelihood of the US economy going into stagflation and how we are at an interesting…
2Â years, 8Â months ago
IL17: The Dangers to Democracy ft. Martin Wolf
This episode features a discussion with Martin Wolf, the FT’s Chief Economics Commentator and “the world’s preeminent financial journalist”. Wolf’s n…
2Â years, 8Â months ago
SI242: How to Detect when the Trend Changes ft. Mark Rzepczynski
Today I'm joined by Mark Rzepczynsky following the quarterly meeting of the TBAC in a week where the FED also raised interest rates. We discuss the c…
2Â years, 8Â months ago
GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello
If you liked last week’s Global Macro conversation with Cem Karsan you are going to LOVE this epic Macro debate as he and Alfonso Peccatiello, aka Ma…
2Â years, 8Â months ago
SI241: Trend Following...The Perfect Risk Mitigation Strategy ft. Alan Dunne
Alan Dunne returns to the show for a weekly conversation on Trend Following, where we reflect on the current global macro environment and the challen…
2Â years, 8Â months ago
GM40: The Risk of Volatility Exploding...Soon ft. Cem Karsan
Join us for an enlightening conversation with Cem Karsan, where we dive deep into the state of the volatility markets and the risks that come with th…
2Â years, 8Â months ago
SI240: Trend Following... More Than Just Vol Scaling? ft. Nick Baltas
Join us for a compelling conversation with Nick Baltas on the topic of trend following, where we explore the rising appetite for institutions to buy-…
2Â years, 8Â months ago
IL16: False Narratives - A Path to a World of Conflict ft. Stephen Roach
Get ready for a thought-provoking conversation with Stephen Roach, former Chief Economist at Morgan Stanley and current Senior Fellow at Yale’s Paul …
2Â years, 8Â months ago