Podcast Episodes
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TTU145: All In on Trend Following ft. Jerry Parker, Founder of Chesapeake Capital
Jerry Parker, Founder of Chesapeake Capital is perhaps the most successful of the famous group of Turtles, and today we discuss what he has learned f…
2Â years, 10Â months ago
SI254: Does Trend Following Single Stocks Make Sense? ft. Nick Baltas
Nick Baltas returns to discuss single stock trend momentum dynamics and more. With his usual academic elegance, Nick dives into Portfolio Constructio…
2Â years, 10Â months ago
ALO15: Exploring Today's Investment Opportunities ft. Christopher Zook
Christopher Zook, Founder, Chairman and CIO of CAZ Investments joins us for fascinating and thought-provoking conversation on the outlook for the eco…
2Â years, 10Â months ago
SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker
Today, we are joined by Andrew Beer and Jerry Parker for a fascinating conversation about the different approches to trend following within the ETF l…
2Â years, 10Â months ago
GAL03: Global Conflicts and the Trajectory of Humanity ft. Dr. Paul Sullivan
When it comes to global conflict and understanding the limits of Earth's resources the man to turn to is Dr. Paul Sullivan. Paul is a seasoned profes…
2Â years, 10Â months ago
SI252: From Crypto Sceptic to Crypto Adviser ft. Rob Carver
Rob Carver joins me to reveal some surprising news about his new “job”. We discuss portfolio optimization and why you should be concerned about certa…
2Â years, 10Â months ago
IL18: We Need to Talk About Inflation ft. Stephen King
HSBC Senior Economic Adviser Stephen King joins the show to discuss the most important long-term issue facing western economies: inflation. Stephen’s…
2Â years, 10Â months ago
SI251: A Deep Dive Into Models and Systems ft. Richard Brennan
Richard Brennan returns for a true trend following conversation where we dive deep into the construction of models and systems. We discuss why long-t…
2Â years, 10Â months ago
GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave
Today we are joined by Louis-Vincent Gave of Gavekal Research for a fascinating discussion on the key global macro trends impacting markets. Louis ou…
2Â years, 11Â months ago
SI250: Tour de Volatility ft. Cem Karsan
Cem Karsan joins me for a tour of the current volatility and macro environment, where we take a deep dive into where markets and economy are heading.…
2Â years, 11Â months ago