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SI267: A Masterclass in Absolute vs Cross Sectional Momentum ft. Richard Brennan
In today’s episode, Richard Brennan takes us on a tour around the Australian economy and how the investment landscape is changing. We also discuss ho…
3Â years ago
ALO17: Inflation, Volatility, and AI: Ruffer's Bold Market Insights ft. Matt Smith
Today we are joined by Matt Smith, Investment Director at Ruffer for a fascinating discussion on global markets, asset allocation and how history can…
3Â years ago
SI266: Constructing and Assessing Trading Strategies ft. Rob Carver
Rob Carver is back this week speaking with Alan Dunne about constructing and assessing trend following and non-trend following trading strategies. We…
3Â years ago
GAL6: UAPs - What Are We Really Dealing With? ft. Larry Hancock
There is no secret more carefully guarded than that of how to make atomic weapons. Nuclear technology can power us with clean energy or destroy all o…
3Â years ago
SI265: Deep Dive Into Non-Trend Complementary Strategies ft. Nick Baltas
Nick Baltas is back this week to talk about the use of non-trend strategies in diversified managed futures portfolios. What is the rationale for the …
3Â years, 1Â month ago
ALO16: Beyond 60-40... A Bold Approach to Asset Allocation ft. Troy Gayeski
Troy Gayeski, Chief Market Strategist for FS Investments, joins us today to discuss asset allocation and investment opportunities in today’s higher y…
3Â years, 1Â month ago
SI264: The Evolution of the Trend Following Industry ft. Andrew Beer & Alan Dunne
Andrew Beer joins us to discuss a recent research report from Morningstar (called Market Wizards Wave Their Wands but Investors Miss the Magic) which…
3Â years, 1Â month ago
GM51: Allocating Assets when Goldilocks Inverse ft. Christian Mueller-Glissmann
Goldman Sachs Head of Asset Allocation Research, Christian Mueller-Glissmann shares his current investment framework with Cem Karsan and I today. It'…
3Â years, 1Â month ago
SI263: Changes aren't permanent, but change is ft. Mark Rzepczynski
Q3 is behind us, and we take stock of how is the trend following industry holding up? Is passthrough fees becoming a problem for investors in the mul…
3Â years, 1Â month ago
GM50: A Century of Disorder ft. Helen Thompson
Join us for a thought-provoking conversation with Professor Helen Thompson of Cambridge University, author of Disorder: Hard Times in the 21st Centur…
3Â years, 1Â month ago