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SI262: Opportunities in FX fueled by the FED ft. Alan Dunne
Tune in for this week’s trend following conversation with Alan Dunne, where we discuss Barry Eichengreen’s paper on living with high public debt and …
3Â years, 1Â month ago
IL21: How China Manages Their FX Reserves ft. Zongyuan Zoe Liu
In this episode we lift the veil on China’s often secretive system for managing its multi-trillion dollar holdings of foreign assets. Guiding us th…
3Â years, 1Â month ago
SI261: The Biggest Story in Asset Allocation ft. Nick Baltas
Today Nick Baltas and I embark on a journey through the shifting tides of investment strategy. For decades, equities have reigned supreme as the prim…
3Â years, 1Â month ago
GM49: Unveiling the Power of Confidence ft. Peter Atwater
Join us for a captivating episode where we delve into the hidden influence of confidence in our decision-making. Discover why seemingly unprecedented…
3Â years, 2Â months ago
SI260: The Voldemort of the Asset Management Business ft. Andrew Beer
Is the economy actually doing better than we expected? This week we are joined by Andrew Beer, where we discuss the use of replication strategies in …
3Â years, 2Â months ago
GAL05: Pumping the BRICS Agenda & Hidden Risks ft. Nelson Rangel
In this episode we are joined by a true Macro thinker, Nelson Rangel, CIO at Raven Capital. Nelson walks us through his fascinating lens of the world…
3Â years, 2Â months ago
SI259: Trend Following & the New Normal ft. Katy Kaminski
Today, we welcome Katy Kaminski to the Systematic Investor Series, as we dive deep into trend following systems and how to overcome the unintended bi…
3Â years, 2Â months ago
GM48: Resilient Growth BUT Economic Downturn Ahead ft. Chen Zhao
Chen Zhao, co-founder and Chief Global Strategist at Alpine Macro joins us today to outline why growth has been resilient in 2023 but why he sees def…
3Â years, 2Â months ago
SI258: Absolute Momentum in a Chaotic Environment ft. Richard Brennan
Richard Brennan is back to discuss the lurking uncertainty in the economy and take a deep dive into absolute momentum. What is it, how is it used and…
3Â years, 2Â months ago
IL20: How to Survive the Current Fourth Turning ft. Neil Howe
Best-selling author and renowned historian Neil Howe joins the show to talk about his New York Times’ bestselling book The Fourth Turning Is Here. Ne…
3Â years, 2Â months ago