Podcast Episodes
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TTU131: How CTAs manage their Cash ft. Mike Kastner, Principle & Co-Founder at Halyard Asset Management
Today, we are joined by Mike Kastner, Principle and Co-Founder at Halyard Asset Management, for a conversation on how they use fixed income instrumen…
3Â years, 1Â month ago
SI130: Trend Following in the Age of Disconnect ft. Mark Rzepczynski
Today, Mark Rzepczynski joins us at the end of another Fed driven week. We discuss the pros and cons of being a long term trend follower compared to …
3Â years, 1Â month ago
TTU130: Trend Following Solutions ft. Marty Lueck, Co-Founder of Aspect Capital
Today, we are joined by Marty Lueck, Co-Founder of Aspect Capital, for a conversation on their systematic investment process, with a primary focus o…
3Â years, 1Â month ago
GM33: Drilling into the Oil Market ft. Rory Johnston
Today we are joined by Rory Johnston, founder of Commodity Context, a physical commodities research firm based in Toronto, Canada. We talk about Rory…
3Â years, 1Â month ago
TTU129: Trend Following Nordic Style ft. Svante Bergström, CEO & Founding Partner of LYNX Asset Management
Today, we are joined by Svante Bergström, Founding Partner and CEO of Lynx Asset Management, for a conversation on how they incorporate trend followi…
3Â years, 1Â month ago
SI229: Managed Futures - The Ultimate Diversification Tool? ft. Andrew Beer
Today, Andrew Beer returns to the podcast for a conversation on Trend Following & Managed Futures more broadly, where we reflect on what happened in …
3Â years, 1Â month ago
TTU128: Trend Following for Life ft. Marty Bergin, President of DUNN Capital Management
Today, we are joined by Marty Bergin, President of DUNN Capital Management, for a conversation on how and why they have continued to focus on Trend F…
3Â years, 1Â month ago
IL13: A Biography of the Dollar ft. Perry Mehrling
Today, Perry Mehrling, Economist and internationally recognized expert on our monetary system, joins us to talk about his new book: “Money and Empire…
3Â years, 1Â month ago
TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management
Today, we are joined by Ryan O’ Grady, CEO and Co-Founder of ROW Asset Management, for a conversation on their all-weather, multi-strat approach to i…
3Â years, 2Â months ago
SI228: Are Markets Priced for Perfection? ft. Alan Dunne
Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the current macro environment and how it impact markets. We d…
3Â years, 2Â months ago