Podcast Episodes
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GM29: What if the World isn't Ending? ft. Marko Papic
Today, we are joined by Marko Papic, Partner and Chief Strategist of Clocktower Group, for a conversation on geopolitical analysis and how it can be …
3Â years, 1Â month ago
SI219: The Impact of Secular Inflation ft. Cem Karsan
Today, Cem Karsan joins us for our weekly conversation on Volatility & Trend Following, where we discuss the inverted yield curve and how to protect …
3Â years, 1Â month ago
GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt
Today, we are joined by Simon Hunt, who has decades of experience in the copper industry, for a conversation on the state of the global macro environ…
3Â years, 1Â month ago
SI218: Trend Following to the Rescue ft. Richard Brennan
Richard Brennan joins us for a very important conversation on Trend Following, where we reflect on the FTX crypto collapse and CPI melt-up. We discus…
3Â years, 2Â months ago
TTU121: Trend Following... from Optional to Essential ft. Nick Baltas
Today, Niels and Rob are joined by Nick Baltas, Managing Director at Goldman Sachs, for a conversation on systematic investment strategies. We discus…
3Â years, 2Â months ago
SI217: Finding the Optimal Trend Following Allocation ft. Rob Carver
Today, Rob Carver joins us for our weekly conversation on Trend Following, where we also address this week's press conference held by Chairman Powell…
3Â years, 2Â months ago
GM27: Central Banks were Warned about their Failed Policies ft. William White
Today, we are joined by William White, Economist, Policy Advisor and Policy Maker who worked at the OECD, BIS & Bank of Canada, for a conversation on…
3Â years, 2Â months ago
SI216: A New Era for Trend Following? ft. Alan Dunne
Today, Alan Dunne joins us for a weekly dose of Trend Following where we reflect on an eventful week, with Elon Musk taking over Twitter, the META st…
3Â years, 2Â months ago
GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg
Today, we have the pleasure of having Adam Rozencwajg back for another conversation on the global energy crisis, this time primarily focusing on the …
3Â years, 2Â months ago
SI215: Trend Following vs Volatility to Protect Your Portfolio ft. Cem Karsan
Today, Cem Karsan joins us for our weekly conversation on Trend Following as well as Volatility, following yet another fast paced and eventful week. …
3Â years, 2Â months ago