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TTU139: The Benefits of Alternative Markets ft. Simon Judes, Co-CIO at Winton
Today, we are joined by Simon Judes, Co-CIO at Winton for a conversation on how they use quantitative investment strategies and statistical research …
3Â years, 7Â months ago
SI235: Trend Following's Reaction to SVB Collapse ft. Mark Rzepczynski
Today, Mark Rzepczynsky is back with us, following a tense week with the collapse of Silicon Valley Bank and a few other bank emergencies. We discuss…
3Â years, 7Â months ago
GM37: SPR - The Federal Reserve of Oil ft. Rory Johnston
Today we are re-joined by Rory Johnston, founder of Commodity Context, a physical commodities research firm based in Toronto, Canada. We cover the SP…
3Â years, 7Â months ago
TTU138: Need for Speed in Trendfollowing ft. Matt Dorsten, Portfolio Manager at PIMCO
Today, we are joined by Matt Dorsten, Portfolio Manager within the Quantitative Strategies group at PIMCO, for a conversation how they manage 60 bill…
3Â years, 8Â months ago
SI234: Trend Followers are minnows, not whales ft. Rob Carver
Today, I'm joined by Rob Carver for the weekly trend following conversation, where we reflect on the takeaways from the CTA series and the performanc…
3Â years, 8Â months ago
GM36: Galactic Macro, UFOs & Balloon Encounters ft. David Dorr
What are some of the key takeaways when you marry global financial markets with potentially extraterrestrial influences? Global Macro investor David …
3Â years, 8Â months ago
TTU137: A new approach to Entering Trends ft. David Gorton, CIO at DG Partners
Today, we are joined by David Gorton, CIO at DG Partners, for a conversation on how they use trend following to achieve a multi-billion dollar portfo…
3Â years, 8Â months ago
SI233: The Market Impact of CTAs & Trend Followers ft. Alan Dunne
Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the broader perspective of the markets and the economy. We di…
3Â years, 8Â months ago
TTU136: Trend Following... C'est la vie ft. Philip Seager, Head of Absolute Return at Capital Fund Management
Today, we are joined by Philip Seager, Head of Absolute Return at Capital Fund Management (CFM), for a conversation on how they incorporate trend fol…
3Â years, 8Â months ago
GM35: The Drivers of the Commodity Markets ft. Nicky Ferguson
Today we are joined by Nicky Ferguson, Founder of It's Not a Science, an energy markets research firm based in Basel, Switzerland. We talk about spec…
3Â years, 8Â months ago