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GM17: Elon Musk...From Showman to Charlatan ft. Grant Williams
Today, Grant Williams, creator of The Grant Williams Podcast, joins us to discuss the direction that the world is heading from a global macro perspec…
3Â years, 7Â months ago
SI194: Trend Following & Manager Selection ft. Alan Dunne
Today, Alan Dunne joins us to discuss manager selection and how to overcome behavioural biases, based on his paper, “Solving the Manager Selection Pu…
3Â years, 7Â months ago
GM16: Central Banking in a De-Globalized World ft. Joseph Wang
Joseph Wang, former senior FED trader & known as the “Fed Guy”, joins us to discuss the credibility of the FOMC and what drives the neutral rate, Cen…
3Â years, 7Â months ago
SI193: Nothing But Trend Following ft. Jerry Parker
Trend Following legend Jerry Parker joins me today, where we answer questions regarding the effectiveness and risks of Richard Dennis’ “Pyramiding” m…
3Â years, 7Â months ago
GM15: The New World Order & Space Race ft. Pippa Malmgren
Pippa Malmgren, former White House Adviser, technology entrepreneur and economist, joins us in today’s episode to discuss warfare in space and the sp…
3Â years, 7Â months ago
SI192: Knowing What You Don't Know ft. Mark Rzepczinsky
Mark Rzepczynski joins us in today’s episode to discuss inflation and how it threatens the economy, the power and paranoia of Trend Following and how…
3Â years, 8Â months ago
GM14: The Dark Side of Renewable Energy ft. Adam Rozencwajg
Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins us in today’s episode to discuss ESG policies, the emerging energy crisis, and the …
3Â years, 8Â months ago
SI191: The Flash Crash & Central Banks Screwing Up ft. Richard Brennan
Today, Richard Brennan joins us to discuss the fragility of the market and what happens if the Central Bank screws up, the current regime and how it …
3Â years, 8Â months ago
GM13: The Decline of the Dollar & Prepping for the Worst ft. Izabella Kaminska
Today, Cem and I are joined by Izabella Kaminska, former Editor of Financial Times Alphaville and Founder of The Blind Spot, to discuss the war of in…
3Â years, 8Â months ago
SI190: Overthinking the Systematic Investment Game ft. Rob Carver
Today, Rob Carver joins us to discuss what happened in the Trend Following world the past few weeks and takes questions from listeners regarding long…
3Â years, 8Â months ago