Podcast Episodes
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GM23: The Wars of Capital ft. Michael Howell
Today, we are joined by Michael Howell, Author and Managing Director of Crossborder Capital, for a conversation on how liquidity drives financial mar…
3Â years, 8Â months ago
SI210: Trend Following Q & A ft. Rob Carver
Rob Carver returns after his extended holiday and kicks off by taking a nostalgic look back to 1985 as the British Pounds this week hit the lowest le…
3Â years, 8Â months ago
IL07: Equality Across the Globe can be Achieved ft. Oded Galor
Today, we are joined by Oded Galor, Professor of Economics at Brown University, for a conversation on how we can explore and uncover new ways of thin…
3Â years, 8Â months ago
SI209: Trend Following...The Best Way to Surf the Markets ft. Richard Brennan
Richard Brennan joins us for a weekly update on Trend Following, where we discuss why the crisis we experience at the moment might be worse than prev…
3Â years, 8Â months ago
ALO11: From Ballet Dancer to CIO ft. Cameron Dawson
Today, we are joined by Cameron Dawson, CIO at NewEdge Wealth, who has a really unique background. We address how she allocate and construct her port…
3Â years, 9Â months ago
SI208: Trend Following in Today's Economy ft. Alan Dunne
Today, Alan Dunne joins us for a weekly update on Trend Following where we reflect on the ongoing instability in the markets and look back on the mon…
3Â years, 9Â months ago
ALO10: How to Manage $50bn ft. Jason Morrow
Today, we are joined by Jason Morrow, Deputy CIO at Utah Retirement Systems, for a conversation on how portfolio management is carried out at a large…
3Â years, 9Â months ago
SI207: Trend Following: The Perfect Portfolio? ft. Jerry Parker
Jerry Parker joins me for a raw conversation on Trend Following, the day after Jerome Powell spoke at Jackson Hole on fighting inflation and achievin…
3Â years, 9Â months ago
GM22: Investing through a Fourth Turning ft. Niels Kaastrup-Larsen & Cem Karsan
Today, Cem Karsan and I reflect on previous conversations with guests on the Global Macro series and how they have developed us as investors. We also…
3Â years, 9Â months ago
SI206: Trend Following is a Lazy Man's Strategy ft. Mark Rzepczynski
This week, Mark Rzepczynsky joins us for our weekly update on Trend Following, at the end of yet another busy week for inflation watchers. Based on a…
3Â years, 9Â months ago