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TTU120: Carry - The Good, the Bad and the Ugly ft. Kevin Coldiron
TTU120: Carry - The Good, the Bad and the Ugly ft. Kevin Coldiron

In this episode, Niels and Rob is joined by Kevin Coldiron, co-author of the book “The Rise of Carry” and lecturer in Asset Management at UC Berkeley…

3 years, 9 months ago

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SI184: To Trend Follow or Not To Trend Follow ft. Alan Dunne
SI184: To Trend Follow or Not To Trend Follow ft. Alan Dunne

In today's episode Alan Dunne joins me to discuss many different aspects of trend following - its relevance, strengths, weaknesses and future, roll-h…

3 years, 9 months ago

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VOL11: The Anatomy of a Trade ft. Alex Gurevich
VOL11: The Anatomy of a Trade ft. Alex Gurevich

In this episode Hari is joined by Alex Gurevich, author, PhD in mathematics and founder of HonTe Investments, to discuss how he values bonds differen…

3 years, 10 months ago

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SI183: Nickel Short Squeeze & Trend Following in an Unstable World ft. Jerry Parker
SI183: Nickel Short Squeeze & Trend Following in an Unstable World ft. Jerry Parker

Jerry Parker joins me in today’s episode to discuss trend following as a robust guide to the markets in a world of instability and insecurity. We als…

3 years, 10 months ago

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ALO05: Better than Alpha ft. Chris Schelling
ALO05: Better than Alpha ft. Chris Schelling

In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than A…

3 years, 10 months ago

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SI182: Trend Following in Times of Crises ft. Rob Carver
SI182: Trend Following in Times of Crises ft. Rob Carver

Today Rob Carver joins me to discuss how the Trend Following world is reacting to the aweful situation in Ukraine and how it affects markets and vola…

3 years, 10 months ago

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ALO04: Insights from the Queens Bank CIO ft. Alan Higgins
ALO04: Insights from the Queens Bank CIO ft. Alan Higgins

On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss…

3 years, 10 months ago

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SI181: The Power of Trend Following ft. Richard Brennan
SI181: The Power of Trend Following ft. Richard Brennan

Richard Brennan joins us today to discuss the power of Trend Following during periods of heightened uncertainty, Trend Following applied to the ESG s…

3 years, 10 months ago

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ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton
ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton

Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the tradi…

3 years, 10 months ago

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SI180: Data Versus Stories & The "Moscow Rules" ft. Mark Rzepczynski
SI180: Data Versus Stories & The "Moscow Rules" ft. Mark Rzepczynski

Mark Rzepczynski joins us today to discuss Trend Following versus Momentum strategies, the need to be humble about making economic forecasts, how Cen…

3 years, 10 months ago

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