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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…
4Â years, 2Â 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…
4Â years, 2Â 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…
4Â years, 2Â 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…
4Â years, 2Â 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…
4Â years, 2Â months ago
GM21: The Inflation Regime and the Big Macro Picture ft. Darius Dale
Today, Darius Dale, Founder & CEO of 42macro, joins us for a conversation on Global Macro from a broad perspective. We discuss the outlook for inflat…
4Â years, 2Â months ago
SI205: Trend Following...What Really Matters ft. Richard Brennan
Today, Richard Brennan joins us to discuss what really matters within Trend Following, as well as an update on the reaction to the latest CPI data. W…
4Â years, 2Â months ago
IL06: The History of Interest & the Next Devastating Crisis ft. Edward Chancellor
Edward Chancellor, Author, Journalist and unrivaled Financial Historian, joins us today to discuss the history of Interest, based on his new book, “T…
4Â years, 3Â months ago
SI204: Trend Following & A Cocktail of Macro Factors ft. Alan Dunne
Today, Alan Dunne joins us to discuss the ongoing instability in the markets and rising inflation, and why we, as investors, should keep an open mind…
4Â years, 3Â months ago
AL09: FED Funds may hit 8% ft. Bilal Hafeez
Bilal Hafeez, Founder, CEO and Head of Research at Macro Hive, joins us today to discuss the current state of the markets and how we are possibly hea…
4Â years, 3Â months ago