Podcast Episodes
Back to Search
GM11: The Billionaires Protocol ft. Dr. Ben Hunt
Today, Niels and Cem are joined by Dr. Ben Hunt, Creator of Epsilon Theory, to discuss how he uses game theory, history and behavioral analysis to un…
4Â years, 6Â months ago
SI188: Trading with Style ft. Jerry Parker
Jerry Parker joins us in today’s episode, to discuss pros and cons of adding different trading styles to your strategy and how to react when bad peri…
4Â years, 6Â months ago
ALO08: Investing like the Rothschild's ft. Hugo Capel Cure
Today, Alan Dunne is joined by Hugo Capel Cure, Managing Director of Rothschild & Co, to discuss how they build strong portfolios for their clients, …
4Â years, 7Â months ago
SI187: Why Commodities & Why Now ft. Tim Pickering
In this week’s episode, Tim Pickering, Founder of Auspice Capital, joins me to discuss why commodities play such an important role in a portfolio, ho…
4Â years, 7Â months ago
ALO07: CIOs on the Edge of Finance ft. Katherine Molnar & Andrew Spellar
In today’s episode, Alan Dunne is joined by Katherine Molnar, CIO of Fairfax County Police Officers Retirement System, and Andrew Spellar, CIO of Fai…
4Â years, 7Â months ago
SI186: Crisis Alpha & My Trend Following Thesis ft. Richard Brennan
Today, Rich and I discuss the Q1 Trend Following performance and how it turned out to be one of the best calendar quarters for the SG Trend and SG CT…
4Â years, 7Â months ago
ALO06: Betting against Buffett ft. Ted Seides
Today, Alan Dunne is joined by Ted Seides, host and creator of the Capital Allocators podcast, to discuss the investment approach and philosophy of D…
4Â years, 7Â months ago
SI185: Trend Following in a De-Globalised World
Mark Rzepczynski joins me in this week’s episode, to discuss strategies for rebalancing your portfolio, the coming de-globalisation and its impact on…
4Â years, 7Â months ago
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…
4Â years, 7Â months ago
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…
4Â years, 7Â months ago