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SI102: TESLA and the famous Tech Bubble ft. Moritz Seibert
This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in th…
5Â years, 4Â months ago
GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco
In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have off…
5Â years, 4Â months ago
GM07: The father of the Yield-Curve indicator ft. Campbell Harvey
In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economi…
5Â years, 4Â months ago
SI101: Howard Mark’s comments on managing risk and market cycles ft. Moritz Seibert
In this episode, we discuss the danger of financial products such as the Daily 3x Inverse Natural Gas ETN, the potential end of the 2020 bull market …
5Â years, 4Â months ago
SI100: How to filter your trades and staying unemotional ft. Jerry Parker
In this special anniversary edition of the Systematic Investor podcast, Jerry Parker joins us on the show to discuss why removing as many filters as …
5Â years, 5Â months ago
GM06: The hidden danger of Passive Investing ft. Michael Green
In today’s episode, we are joined by Michael Green. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he h…
5Â years, 5Â months ago
SI99: Trend Following on ETFs and how to safely invest more aggressively in stocks ft. Moritz Seibert
In today’s show, we discuss why a great defence is necessary for great portfolios, Trend Following on ETFs, why liquidity is often an under-appreciat…
5Â years, 5Â months ago
GM05: FEDs reaction to the Global Pandemic ft. Danielle DiMartino Booth
Our guest today is Danielle DiMartino Booth, CEO and chief strategist for Quill intelligence. One of the major themes of our podcast series so far ha…
5Â years, 5Â months ago
SI98: The secret to John. W. Henry's (owner of Liverpool FC and Boston Red Sox) success ft. Mark Rzepczynski
Today, we’re delighted to welcome Mark Rzepczynski onto the show to discuss his time working with John W. Henry and what J. W. Henry’s ‘secret weapon…
5Â years, 5Â months ago
GM04: Global Macro from a High Level ft. Larry McDonald
Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of the Bear Traps report, and has extensive experience in consul…
5Â years, 5Â months ago