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GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne
Argentina’s history is one of recurring promises and painful resets. Nicolas Dujovne has lived that cycle from the inside, serving as Finance Ministe…
5Â months, 2Â weeks ago
SI368: Valuation Has Left the Room ft. Cem Karsan & Alan Dunne
Cem Karsan joins Alan Dunne to chart a market running on more than just momentum. Beneath the surface: a structural liquidity engine, political incen…
5Â months, 3Â weeks ago
IL42: Redefining Sovereignty in a Borderless Financial System ft. Zoe Liu
China’s trade surplus with the US remains stubbornly large, but its appetite for Treasuries is fading. So where are the dollars going, and what does …
5Â months, 3Â weeks ago
SI367: Portfolio Design in a Distorted World ft. Andrew Beer
Equities are up more than 50% since the April lows, yet the world feels anything but stable. In this episode, Niels Kaastrup-Larsen and Andrew Beer e…
6Â months ago
UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev
Vlad Tenev, CEO of Robinhood joins Cem Karsan at the Hood Summit in Las Vegas, for a timely conversation about the shifting edge in markets. From me…
6Â months ago
SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver
Rob Carver is back from summer break for a conversation that moves between past and present through the lens of lived experience. Starting with the a…
6Â months, 1Â week ago
ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson
Richard Tomlinson joins Alan Dunne for a conversation shaped by experience, not theory. As CIO of LPPI, Richard is responsible for £27 billion in pen…
6Â months, 1Â week ago
SI365: Design or Luck: Why Trend Following Results Diverge ft. Katy Kaminski
Katy Kaminski returns to explore why results in trend following rarely look alike, even when the rules sound the same. Using fresh research from Man …
6Â months, 2Â weeks ago
GM87: Who Really Sets Policy Now? ft. Anna Wong
Anna Wong, Chief U.S. Economist at Bloomberg, joins Alan Dunne with a clear-eyed assessment of where policy and politics are headed. As markets bet o…
6Â months, 2Â weeks ago
SI364: What makes an Alternative Investment Truly Valuable? ft. Moritz Seibert
What makes an alternative investment truly valuable? In this episode, Moritz Siebert joins Niels Kaastrup-Larsen for a conversation that moves past m…
6Â months, 3Â weeks ago