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IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz
What if knowing you isn’t the end goal... but shaping you is? In this episode, Kevin Coldiron speaks with Columbia professor Sandra Matz about how al…
6Â months, 3Â weeks ago
SI363: The Misreading of Trend ft. Nick Baltas
As trend following begins to reassert itself, Niels and Nick Baltas dig beneath the surface of recent CTA performance - where the signals are working…
6Â months, 4Â weeks ago
OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen
Mike Azlen joins Moritz Seibert for a frank look at carbon markets, and why much of what passes for climate action may be making things worse. While …
7Â months ago
SI362: The Alpha Most Systems Miss ft. Yoav Git
Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs…
7Â months ago
GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave
Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital …
7Â months, 1Â week ago
SI361: The Four Faces of Trend Following ft. Richard Brennan
Richard Brennan joins Niels for a conversation that redefines how trend following is understood. Behind the shared language lie four distinct archety…
7Â months, 1Â week ago
UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom
From the first futures in 1848 to today’s zero-day options, Cem Karsan, Mandy Xu, and Ed Tom chart how derivatives have moved from the market’s perip…
7Â months, 2Â weeks ago
SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne
When official data starts serving politics, markets lose their anchor. Alan Dunne and Niels examine the quiet shift unfolding as the U.S. edges close…
7Â months, 2Â weeks ago
IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle
What if our most trusted economic statistic is pointing us in the wrong direction? Diane Coyle joins Kevin Coldiron to explore why GDP - long treated…
7Â months, 3Â weeks ago
SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski
Mark Rzepczynski joins Niels Kaastrup-Larsen for a conversation shaped by tension between surface calm and deeper dislocation. From copper’s sudden c…
7Â months, 3Â weeks ago