Podcast Episodes

UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco

What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim B…

7 months, 4 weeks ago

SI347: Stagflation, Storytelling, and the Search for a New Hero ft. Cem Karsan

Today Cem and Niels dissect a world quietly shifting beneath our feet.

As markets hum along, Cem explains why the real story lies beneath the surface:…

8 months ago

GM81: What If Everything You Believe About Markets Is Wrong? ft. Demetri Kofinas

What if the biggest risk in markets today isn’t volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and…

8 months ago

SI346: Is the Trend Still Your Friend ft. Rob Carver

This episode is all about understanding the nuances of trend-following and how current market dynamics are shaking things up. Together with Rob Carve…

8 months, 1 week ago

IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on?

In this rare, unfilt…

8 months, 1 week ago

SI345: From Chaos to Clarity: The Power of Systematic Investing ft. Nick Baltas

This episode is all about exploring the intricacies of market behavior, how trends shift, and what that means for our investment strategies. We’re ha…

8 months, 2 weeks ago

OI15: Navigating the Commodity Markets with Calculo Capital ft. Ole Hansen & Philip Carlsson

Today, we're diving deep into the world of commodities with Calculo Capital, a short-term quantitative hedge fund based in Denmark. Our guests, Phili…

8 months, 2 weeks ago

SI344: Trend Following during Trump Tariff Turmoil ft. Katy Kaminski

In this episode, we explore the current market dynamics and discuss Katy Kaminski's latest research paper on crisis and correction alpha, which provi…

8 months, 3 weeks ago

IL37: Hate the Game? How to Navigate Life's Economic Challenges ft. Daryl Fairweather

Discover how to navigate the complexities of personal and professional decisions through the lens of behavioral economics. Kevin Coldiron speaks with…

8 months, 3 weeks ago

SI343: CTAs: The Unexpected Heroes of Market Crises ft. Yoav Git

Together with Yoav Git, we’ll explore how market conditions are shifting and what that means for investors, especially in light of recent bond market…

8 months, 4 weeks ago