Podcast Episodes
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BO08: How to really Define Risk
During a conversation I had with expert Bill Dreiss, we discussed many topics, all with great value. One part in particular I found really interestin…
7Â years, 6Â months ago
SI08: How to tell if you system has stopped working?
Welcome to The Systematic Investor series. It’s a great privilege for me to invite you to a behind the scenes conversation between some of my favorit…
7Â years, 7Â months ago
BO07: Cold Turtle Takeaways
It’s not often you get to sit down with a Turtle, let alone the father of the Turtle Experiment, and when I do I find it fascinating learning about t…
7Â years, 7Â months ago
SI07: What is; alpha, smart beta, implied vol, crisis alpha and convexity?
Welcome to The Systematic Investor series. It’s a great privilege for me to invite you to a behind the scenes conversation between some of my favorit…
7Â years, 7Â months ago
TTU107: The Bright Future of Trend Following ft. Jean Jacques Duhot of Arctic Blue Capital – 2of2
Moritz Seibert and I continue our conversation with Jean Jacques Duhot and further discuss his contrarian and multi-part model, how his management co…
7Â years, 7Â months ago
BO06: Identifying the best trading rules
In any systematic trading strategy choosing the right combination of parameters for your model or approach is critical. So today, I wanted to share a…
7Â years, 7Â months ago
SI06: How to optimize your trading system
Welcome to The Systematic Investor series. It’s a great privilege for me to invite you to a behind the scenes conversation between some of my favorit…
7Â years, 7Â months ago
TTU106: The Value of Being a Contrarian Trader ft. Jean Jacques Duhot of Arctic Blue Capital – 1of2
Today I’m joined by my co-host Moritz Seibert to speak with Jean Jacques Duhot, the Chief Investment Officer at Arctic Blue Capital. Jean Jacques’s o…
7Â years, 7Â months ago
BO05: The Problems with Smart Beta & the Holy Grail of Investing?
Kathryn Kaminski and I had the opportunity to sit down with Nigol Koulajian, the founder of Quest Partners, in which he shared his deep insights in m…
7Â years, 7Â months ago
SI05: The Systematic Investor Series – October 15th, 2018
Welcome to The Systematic Investor series. It’s a great privilege for me to invite you to a behind the scenes conversation between some of my favorit…
7Â years, 7Â months ago