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SI342: From Trend Following to Super Determinism ft. Richard Brennan
Together with Richard Brennan, we’ll explore how current market uncertainties are shaping investor sentiment and prompting a massive shift in how we …
9Â months ago
UGO01: Reflexive Markets, Real-Time Risk: The Dawn of the 0DTE Era ft. Mike Green
In the premiere of U Got Options, Cem Karsan is joined by Mike Green for an unfiltered, high-conviction conversation straight from the floor of the C…
9Â months, 1Â week ago
SI341: Nothing Good Happens Below the 200-Day Moving Average ft. Mark Rzepczynski
Alan Dunne and Mark Rzepczynski tackle the current market vibes, focusing on how factors like the 200-day moving average can shift market sentiment a…
9Â months, 1Â week ago
IL36: Democracy, Money, and the Central Bank - A Risky Balance ft. Leah Rose Downey
Our guest on this episode is Leah Downey, Junior Research Fellow at St. John’s College Cambridge and author of the new book Our Money: Monetary Polic…
9Â months, 2Â weeks ago
SI340: ETFs, Size, and the Commodity Problem ft. Alan Dunne
In today’s episode, Alan Dunne and I take a step back - and a step forward - by exploring 125 years of hard-earned market wisdom, courtesy of the Glo…
9Â months, 2Â weeks ago
TTU148: CTAs - The Good, The Bad, and The Misunderstood ft. Rob Carver, Graham Robertson and Yoav Git
Today, we’re diving deep into the world of CTAs and their role in investment portfolios. We discuss the balance between focusing on a single asset cl…
9Â months, 3Â weeks ago
SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel
Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We’re all feeli…
9Â months, 3Â weeks ago
ALO29: What Every Investor Should Know About Valuations ft. David Giroux
Leveraged loans combined with treasuries create a solid strategy for navigating today’s fixed income market. These two asset classes work like a pea…
9Â months, 4Â weeks ago
SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan
Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We disc…
10Â months ago
GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg
Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right ar…
10Â months ago