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GM84: What Everyone Saw, but No One Priced ft. Bob Elliott
Bob Elliott joins Cem Karsan and Niels Kaastrup-Larsen for a conversation about what happens when strong economic data masks a deeper structural shif…
9Â months ago
SI353: You Don’t Buy It for Returns. You Buy It Because It Works! ft. Yoav Git
Some of the most effective portfolio components may generate little or no return on their own. In this episode, Niels Kaastrup-Larsen and Yoav Git ex…
9Â months, 1Â week ago
GM83: The Risk We Forgot to Price ft. Barry Eichengreen
Barry Eichengreen joins Alan Dunne for a clear-eyed look at a system losing its anchors. The dollar’s standing, long insulated by trust and habit, no…
9Â months, 1Â week ago
SI352: Trend Systems Under Strain ft. Nick Baltas
Nick Baltas is back with Niels for a conversation that sits at the intersection of technology, uncertainty, and discipline. As AI-generated data floo…
9Â months, 2Â weeks ago
UGO03: This Isn’t 2008. That’s the Problem ft. Benn Eifert
Back on the Cboe floor, Cem Karsan sits down with Benn Eifert to trace the fault lines shaping today’s volatility regime. They dig into why market st…
9Â months, 2Â weeks ago
SI351: The Two Tribes of Trend ft. Richard Brennan
As trend followers push through one of the toughest environments in years, Rich and Niels unpack what’s actually driving the pain. They draw a sharp …
9Â months, 3Â weeks ago
OI16: Return Stacking: Form, Function & Friction ft. Corey Hoffstein and Adam Butler
Corey Hoffstein and Adam Butler joins to unpack the mechanics of stacking returns inside an ETF — not as a branding exercise, but as a way to navigat…
9Â months, 3Â weeks ago
SI350: Why All Roads Lead to Higher Yields ft. Alan Dunne
Why are markets still priced as if the old world is coming back? Alan Dunne and Niels Kaastrup-Larsen examine the case for structurally higher yields…
9Â months, 4Â weeks ago
IL39: Is Trump Making Europe Great Again? ft. Koen De Leus & Philippe Gijsels
We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trum…
10Â months ago
SI349: Navigating the Age of Uncertainty with Trend Following ft. Mark Rzepczynski
In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves…
10Â months ago