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TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management
On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they m…
11Â years, 4Â months ago
TTU67: Institutional Investors and CTAs: A Look Forward ft. Aref Karim of Quality Capital Management
Aref Karim has been on the institutional investing side and the fund manager side for many years, so he has some great insights into how each group t…
11Â years, 4Â months ago
TTU66: Trade Innovation for the future ft. Luc van Hof of Capital Hedge
In this year-end review, Luc van Hof discusses what he learned from 2014 and how his firm innovated to create better gains for customers in 2015. He …
11Â years, 4Â months ago
TTU65: Trend Following Offers Diversification & Risk Mitigation ft. Jerry Parker of Chesapeake Capital
Jerry Parker takes us inside 2014 for his firm, and how his models reacted to the Swiss Franc move in January of 2015. He looks at the year and makes…
11Â years, 4Â months ago
TTU64: The Trader-less Hedge Fund ft. Dave Sanderson of KFL Capital Management
In this year-end-review, we take a look at how 2014 might be seen many years into the future. Is this when “trader-less” systematic trading caught on…
11Â years, 4Â months ago
TTU63: Every Assumption Should Be Questioned ft. Nigol Koulajian of Quest Partners
In this year-end-review, we discuss the year for CTAs and short term traders, as well as the recent collapse of the Euro/Swiss Franc peg and how that…
11Â years, 4Â months ago
TTU62: Why Huge Market Shifts Are Great Reminders ft. Scot Billington of Covenant Capital Management
In this Year End Review, we discuss the major events and unexpected market trends in 2014 as well as the major Swiss Franc move at the start of 2015.…
11Â years, 4Â months ago
TTU61: CTAs as Portfolio Diversifiers ft Peter Kambolin of Systematic Alpha Management
Peter Kambolin comes from the short term CTA space, and thus has a different perspective than some of our previous guests for our Year in Review them…
11Â years, 4Â months ago
TTU60: Understanding The Investor’s Perspective ft. Anders Lindell of IPM
How do clients understand a trading strategy so that they stick by the firm in hard times? How do investors make sense of when things go well for the…
11Â years, 4Â months ago
TTU59: The Return of Volatility ft. Bastian Bolesta of Deep Field Capital
Bastian Bolesta reviews 2014 and details the ups and downs of the year for his firm and the managed futures industry as a whole. In this episode, he …
11Â years, 4Â months ago