UGO13: How Much Longer Can AI Carry the Market ft. Christian Mueller-Glissmann
Cem Karsan is joined by Goldman Sachs’ Christian Mueller-Glissmann to ask how much longer the AI boom can keep supporting markets as the bond market becomes increasingly difficult to ignore. They disc...
14 Loka 1h 10min
SI421: Taking CTAs Mainstream ft. Andrew Beer
How reliable is 60/40 when stocks and bonds fall together? Andrew Beer joins Niels Kaastrup-Larsen to question the return forecasts and diversification assumptions behind traditional asset allocation....
10 Loka 1h 18min
IL54: Why Smart Investors Keep Making Crazy Decisions ft. Alex Edmans
In today’s episode we talk with London Business School professor Alex Edmans. He has spoken at Davos, testified in the UK House of Commons and reached millions through his TED Talks. He joins the show...
7 Loka 1h
SI420: The Market Might Be More Fragile Than It Looks ft. Cem Karsan
Alan Dunne is joined by Cem Karsan to examine the forces pushing bond yields higher and why he believes markets are becoming increasingly fragile. Cem argues that refinancing pressures, persistent inf...
2 Loka 1h 4min
TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
Niels Kaastrup-Larsen and Alan Dunne are joined by Welton Investment Corporation founder Patrick Welton to explore what four decades in markets have taught him about trading, risk and managing other p...
30 Syys 1h 6min
SI419: What Happens When AI Starts Building the Portfolio ft. Nick Baltas
Alan Dunne is joined by Nick Baltas to discuss a strong period for trend following and what the latest research says about adapting systematic strategies to changing markets. They examine whether vola...
26 Syys 1h 5min
OI24: Why Power Trading Is 10 Times Crazier Than Crypto ft. Cory Paddock
Moritz Seibert is joined by GBE Energy co-founder Cory Paddock for a look inside the unusual world of proprietary power trading. Cory explains how electricity markets combine weather, physics and econ...
23 Syys 59min
SI418: Why Markets Are More Alive Than We Think ft. Richard Brennan
Niels Kaastrup-Larsen and Richard Brennan explore what the science of complex adaptive systems can teach us about markets and trend following. Drawing on research from the Santa Fe Institute, they exa...
19 Syys 1h 15min
