SI221: Will 2023 be another Trend Following Year? ft. Alan Dunne
Today, Alan Dunne joins me to reflect on the month of November and take a peek into 2023. We discuss the equity rally and what it means for the economy, both currently and historically, the cycle of b...
3 Des 20221h 10min
ALO12: How to Invest like a Private Bank ft. Shannon Saccocia
Today, we are joined by Shannon Saccocia, CIO at SVB Private, for a conversation on how portfolio management and manager selection is carried out at a private bank. We discuss how the current unstable...
30 Nov 20221h 9min
SI220: Is It Too Late for Trend Following? ft. Mark Rzepczynski
Today, Mark Rzepczynsky joins us for a weekly update on Trend Following, following the release of the minutes from the FED’s Open Market Committee in a week of thin liquidity. We discuss whether trend...
27 Nov 20221h 8min
GM29: What if the World isn't Ending? ft. Marko Papic
Today, we are joined by Marko Papic, Partner and Chief Strategist of Clocktower Group, for a conversation on geopolitical analysis and how it can be used to predict the future, based on his book, “Geo...
23 Nov 20221h 19min
SI219: The Impact of Secular Inflation ft. Cem Karsan
Today, Cem Karsan joins us for our weekly conversation on Volatility & Trend Following, where we discuss the inverted yield curve and how to protect yourself against secular inflation, how Cem foresee...
19 Nov 20221h 10min
GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt
Today, we are joined by Simon Hunt, who has decades of experience in the copper industry, for a conversation on the state of the global macro environment, both currently and in the years to come. We d...
16 Nov 202248min
SI218: Trend Following to the Rescue ft. Richard Brennan
Richard Brennan joins us for a very important conversation on Trend Following, where we reflect on the FTX crypto collapse and CPI melt-up. We discuss how the outlook of inflation is changing and how ...
12 Nov 20221h 22min
TTU121: Trend Following... from Optional to Essential ft. Nick Baltas
Today, Niels and Rob are joined by Nick Baltas, Managing Director at Goldman Sachs, for a conversation on systematic investment strategies. We discuss the difference between a number of systematic tra...
9 Nov 20221h 13min
