IL04: Inflation & The Great Demographic Reversal ft. Manoj Pradhan
Manoj Pradhan, Author and Founder of Talking Heads Macroeconomics, joins us in today’s episode to discuss the structural forces that will drive markets in the future, based on his book, “The Great Dem...
19 Jul 202259min
SI201: Trend Followers Positioned for Recession ft. Richard Brennan
Today, Richard Brennan tackle lots of great questions from listeners as to why Trend Following works, why trends occur in markets and why it is best to exploit them using a systematic approach, the id...
16 Jul 20221h 23min
IL03: Finding Optimism in Times of Crises ft. Larry Siegel
Today, Larry Siegel, Author and Director of Research at CFA Research Foundation, joins us to discuss his book, “Fewer, Richer, Greener: Prospects for Humanity in an Age of Abundance” and how demograph...
13 Jul 20221h 3min
SI200: Stacking Returns into a Tightning Cycle ft. Alan Dunne
Today, Alan Dunne and I discuss the use of return stacking in asset management when building a diversified portfolio and the risk implications, adding CPPI on top of Trend Following and using options ...
10 Jul 20221h 7min
IL02: Cold War & US Relations with China ft. James A. Fok
James A. Fok, Financial Markets Professional and author of the book, “Financial Cold War”, joins us today for a discussion on how the Great Leap Forward has had an impact on China as a society and why...
6 Jul 20221h 4min
SI199: Achieving Highest CAGR through Optimal Leverage ft. Rob Carver
Rob Carver joins us to discuss the eventful month of June and take questions from listeners regarding moving average crossover systems including what the best exit rules are for these systems, and why...
3 Jul 20221h 19min
IL01: Turning Water Into Wine with Diversification ft. Antti Ilmanen
In today’s episode, Antti Ilmanen, author and Global co-head of the Portfolio Solutions Group at AQR Capital Management, joins us to discuss key learnings from his new book, “Investing Amid Low Expect...
29 Jun 20221h 6min
SI198: Trend Following wearing Loose Pants ft. Jerry Parker
Today, we are joined by Jerry Parker to discuss how recessions affect current trends and returns for Trend Followers, how to use ATR to determine the initial stop and when to switch to using a trailin...
26 Jun 20221h 21min
