ALO06: Betting against Buffett ft. Ted Seides
Today, Alan Dunne is joined by Ted Seides, host and creator of the Capital Allocators podcast, to discuss the investment approach and philosophy of David Swensen, the Yale Model and how Seides has use...
30 Mar 20221h 3min
SI185: Trend Following in a De-Globalised World
Mark Rzepczynski joins me in this week’s episode, to discuss strategies for rebalancing your portfolio, the coming de-globalisation and its impact on Trend Following, especially in light of events in ...
26 Mar 20221h 18min
TTU120: Carry - The Good, the Bad and the Ugly ft. Kevin Coldiron
In this episode, Niels and Rob is joined by Kevin Coldiron, co-author of the book “The Rise of Carry” and lecturer in Asset Management at UC Berkeley, to discuss the use of carry trading as a trading ...
23 Mar 20221h 6min
SI184: To Trend Follow or Not To Trend Follow ft. Alan Dunne
In today's episode Alan Dunne joins me to discuss many different aspects of trend following - its relevance, strengths, weaknesses and future, roll-harvesting strategies, what causes trends in markets...
20 Mar 20221h 9min
VOL11: The Anatomy of a Trade ft. Alex Gurevich
In this episode Hari is joined by Alex Gurevich, author, PhD in mathematics and founder of HonTe Investments, to discuss how he values bonds differently to many investors today, how to build a balance...
16 Mar 20221h 1min
SI183: Nickel Short Squeeze & Trend Following in an Unstable World ft. Jerry Parker
Jerry Parker joins me in today’s episode to discuss trend following as a robust guide to the markets in a world of instability and insecurity. We also discuss the recent short squeeze in nickel which ...
12 Mar 20221h 23min
ALO05: Better than Alpha ft. Chris Schelling
In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets a...
9 Mar 20221h 9min
SI182: Trend Following in Times of Crises ft. Rob Carver
Today Rob Carver joins me to discuss how the Trend Following world is reacting to the aweful situation in Ukraine and how it affects markets and volatility, discussing the moral aspects of trend follo...
5 Mar 20221h 25min
