SI106: Ray Dalio's underwhelming 2020 performance and the FED ft. Moritz Seibert
Today, we discuss the Federal Reserve’s current inflation targets, whether it is ok for systematic managers to turn off their systems during periods of high volatility & uncertainty, the looming quest...
18 Sep 202058min
SI105: TESLA & How paper trading can dramatically differ to live trading ft. Moritz Seibert
On today’s show, we discuss Tesla’s threat to the current giants of European car manufacturing, how paper trading can dramatically differ to live trading, the drawbacks of Systematic Investing through...
13 Sep 202052min
GM10: MMT, Global Warming and the Uniqueness of the 2020 Crisis ft. Steve Keen
We are extremely honoured to welcome Steve Keen, the legendary Australian economist, to our podcast today. Steve is one of the leading critics of mainstream economics, and in our conversation provided...
9 Sep 20201h 4min
SI104: Inconvenient truths about Trend Following ft. Roberto Osorio
Today, we’re delighted to welcome Roberto Osorio, Vice President, Trading Systems at DUNN Capital, onto the show. Niels pitches Roberto some of our most fiercely debated topics so far, such as the opt...
7 Sep 202059min
SI103: FED's Powell, Dave Portnoy and the potential Bond market bubble ft. Robert Carver
Rob Carver returns to the show this week to discuss Jerome Powell’s comments at Jackson Hole, the potential Bond market bubble that very few are talking about, the sweet-spot for Trend Following fund ...
31 Aug 20201h 26min
GM09: Mistakes from the past to guide us forward ft. Lyn Alden
We are very pleased to welcome Lyn Alden to the studio today, the founder of Lyn Alden investment strategy. Lyn is from an engineering background, and hence, as you might expect, brings a logical and ...
26 Aug 20201h 1min
SI102: TESLA and the famous Tech Bubble ft. Moritz Seibert
This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the ...
23 Aug 202053min
GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco
In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and...
21 Aug 20201h 6min
