SI214: Trend Following & CTA Replication ft. Andrew Beer
Today, we are joined by Andrew Beer, Managing Member at Dynamic Beta Investments LLC, for a conversation on managed futures replication, ETFs and how they have found a way to get these essential strat...
16 Loka 20221h 50min
IL08: Why The Best Quitters Win ft. Annie Duke
Today, Annie Duke, Author and former professional poker player, joins us for a conversation on learning under certainty and making better decisions in an uncertain world, based on her book, “Quit: The...
11 Loka 20221h 5min
SI213: Trend Following Records are being set in 2022? ft. Richard Brennan
Richard Brennan joins us for a weekly update on Trend Following, where we reflect on what might be the strongest year for Trend Following on record. We discuss the robustness of Trend Following and ho...
8 Loka 20221h 14min
GM25: A realtime account of going through "hell" in the markets ft. Michael Gayed
Today, we are joined by Michael Gayed, award winning Author and Portfolio Manager, for a real time account of what it's like to go through a challenging time in the markets. We discuss how Michael rei...
5 Loka 20221h
SI212: Trend Following in a Soft, Hard or No Landing ft. Alan Dunne
Today, Alan Dunne joins us for our weekly dose of Trend Following where we reflect on an eventful month of September and a good year for trend, so far. We discuss what causes trends and why we are sta...
1 Loka 202258min
GM24: The Real Cause of the Global Energy Crisis (Part 1) ft. Adam Rozencwajg
Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the c...
28 Syys 20221h 6min
SI211: A Trend Following Renaissance? ft. Mark Rzepczynski
Today, Mark Rzepczynsky joins after an intense week for central banks and global markets. We discuss how the current situation affects us as Trend Followers and the potential systemic risks in the fut...
25 Syys 20221h 5min
GM23: The Wars of Capital ft. Michael Howell
Today, we are joined by Michael Howell, Author and Managing Director of Crossborder Capital, for a conversation on how liquidity drives financial markets, based on his book, “Capital Wars: The Rise of...
21 Syys 20221h 10min
