SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan
Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem argues that recent market strength is not just a ...
25 Huhti 1h 11min
UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden
Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persistence of fiscal dominance to the role of populism, ...
22 Huhti 1h 11min
SI396: Markets Look Calm… But Are They? ft. Rob Carver
Today, Rob Carver joins us to reflect on a market environment that appears calm on the surface but feels increasingly fragile underneath. From oil market distortions and muted reactions to geopolitica...
18 Huhti 1h 20min
TTU152: Where is the Open? ft. Toby Crabel
Markets are not stable systems. They evolve, adapt, and quietly erode the edges traders rely on. In this episode, Toby Crabel reflects on decades of experience navigating that reality, from the early ...
15 Huhti 1h 5min
SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer
Markets are currently being shaped by geopolitical uncertainty, rapid technological change, and shifting investor behavior. In this episode, Andrew and Niels explore how these forces are influencing t...
11 Huhti 1h 16min
OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge
What if the real edge in markets is not in adding more assets, but in choosing fundamentally different ones? In this episode, Moritz Siebert speaks with Tom Babbedge about why alternative commodity ma...
8 Huhti 47min
SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore
Markets rarely offer clarity when it matters most. In this episode, together with Katy Kaminski and Harry Moore, we reflect on a first quarter defined by sharp reversals, energy shocks, and rising dis...
4 Huhti 1h 13min
GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater
What happens when confidence fades and power becomes concentrated in fewer hands? Together with Peter Atwater we explore a world dividing along lines of control and vulnerability. From geopolitical co...
1 Huhti 1h 13min
