
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 Elo 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 Elo 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 Elo 20201h 6min

GM07: The father of the Yield-Curve indicator ft. Campbell Harvey
In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. Cam served...
19 Elo 20201h 9min

SI101: Howard Mark’s comments on managing risk and market cycles ft. Moritz Seibert
In this episode, we discuss the danger of financial products such as the Daily 3x Inverse Natural Gas ETN, the potential end of the 2020 bull market in stocks, Howard Mark’s recent quotes on managing ...
17 Elo 202059min

SI100: How to filter your trades and staying unemotional ft. Jerry Parker
In this special anniversary edition of the Systematic Investor podcast, Jerry Parker joins us on the show to discuss why removing as many filters as possible may be beneficial to your trading system, ...
9 Elo 20201h 6min

GM06: The hidden danger of Passive Investing ft. Michael Green
In today’s episode, we are joined by Michael Green. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he has become well known because of his work on the shi...
4 Elo 20201h 1min

SI99: Trend Following on ETFs and how to safely invest more aggressively in stocks ft. Moritz Seibert
In today’s show, we discuss why a great defence is necessary for great portfolios, Trend Following on ETFs, why liquidity is often an under-appreciated factor when choosing markets, why you need to in...
3 Elo 202053min






















