SI349: Navigating the Age of Uncertainty with Trend Following ft. Mark Rzepczynski
In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves without conviction, and political intervention kee...
24 Touko 20251h 6min
GM82: The Surprising Success of the U.S. Economy ft. Elroy Dimson & Kiran Ganesh
America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yea...
21 Touko 20251h 3min
SI348: The Quiet Cost of Overfitting ft. Andrew Beer
Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Niels explore a deeper question: has the strategy evo...
17 Touko 20251h 15min
UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco
What if the volatility we’re seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim Bianco to unpack the forces reshaping the market and...
13 Touko 20251h 3min
SI347: Stagflation, Storytelling, and the Search for a New Hero ft. Cem Karsan
Today Cem and Niels dissect a world quietly shifting beneath our feet.As markets hum along, Cem explains why the real story lies beneath the surface: a structural liquidity drain, a creeping stagflati...
10 Touko 20251h 7min
GM81: What If Everything You Believe About Markets Is Wrong? ft. Demetri Kofinas
What if the biggest risk in markets today isn’t volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and thought-provoking episode, Demetri Kofinas joins C...
7 Touko 20251h 3min
SI346: Is the Trend Still Your Friend ft. Rob Carver
This episode is all about understanding the nuances of trend-following and how current market dynamics are shaking things up. Together with Rob Carver, we discuss the turbulence that hit financial mar...
3 Touko 20251h 9min
IL38: Our Dollar, Your Problem ft. Kenneth Rogoff
What if the most dangerous thing in the global economy isn’t a shock — but the quiet collapse of the frameworks we still rely on?In this rare, unfiltered conversation, Kenneth Rogoff — Harvard profess...
30 Huhti 20251h 11min
