GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave
Today we are joined by Louis-Vincent Gave of Gavekal Research for a fascinating discussion on the key global macro trends impacting markets. Louis outlines his case for why the consensus is wrong to e...
5 Heinä 20231h 3min
SI250: Tour de Volatility ft. Cem Karsan
Cem Karsan joins me for a tour of the current volatility and macro environment, where we take a deep dive into where markets and economy are heading. We discuss the potential of the economy going into...
1 Heinä 20231h
GAL02: The Blind Spot of AI & UAPs ft. Izabella Kaminska & Dario Garcia Garner
There are few instincts sharper than those of a talented journalist. Izabella Kaminska, founder and editor of The Blind Spot, and her colleague Dario Garcia Giner have those instincts in spades. While...
28 Kesä 20231h 15min
SI249: Unfulfilled Expectations in 1st Half of 2023 ft. Mark Rzepczynski
Today, Mark Rzepczynsky joins me to discuss momentum gap and why momentum is a core component of all markets, the concept of "stretch" and when to enter and exit trades at the right time, dislocations...
24 Kesä 20231h 4min
GAL01: Galactic Macro...The New Investment Frontier ft. Jay Anderson
2023 is a year for the record books as world changing technologies such as AI once believed to be science fiction become science fact. The most exotic technologies, however, are thought to be related ...
21 Kesä 20231h 18min
SI248: Trend Following, AI & Mastering Risk Management ft. Alan Dunne
Alan Dunne returns to the show following a busy week of Fed action and economic activity. We discuss how technology like artificial intelligence impacts the economy and investors, both currently and i...
17 Kesä 20231h 5min
GM45: A Geopolitical Mosh Pit ft. Michael Kao
As has become clear in the past couple of years, the interconnection between Macro Economics and Geo-Politics is stronger today than ever before in our lifetime. And who better to explain this mosh pi...
14 Kesä 202359min
SI247: What is Smart Diversification? ft. Nick Baltas
Today, Nick Baltas return to the show for a look at some recent published research papers by our friends over at Quantica and AQR. Despite our technical difficulties with my audio and notes...we discu...
10 Kesä 20231h 9min
