SI305: Building A Hedge Fund Allocation ft. Alan Dunne
Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and markets. Alan also shares his advice for allocator l...
19 Heinä 20241h 2min
GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlook and monetary policy. Posen explains why he belie...
17 Heinä 20241h 2min
SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson
Today, we are joined by our special guest, Graham Robertson who is Partner and Head of Client Portfolio Management at Man AHL, for a wide-ranging conversation about trend following. We discuss how tre...
13 Heinä 20241h 7min
OI09: The Key to Trend Following Success ft. Cole Wilcox
In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to lo...
10 Heinä 202449min
SI303: The Unstoppable Volpocalypse ft. Cem Karsan & Alan Dunne
Cem Karsan joins Alan Dunne in this week’s episode to discuss global macro developments and key events to monitor in the coming months. They explore the shifting market microstructure and how volatili...
6 Heinä 20241h 1min
GM64: Why the Economy is Vulnerable to Recession ft. Claudia Sahm
Alan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market...
3 Heinä 202457min
SI302: The Negative Crisis Beta and CTA's Hidden Market Timing Skills ft. Nick Baltas
This week, Alan Dunne chats with Nick Baltas about CTAs' negative crisis beta and their hidden market timing skills. Nick and Alan tackle the question of how to build an effective trend-following prog...
29 Kesä 20241h 7min
GM63: War Without Rules ft. General Robert Spalding
Join us as Cem Karsan and I explore China's plan for global dominance with retired General Robert Spalding, author of "War Without Rules." General Spalding discusses the rising tensions between China ...
26 Kesä 20241h 17min
