SI301: The AI Hype within Investing...a Step Too Far? ft. Rob Carver
Today, Rob Carver shares his insights on buying put options as a tail risk strategy and how trend following can also play a part in tail risk protection...but perhaps not they way some investors may t...
22 Kesä 20241h 6min
OI08: Trend Following...Austrian Style ft. Michael Neubauer & Joseph Waldstein from SMN
In this episode, Moritz Seibert speaks with Michael Neubauer and Joseph Waldstein from SMN Investment Services, a Vienna, Austria-based systematic trend following manager with a 28-year track record. ...
19 Kesä 202451min
SI300: Finding the Optimal Trend Following Rules ft. Richard Brennan
Together with Richard Brennan, we discuss the optimal way of doing trend following and how to find the optimal set of rules to use in different market regimes, how to examine market states through Mar...
15 Kesä 202457min
IL27: Unlocking the Secrets of Great Communication ft. Charles Duhigg
In this episode, we speak with Charles Duhigg, a renowned author and writer for The New Yorker, who won the 2013 Pulitzer Prize for exploratory journalism. His book, "The Power of Habit," spent three ...
12 Kesä 202456min
SI299: Sharing the Trend Following Pie ft. Andrew Beer
Today, we are joined by Andrew Beer where we discuss the outlook for inflation and why Andrew believes there is an existential crisis in macro economic modelling. We then touch on the question "if tre...
8 Kesä 20241h 9min
GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott
Today, Cem and I welcome Bob Elliott, the founder of Unlimited Funds and former right-hand man to Ray Dalio at Bridgewater. Bob shares what he learned from his decade at Bridgewater and discusses the ...
5 Kesä 20241h 4min
SI298: The Trend Following ETF Revolution ft. Katy Kaminski
Together with Katy Kaminski, we dive deep into the ETF space to better understand how you can utilize a new wave of ETFs as an investor. Katy describes the transition many Trend Following managers hav...
1 Kesä 202459min
GM61: The New Politics: Neoliberal Decline and Authoritarian Rise ft. Gary Gerstle
Join Alan Dunne in conversation with Gary Gerstle, Professor of American History at the University of Cambridge and author of "The Rise and Fall of The Neoliberal Order", as they delve into the shifti...
29 Touko 20241h 7min
