SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski
Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and why we are seeing a decline in concern for inflation...
27 Jul 20241h 6min
GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector ...
24 Jul 20241h 6min
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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 202457min
