SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer
Markets are currently being shaped by geopolitical uncertainty, rapid technological change, and shifting investor behavior. In this episode, Andrew and Niels explore how these forces are influencing t...
11 Apr 1h 16min
OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge
What if the real edge in markets is not in adding more assets, but in choosing fundamentally different ones? In this episode, Moritz Siebert speaks with Tom Babbedge about why alternative commodity ma...
8 Apr 47min
SI394: The Quarter That Tested Every Trend Follower ft. Katy Kaminski & Harry Moore
Markets rarely offer clarity when it matters most. In this episode, together with Katy Kaminski and Harry Moore, we reflect on a first quarter defined by sharp reversals, energy shocks, and rising dis...
4 Apr 1h 13min
GM98: Powerlessness Is Rising and Nobody Is Ready ft. Peter Atwater
What happens when confidence fades and power becomes concentrated in fewer hands? Together with Peter Atwater we explore a world dividing along lines of control and vulnerability. From geopolitical co...
1 Apr 1h 13min
SI393: The Illusion of Control in Modern Markets ft. Yoav Git
Markets often appear logical in hindsight, yet behave unpredictably in real time. In this episode, Niels and Yoav explore how recent events, from geopolitical shocks to shifting narratives, reveal the...
28 Mar 1h 5min
IL47: The AI Revolution That Will Redefine What It Means to Be Human ft. Craig Mundie
In today’s episode we talk to Craig Mundie, formerly the Chief Technical Officer at Microsoft and a leading advocate for responsible development of artificial intelligence. He joins Kevin Coldiron to ...
25 Mar 1h
SI392: The Hidden Cracks in Systematic Strategies No One Talks About ft. Nick Baltas
Markets have shifted quickly in 2026, forcing systematic investors to reassess what is signal and what is noise. In this episode, Niels and Nick explore recent drawdowns, volatility in commodities, an...
21 Mar 1h 4min
ALO34: Building an Asset Owner Mindset in Modern Pension Investing ft. Dan Mikulskis
In this episode, Alan Dunne speaks with Dan Mikulskis, CIO of People’s Partnership, about the evolution of large pension funds and what it means to think like an asset owner. Managing over £40 billion...
18 Mar 1h 8min
