GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin
Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US economy will soon enter recession and the S&P 500 will fa...
28 Aug 20241h 1min
SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan
Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about periods of volatility. We also discuss why backtest...
24 Aug 20241h 3min
IL29: Technology: The Economic Dynamite ft. Mark Mills
In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark was a guest on the sh...
21 Aug 20241h
SI309: Bonds Behaving Badly ft. Katy Kaminski
Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a change in investors’ behaviour. We dive deep into the interconnection between inflation, bonds and v...
17 Aug 202458min
ALO25: Master Your Hedge Fund Allocation ft. John Jackson
Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional c...
14 Aug 20241h 4min
SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas
Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers. We discuss how trend following strategies had alre...
10 Aug 20241h 5min
GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fascinating and thought-provoking discussion on curre...
7 Aug 20241h 5min
SI307: The Unpinning of Volatility & How to Prepare for What is Coming ft. Cem Karsan
Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio for the unpinning of volatility which we are experie...
3 Aug 20241h 7min
