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
IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder
In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to...
31 Jul 202457min
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
