SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan
In this episode, we are joined by Richard Brennan to discuss why now is the time to step up your trend following allocation. Rich challenges Andrew Beer’s conclusion that a 3% allocation to trend foll...
13 Apr 20241h 9min
TTU146: The value of Unpredictable Alpha ft. Anthony Todd
Today, we are delighted to be joined by Anthony Todd, Co-Founder & CEO of Aspect Capital, for an insightful discussion on the role of systematic trading and trend following in today’s economy. We also...
10 Apr 20241h 11min
SI290: Honey, I Shrunk the Trend Following ft. Andrew Beer
Today, we are joined by Andrew Beer to discuss why the current surge in Cocoa prices really is a big deal for our industry, but how CTAs have been selling it this year, against many main stream media ...
6 Apr 20241h 15min
ALO22: Finding an Absolute Return Solution for a C$11BN Pension Plan ft. Christophe L'Ahelec
Christophe L’Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension p...
3 Apr 202456min
SI289: Kahneman, Trend Following & Cocoa ft. Mark Rzepczynski
Mark Rzepczynski joins us to remember one of the most important people within modern-day finance, author and psychologist, Daniel Kahneman, and the impact he had on our industry. We also discuss how i...
30 Mar 20241h 6min
OI07: The Evolution of Short-Term Trading ft. Tony Kaiser
In this episode, Moritz Seibert is joined by Tony Kaiser, the CEO and founder of Kaiser Trading, a short-term systematic fund based in Melbourne, Australia. Tony speaks about his start in the late 199...
27 Mar 202458min
SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne
Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diverging signals from Central Banks. We debate the poss...
23 Mar 202459min
OI6: A Fundamental Approach to Commodities ft. Ricardo Leiman & Pedro Marion
In this episode, Moritz Seibert is joined by Ricardo Leiman and Pedro Marion from KLI Asset Management, a UK-based commodities-focused hedge fund. Ricardo and Pedro explain why KLI’s trading approach ...
20 Mar 202445min
