GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann
In this episode, Cem and I welcome Christian Mueller Glissman back on the show, and together, we tackle the intricacies of capital allocation in 2024, particularly amid the pivotal elections we expect...
1 Mai 20241h 5min
SI293: Market Outlook for the Rest of 2024 & EOY S&P500 level ft. Cem Karsan
Today, I'm joined by Cem Karsan to discuss how speculations in markets affect the economy and Cem presents his view on the current state of global macro as well as a forecast for the rest of the year....
27 Apr 202458min
GM59: The Geopolitical Tug-of-War: Russia, China & the West ft. Marko Papic
Join us for an eye-opening discussion on global power dynamics with geopolitics expert Marko Papic, alongside Cem Karsan and myself, where we dive deep into the ongoing tug-of-war between the West, ...
24 Apr 20241h 6min
SI292: Is Cocoa becoming Too Hot for Trend Followers? ft. Rob Carver
Today, Rob Carver joins me to answer questions about MatLab as a backtesting tool, why you should be careful to apply trend following in crypto and what Rob think about seasonality and relative value ...
20 Apr 20241h 1min
IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer
In this episode Peter Oppenheimer, Chief Global Strategist and Head of Macro Research in Europe for Goldman Sachs joins us to discuss his new book Any Happy Returns: Structural Changes and Super Cycle...
17 Apr 202457min
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
