SI255: A Treasury Tsunami & Slow Burning Minsky Moments ft. Alan Dunne
Today, I'm joined by Alan Dunne to discuss the ‘treasury tsunami’ and the current challenges that the economy faces, the state of the Japanese and Chinese economy and the fear of ‘Japanification’, wha...
5 Aug 20231h 10min
GAL04: Expanding Your Consciousness and Reality ft. Mark Gober
Do you ever have that feeling someone is staring at you? You turn around and find someone looking at you. What causes that? We get the answer in this episode of our Galactic Macro series as we sit dow...
2 Aug 20231h 3min
TTU145: All In on Trend Following ft. Jerry Parker, Founder of Chesapeake Capital
Jerry Parker, Founder of Chesapeake Capital is perhaps the most successful of the famous group of Turtles, and today we discuss what he has learned from his 40+ years love affair with Trend Following,...
31 Jul 20231h 9min
SI254: Does Trend Following Single Stocks Make Sense? ft. Nick Baltas
Nick Baltas returns to discuss single stock trend momentum dynamics and more. With his usual academic elegance, Nick dives into Portfolio Construction and Risk Management, Static vs. Dynamic positioni...
29 Jul 20231h 2min
ALO15: Exploring Today's Investment Opportunities ft. Christopher Zook
Christopher Zook, Founder, Chairman and CIO of CAZ Investments joins us for fascinating and thought-provoking conversation on the outlook for the economy and the investment opportunities in current ma...
26 Jul 20231h 7min
SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker
Today, we are joined by Andrew Beer and Jerry Parker for a fascinating conversation about the different approches to trend following within the ETF landscape. We discuss what the role trend following ...
22 Jul 20231h 14min
GAL03: Global Conflicts and the Trajectory of Humanity ft. Dr. Paul Sullivan
When it comes to global conflict and understanding the limits of Earth's resources the man to turn to is Dr. Paul Sullivan. Paul is a seasoned professor that has taught at several of the world's leadi...
19 Jul 20231h 19min
SI252: From Crypto Sceptic to Crypto Adviser ft. Rob Carver
Rob Carver joins me to reveal some surprising news about his new “job”. We discuss portfolio optimization and why you should be concerned about certain types optimization techniques, why Rob believes ...
15 Jul 20231h 7min
