GM43: On the Verge of Recession ft. David Rosenberg
Join us for a thought-provoking conversation with David Rosenberg of Rosenberg Research as we discuss the global macro outlook and why David believes the US economy is on the verge of recession. We ex...
24 Mai 20231h 6min
TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors
Join us as we sit down with Brian Proctor, Managing Director at EMC Capital Advisors, for an insightful conversation on the evolution of their trading methodology since the early days of the Turtle Pr...
22 Mai 20231h 7min
SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
Richard Brennan returns to discuss the idea of applying trend following on a shorter term time frame and why this might not make sense, the most optimal solutions for selecting managers, how to best a...
20 Mai 202358min
GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
If you're curious about the state of natural resources in today's market, this episode is for you. Our guest Adam Rozencwajg shares his insights on a wide range of topics when it comes to the global c...
17 Mai 20231h 18min
SI243: Sell in May and Go Away...Really ft. Cem Karsan
Join us for a conversation with Cem Karsan, where we discuss the likelihood of the US economy going into stagflation and how we are at an interesting inflection point in terms of market risk as we hea...
13 Mai 20231h 7min
IL17: The Dangers to Democracy ft. Martin Wolf
This episode features a discussion with Martin Wolf, the FT’s Chief Economics Commentator and “the world’s preeminent financial journalist”. Wolf’s new book The Crisis of Democratic Capitalism explain...
10 Mai 202354min
SI242: How to Detect when the Trend Changes ft. Mark Rzepczynski
Today I'm joined by Mark Rzepczynsky following the quarterly meeting of the TBAC in a week where the FED also raised interest rates. We discuss the concept of inertia and how it can be applied to econ...
6 Mai 20231h 8min
GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello
If you liked last week’s Global Macro conversation with Cem Karsan you are going to LOVE this epic Macro debate as he and Alfonso Peccatiello, aka MacroAlf, go head to head on the most pressing topics...
3 Mai 20231h 19min
