SI237: Trend Following During March Madness ft. Richard Brennan
Join us for an eye-opening conversation with Richard Brennan, as we explore the world of trend following and delve deep into the unusual moves in fixed income markets and its impact on trend following...
2 Apr 20231h 15min
IL15: Preparing for a De-Globalized World ft. Rana Foroohar
Join us for a thought-provoking conversation with Rana Foroohar, global business columnist and author of "Homecoming: The Path to Prosperity in a Post Global World". In this episode, Rana discusses th...
29 Mar 20231h
TTU140: Why Trend Following is Smart Diversification ft. Bruno Gmür, Founder of Quantica
Get ready for an engaging conversation with Bruno Gmür, the Founder and CIO of Quantica Capital, as we explore their unique approach to systematic diversified trend following. Join us as we dive into ...
27 Mar 20231h 20min
SI236: New Opportunities in Volatility Trading ft. Cem Karsan
Join us for an insightful conversation with Cem Karsan as he sheds light on the current financial landscape, from the recent banking crashes to Central Bank Rate Hikes and Geo-Political developments. ...
25 Mar 20231h 4min
IL14: Is India Broken? - The Dangerous Equilibrium of Indian Society ft. Ashoka Mody
This is an episode for those who want to hear an alternative view of the world's largest country. McKinsey has said we are living in the “Indian Century”. Morgan Stanley believes 20 percent of global ...
22 Mar 20231h 4min
TTU139: The Benefits of Alternative Markets ft. Simon Judes, Co-CIO at Winton
Today, we are joined by Simon Judes, Co-CIO at Winton for a conversation on how they use quantitative investment strategies and statistical research to generate alpha. We discuss how the characterizat...
20 Mar 20231h 13min
SI235: Trend Following's Reaction to SVB Collapse ft. Mark Rzepczynski
Today, Mark Rzepczynsky is back with us, following a tense week with the collapse of Silicon Valley Bank and a few other bank emergencies. We discuss how we are in a period that Mark calls “the great ...
19 Mar 20231h 16min
GM37: SPR - The Federal Reserve of Oil ft. Rory Johnston
Today we are re-joined by Rory Johnston, founder of Commodity Context, a physical commodities research firm based in Toronto, Canada. We cover the SPR (Strategic Petroleum Reserve) that has been activ...
15 Mar 20231h 14min
