TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management
Today, we are joined by Ryan O’ Grady, CEO and Co-Founder of ROW Asset Management, for a conversation on their all-weather, multi-strat approach to investing. We discuss the philosophy behind their tr...
30 Jan 20231h 13min
SI228: Are Markets Priced for Perfection? ft. Alan Dunne
Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the current macro environment and how it impact markets. We discuss how the apparent positivity in the markets m...
28 Jan 20231h 1min
TTU126: Trend Following + Something ft. Kevin Cole, CEO & CIO at Campbell & Co.
Today, we are joined by Kevin Cole, CEO and CIO at Campbell & Co, for a conversation on their approach to using trend following in their trading, with a focus on absolute return. We discuss their inve...
27 Jan 20231h 14min
IL12: How to Invest ft. David Rubenstein
Today, Kevin Coldiron is joined by the legendary David Rubenstein, Co-Founder and Co-Chairman of the Carlyle Group, philanthropist, historian and more, for a conversation on what we can learn from his...
25 Jan 202357min
TTU125: Trend Following vs Short Term ft. Michael Pomada, President & CEO at Crabel Capital Management
Today, we are joined by President and CEO of Crabel Capital Management, Michael Pomada, for a talk on their approach to trend following as well as short-term strategies. We discuss the trading philoso...
23 Jan 20231h 21min
SI227: Trend Following in an Uncertain World ft. Richard Brennan
Richard Brennan joins us for a weekly conversation on Trend Following, where we reflect on the new TopTradersUnplugged mini series and how the beginning of 2023 has been so far. We also take questions...
21 Jan 20231h 25min
TTU124: Trend Following with a Twist ft. Harold de Boer, Managing Director at Transtrend
Today, we are joined by Harold de Boer, Head of R&D and Managing Director at Transtrend, for a conversation on their unique approach to trend following. We discuss the investment philosophy at Transtr...
20 Jan 20231h 13min
GM32: Commodity Super Cycle in Full Force ft. Jeff Currie
In this episode, Cem and Niels are joined by Jeff Currie, Head of Commodities Research at Goldman Sachs, for a conversation on the shifts in global natural resources that we are witnessing right now. ...
18 Jan 20231h 3min
