SI219: The Impact of Secular Inflation ft. Cem Karsan
Today, Cem Karsan joins us for our weekly conversation on Volatility & Trend Following, where we discuss the inverted yield curve and how to protect yourself against secular inflation, how Cem foresee...
19 Nov 20221h 10min
GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt
Today, we are joined by Simon Hunt, who has decades of experience in the copper industry, for a conversation on the state of the global macro environment, both currently and in the years to come. We d...
16 Nov 202248min
SI218: Trend Following to the Rescue ft. Richard Brennan
Richard Brennan joins us for a very important conversation on Trend Following, where we reflect on the FTX crypto collapse and CPI melt-up. We discuss how the outlook of inflation is changing and how ...
12 Nov 20221h 22min
TTU121: Trend Following... from Optional to Essential ft. Nick Baltas
Today, Niels and Rob are joined by Nick Baltas, Managing Director at Goldman Sachs, for a conversation on systematic investment strategies. We discuss the difference between a number of systematic tra...
9 Nov 20221h 13min
SI217: Finding the Optimal Trend Following Allocation ft. Rob Carver
Today, Rob Carver joins us for our weekly conversation on Trend Following, where we also address this week's press conference held by Chairman Powell. We discuss the most optimal time period for trend...
6 Nov 20221h 9min
GM27: Central Banks were Warned about their Failed Policies ft. William White
Today, we are joined by William White, Economist, Policy Advisor and Policy Maker who worked at the OECD, BIS & Bank of Canada, for a conversation on monetary policy and how it can negatively impact t...
2 Nov 20221h 27min
SI216: A New Era for Trend Following? ft. Alan Dunne
Today, Alan Dunne joins us for a weekly dose of Trend Following where we reflect on an eventful week, with Elon Musk taking over Twitter, the META stock taking a big hit and much more. We discuss how ...
29 Okt 202257min
GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg
Today, we have the pleasure of having Adam Rozencwajg back for another conversation on the global energy crisis, this time primarily focusing on the demand side of the crisis. We discuss oil reserves,...
26 Okt 202252min
