VOL10: Why We All Need Volatility ft. Cem Karsan
Hari Krishnan is joined today by Cem Karsan, to discuss feedback loops across different markets, the decision to manage outside money, how institutions make trading decisions, the global macro effects...
2 Feb 20221h 22min
SI177: The Value of Price ft. Mark Rzepczynski
Mark Rzepczynski joins us today to discuss how Federal Reserve policy affects the Trend Following environment, the benefits of scaling into and out of positions, Howard Marks’ opinion on the value of ...
30 Jan 20221h 16min
VOL09: The Magical Properties of Money ft. David Orrell
Hari Krishnan is joined today by David Orrell, to discuss the problems with using physics analogies on financial markets, the cause and effects of price impacts, David’s new book: ‘Money, Magic, and H...
26 Jan 20221h 5min
SI176: The Origin of Outliers ft. Richard Brennan
Richard Brennan joins us this week to discuss how to spot potential outlier trades before they occur, the power of simple trading rules over complexity, why endogenous events move markets 90% of the t...
23 Jan 20221h 28min
VOL08: Adaptation To Change ft. Jean-Philippe Bouchaud
Hari Krishnan is joined today by Co-Founder & Chairman of Capital Fund Management (CFM) Jean-Philippe Bouchaud, to discuss how news drive price action, and some of the science behind the large price m...
19 Jan 20221h 2min
SI175: A Winning Approach to Risk ft. Rob Carver
Rob Carver joins us today to discuss the different ways that Trend Following is perceived by investors, the optimum amount of positions to trade at once, rating the riskiness of various investment str...
16 Jan 20221h 26min
VOL07: Participate & Protect ft. Dave Dredge
Hari Krishnan is joined today by Dave Dredge, to discuss how long-volatility strategies can improve on the traditional 60/40 portfolio, the concept of ‘participate and protect’, the importance of unde...
12 Jan 20221h 6min
SI174: The Future of Trend Following ft. Alan Dunne
Today, Alan Dunne joins us to discuss what the future could look like without central bank liquidity being pumped into the markets, macro versus quantitative trading approaches, how to avoid crowded s...
10 Jan 20221h 6min
