GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco
In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and...
21 Aug 20201h 6min
GM07: The father of the Yield-Curve indicator ft. Campbell Harvey
In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. Cam served...
19 Aug 20201h 9min
SI101: Howard Mark’s comments on managing risk and market cycles ft. Moritz Seibert
In this episode, we discuss the danger of financial products such as the Daily 3x Inverse Natural Gas ETN, the potential end of the 2020 bull market in stocks, Howard Mark’s recent quotes on managing ...
17 Aug 202059min
SI100: How to filter your trades and staying unemotional ft. Jerry Parker
In this special anniversary edition of the Systematic Investor podcast, Jerry Parker joins us on the show to discuss why removing as many filters as possible may be beneficial to your trading system, ...
9 Aug 20201h 6min
GM06: The hidden danger of Passive Investing ft. Michael Green
In today’s episode, we are joined by Michael Green. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he has become well known because of his work on the shi...
4 Aug 20201h 1min
SI99: Trend Following on ETFs and how to safely invest more aggressively in stocks ft. Moritz Seibert
In today’s show, we discuss why a great defence is necessary for great portfolios, Trend Following on ETFs, why liquidity is often an under-appreciated factor when choosing markets, why you need to in...
3 Aug 202053min
GM05: FEDs reaction to the Global Pandemic ft. Danielle DiMartino Booth
Our guest today is Danielle DiMartino Booth, CEO and chief strategist for Quill intelligence. One of the major themes of our podcast series so far has been the reactions of central banks to the global...
28 Jul 20201h 1min
SI98: The secret to John. W. Henry's (owner of Liverpool FC and Boston Red Sox) success ft. Mark Rzepczynski
Today, we’re delighted to welcome Mark Rzepczynski onto the show to discuss his time working with John W. Henry and what J. W. Henry’s ‘secret weapon’ was, the most effective way to gain downside prot...
26 Jul 20201h 23min
