GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg
Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg a...
5 Mars 20251h 19min
SI337: How Best to "Replicate" Managed Futures Returns ft. Katy Kaminski
In this episode, Katy Kaminski helps us explore the latest trends in managed futures and how different approaches to replication can impact performance and correlation. We explore the pros and cons of...
1 Mars 20251h 3min
IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman
Our guest on this episode is Edward Fishman, a world expert on the modern art of economic warfare. Edward is author of the new book Chokepoints: American Power In The Age of Economic Warfare. He cur...
26 Feb 20251h 1min
SI336: How to Invest in Turbulent Times? ft. Graham Robertson
With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we explore why an adaptive approach is crucial for naviga...
22 Feb 20251h 3min
OI14: Behind the Scenes of a Crypto Hedge Fund ft. Michael Hall & Anatoly Crachlilov
In this episode, Moritz Seibert speaks with Anatoly Crachilov and Michaell Hall from Nickel Digital, a prominent London-based crypto hedge fund. Anatoly (CEO) and Michael (CIO) founded the company in ...
19 Feb 20251h 7min
SI335: Trend Following or Mean Reversion: What Works Best When? ft. Rob Carver
Join us for a fascinating and in-depth conversation with Rob Carver, where we’ll discuss the current state of gold, the impact of rising borrowing costs on futures pricing, and how these elements inte...
15 Feb 20251h 24min
ALO28: Why Hedge Funds Still Matter ft. Alexander de Bruin
In this episode, Alexander de Bruin, Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting managers and building portfolios of alternatives. Alex...
12 Feb 20251h
SI334: Why Quants Might Be Your Best Bet ft. Nick Baltas
Together with Nick Baltas, we're diving deep into systematic investing to discuss why strategies like trend following is a hidden gem in the current (crazy) economic and geo-political landscape. We to...
8 Feb 202558min
