ALO05: Better than Alpha ft. Chris Schelling
In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets a...
9 Mars 20221h 9min
SI182: Trend Following in Times of Crises ft. Rob Carver
Today Rob Carver joins me to discuss how the Trend Following world is reacting to the aweful situation in Ukraine and how it affects markets and volatility, discussing the moral aspects of trend follo...
5 Mars 20221h 25min
ALO04: Insights from the Queens Bank CIO ft. Alan Higgins
On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today’s environment, Alan’...
2 Mars 20221h 3min
SI181: The Power of Trend Following ft. Richard Brennan
Richard Brennan joins us today to discuss the power of Trend Following during periods of heightened uncertainty, Trend Following applied to the ESG space, how endogenous price shocks cause longer-term...
27 Feb 20221h 23min
ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton
Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for i...
23 Feb 20221h 3min
SI180: Data Versus Stories & The "Moscow Rules" ft. Mark Rzepczynski
Mark Rzepczynski joins us today to discuss Trend Following versus Momentum strategies, the need to be humble about making economic forecasts, how Central Bank policies affect Trend Following performan...
20 Feb 20221h 17min
ALO02: Properly Diversifying a $1.6Trillion Portfolio ft. Sebastien Page
Alan Dunne is joined today by Sebastien Page to discuss how price shocks affect correlations, approaches to strategic asset allocation, how to position portfolios for the years ahead, the current outl...
16 Feb 20221h 16min
SI179: A New Golden Era for Trend Followers ft. Alan Dunne
Today, Alan Dunne joins me to discuss how the change of tone from central banks can affect markets globally, Trend Following in a rising interest rate environment, the case for and against including c...
12 Feb 20221h 4min
