TTU85: The Cycles of Financial Markets ft. David Gurwitz of Charles Nenner Research – 1of2

TTU85: The Cycles of Financial Markets ft. David Gurwitz of Charles Nenner Research – 1of2

This episode has a unique and interesting guest, the kind we rarely have on this show. David Gurwitz does not trade in the financial markets, but provides predictions and research to many firms, including some we have interviewed. He looks at the cycles in financial markets. Keep an open mind during this episode and see what you can learn about Charles Nenner’s research methods, the start of their research business, and what predictions they have been correct on and which ones they missed.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

  • How David explains what he does, and how this interview is different.
  • How he played semi-professional basketball in Spain before going into accounting.
  • How he met Charles Nenner.
  • How their business works and how cycles works.
  • How Charles has predicted crude oil drop in 2014.
  • What they look at when making their predictions.
  • How they do media appearances and how media has changed.
  • How they go about doing their research.
  • Why sunspots might affect the stock market shifts.
  • How different cultures are more open to the idea of cycles and their effect on the financial sector.
  • The predictions they’ve made in recent years on the Yen, Gold, and the Euro.
  • Why looking back at history can show interesting lessons.

-----


Resources & Links Mentioned in this Episode:


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to

Avsnitt(907)

IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts

In today’s episode we talk to Mark Roberts, founder of Off Wall Street, a legendary provider of short selling research to hedge funds. Seven months before Enron became the biggest bankruptcy in US cor...

25 Feb 1h 2min

SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

SI388: Peak Bubble? Why Markets Feel Different in 2026 ft. Mark Rzepczynski & Alan Dunne

Today Alan and Mark step back from the noise to examine a market environment that feels subtly but meaningfully different. From AI euphoria giving way to harder questions, to gold’s steady rise and a ...

21 Feb 1h 3min

GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen

GM97: Why Isn’t Anything Breaking? ft. Steen Jakobsen

The global order is shifting in plain sight. In this Global Macro conversation, Steen Jakobsen, inventor of the Outrages Predictions, joins Niels Kaastrup-Larsen and Alan Dunne to examine the slow gri...

18 Feb 53min

SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

Today, we examine a year that looked chaotic but felt familiar to trend followers. Gold surged, equities rotated globally, and non-US markets quietly gained momentum. Yet beneath strong returns lies a...

14 Feb 1h 13min

GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

A familiar portfolio map is being redrawn. Ian Harnett traces the regime shift from disinflation and reliable bond hedges to a world where inflation pressures linger, supply chains shorten, and capita...

11 Feb 1h 1min

SI386: When Position Sizing Saves You ft. Rob Carver

SI386: When Position Sizing Saves You ft. Rob Carver

Today, we are joined by Rob Carver to unpack one of the most volatile weeks seen in commodity markets in years. The conversation centers on silver’s sharp rise and sudden collapse, using it as a case ...

7 Feb 1h 8min

UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

UGO09: Playing the Players in a Narrative Market ft. Ben Hunt

Cem Karsan sits down with Ben Hunt, founder of Epsilon Theory, to explore how narratives shape markets, politics, and decision making itself. Drawing on decades of experience across academia, hedge fu...

4 Feb 1h 1min

SI385: When Volatility Becomes the Signal ft. Katy Kaminski

SI385: When Volatility Becomes the Signal ft. Katy Kaminski

Katy Kaminski joins us to assess the early signals shaping markets in 2026. The conversation explores the resurgence of commodity trends, the role of volatility estimation, and why diversification acr...

31 Jan 1h 4min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
fill-or-kill
lastbilspodden
bathina-en-podcast
borsmorgon
rss-inga-dumma-fragor-om-pengar
24fragor
rss-dagen-med-di
dynastin
rss-kort-lang-analyspodden-fran-di
tabberaset
loungepodden
rikatillsammans-om-privatekonomi-rikedom-i-livet