SI398: Navigating a VUCA World ft. Mark Rzepczynski
Today, we explore what it means to invest in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA). We discuss why geopolitical shocks... especially supply-driven ones... are cr...
2 Maj 1h 7min
IL48: The Misunderstood Economics of Africa ft. Joe Studwell
In this episode Kevin Coldiron is joined by bestselling author Joe Studwell who speaks about his new book How Africa Works: Success and Failure on the World’s Last Development Frontier. We discuss why...
29 Apr 1h
SI397: The Market Isn’t Free Anymore, It’s Being Managed ft. Cem Karsan
Today Cem Karsan and Niels Kaastrup-Larsen examine a market environment where politics, geopolitics and liquidity are becoming harder to separate. Cem argues that recent market strength is not just a ...
25 Apr 1h 11min
UGO11: Fiscal Dominance, Dollar Power, and the Politics Driving Markets ft. Lyn Alden
Today, Cem Karsan sits down with Lyn Alden for a wide-ranging conversation on the forces quietly shaping markets beneath the surface. From the persistence of fiscal dominance to the role of populism, ...
22 Apr 1h 11min
SI396: Markets Look Calm… But Are They? ft. Rob Carver
Today, Rob Carver joins us to reflect on a market environment that appears calm on the surface but feels increasingly fragile underneath. From oil market distortions and muted reactions to geopolitica...
18 Apr 1h 20min
TTU152: Where is the Open? ft. Toby Crabel
Markets are not stable systems. They evolve, adapt, and quietly erode the edges traders rely on. In this episode, Toby Crabel reflects on decades of experience navigating that reality, from the early ...
15 Apr 1h 5min
SI395: Finding Alpha in the Strait of Chaos ft. Andrew Beer
Markets are currently being shaped by geopolitical uncertainty, rapid technological change, and shifting investor behavior. In this episode, Andrew and Niels explore how these forces are influencing t...
11 Apr 1h 16min
OI21: The Hidden Edge in Markets No One Is Trading ft. Tom Babbedge
What if the real edge in markets is not in adding more assets, but in choosing fundamentally different ones? In this episode, Moritz Siebert speaks with Tom Babbedge about why alternative commodity ma...
8 Apr 47min
