GM 78: The Market Risk Nobody’s Watching ft. Dave Dredge & Cem Karsan
Today, we take you into the complexities of the current financial landscape, emphasizing the crucial theme of positioning in an environment marked by rising interest rates and shifting market dynamics...
22 Jan 20251h 31min
SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne
Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a particular focus on the German economy's challenges, w...
18 Jan 20251h 5min
OI13: The Art of Continuous Trading: Mastering Market Dynamics ft. Bill Gebhardt
Bill Gebhardt from 10Dynamics discusses the intriguing intersection of market efficiency and systematic trading strategies. He emphasizes the idea that while traditional views suggest markets are e...
15 Jan 202548min
SI330: Yield Storm Ahead: Preparing for a New Era ft. Cem Karsan
Together with Cem Karsan we take the pulse of the evolving landscape investors are faced with amidst rising interest rates and market volatility. A key takeaway is the recognition of structural change...
11 Jan 20251h 1min
TTU147: How to Craft a Rich Life Beyond Money ft. William Green
William Green, author of the book "Richer, Wiser, Happier", returns to the podcast for an eye opening conversation centered around the complexities of investing and the importance of building a rich l...
8 Jan 20251h 44min
SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel
Together with Andrew Beer and Tom Wrobel, we dive deep into the evolving landscape of managed futures and CTAs, highlighting the critical need for a narrative shift to better communicate their value t...
4 Jan 20251h 28min
IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane
Our guest on this episode is Dr. Julia Lane, Professor at New York University and author of the book Democratizing Our Data: A Manifesto. Dr. Lane is a member of the National AI Research Resource Task...
1 Jan 202542min
SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)
Join us for Part 2 of our Year-End discussion between all of the hosts on the Systematic Investor Series where we debate the trends and themes shaping the investment landscape heading into 2025. The e...
28 Dec 20241h 6min
