
SI410: The Next Evolution of Trend Following ft. Nick Baltas
Niels Kaastrup-Larsen and Nick Baltas explore how artificial intelligence, thematic investing and narrative momentum are beginning to reshape systematic investing. Alongside a review of recent CTA per...
25 Juli 0s

OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh
Charlie McGarraugh joins Moritz Seibert to discuss how systematic investing is evolving beyond traditional trend following. Drawing on experience from Goldman Sachs, crypto and machine learning, Charl...
22 Juli 0s

SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git
Markets are evolving in ways that few investors fully appreciate. Niels Kaastrup-Larsen and Yoav Git explore how changing market structure, the rise of retail options trading and new financial product...
18 Juli 1h 8min

GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg
More than a billion barrels of expected oil supply have been removed from the market. Yet prices suggest the danger has passed. Adam Rozencwajg joins Cem Karsan and Niels Kaastrup-Larsen to explain wh...
15 Juli 1h 15min

SI408: Has Trend Following Changed Forever? ft. Alan Dunne
Markets continue to evolve, and so do the strategies designed to navigate them. Alan Dunne joins Niels Kaastrup-Larsen to explore why changes in market structure may have permanently altered short ter...
11 Juli 1h 3min

GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley
The US dollar has become so familiar that most investors rarely stop to ask how it became the world's dominant currency or why that dominance has endured. Brendan Greeley joins Alan Dunne to trace the...
8 Juli 55min

SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan
Markets may be entering one of the most important regime shifts in decades. Cem Karsan joins Niels Kaastrup-Larsen to argue that the United States is moving away from traditional free market capitalis...
4 Juli 1h 1min

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren
While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastru...
1 Juli 1h 19min




















