SI400: When Crisis Alpha Hides in Plain Sight ft. Yoav Git & Rob Croce
This week, we are joined by Yoav Git and Rob Croce from Fidelity Investments for a deep dive into trend following, portfolio construction and execution in modern markets. The conversation explores why...
16 Maj 1h 7min
GM100: Central Banks in the Dark: Inflation, AI, and the Limits of Control ft. David Beckworth
Today, we are joined by David Beckworth, Senior Research Fellow at the Mercatus Center and host of Macro Musings, for a deep dive into the biggest macro questions shaping markets right now. David expl...
13 Maj 1h 4min
SI399: AI, Inflation and the Portfolio That Refuses to Sit Still ft. Alan Dunne
Today, Niels and Alan examine a market shaped by two forces pulling in opposite directions: AI’s promise of higher productivity and the inflationary pressure of geopolitical stress. From distorted eco...
9 Maj 1h 11min
OI22: Inside the Next Generation Market Wizards ft. Jack Schwager & George Coyle
What does it take to become a true Market Wizard, and why do so many of them fail before they find their edge? In this special episode, Moritz Seibert sits down with Jack Schwager and George Coyle to ...
7 Maj 45min
GM99: Gold, Trust, and the Return of Real Assets ft. Philip Diehl
Today, we are joined by Philip Diehl, former Director of the United States Mint and President of U.S. Money Reserve, for a timely conversation about gold’s renewed role in a world shaped by inflation,...
6 Maj 1h 5min
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
