GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman
Jason Furman, Professor of Economics at Harvard and former Chairman of the Council of Economic Advisors under President Obama, joins Alan Dunne in this episode to share his thoughts on the current ec...
30 Okt 202459min
SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver
Today, we delve into the nuances of systematic investing with Rob Carver, focusing on the concept of replication in trend-following strategies. The discussion contrasts different approaches to replica...
25 Okt 20241h 21min
OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino
In his first podcast episode ever, Bill Eckhardt emphasizes that successful trading hinges more on risk control than on predicting market movements, a theme that resonates throughout his conversation ...
23 Okt 20241h 15min
SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski
Join Katy and I as we delve into the intriguing dynamics of trend following in the context of changing interest rates. We cover how trend-following strategies can be a valuable addition to investment ...
19 Okt 20241h 2min
GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave
Alan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trends. Louis shares his thoughts on whether the Chinese...
16 Okt 20241h 2min
SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan
This episode dives deep into the intricacies of trend following strategies and their connection to complex adaptive systems. Richard Brennan and Niels Kaastrup-Larsen explore how these systems respond...
12 Okt 20241h 8min
IL31: What Your Cashless Future Will Look Like ft. Richard Holden
Our guest on this episode is Richard Holden, economics professor at the University of New South Wales Sydney author of a new book: Money in the 21st Century: Cheap, Mobile and Digital. Richard explain...
9 Okt 202458min
SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas
Today we tackle the most important questions arising from the evolving landscape of systematic investing, focusing on the changing dynamics of asset allocation in the current market environment. Nick ...
5 Okt 20241h 7min
