SI258: Absolute Momentum in a Chaotic Environment ft. Richard Brennan
Richard Brennan is back to discuss the lurking uncertainty in the economy and take a deep dive into absolute momentum. What is it, how is it used and how does it relate to trend following? How does co...
26 Aug 20231h 26min
IL20: How to Survive the Current Fourth Turning ft. Neil Howe
Best-selling author and renowned historian Neil Howe joins the show to talk about his New York Times’ bestselling book The Fourth Turning Is Here. Neil believes history moves in generational cycles th...
23 Aug 20231h 22min
SI257: Preparing for a Volatile Future ft. Cem Karsan
Cem Karsan joins us for a wide ranging conversation where we discuss the current volatility environment and if vol trading can actually be predictable, the current Fourth Turning and how this will imp...
19 Aug 20231h 8min
GM47: Is the Economy Actually Doing Better Than Expected? ft. Peter Berezin
Peter Berezin, Chief Global Strategist and Research Director at BCA Research joins us today for a wide ranging discussion on the outlook for global economy and global capital markets. We hear why Pete...
16 Aug 20231h
SI256: Investor Behaviour & the How to Deal with Transaction Costs ft. Mark Rzepczynski
Mark Rzepczynski is back to tackle some important topics relating to systematic trading. We discuss whether there is a best time of the year to trade and what has been driving the markets recently, ho...
12 Aug 20231h 2min
IL19: Revolutionary Technology & the Coming Economic Boom ft. Mark P. Mills
Mark Mills joins us to discuss his new book The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark is a senior fellow at the Man...
9 Aug 20231h
SI255: A Treasury Tsunami & Slow Burning Minsky Moments ft. Alan Dunne
Today, I'm joined by Alan Dunne to discuss the ‘treasury tsunami’ and the current challenges that the economy faces, the state of the Japanese and Chinese economy and the fear of ‘Japanification’, wha...
5 Aug 20231h 10min
GAL04: Expanding Your Consciousness and Reality ft. Mark Gober
Do you ever have that feeling someone is staring at you? You turn around and find someone looking at you. What causes that? We get the answer in this episode of our Galactic Macro series as we sit dow...
2 Aug 20231h 3min
