GM90: The Quiet Repricing of Reality ft. Adam Rozencwajg & Cem Karsan
Power shifts quietly, until it doesn’t. In this episode, Niels Kaastrup-Larsen and Cem Karsan are joined by Adam Rozencwajg to trace the slow fracture of a system built on leverage, politics, and beli...
5 Nov 20251h 11min
OI19 BONUS: Living With Ed Seykota ft. David Druz
Dave Druz spent six months living with Ed Seykota - not shadowing a trading system, but watching a way of being. In this bonus episode, he shares what that experience revealed: a style built on instin...
3 Nov 202541min
SI372: QIS Unboxed: Rules, Wrappers, and Reality ft. Nick Baltas
As equity markets grind higher and trend strategies navigate sharp reversals, Moritz Siebert welcomes Nick Baltas of Goldman Sachs for a conversation that moves beyond performance to examine structure...
1 Nov 202558min
OI19: The Trader Who Never Spoke...Until Now ft. David Druz
Dave Druz has never told his story... not like this, not anywhere. For over 40 years, he traded quietly, systematically, and on his own terms. No marketing, no headlines, no need to explain. Until now...
29 Okt 20251h 36min
SI371: Trends Don’t Form Randomly. They Form Reflexively ft. Richard Brennan
Richard Brennan returns this week to explore how markets truly move - not through randomness or rationality, but through impact, feedback, and memory. What begins with a single trade builds into struc...
25 Okt 20251h 17min
UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan
Recorded amid the noise and pulse of the RMC conference in Munich, this episode of U Got Options follows a market learning to see itself anew. Cem Karsan speaks with Keith DeCarlucci on the return of ...
22 Okt 20251h 7min
SI370: Sharpe Ratios, Tail Risks, and the Cost of Comfort ft. Nigol Koulajian & Alan Dunne
Nigol Koulajian, founder of AlphaQuest rejoins Niels and Alan for a conversation about markets shaped less by fundamentals than by perception. As political influence deepens and volatility is managed ...
18 Okt 20251h 1min
GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld
Maurice Obstfeld joins Alan Dunne for a clear-eyed look at how the foundations of the global monetary system are shifting - and why much of the world is quietly preparing for a future without a stable...
15 Okt 20251h 1min
