GM33: Drilling into the Oil Market ft. Rory Johnston
Today we are joined by Rory Johnston, founder of Commodity Context, a physical commodities research firm based in Toronto, Canada. We talk about Rory’s in-depth research focused on the oil sector, as ...
8 Feb 20231h 6min
TTU129: Trend Following Nordic Style ft. Svante Bergström, CEO & Founding Partner of LYNX Asset Management
Today, we are joined by Svante Bergström, Founding Partner and CEO of Lynx Asset Management, for a conversation on how they incorporate trend following in their trading strategy, through the use of a ...
6 Feb 20231h 7min
SI229: Managed Futures - The Ultimate Diversification Tool? ft. Andrew Beer
Today, Andrew Beer returns to the podcast for a conversation on Trend Following & Managed Futures more broadly, where we reflect on what happened in the first month of 2023 and the outlook for rest of...
5 Feb 20231h 7min
TTU128: Trend Following for Life ft. Marty Bergin, President of DUNN Capital Management
Today, we are joined by Marty Bergin, President of DUNN Capital Management, for a conversation on how and why they have continued to focus on Trend Following as their core investment strategy. We disc...
3 Feb 20231h 9min
IL13: A Biography of the Dollar ft. Perry Mehrling
Today, Perry Mehrling, Economist and internationally recognized expert on our monetary system, joins us to talk about his new book: “Money and Empire: Charles P. Kindleberger and the Dollar System”. P...
1 Feb 20231h 10min
TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management
Today, we are joined by Ryan O’ Grady, CEO and Co-Founder of ROW Asset Management, for a conversation on their all-weather, multi-strat approach to investing. We discuss the philosophy behind their tr...
30 Jan 20231h 13min
SI228: Are Markets Priced for Perfection? ft. Alan Dunne
Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the current macro environment and how it impact markets. We discuss how the apparent positivity in the markets m...
29 Jan 20231h 1min
TTU126: Trend Following + Something ft. Kevin Cole, CEO & CIO at Campbell & Co.
Today, we are joined by Kevin Cole, CEO and CIO at Campbell & Co, for a conversation on their approach to using trend following in their trading, with a focus on absolute return. We discuss their inve...
27 Jan 20231h 14min
