ALO27: Unlocking Wealth: Insights from UBS's CIO Mark Haefele
Mark Haefele, CIO of Global Wealth Management at UBS, shares valuable insights on the evolving landscape of investing amidst unprecedented government intervention in the economy. He emphasizes that un...
5 Feb 20251h 2min
SI333: Convexity - The Trend Following Game Changer! ft. Richard Brennan
Most investors focus on returns, but what about the shape of those returns? Today, Rich and I explore the often overlooked concept of convexity - a game-changing principle in trend following that help...
1 Feb 20251h 12min
GM79: How Global Economic Dynamics Shape Our Future ft. Matthew Klein
Today, we explore the intricate dynamics of global trade and economics, highlighting the central thesis of Matt Klein's book, "Trade Wars or Class Wars." Klein argues that the common perception of tra...
29 Jan 20251h 1min
SI332: Market Turbulence: How to Adapt to Regime Changes in Investing ft. Alan Dunne & Mark Rzepczynski
Today, we explore the complexities of current market dynamics, emphasizing the heightened levels of uncertainty stemming from recent regime changes. Mark Rzepczynski shares insights on how this uncert...
25 Jan 20251h 5min
GM 78: The Market Risk Nobody’s Watching ft. Dave Dredge & Cem Karsan
Today, we take you into the complexities of the current financial landscape, emphasizing the crucial theme of positioning in an environment marked by rising interest rates and shifting market dynamics...
22 Jan 20251h 31min
SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne
Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a particular focus on the German economy's challenges, w...
18 Jan 20251h 5min
OI13: The Art of Continuous Trading: Mastering Market Dynamics ft. Bill Gebhardt
Bill Gebhardt from 10Dynamics discusses the intriguing intersection of market efficiency and systematic trading strategies. He emphasizes the idea that while traditional views suggest markets are e...
15 Jan 202548min
SI330: Yield Storm Ahead: Preparing for a New Era ft. Cem Karsan
Together with Cem Karsan we take the pulse of the evolving landscape investors are faced with amidst rising interest rates and market volatility. A key takeaway is the recognition of structural change...
11 Jan 20251h 1min
