SI222: Trend Following vs Tail Hedging to Protect Your Portfolio ft. Rob Carver
Today, Rob Carver joins us for conversation on Trend Following with something for the both the individual everyday investor and the trend following nerds. We also catch up on this week's events which ...
10 Dec 20221h 7min
GM30: The Era of Weather Volatility ft. Shawn Hackett
Today, we are joined by Shawn Hackett, Founder of Hackett Financial Advisors, for a conversation on how changes in weather and weather volatility affects the economy and you as an investor. We discuss...
7 Dec 20221h 10min
SI221: Will 2023 be another Trend Following Year? ft. Alan Dunne
Today, Alan Dunne joins me to reflect on the month of November and take a peek into 2023. We discuss the equity rally and what it means for the economy, both currently and historically, the cycle of b...
3 Dec 20221h 10min
ALO12: How to Invest like a Private Bank ft. Shannon Saccocia
Today, we are joined by Shannon Saccocia, CIO at SVB Private, for a conversation on how portfolio management and manager selection is carried out at a private bank. We discuss how the current unstable...
30 Nov 20221h 9min
SI220: Is It Too Late for Trend Following? ft. Mark Rzepczynski
Today, Mark Rzepczynsky joins us for a weekly update on Trend Following, following the release of the minutes from the FED’s Open Market Committee in a week of thin liquidity. We discuss whether trend...
27 Nov 20221h 8min
GM29: What if the World isn't Ending? ft. Marko Papic
Today, we are joined by Marko Papic, Partner and Chief Strategist of Clocktower Group, for a conversation on geopolitical analysis and how it can be used to predict the future, based on his book, “Geo...
23 Nov 20221h 19min
SI219: The Impact of Secular Inflation ft. Cem Karsan
Today, Cem Karsan joins us for our weekly conversation on Volatility & Trend Following, where we discuss the inverted yield curve and how to protect yourself against secular inflation, how Cem foresee...
19 Nov 20221h 10min
GM28: Draught, Deflation, Default & Global Depression ft. Simon Hunt
Today, we are joined by Simon Hunt, who has decades of experience in the copper industry, for a conversation on the state of the global macro environment, both currently and in the years to come. We d...
16 Nov 202248min
