SI190: Overthinking the Systematic Investment Game ft. Rob Carver
Today, Rob Carver joins us to discuss what happened in the Trend Following world the past few weeks and takes questions from listeners regarding long/short portfolios and how to choose the right crite...
1 Maj 20221h 21min
GM12: WW3 is just the beginning ft. Peter Zeihan
In this episode, Niels and Cem are joined by Peter Zeihan, author and Geopolitical strategist, to discuss the New World Order and World War III, how the Globalization has become a new battleground rat...
27 Apr 20221h 18min
SI189: A New Era for Currencies ft. Alan Dunne
In today’s episode, Alan Dunne joins us to discuss currency markets and how we might see a new era of volatility in these markets moving forward, de-dollarization and the future prospects of the U.S d...
24 Apr 20221h 12min
GM11: The Billionaires Protocol ft. Dr. Ben Hunt
Today, Niels and Cem are joined by Dr. Ben Hunt, Creator of Epsilon Theory, to discuss how he uses game theory, history and behavioral analysis to understand Narrative and how it is used as a weapon t...
20 Apr 20221h 10min
SI188: Trading with Style ft. Jerry Parker
Jerry Parker joins us in today’s episode, to discuss pros and cons of adding different trading styles to your strategy and how to react when bad periods occur, using borrowed money as part of a system...
16 Apr 20221h 9min
ALO08: Investing like the Rothschild's ft. Hugo Capel Cure
Today, Alan Dunne is joined by Hugo Capel Cure, Managing Director of Rothschild & Co, to discuss how they build strong portfolios for their clients, how rising inflation can affect the markets in a su...
13 Apr 20221h 1min
SI187: Why Commodities & Why Now ft. Tim Pickering
In this week’s episode, Tim Pickering, Founder of Auspice Capital, joins me to discuss why commodities play such an important role in a portfolio, how to create a strategy that adapts to different vol...
9 Apr 20221h 9min
ALO07: CIOs on the Edge of Finance ft. Katherine Molnar & Andrew Spellar
In today’s episode, Alan Dunne is joined by Katherine Molnar, CIO of Fairfax County Police Officers Retirement System, and Andrew Spellar, CIO of Fairfax County Employees Retirement System, to discuss...
6 Apr 20221h 10min
