SI300: Finding the Optimal Trend Following Rules ft. Richard Brennan
Together with Richard Brennan, we discuss the optimal way of doing trend following and how to find the optimal set of rules to use in different market regimes, how to examine market states through Mar...
15 Juni 202457min
IL27: Unlocking the Secrets of Great Communication ft. Charles Duhigg
In this episode, we speak with Charles Duhigg, a renowned author and writer for The New Yorker, who won the 2013 Pulitzer Prize for exploratory journalism. His book, "The Power of Habit," spent three ...
12 Juni 202456min
SI299: Sharing the Trend Following Pie ft. Andrew Beer
Today, we are joined by Andrew Beer where we discuss the outlook for inflation and why Andrew believes there is an existential crisis in macro economic modelling. We then touch on the question "if tre...
8 Juni 20241h 9min
GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott
Today, Cem and I welcome Bob Elliott, the founder of Unlimited Funds and former right-hand man to Ray Dalio at Bridgewater. Bob shares what he learned from his decade at Bridgewater and discusses the ...
5 Juni 20241h 4min
SI298: The Trend Following ETF Revolution ft. Katy Kaminski
Together with Katy Kaminski, we dive deep into the ETF space to better understand how you can utilize a new wave of ETFs as an investor. Katy describes the transition many Trend Following managers hav...
1 Juni 202459min
GM61: The New Politics: Neoliberal Decline and Authoritarian Rise ft. Gary Gerstle
Join Alan Dunne in conversation with Gary Gerstle, Professor of American History at the University of Cambridge and author of "The Rise and Fall of The Neoliberal Order", as they delve into the shifti...
29 Maj 20241h 7min
Si297: Trend Following as a Return Enhancement Overlay ft. Alan Dunne
In today’s episode, Alan Dunne helps us uncover the latest news and data within the global macro landscape. We also discuss the state of the quant macro space, how it compares to trend following and w...
25 Maj 20241h 2min
IL26: How New Technologies Will Shape the Economy ft. Koen De Leus & Philippe Gijsels
In this episode we speak to Koen De Leus and Philippe Gijsels. Koen is Chief Economist at BNP Paribas Fortis and Philippe is Chief Strategist. They are co-authors of The New World Economy in 5 Trends:...
22 Maj 20241h 10min
