GM44: Insights From Inside Credit Suisse ft. Mika Kastenholz
Our guest Mika Kastenholz shares his insights running a global, cross-asset class macro trading business within a major investment bank in this episode. We learn about potential volatility mismatches ...
7 Juni 20231h 3min
SI246: The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering
Today, we are joined by Andrew Beer and Tim Pickering for a heated debate on some of the most important changes that we are seeing in the CTA industry. We discuss how ETFs can be used in the CTA indus...
3 Juni 20231h 24min
ALO14: Investing for a Decade of Dispersion ft. Clint Stone
Today we are joined by Clint Stone SVP of Investments at the Larry H Miller Company to hear about running an endowment style investment approach at a family office. We discuss Clint’s approach to asse...
31 Maj 20231h 12min
SI245: Which CTA Should You Buy ft. Rob Carver
Rob Carver is back to discuss the economic unpredictability that has defined this year so far and how Rob approaches backtesting his system, how to make a signal continuous in a discrete system and if...
27 Maj 20231h 5min
GM43: On the Verge of Recession ft. David Rosenberg
Join us for a thought-provoking conversation with David Rosenberg of Rosenberg Research as we discuss the global macro outlook and why David believes the US economy is on the verge of recession. We ex...
24 Maj 20231h 6min
TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors
Join us as we sit down with Brian Proctor, Managing Director at EMC Capital Advisors, for an insightful conversation on the evolution of their trading methodology since the early days of the Turtle Pr...
22 Maj 20231h 7min
SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
Richard Brennan returns to discuss the idea of applying trend following on a shorter term time frame and why this might not make sense, the most optimal solutions for selecting managers, how to best a...
20 Maj 202358min
GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
If you're curious about the state of natural resources in today's market, this episode is for you. Our guest Adam Rozencwajg shares his insights on a wide range of topics when it comes to the global c...
17 Maj 20231h 18min
