GM24: The Real Cause of the Global Energy Crisis (Part 1) ft. Adam Rozencwajg
Today, we welcome back Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, to help us understand the global energy crisis and how we ended up in this situation. We discuss the outlook of the c...
28 Sep 20221h 6min
SI211: A Trend Following Renaissance? ft. Mark Rzepczynski
Today, Mark Rzepczynsky joins after an intense week for central banks and global markets. We discuss how the current situation affects us as Trend Followers and the potential systemic risks in the fut...
25 Sep 20221h 5min
GM23: The Wars of Capital ft. Michael Howell
Today, we are joined by Michael Howell, Author and Managing Director of Crossborder Capital, for a conversation on how liquidity drives financial markets, based on his book, “Capital Wars: The Rise of...
21 Sep 20221h 10min
SI210: Trend Following Q & A ft. Rob Carver
Rob Carver returns after his extended holiday and kicks off by taking a nostalgic look back to 1985 as the British Pounds this week hit the lowest level since that year, to reflect on how markets tend...
17 Sep 20221h 23min
IL07: Equality Across the Globe can be Achieved ft. Oded Galor
Today, we are joined by Oded Galor, Professor of Economics at Brown University, for a conversation on how we can explore and uncover new ways of thinking about the economy, based on his book “The Jour...
14 Sep 20221h 7min
SI209: Trend Following...The Best Way to Surf the Markets ft. Richard Brennan
Richard Brennan joins us for a weekly update on Trend Following, where we discuss why the crisis we experience at the moment might be worse than previous crises, such as what was experienced in the 19...
11 Sep 20221h 7min
ALO11: From Ballet Dancer to CIO ft. Cameron Dawson
Today, we are joined by Cameron Dawson, CIO at NewEdge Wealth, who has a really unique background. We address how she allocate and construct her portfolios in a highly unstable and inflationary enviro...
7 Sep 20221h 15min
SI208: Trend Following in Today's Economy ft. Alan Dunne
Today, Alan Dunne joins us for a weekly update on Trend Following where we reflect on the ongoing instability in the markets and look back on the month of August. We also discuss behavioural biases an...
4 Sep 20221h 6min
