GM14: The Dark Side of Renewable Energy ft. Adam Rozencwajg
Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins us in today’s episode to discuss ESG policies, the emerging energy crisis, and the new battle between the Climate-Green and the Nature...
11 Maj 20221h 16min
SI191: The Flash Crash & Central Banks Screwing Up ft. Richard Brennan
Today, Richard Brennan joins us to discuss the fragility of the market and what happens if the Central Bank screws up, the current regime and how it benefits Trend Following, volatility targeting and ...
7 Maj 20221h 10min
GM13: The Decline of the Dollar & Prepping for the Worst ft. Izabella Kaminska
Today, Cem and I are joined by Izabella Kaminska, former Editor of Financial Times Alphaville and Founder of The Blind Spot, to discuss the war of information and mis-information, the aftermath of Cov...
4 Maj 20221h 31min
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
