VOL11: The Anatomy of a Trade ft. Alex Gurevich
In this episode Hari is joined by Alex Gurevich, author, PhD in mathematics and founder of HonTe Investments, to discuss how he values bonds differently to many investors today, how to build a balance...
16 Mars 20221h 1min
SI183: Nickel Short Squeeze & Trend Following in an Unstable World ft. Jerry Parker
Jerry Parker joins me in today’s episode to discuss trend following as a robust guide to the markets in a world of instability and insecurity. We also discuss the recent short squeeze in nickel which ...
12 Mars 20221h 23min
ALO05: Better than Alpha ft. Chris Schelling
In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets a...
9 Mars 20221h 9min
SI182: Trend Following in Times of Crises ft. Rob Carver
Today Rob Carver joins me to discuss how the Trend Following world is reacting to the aweful situation in Ukraine and how it affects markets and volatility, discussing the moral aspects of trend follo...
5 Mars 20221h 25min
ALO04: Insights from the Queens Bank CIO ft. Alan Higgins
On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today’s environment, Alan’...
2 Mars 20221h 3min
SI181: The Power of Trend Following ft. Richard Brennan
Richard Brennan joins us today to discuss the power of Trend Following during periods of heightened uncertainty, Trend Following applied to the ESG space, how endogenous price shocks cause longer-term...
27 Feb 20221h 23min
ALO03: Lessons from a $25 billion CIO ft. Elizabeth Burton
Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for i...
23 Feb 20221h 3min
SI180: Data Versus Stories & The "Moscow Rules" ft. Mark Rzepczynski
Mark Rzepczynski joins us today to discuss Trend Following versus Momentum strategies, the need to be humble about making economic forecasts, how Central Bank policies affect Trend Following performan...
19 Feb 20221h 17min
