SI194: Trend Following & Manager Selection ft. Alan Dunne
Today, Alan Dunne joins us to discuss manager selection and how to overcome behavioural biases, based on his paper, “Solving the Manager Selection Puzzle”, narratives and dealing with randomness in Tr...
29 Maj 20221h 12min
GM16: Central Banking in a De-Globalized World ft. Joseph Wang
Joseph Wang, former senior FED trader & known as the “Fed Guy”, joins us to discuss the credibility of the FOMC and what drives the neutral rate, Central Bank policies and the consequences of increase...
25 Maj 20221h 11min
SI193: Nothing But Trend Following ft. Jerry Parker
Trend Following legend Jerry Parker joins me today, where we answer questions regarding the effectiveness and risks of Richard Dennis’ “Pyramiding” methodology, how single stocks have performed differ...
22 Maj 20221h 25min
GM15: The New World Order & Space Race ft. Pippa Malmgren
Pippa Malmgren, former White House Adviser, technology entrepreneur and economist, joins us in today’s episode to discuss warfare in space and the space race between the super powers and the push to d...
18 Maj 20221h 20min
SI192: Knowing What You Don't Know ft. Mark Rzepczinsky
Mark Rzepczynski joins us in today’s episode to discuss inflation and how it threatens the economy, the power and paranoia of Trend Following and how you make the most money as a Trend Follower, what ...
15 Maj 20221h 10min
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
