SI104: Inconvenient truths about Trend Following ft. Roberto Osorio
Today, we’re delighted to welcome Roberto Osorio, Vice President, Trading Systems at DUNN Capital, onto the show. Niels pitches Roberto some of our most fiercely debated topics so far, such as the opt...
7 Sep 202059min
SI103: FED's Powell, Dave Portnoy and the potential Bond market bubble ft. Robert Carver
Rob Carver returns to the show this week to discuss Jerome Powell’s comments at Jackson Hole, the potential Bond market bubble that very few are talking about, the sweet-spot for Trend Following fund ...
31 Aug 20201h 26min
GM09: Mistakes from the past to guide us forward ft. Lyn Alden
We are very pleased to welcome Lyn Alden to the studio today, the founder of Lyn Alden investment strategy. Lyn is from an engineering background, and hence, as you might expect, brings a logical and ...
26 Aug 20201h 1min
SI102: TESLA and the famous Tech Bubble ft. Moritz Seibert
This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the ...
23 Aug 202053min
GM08: Watch out for The Bond Market Vigilantes ft. Jim Bianco
In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and...
21 Aug 20201h 6min
GM07: The father of the Yield-Curve indicator ft. Campbell Harvey
In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. Cam served...
19 Aug 20201h 9min
SI101: Howard Mark’s comments on managing risk and market cycles ft. Moritz Seibert
In this episode, we discuss the danger of financial products such as the Daily 3x Inverse Natural Gas ETN, the potential end of the 2020 bull market in stocks, Howard Mark’s recent quotes on managing ...
17 Aug 202059min
SI100: How to filter your trades and staying unemotional ft. Jerry Parker
In this special anniversary edition of the Systematic Investor podcast, Jerry Parker joins us on the show to discuss why removing as many filters as possible may be beneficial to your trading system, ...
9 Aug 20201h 6min
