Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. E
This episode dives deep into the intricacies of trend following strategies and their connection to c
Our guest on this episode is Richard Holden, economics professor at the University of New South Wale
Today we tackle the most important questions arising from the evolving landscape of systematic inves
Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state
In this week’s episode, Cem Karsan joins Alan Dunne to discuss the interplay between market flows an
In this episode, I’m joined by Alan Dunne and Kevin Coldiron, a co-author of "The Rise of Carry", fo
Together with Mark Rzepczynski we dive deep into the outlook for trend following and discuss what ma
This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive
In this episode, Alan Dunne and I explore Mario Draghi's latest vision for Europe and discuss an ins
Our guest on this episode is Philipp Carlsson-Szlezak, the Global Chief Economist at BCG and author
Rob Carver is back this week to discuss the importance of being able to detach yourself from the mar
Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, re
As August comes to an end, we discuss this month of extremes for the trend-following community, mark
Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to disc
Together with Richard Brennan we address the high level of volatility we have experienced this month
In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of N
Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a
Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlight
Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the im
Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate
