))
I am lucky. As part of the TRIUM Global EMBA team, I get to interact with some of the most interesting and informed people on the planet. This is never more true than in the conversations I have at the margins of the official program – exchanges with people who enrich, educate and entertain. TRIUM Connects seeks to reproduce those moments in a series of recorded conversations on topics from the worlds of business, economics, leadership and political economy. I hope the podcast gives people a ...
…
continue reading
Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. Each week, we delve into engaging conversations with renowned investors, top economists, expert traders, and visionary thought leaders. Our discussions cover Trend Following, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, Volatility, and much more. Unlock valuable insights from seasoned professionals, celebrating their triumphs and learning from their obstacles. Tune in every ...
…
continue reading
The Plain Podcast
…
continue reading
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
…
continue reading
Podcast by Dennis DeBusschere & Max Trunz
…
continue reading
YoursProductly is a weekly podcast series where we talk with product rockstars, entrepreneurs and investors.
…
continue reading
1
GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran
1:05:12
1:05:12
Play later
Play later
Lists
Like
Liked
1:05:12
Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fascinating and thought-provoking discussion on current markets and investing in general. They explore why Aswath believes we have witnessed the death of old-school value investing and how structural shi…
…
continue reading
1
ALO25: Master Your Hedge Fund Allocation ft. John Jackson
1:04:39
1:04:39
Play later
Play later
Lists
Like
Liked
1:04:39
Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio co…
…
continue reading
1
E34 - What comes next? The slow death of the neo-liberal world view
55:13
55:13
Play later
Play later
Lists
Like
Liked
55:13
Across the world, the rise of various forms of authoritarianism and ethno-nationalism seems to be on an ever upward trend. This creates huge uncertainties across multiple dimensions – personal, cultural, political, and not least of which in challenges business leaders face as they attempt to navigate across this uncertainty. All of this turmoil is,…
…
continue reading
1
SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas
1:05:01
1:05:01
Play later
Play later
Lists
Like
Liked
1:05:01
Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers. We discuss how trend following strategies had already started to adapt to the market rotations in July and what the consequence of leaving the short fixed income trade behind meant for overall performa…
…
continue reading
1
SI307: The Unpinning of Volatility & How to Prepare for What is Coming ft. Cem Karsan
1:07:40
1:07:40
Play later
Play later
Lists
Like
Liked
1:07:40
Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio for the unpinning of volatility which we are experiencing. We also address how the groundbreaking events that have happened in the U.S. election recently might change the outcome of the election and wha…
…
continue reading
1
IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder
57:41
57:41
Play later
Play later
Lists
Like
Liked
57:41
In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to Power Our Lives. We can’t have green energy without mining. But there is no way around the fact that mining is loud, dangerous and disruptive. Our co…
…
continue reading
1
SI306: If Trend Following was an Olympic Sport... ft. Mark Rzepczynski
1:06:08
1:06:08
Play later
Play later
Lists
Like
Liked
1:06:08
Together with Mark Rzepczynski we discuss how the activist treasury issurance of more bills than coupons have provided more quantitative easing and why we are seeing a decline in concern for inflation and rising interest rates. Mark also shares key insights to why building a system is more important than building models and what you can use a backt…
…
continue reading
1
GM66: Trump Trade and the 3 Legged Stool ft. MacroAlf & Cem Karsan
1:06:44
1:06:44
Play later
Play later
Lists
Like
Liked
1:06:44
Alfonso Peccatiello joins us for a compelling discussion on today’s challenging macroeconomic environment. Alongside my co-host Cem Karsan, we explore the impacts of massive debts, weak public sector balance sheets, and rising wealth inequality. We delve into how polarized electorates and global economic fragmentation are reshaping policies, discus…
…
continue reading
1
SI305: Building A Hedge Fund Allocation ft. Alan Dunne
1:02:33
1:02:33
Play later
Play later
Lists
Like
Liked
1:02:33
Together with Alan Dunne, we take the temperature of the current state of affairs in the U.S. election and how the election impacts the economy and markets. Alan also shares his advice for allocator looking to start a new trend following fund and we discuss how fees are currently the big differentiator in the CTA space, with one manager increasing …
…
continue reading
1
GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
1:02:59
1:02:59
Play later
Play later
Lists
Like
Liked
1:02:59
In this episode, Alan Dunne welcomes former central banker and current President of the Peterson Institute, Adam Posen, to discuss the economic outlook and monetary policy. Posen explains why he believes markets are mistaken in expecting rate cuts next year and identifies the key factors driving stronger economic growth. They explore global central…
…
continue reading
1
SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson
1:07:23
1:07:23
Play later
Play later
Lists
Like
Liked
1:07:23
Today, we are joined by our special guest, Graham Robertson who is Partner and Head of Client Portfolio Management at Man AHL, for a wide-ranging conversation about trend following. We discuss how trend following has stood out in recent years and why April 2024 was especially noteworthy, and how Graham views the current interest from investors arou…
…
continue reading
