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Covering College Football in the context of UGA and UF
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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 ...
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The Advantage of Adversity podcast is focused on showcasing inspiring stories of people who have endured significant adversity in their personal or professional lives and in spite of their circumstances have chosen to find the opportunity and advantage in the adversity.
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Spencer Siegel grabs a microphone and whatever people use these days instead of a rolodex in an effort to bring you a fun and casual delivery of current events in sports
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We discuss all things Audio! Support this podcast: https://podcasters.spotify.com/pod/show/mikeonaudio/support
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Brought to you by Cladwell (www.cladwell.com). If you’re like most of us, you own entirely too many clothes. You probably have things you haven’t worn in years. And yet, when it comes time to dress up, we all say the same thing: “I’ve got nothing to wear!” How did we get here? Well, turns out, the problem isn’t our messy closets, it’s our messy relationship with clothes. Join Erin Flynn, CEO and founder of Cladwell, as she talks to experts in the industry, history, and psychology of fashion. ...
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Welcome, listeners, to a podcast that seeks to ignite the flames of inspiration and empowerment within the ServiceNow community. I'm Farrah Wells, your host and the Director of Linking Humans, The #1 Global Partner for ServiceNow Recruitment. Join us on this journey as we venture deep into the world of ServiceNow leaders. Discover the very essence of their motivations and the unique mindset that paved the way for their remarkable success.
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Welcome to What the Privacy Podcast, where Andrew, the visionary CEO of BreachAware, sits down with unsung heroes of the cyber security industry. Get ready to uncover the stories and insights of industry trailblazers you might not have heard of before, as they share their experiences, opinions, and insider intel. But beware, it's not all serious talk—expect a healthy dose of humour (and the odd cussing) sprinkled throughout the conversation. Tune in and join us on this thrilling journey thro ...
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The Panel Show Podcast is recorded monthly in Toronto, in front of a live studio audience. Each show, we bring together two real journalists and two improvisers in character, to talk about real world issues, topics and events. The podcast is thought-provoking, informative and hilarious. Hosted by David Shore
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SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne
1:02:55
1:02:55
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1:02:55
Together with Alan Dunne, we delve into the shifting landscape of systematic investing, highlighting the growing use of quant based strategies as well as AI and machine learning in portfolio management. The discussion also emphasizes the significant impact of concentration within the S&P 500, with Goldman Sachs now predicting that this could lead t…
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GM74: Navigating the Bond Market: What You Need to Know About Recent Trends ft. Stephen Miran
1:01:30
1:01:30
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1:01:30
Stephen Miran, Senior Strategist at Hudson Bay Capital and Fellow at the Manhattan Institute joins Alan Dunne in this episode to explore the bond market outlook and broader economic trends. They delve into an influential paper Steve co-authored with Nouriel Roubini on Activist Treasury Issuance, examining how Treasury actions may have countered som…
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SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer
1:04:48
1:04:48
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In this week’s episode, Andrew Beer joins Alan Dunne to dive into the evolution of hedge funds, mutual funds, and ETFs within the managed futures space. Andrew give his perspective on the architecture of the CTA industry from the perspective of asset raising and the role that a diverse investor base plays in shaping product offerings within the sec…
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GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman
59:13
59:13
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Jason Furman, Professor of Economics at Harvard and former Chairman of the Council of Economic Advisors under President Obama, joins Alan Dunne in this episode to share his thoughts on the current economic outlook. They explore the recent improvement in the inflation data, whether the Fed is justified in claiming victory in its inflation fight and …
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SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver
1:21:33
1:21:33
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1:21:33
Today, we delve into the nuances of systematic investing with Rob Carver, focusing on the concept of replication in trend-following strategies. The discussion contrasts different approaches to replication, highlighting the potential pitfalls of return-based methods that attempt to mimic established indices. We emphasize that simply increasing the n…
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OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino
1:15:32
1:15:32
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1:15:32
In his first podcast episode ever, Bill Eckhardt emphasizes that successful trading hinges more on risk control than on predicting market movements, a theme that resonates throughout his conversation with Moritz Siebert and Rob Sorrentino. The episode explores Eckhardt's journey from the renowned Turtle trading experiment to his current systematic …
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SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski
1:02:15
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Join Katy and I as we delve into the intriguing dynamics of trend following in the context of changing interest rates. We cover how trend-following strategies can be a valuable addition to investment portfolios, especially in high-rate environments where traditional fixed income may offer diminished diversification benefits. Katy shares insights fr…
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GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave
1:02:17
1:02:17
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Alan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trends. Louis shares his thoughts on whether the Chinese economy and Chinese asset markets are truly at a turning point. They examine the crisis of confidence among Chinese consumers and assess whether rece…
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SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan
1:08:13
1:08:13
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1:08:13
This episode dives deep into the intricacies of trend following strategies and their connection to complex adaptive systems. Richard Brennan and Niels Kaastrup-Larsen explore how these systems respond to market signals and the importance of boundaries in shaping investor behavior. They discuss the challenges faced by trend followers in the current …
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IL31: What Your Cashless Future Will Look Like ft. Richard Holden
58:01
58:01
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Our guest on this episode is Richard Holden, economics professor at the University of New South Wales Sydney author of a new book: Money in the 21st Century: Cheap, Mobile and Digital. Richard explains why the prospect of a private digital currency run by a company like Amazon or Google is a real possibility and why that would represent an enormous…
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