Best Louise Hedges Podcasts (2024)

1
SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne 1:02:55

8h ago1:02:55

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…

1
GM74: Navigating the Bond Market: What You Need to Know About Recent Trends ft. Stephen Miran 1:01:30

4h ago1:01:30

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…

1
SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer 1:04:48

1d ago1:04:48

1:04:48

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…

1
Auren Hoffman and Ben Casnocha on Career Strategy, Undiscovered Talent, Networks, and more 58:01

9m ago58:01

58:01

Auren Hoffman, CEO of SafeGraph and GP of Flex Capital, interviewed Ben Casnocha, Village Global co-founder and partner, on Auren's World of DaaS podcast. They are longtime friends and had a wide-ranging discussion on career strategy, evaluating founders, serendipity, wealth, and much more. We've cross-posted that conversation here. Highlights: The…

1
GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman 59:13

16h ago59:13

59:13

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 …

1
SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver 1:21:33

5d ago1:21:33

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…

1
Howie Liu on Airtable's Early Days, Scaling, and AI 1:01:18

8d ago1:01:18

1:01:18

Howie Liu, founder and CEO of Airtable, was interviewed by Village Global co-founder and partner Ben Casnocha live in downtown San Francisco in front of an audience of Village Global founders and friends of the firm. Highlights: - Embracing discomfort is part of the founder's journey. Learning to tolerate and even appreciate this discomfort is impo…

1
OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino 1:15:32

7d ago1:15:32

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 …

1
SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski 1:02:15

11d ago1:02:15

1:02:15

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…

1
GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave 1:02:17

25d ago1:02:17

1:02:17

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…

1
SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan 1:08:13

29d ago1:08:13

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 …

1
IL31: What Your Cashless Future Will Look Like ft. Richard Holden 58:01

1M ago58:01

58:01

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…

1
SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas 1:07:05

1M ago1:07:05

1:07:05

Today we tackle the most important questions arising from the evolving landscape of systematic investing, focusing on the changing dynamics of asset allocation in the current market environment. Nick Baltas and Niels discuss the implications of rising interest rates and inflation on traditional 60/40 portfolios, questioning whether this approach re…

1
ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski 1:03:11

1M ago1:03:11

1:03:11

Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state pension fund - joins Alan Dunne in this episode to discuss allocating capital to emerging and established hedge funds. They delve into the evolution of the hedge fund industry from the perspective of an allocator and particularly how the growth of t…

Podcasts Worth a Listen

Louise Hedges Podcasts

Podcasts Worth a Listen

1
Hancock and Kelley on FOX 2 St. Louis

FOX 2

1
Top Traders Unplugged

Niels Kaastrup-Larsen

1
Psychic Sundays

Michelle Morley & Louise Hedges

1
Village Global Podcast

Village Global

1
SI321: Post Election - Why Trends Matter More Than Ever ft. Alan Dunne 1:02:55

1
GM74: Navigating the Bond Market: What You Need to Know About Recent Trends ft. Stephen Miran 1:01:30

1
SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer 1:04:48

1
Auren Hoffman and Ben Casnocha on Career Strategy, Undiscovered Talent, Networks, and more 58:01

1
GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman 59:13

1
SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver 1:21:33

1
Howie Liu on Airtable's Early Days, Scaling, and AI 1:01:18

1
OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino 1:15:32

1
SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski 1:02:15

1
GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave 1:02:17

1
SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan 1:08:13

1
IL31: What Your Cashless Future Will Look Like ft. Richard Holden 58:01

1
SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas 1:07:05

1
ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski 1:03:11

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