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The Experiential Guide podcast profiles movers and shakers in the experiential graphic design space. We talk about interesting projects, emerging trends, and all things EGD.
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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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Welcome to the Sports & Entertainment Atlantic Podcast. S/E/A is the leading production company for world-class sports and entertainment events in Atlantic Canada.
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The No Bull Marketing Ideacast offers a fresh look into the world of marketing today, seen through the eyes of senior marketers, business leaders and investors. What are the challenges and opportunities that are keeping marketers awake at night? How are the uncertainties we face in our daily lives affecting the marketing and brand strategies that CMOs are employing? And how can agencies help marketers to respond better in the face of change?
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Evil thrives when good men and woman do nothing. When they fail to make a stand. Sure, fighting, self defense and survival are up there on the list of topics, but I go wherever the quest for knowledge takes me. Join forces with me as I interrogate the experts.
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GM65: Why Fed Will Raise Rates Next Year ft. Adam Posen
1:02:59
1:02:59
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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…
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SI304: Taking the Trend Following Temperature with Man AHL ft. Graham Robertson
1:07:23
1:07:23
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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…
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OI09: The Key to Trend Following Success ft. Cole Wilcox
49:19
49:19
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49:19
In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to long only buy and hold, but also some of the challenges and technical details related to portfolio construction. Cole is the founder and CEO of Longboar…
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SI303: The Unstoppable Volpocalypse ft. Cem Karsan & Alan Dunne
1:01:04
1:01:04
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1:01:04
Cem Karsan joins Alan Dunne in this week’s episode to discuss global macro developments and key events to monitor in the coming months. They explore the shifting market microstructure and how volatility supply from structured products is impacting dispersion, correlation, and the value of breadth as a market indicator. Cem outlines his outlook on v…
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GM64: Why the Economy is Vulnerable to Recession ft. Claudia Sahm
57:05
57:05
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57:05
Alan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market and what the Sahm Rule reveals about the economy's current condition. They discuss the conflicting signals in today’s macroeconomic data and hear why…
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SI302: The Negative Crisis Beta and CTA's Hidden Market Timing Skills ft. Nick Baltas
1:07:37
1:07:37
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1:07:37
This week, Alan Dunne chats with Nick Baltas about CTAs' negative crisis beta and their hidden market timing skills. Nick and Alan tackle the question of how to build an effective trend-following program as part of a larger multi-asset portfolio, in relation to the markets traded and speed of system and tie in insights from a recent Quantica paper.…
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GM63: War Without Rules ft. General Robert Spalding
1:17:09
1:17:09
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1:17:09
Join us as Cem Karsan and I explore China's plan for global dominance with retired General Robert Spalding, author of "War Without Rules." General Spalding discusses the rising tensions between China and the West, pointing out warning signs from the past two decades and mistakes made by the West. We delve into China's long-term strategy for world d…
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SI301: The AI Hype within Investing...a Step Too Far? ft. Rob Carver
1:06:14
1:06:14
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1:06:14
Today, Rob Carver shares his insights on buying put options as a tail risk strategy and how trend following can also play a part in tail risk protection...but perhaps not they way some investors may think. Rob also shares his advice for using carry in your strategies when trading rolling futures contracts. We then pivot to hear Rob's thoughts on wh…
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OI08: Trend Following...Austrian Style ft. Michael Neubauer & Joseph Waldstein from SMN
51:18
51:18
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51:18
In this episode, Moritz Seibert speaks with Michael Neubauer and Joseph Waldstein from SMN Investment Services, a Vienna, Austria-based systematic trend following manager with a 28-year track record. Michael and Joseph explain how they initially got interested in trend following and how their systems have evolved over the years. Moreover, the discu…
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SI300: Finding the Optimal Trend Following Rules ft. Richard Brennan
57:19
57:19
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57:19
Together with Richard Brennan, we discuss the optimal way of doing trend following and how to find the optimal set of rules to use in different market regimes, how to examine market states through Markov models and how artificial intelligence will impact trend following and make short-term trading incredibly competitive. Lastly, we ask ChatGPT what…
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IL27: Unlocking the Secrets of Great Communication ft. Charles Duhigg
56:37
56:37
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56:37
In this episode, we speak with Charles Duhigg, a renowned author and writer for The New Yorker, who won the 2013 Pulitzer Prize for exploratory journalism. His book, "The Power of Habit," spent three years on the New York Times bestseller list. Charles joins us to discuss his new book, "Supercommunicators: How to Unlock the Secret Language of Conne…
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SI299: Sharing the Trend Following Pie ft. Andrew Beer
1:09:38
1:09:38
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1:09:38
Today, we are joined by Andrew Beer where we discuss the outlook for inflation and why Andrew believes there is an existential crisis in macro economic modelling. We then touch on the question "if trend followers might be the only true short sellers left" as well as how to deal with the lag effect when using replication models. We round off our con…
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GM62: How to Build a Future-Proof Portfolio ft. Bob Elliott
1:04:28
1:04:28
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1:04:28
Today, Cem and I welcome Bob Elliott, the founder of Unlimited Funds and former right-hand man to Ray Dalio at Bridgewater. Bob shares what he learned from his decade at Bridgewater and discusses the unique income-led economic expansion currently happening in the US, contrasting it with typical credit-driven expansions. He also explains why most in…
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