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Otto van Hemert - Seasonality Everywhere
Manage episode 408767982 series 2952260
Content provided by Corey Hoffstein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Corey Hoffstein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In today’s episode I speak with Otto van Hemert, Director of Core Strategies at Man AHL.
After briefly touching upon Otto’s background, we dive into one of his most popular papers: The Best Strategies for Inflationary Times. Otto shares the inspiration for the research as well as some of what he feels were the less obvious results.
Trend strategies, which were a standout winner in the inflation resilience horse race, serve as the bridge to a discussion on seasonality. Interestingly, Otto’s research suggests that long-term trend signals are actually capturing seasonality effects!
Otto shares his thoughts on different approaches to measuring seasonality, why he believes seasonality emerges in both commodities and financial markets, and how to think about combining trend and seasonality in a single portfolio.
Please enjoy my conversation with Otto van Hemert.
98 episodes
Share
Manage episode 408767982 series 2952260
Content provided by Corey Hoffstein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Corey Hoffstein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In today’s episode I speak with Otto van Hemert, Director of Core Strategies at Man AHL.
After briefly touching upon Otto’s background, we dive into one of his most popular papers: The Best Strategies for Inflationary Times. Otto shares the inspiration for the research as well as some of what he feels were the less obvious results.
Trend strategies, which were a standout winner in the inflation resilience horse race, serve as the bridge to a discussion on seasonality. Interestingly, Otto’s research suggests that long-term trend signals are actually capturing seasonality effects!
Otto shares his thoughts on different approaches to measuring seasonality, why he believes seasonality emerges in both commodities and financial markets, and how to think about combining trend and seasonality in a single portfolio.
Please enjoy my conversation with Otto van Hemert.
98 episodes
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Similar to Flirting with Models
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
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continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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