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The home of the "No Idle Frets Podcast", dedicated to podsafe jazz guitar music.
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The Collective Podcast brings you bi-weekly episodes of entertaining, informative, honest discussions with creative industry professionals from around the world. Created and hosted by designer/director Ash Thorp, he aims to explore the struggles of work/life balance and to share the experiences of influential creatives from all realms of media, including (but not limited to) designers, illustrators, visual effects artists, writers, painters, and programmers.
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All things large format
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Conversations with Spoon Carvers from around the world. About how and why they carve spoons. Hosted by Simon Pouly alias Roots Spoons.
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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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Getting to know the Trine wrestling program, some of the wrestlers, coaches and alumni.
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Where the category design curious go to become category design capable… Category Thinkers is a podcast dedicated to exploring and demystifying the world of category design. Our mission is to help you identify, understand, and apply category design principles to your own ventures, no matter the industry or stage of your business journey. We believe that embracing category design strategies can unlock the potential of any business or individual, and we aim to debunk the notion that its applica ...
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SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver
1:21:33
1:21:33
बाद में चलाएं
बाद में चलाएं
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पसंद
पसंद
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
बाद में चलाएं
बाद में चलाएं
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पसंद
पसंद
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
1:02:15
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बाद में चलाएं
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पसंद
पसंद
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…
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GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave
1:02:17
1:02:17
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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…
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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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बाद में चलाएं
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पसंद
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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बाद में चलाएं
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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…
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SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas
1:07:05
1:07:05
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बाद में चलाएं
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पसंद
पसंद
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…
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1
ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski
1:03:11
1:03:11
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बाद में चलाएं
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पसंद
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…
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SI315: Preparing for a Pivotal Time in Global Markets ft. Cem Karsan
1:04:09
1:04:09
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बाद में चलाएं
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1:04:09
In this week’s episode, Cem Karsan joins Alan Dunne to discuss the interplay between market flows and global macro developments as we enter a pivotal time of year for markets. They explore the potentially favourable setup for equities in the coming weeks, driven by flow dynamics and dealer positioning, while considering how recent policy moves in C…
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1
GM71: The Carry Risk Lurking in Your Portfolio ft. Kevin Coldiron
1:05:21
1:05:21
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बाद में चलाएं
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1:05:21
In this episode, I’m joined by Alan Dunne and Kevin Coldiron, a co-author of "The Rise of Carry", for an in-depth discussion on the recent unwinding of the Yen carry trade and a broader exploration of how carry trades are becoming more embedded in both our financial decisions and everyday lives. We revisit key insights Kevin took from his book, pub…
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SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski
1:10:30
1:10:30
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बाद में चलाएं
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पसंद
1:10:30
Together with Mark Rzepczynski we dive deep into the outlook for trend following and discuss what may drive trends in the coming years. We analyze the role that the Fed plays in the rise of carry trading and we discuss how the so-called KuU framework can be used for in your strategy. We also discuss the use of AI when it comes to forecasting and bu…
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1
GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg
1:19:15
1:19:15
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1:19:15
This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive into the latest developments in the Commodity markets. It's been 15 months since Adam last appeared on the show, and he's back to share his updated perspectives on the highly anticipated next Commodity Super Cycle. Adam even unveils a fascinating and…
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SI313: The Paradox of High-Volatility Alternatives ft. Alan Dunne
1:05:16
1:05:16
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बाद में चलाएं
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1:05:16
In this episode, Alan Dunne and I explore Mario Draghi's latest vision for Europe and discuss an insightful interview with Kenneth Rogoff, titled "We Will See More Spikes in Inflation," which covers key macroeconomic issues. We also explore the recent Goldman Sachs reports, highlighted by the Financial Times, showing significant outflows from multi…
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