Podcasts about your portfolio

We're diving deep into some serious discussions about the shifting dynamics in Europe, particularly how the political landscape, especially with Trump's influence, is shaking things up. Economists Koen De Leus & Philippe Gijsels who authored a compelling book on the New World Economy, argue that Trump's policies might actually be a wake-up call for Europe, pushing it to innovate and stand on its own. We explore the concept of multi-globalization, where emerging markets are stepping into the spotlight as global trade partners, and how the geopolitical climate is driving this change. We also touch on the implications of these shifts for global markets and the economy, especially in terms of energy and raw materials. It's a thought-provoking chat that challenges our views on dependency and the future of Europe in a rapidly changing world.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Koen on LinkedIn.Follow Philippe on LinkedIn.Learn more about their book.Episode TimeStamps: 02:09 - Welcoming back Koen De Leus & Philippe...

In this episode, Niels and Mark Rzepczynski examine a market where the usual relationships have broken down. Bonds offer no shelter, volatility moves without conviction, and political intervention keeps distorting the signals investors rely on. What once served as protection now feels unreliable. Behind the headlines on tariffs, inflation, and eroding trust in institutions lies a deeper question about how to navigate when the frameworks built for one regime are carried into another. With a balance of macro insights, behavioral nuance, and hard-earned skepticism, this conversation looks at what really drives returns when narratives shift faster than the data.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Mark on Twitter.Episode TimeStamps:00:13 - What Caught our Attention04:16 - The Impact of Supply Chains on Global Trade08:51 - The Complexities of Trust in Economics17:45 - Understanding Trend Following in Financial Markets27:18 - The Age of Uncertainty32:51 - Understanding Market Uncertainty36:52 - More than One Type of Uncertainty49:53 - The Fallout of Trend Following01:01:22 - The Dynamics of Safe Assets01:02:41 - Transitioning from Concepts to Practical Insights in Trend FollowingCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about

America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yearbook, discussing how the US has thrived and what that means for future investment strategies. Our guests, Elroy Dimson and Kiran Ganesh, share their expertise on market trends, the importance of diversification, and the implications of recent economic shifts. We also explore the complexities of factors like equity risk premium and the evolving role of bonds in an investment portfolio. Join us as we explore these themes and consider what's next for investors in a changing global landscape. You can read the Global Investment Returns Yearbook here.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Elroy on LinkedIn.Follow Kiran on LinkedIn.Episode TimeStamps: 02:19 - Introduction to Elroy Dimson and Kiran Ganesh09:21 - What kind of feedback do they get from clients?13:04 - Stocks for the long run?17:41 - Is the US losing its grip on its economy?24:08 - Are indicies...

Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Niels explore a deeper question: has the strategy evolved in ways that undermine its edge? From the seduction of short-term models to the unintended consequences of complexity, this conversation traces how well-meaning enhancements may be compounding the very problems they aim to solve. Layer in political volatility, crowded positioning, and allocator fatigue, and the path forward looks less like innovation and more like rediscovery. This episode isn't a defense of recent results... it's a clear-eyed look at what happens when a strategy built on discipline gets pulled off course, and what it takes to steer it back.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Episode TimeStamps: 03:20 - Reflecting on Apple and China's Tech Revolution17:28 - Shifts in the Market Landscape: The Influence of Trump and AI20:03 - The Dynamics of Negotiation in Real Estate30:15 - Market Dynamics and the Role of Central Banks39:26 - The Changing Dynamics of Market Trends48:00 - Evaluating Investment Strategies and Performance53:19 - Navigating Market Challenges and Expectations01:08:34 - The Future of Investment Strategies01:11:10 - Navigating Market ChangesCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment...

There feels like a pervasive nature of worry in today's world, particularly in politics, financial markets, and emotional well-being.  Now more than ever, we need to understand our emotional needs and what we are seeking out for advice.  Are we seeking advice that is personal or financial?  Are we looking to be heard?  Or do we want to feel comforted in an uncertain time? How we communicate with each other and the people we trust, such as financial advisor, can lead to better support in navigating our concerns and making informed decisions. Connect with Paul Contact Paul here or schedule a time to meet with Paul here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn and YouTube. And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode: Cutting Through the Noise: Removing Distractions for Decision Making The Impact of Politics on Financial Planning: Navigating Market Trends Why Politics Should Stay Out of Your Portfolio

What if the volatility we're seeing is not a pause in the cycle, but the start of something lasting? In this episode, Cem Karsan sits down with Jim Bianco to unpack the forces reshaping the market and the political landscape around it. From the roots of labor unrest in 1880s Chicago to rising tariffs and inflation today, they trace how decades of policy widened inequality and fractured the middle. This is a conversation about debt, power, and the limits of the old playbook. The Fed may no longer be able to step in. Passive investing may no longer offer safety. If you are still positioned for the past, this episode is a clear signal to rethink what comes next.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Jim on X.Episode TimeStamps: 02:01 - Introduction to Jim Bianco and Bianco Research06:36 - The big macro picture view16:02 - The financial inequality is at an all time high22:51 - The power of generational wealth24:07 - The imbalance of politics - something has to change27:47 - Why we will see a major shift in how we invest soon30:19 - How the economy is changing36:10 - What defines a strong economy?40:58 - What is Trump talking about?45:36 - The outlook of the economy53:33 - The core of the political problems in the US55:16 - How to benefit from the current market...

Today Cem and Niels dissect a world quietly shifting beneath our feet.As markets hum along, Cem explains why the real story lies beneath the surface: a structural liquidity drain, a creeping stagflation that defies familiar playbooks, and a political regime shift few are pricing in. From Buffett's exit to dollar fragility, elite endowments tapping the bond market, and oil diplomacy with geopolitical undertones—this is a conversation about change in motion.But this episode doesn't stop at markets. It's about the narrative arc of societies under stress—about whether the West can summon the unity and courage to face its next great test.Insightful, urgent, and layered - this is the episode you will look back on and say: the clues were all there.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:17 - What has caught our attention recently?06:54 - Industry performance update08:44 - Inflation is coming - what now?16:43 - The Fed is stuck and the Trump administration is changing26:07 - If US debt defaults, what is left?29:32 - Are we experiencing the decline of the dollar?40:19 - The OPEC game43:21 - Reflecting on the conversation with Demetri Kofinas48:33 - What is courage as a society?50:49 - The West is being disunified...on purpose53:22 - Do we actually know who or what the real enemy is?58:58 - Cem's latest market forecastCopyright © 2024 –...

What if the biggest risk in markets today isn't volatility, inflation, or geopolitics - but the stories we believe to be true? In this unfiltered and thought-provoking episode, Demetri Kofinas joins Cem Karsan and Niels Kaastrup-Larsen for a piercing conversation that challenges how we process information, construct narratives, and make decisions in uncertain environments. This isn't about market forecasts - it's about how easily our thinking can be hijacked. From the corrosive incentives of financial media to the quiet ways conviction becomes cognitive quicksand, Demetri argues that investors today are drowning not in data, but distortion - misled by institutions built to entertain, not enlighten. Yet this episode is more than critique. It offers a path forward - one grounded in introspection, discomfort, and the discipline of intellectual honesty. For anyone managing capital - or simply trying to see clearly in a noisy world—this is a conversation that may shift not just your positions, but your perspective. Because the greatest edge in markets isn't a model. It's clarity when others are lost in the fog.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Demetri on X.Episode TimeStamps: 03:21 - Introduction to Demetri Kofinas04:39 - The era of financial nihilism11:44 - The birth of a radical optimism?20:10 - The risk of not heeding the call26:16 - The dark side of smoothing the business cycle29:14...

This episode is all about understanding the nuances of trend-following and how current market dynamics are shaking things up. Together with Rob Carver, we discuss the turbulence that hit financial markets in April and how that affected Trend Followers, as well as how Rob navigated the last 12 months as a trend follower. Plus, we explore the intriguing topic of safe haven assets, questioning if traditional choices like U.S. treasury bonds still hold up under pressure. We also explore a paper that the discuss the pros and cons of simplicity over complexity in strategy design.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Episode TimeStamps: 01:40 - What has caught our attention recently?06:59 - Society is going crazy09:47 - Industry performance update16:22 - How to capture the bounce in trailing stops23:20 - Industry performance numbers25:18 - Q1, Niall: What books would you recommend for a young quant entering the CTA space today?29:05 - Reviewing Rob's annual trend following performance36:26 - Should we start to rethink our approach to drawdowns?40:45 - How do we stop investors from projecting market expectations to trend following performance44:16 - How Rob defines slippage50:12 - What if we base our trend system on one indicator?54:18 - Does this trend following thing still work?58:56 - Getting to know the founders of trend...

What if the most dangerous thing in the global economy isn't a shock — but the quiet collapse of the frameworks we still rely on?In this rare, unfiltered conversation, Kenneth Rogoff — Harvard professor and former IMF Chief Economist — joins Kevin Coldiron to confront the reality that's too uncomfortable for most policymakers to admit:The world has changed. The models haven't.Rogoff explores what happens when inflation refuses to respond, debt compounds beneath the surface, AI reshapes productivity, and geopolitics redraws the map — while central banks keep playing by yesterday's rules.This isn't a call for panic. It's a call for intellectual honesty.Because in a world where the past no longer explains the present, clarity is the only edge that matters.If you manage capital — or ideas — in a world built on assumptions, this episode is for you.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Kenneth on X and read his book.Episode TimeStamps: 02:01 - Introduction to Kenneth Rogoff03:04 - What is at stake if the dollar loses its...

This episode is all about exploring the intricacies of market behavior, how trends shift, and what that means for our investment strategies. We're having a serious chat about the impact of recent market fluctuations and how they influence our approaches to trend following. Together with Nick Baltas, we'll touch on the dynamics of crowding in trades and how that shapes investor sentiment. So, grab your headphones and get ready for a straightforward, no-nonsense journey through the latest trends and insights in the investing world.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Nick on Twitter.Episode TimeStamps:01:59 - What has caught our attention recently?09:44 - We are entering an era of new market drivers15:31 - Why gold might be overrated17:34 - The challenges that investors are facing at the moment21:26 - Pension funds - reasons for concern?25:05 - Industry performance update27:08 - How Baltas' models react to the current markets30:46 - Industry performance numbers32:57 - Q1, Tim: Should an allocator into trend following strategies keep holding on to the winners or switch between trend following strategies?43:35 - Q1.1, Tim: Based on his models, where does Nick currently see crowded trades, and what is his assessment on crowdedness / positioning in equities where things have been particularly choppy?47:15 - Q2, Dimitri: I'm curious whether Nick sees banks allocating more resources to systematic strategies in credit over the...

Today, we're diving deep into the world of commodities with Calculo Capital, a short-term quantitative hedge fund based in Denmark. Our guests, Philip Engel Carlsson and Ole Hansen, share their insights on how they navigate the fast-paced commodity markets using machine learning techniques. We explore how their focus on liquid markets and short holding periods allows them to capitalize on price movements driven by supply and demand imbalances. The conversation also touches on the current trends in commodities, like the rising demand for precious metals and the impact of geopolitical events. Join us as we uncover the strategies behind Calculo's approach and what sets them apart in the investment landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Linkedin.Follow Ole on LinkedIn.Follow Philip on LinkedIn.Episode TimeStamps: 02:08 - Introduction to Calculo Capital03:53 - The state of today's commodity markets10:35 - Commodity performance numbers11:34 - What is driving the increased performance in the precious metal markets?15:35 - How the commodity performance impacts the way Calculo Capital is trading16:48 - Why do Calculo Capital only focus on commodity...

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In this episode, we explore the current market dynamics and discuss Katy Kaminski's latest research paper on crisis and correction alpha, which provides insights into how CTA strategies are navigating turbulent times. We also touch on the importance of understanding how trends shift and the implications for various asset classes. From examining the impact of correlation and volatility in risk management to discussing the nuances of different trading speeds, we aim to equip you with a clearer perspective on what to expect from these time tested strategies, which forms part of the latest wave of Portable Alpha offerings. Join us, as we find out how you can uncover opportunities in these challenging market conditions.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:01:07 - What has caught our attention recently?06:58 - Industry performance update08:33 - What are the most interesting markets according to Kaminski?14:06 - Industry performance numbers15:31 - Crisis or correction?22:04 - A historical perspective - we have been here before..28:50 - Crisis alpha or Chaos alpha?33:01 - Why are managers' performance so different this time?39:20 - It's all about the long game41:42 - The trend following trading speed is shifting50:18 - Should markets be treated differently in terms of speed?52:18 - Advice for building strong trend...

Discover how to navigate the complexities of personal and professional decisions through the lens of behavioral economics. Kevin Coldiron speaks with Daryl Fairweather, Chief Economist at Redfin and author of the book "Hate the Game," who shares insights on using economic principles to tackle everyday challenges, from negotiating salaries to understanding workplace dynamics. They explore the importance of empathy and perspective-taking in decision-making, emphasizing that understanding the rules of the economic game can empower individuals to succeed despite systemic inequalities. Fairweather discusses her own journey in economics and the lessons learned from her experiences, including the value of strategic thinking in competitive environments. This conversation is not only enlightening but also serves as a practical guide for anyone looking to improve their decision-making skills and career trajectory.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Daryl on X and read her book.Episode TimeStamps: 02:26 - Introduction to Daryl Fairweather07:30 - Choosing games and assessing probabilities13:14 - How do you know if your boss is a jerk?14:03 - Why it is important to be aware of how you present...

Together with Yoav Git, we'll explore how market conditions are shifting and what that means for investors, especially in light of recent bond market movements. It's been a wild ride lately, with unexpected changes in correlations between stocks and bonds, and we're here to break it all down. We'll also touch on the implications for trend-following strategies and how they can adapt in these turbulent times. So, whether you're a seasoned investor or just curious, hang tight as we unravel these complex topics together!-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Yoav on LinkedIn.Episode TimeStamps:01:21 - What has caught our attention recently?04:39 - Are there more to the Trump Tariffs than meets the eyes?09:53 - What is actually a safe haven asset today?11:50 - Industry performance update15:15 - Git's trend following perspective on fixed income17:25 - Trend following performance numbers21:39 - What you can expect from trend following during a crisis period30:31 - What we can learn from the current economic events34:27 - Key insights to achieving diversification40:40 - Achieving better performance through trend predictors45:01 - How CTAs interpret diversification in a unique way50:03 - Are we experiencing more dispersion today than previously?57:57 - The symbiotic relation between time and price in a trend following...

Today, we're diving into the world of portable alpha and how it can really shake up your investment game. Alan Dunne and I are chatting with Razvan Remsing from Aspect Capital, who shares that this concept isn't new but is gaining traction again as allocators look for ways to make their portfolios work harder. With everything going on in the markets, it's essential to think about how different strategies can fit together, especially in a world where traditional asset allocations might not cut it anymore. We'll explore the benefits of a multi-asset approach and how CTAs can play a crucial role in managing risk while seeking out returns.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Razvan on LinkedIn.Find out more about DUNN CapitalEpisode Timestamps:01:28 - Introduction to Razvan Remsing and Aspect Capital06:50 - A critical time for portable alpha products18:25 - The evolution of the sophistication of investors25:44 - Why trend following is the magic sauce to your portfolio33:07 - Are investors sleeping on portable alpha strategies?37:07 - The state of the CTA space from a global macro perspective45:14 - The total portfolio approach52:48 - Razvan's perspective on replication strategies58:14 - Key advice for working with...

Together with Richard Brennan, we'll explore how current market uncertainties are shaping investor sentiment and prompting a massive shift in how we think about financial systems. As we navigate through some heavy topics, we also touch on the importance of maintaining a disciplined approach in a world where noise can easily drown out the signals. Expect insights on the evolving landscape of trading, where we emphasize the necessity of aligning with processes rather than predictions. Join us as we unpack these ideas and their implications for both our trading philosophy and our understanding of the market dynamics at play.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Episode TimeStamps:02:24 - What has caught our attention recently?12:58 - The damage of leveraged ETF products15:38 - Reflecting on the trend following performance of Q125:18 - Industry performance numbers26:42 - Super determinism - how it impacts our trading41:59 - The relationship between science, trend following and the universe55:36 - Understanding complex adaptive systems as a trend follower01:13:36 - What is up for next week?Copyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I...

In the premiere of U Got Options, Cem Karsan is joined by Mike Green for an unfiltered, high-conviction conversation straight from the floor of the CBOE. Together, they dive deep into the explosive growth of 0DTE options - now driving over 60% of S&P volume - and unpack how this shift is quietly rewiring market reflexivity, volatility dynamics, and the path of dispersion. With stories from the pits and sharp macro takeaways, this episode sets the tone for a series that goes beyond the headlines to decode the real forces shaping today's markets. Raw. Insightful. Essential.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 02:04 - Introduction to Mike Green07:39 - How and why 0DTE options have changed the investing landscape17:23 - Implied volatility is changing - what does it mean for investors?25:18 - How periods of relative stability impact investor behaviour31:03 - The unwind of passives - is the system under pressure?39:51 - What are prices actually telling us?43:31 - Why this cycle might be different48:52 - What makes a long lasting investor?54:17 - A deep dive into passive flows57:18 - Individualism in investing - are we becoming too separated?Copyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know...

Alan Dunne and Mark Rzepczynski tackle the current market vibes, focusing on how factors like the 200-day moving average can shift market sentiment and affect portfolio strategies. As they navigate through the choppy waters of market performance, they discuss the importance of understanding uncertainty versus risk and how it impacts decision-making for both individual investors and managers alike. There's also an exploration of how curiosity plays a crucial role for fund managers in adapting to ever-changing market dynamics. Join us for an insightful discussion on making sense of today's investment landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Mark on Twitter.Follow Alan on Twitter.Episode TimeStamps:01:04 - What has caught our attention recently?04:09 - Industry performance update06:22 - How markets and managers respond to tariffs09:39 - Are we talking ourselves into a recession?12:55 - Why the distinction between risk and uncertainty is important16:26 - What is price telling us about market noise?24:06 - How quant traders should approach uncertainty28:59 - How the current economic landscape shapes systematic trading31:52 - Feedback loops, reaction functions and monetary policy36:05 - Advice for dealing with uncertainty as an investor41:36 - Curiosity as a characteristic in fund...

Our guest on this episode is Leah Downey, Junior Research Fellow at St. John's College Cambridge and author of the new book Our Money: Monetary Policy as If Democracy Matters. Independent central banks are thought to be necessary to prevent politicians using monetary policy to influence elections and to avoid dangerously high levels of inflation. Is this really correct? Is it really healthy for a democracy to allocate so much power to a very small group of unelected people? Why is monetary policy considered ‘too complicated' for politicians when equally complex areas like energy and defence are not? Is more uncertainty in monetary policy actually better for long-run economic stability? We tackle all these questions as we explore Dr. Downey's view that the way we govern central banks needs to change.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Learn more about Leah on her website and read her book.Episode TimeStamps: 02:23 - Introduction to Leah Rose Downey08:36 - A comic flimsy ground10:34 - Examples of the tension between legislators and Fed15:21 - Legislators have become a weak economic

In today's episode, Alan Dunne and I take a step back - and a step forward - by exploring 125 years of hard-earned market wisdom, courtesy of the Global Investment Returns Yearbook, the definitive source of long-term asset class performance. What does this rich dataset tell us about equities, bonds, diversification, and the underrated role of patience in investing? And how relevant are these lessons for investors navigating today's high-concentration markets, stubborn inflation, and the potential cracks in the classic 60/40 portfolio?But that's not all - we also dive into one of the most overlooked challenges facing systematic trend followers today: capacity constraints, especially in commodities. Drawing on Quantica's latest research, we examine why commodities have historically been critical to CTA performance, how liquidity limits silently erode returns as strategies scale, and why the explosive growth of trend following ETFs may come at a hidden cost investors rarely see.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:41 - What has caught our attention recently?04:14 - A new era for Germany?10:02 - The ETF space is on fire11:21 - The Nordic countries are on a roll12:18 - Dunne's global macro perspective21:39 - Industry performance update27:07 - An analysis of the Global Investment Returns Yearbook34:29 - Why are expected returns so far off real returns in the Pension Fund space?41:07...

Today, we're diving deep into the world of CTAs and their role in investment portfolios. We discuss the balance between focusing on a single asset class versus a multi-asset approach, emphasizing that different asset classes offer unique utilities to investors. Our guests share insights from their experiences, highlighting the importance of tailored execution strategies and how technology can enhance trading performance. We also explore the growing interest from major players like Fidelity and BlackRock in trend-following strategies, raising questions about the future of CTAs in institutional portfolios. Join us as we unpack these themes and share our thoughts on the evolving landscape of systematic trading.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Follow Graham on LinkedIn.Follow Yoav on LinkedIn.Find out more about DUNN CapitalEpisode Timestamps:04:02 - Introduction to Yoav Git06:16 - The background behind Graham, Rob and Yoav's relationship12:15 - What is common about people working at Man AHL?15:47 - Should you focus on single or multi asset classes?24:58 - The state and outlook for fixed income and29:47 - Liquidity and how it plays a role in alternative...

Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We're all feeling the shift in dynamics, and we're here to unpack how that impacts our investing approaches. From the rise of new ETFs to the ongoing debate about the future of managed futures, we'll cover it all. So grab your headphones and get ready for some straight talk on trends, volatility, and what it means for all of us as investors.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Follow Tom on LinkedIn.Episode TimeStamps: 00:47 - What has caught our attention recently?06:11 - Industry performance update14:30 - Wild moves in markets16:55 - Trump dumps on Trump trade26:23 - A wealth of products - is it just a phase?35:16 - The developments in the CTA space36:21 - Are we trying to engineer the impossible?41:45 - The pros and cons of inflection points vs short term models50:28 - Why do CTAs replicate the way they do?57:36 - Are the new ETFs threatening the CTA franchise?01:01:56 - Discussing performance in the CTA space01:09:22 - The use of QIS strategies in trend following01:13:52 - Final thoughtsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're...

Leveraged loans combined with treasuries create a solid strategy for navigating today's fixed income market. These two asset classes work like a peanut butter and jelly sandwich, balancing each other out—leveraged loans shine when interest rates rise, while treasuries thrive when rates drop. In our chat today with David Giroux, portfolio manager at T. Rowe Price, we dive into how this mix helps manage risk and enhance returns in uncertain market conditions. Giroux shares his insights on the current investment landscape, emphasizing the importance of evaluating management quality and capital allocation strategies. Join us as we unpack these ideas and explore what they mean for the future of investing.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Read more about David here.Episode TimeStamps: 02:20 - Introduction to David Giroux and T. Rowe Price09:00 - Are mostly sectors overvalued?11:43 - What has driven the change in valuations?13:48 - How Giroux determines how much risk to allocate in markets18:19 - The outlook for equity returns and Giroux stance on AI21:42 - The relationship between market meltdowns and interest rates23:29 - Giroux's outlook for inflation28:32 - How Giroux uses his past experience to predict markets31:37 - How Giroux constructs stock portfolios35:35 -...

Together with Cem Karsan, we take a serious look at how the shifting political landscape and economic pressures are impacting global markets. We discuss the implications of a potential (engineered) recession and what it means for various asset classes, especially in relation to current U.S. policies. With the conversation turning to Europe, we analyze the region's military rearmament and its potential effects on the global balance of power. We also touch on the evolving dynamics regarding Turkey's economic challenges and geopolitical significance. Buckle up for a straightforward discussion filled with insights and practical implications for investors navigating this complex landscape.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:03 - What has caught our attention recently?05:40 - We are at a populism crossroads07:09 - Industry performance update09:02 - The current state and outlook for the global economy21:03 - The absurdity of lowering yields to maintain a strong dollar28:47 - The Mar-a-Lago accord - realistic or pure speculation?35:42 - Are we seeing a new new world order?42:20 - How the TSMC deal with the US will impact the conflict between Taiwan and China50:28 - A perfect storm for the Turkish economy57:20 - The importance of Turkey's position and military power58:49 - Oil is in a weird spot at the moment01:03:00 - Could extreme market drops cause...

Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg about how the shifts in global commodity dynamics, particularly in natural resources like oil and gas, are becoming a lot clearer as supply constraints tighten up. It's all about recognizing the signs, and we believe that the next six to nine months will be crucial for investors looking to ride this wave. We're also throwing around some serious thoughts on how geopolitical factors are impacting these markets, especially regarding energy security. So grab a seat, because we're about to unpack why you should be paying attention to these developing trends and what they could mean for the future of commodities.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Adam on LinkedIn.Episode TimeStamps: 02:32 - A big picture framework - what has changed since our last conversation?09:32 - Why are commodities so cheap today?17:03 - Why is now the moment to go long?31:04 - We are in a huge carry trade47:04 - Commodities are taking over another role51:15 - Where are the greatest opportunities in rare metals?58:40 - It will end badly for millennials01:04:09 - Conspiracy theories in the gold industry01:06:55 - The outlook for the U.S energy...

In this episode, Katy Kaminski helps us explore the latest trends in managed futures and how different approaches to replication can impact performance and correlation. We explore the pros and cons of index versus mechanical replication, highlighting how each method reacts differently in various market conditions. Plus, we touch on the most recent developments in the ETF space and how they're reshaping access to CTAs, but also question if all of the new products are truly worthy of the "CTA" lable. Stick around as we break down these ideas and share insights that can help shape your investment strategies.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:01:50 - What has caught our attention recently?06:09 - Industry performance update13:06 - Q1, Rick: Have Katy done any work on Co-Movement Factor and "offsides" systems?18:12 - Q1.2, Rick: Katy's work shows us the dispersion between "slow" and "fast" systems w/ an optimal window of 10mo: How does this "optimal window" differ by year?25:54 - Q2, Brian: Are there more individual investors than institutional investors?28:43 - Q2.2: Are investors holding the ETF “long term”, or do they “chase performance”?32:25 - Q3, Niels: How should we think about future returns in trend following?36:24 - The beta of trend following and how to access it44:05 - Combing index- and mechanical replication50:58 - The pitfalls of replication...

Our guest on this episode is Edward Fishman, a world expert on the modern art of economic warfare. Edward is author of the new book Chokepoints: American Power In The Age of Economic Warfare. He currently teaches at Columbia University and prior to that advised the US Secretary of State, Joints Chiefs of Staff and Treasury Department on the deployment of economic sanctions. We discuss the details of how the US uses its dominant position in the world's financial markets and technology software to pressure countries like Iran, Russia and China. Most importantly this episode explains why these tools used to influence these chokepoints are permanent and are starting to form the contours of the new global economy that will persist for the coming decades. -----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Edward on X and read his book.Episode TimeStamps: 02:14 - Introduction to Edward Fishman08:24 - The failures of economic warfare14:04 - What Stuart Levy can teach us about economic19:26 - Who even want to work at banks nowadays?22:10 - The most successful sanction in modern times27:02 - The dangers of sanctions, export

  Keeping your information safe online is vital to protect you and your loved ones. Learn about how these cyber security apps can help guard against bad actors.   Aura: https://www.aura.com/ BitWarden: https://bitwarden.com/   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Events & Webinars with Ritter Insurance Marketing: https://ritterim.com/events/ How Relationship Marketing Can Make the Difference in Your Agency: https://lnk.to/asg642 Medicare Supplements Fill the Gaps in Your Portfolio: https://ritterim.com/blog/medicare-supplements-fill-the-gaps-in-your-portfolio/ Learning to Delight in the Limelight ft. Linda Ugelow: https://lnk.to/asg644 The Guide to Making Money Selling Health Insurance FREE eBook: https://ritterim.com/making-money-selling-insurance/ References:  “Best Password Manager for Business, Enterprise & Personal: Bitwarden.” Bitwarden, https://bitwarden.com/. Accessed 28 Jan. 2025. “Intelligent Digital Safety for the Whole Family.” Aura, https://www.aura.com/. Accessed 28 Jan. 2025. Fragoso, Jason. “Is Identity Guard Legit? What You Need to Know.” Aura, Aura, 22 Nov. 2024, https://www.aura.com/learn/is-identity-guard-legit. “Healthcare Data Breach Statistics.” HIPAA Journal, https://www.hipaajournal.com/healthcare-data-breach-statistics/. Accessed 30 Jan. 2025. “More than 1.7 Billion Individuals Had Personal Data Compromised in 2024.” HIPAA Journal, https://www.hipaajournal.com/1-7-billion-individuals-data-compromised-2024/. Accessed 30 Jan. 2025. “Why Medical Records Are 10 Times More Valuable than Credit Card Info.” Why Medical Records Are 10 Times More Valuable Than Credit Card Info, Cyber Policy, https://www.cyberpolicy.com/cybersecurity-education/why-medical-records-are-10-times-more-valuable-than-credit-card-info. Accessed 30 Jan. 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.

With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we explore why an adaptive approach is crucial for navigating today's turbulent financial landscape. Our conversation delves into the challenges investors face when competing against dominant market players and how trend-following strategies can shine in times of crisis. We also examine the often-overlooked disconnect between price and value - and how this mismatch might actually present fresh opportunities. Join us for an insightful discussion with Graham Robertson from Man AHL, as we unpack these critical insights and explore why trend following remains a powerful tool for generating "crisis alpha." Buckle up for a fascinating conversation!-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Graham on LinkedIn.Episode TimeStamps:01:11 - What has caught our attention recently?03:27 - Are kids too worried about the state of the world?05:58 - Our current observations on trend10:54 - How to capture the moves in the European energy markets13:05 - Valuable insights on alternative markets17:11 - Are alternative markets trending better?23:02 - The state of liquidity in the industry25:52 - How Man AHL approaches crypto29:47 - Industry performance update31:42 - Q1, Rick: Is a cross-over system typically the primary tool for Trend?37:14 - The origins of...

In this episode, Moritz Seibert speaks with Anatoly Crachilov and Michaell Hall from Nickel Digital, a prominent London-based crypto hedge fund. Anatoly (CEO) and Michael (CIO) founded the company in 2019 with an initial focus on in-house arbitrage and basis trading strategies. Over the years, their business model has evolved and adapted to the fast-changing world of digital assets. Today, Nickel Digital operates as a multi-strategy, multi-manager setup with more than $250 million in AUM, making it one of the largest and longest-standing crypto hedge funds globally. Anatoly, Michael and Moritz speak about the opportunities and challenges of operating a multi-PM digital asset hedge fund, how they differ from traditional asset hedge fund pod shops, and how the attract and find new PMs to work with them.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Linkedin.Follow Michael on LinkedIn.Follow Anatoly on LinkedIn.Episode TimeStamps: 02:13 - Introduction to Nickel Digital and how they found their way to crypto08:10 - A trip down memory crypto lane12:25 - Why is the basis still so wide on crypto?15:07 - The state of alpha in the crypto space18:23 - What kind of portfolio does Nickel Digital run?19:56 - How they...

Join us for a fascinating and in-depth conversation with Rob Carver, where we'll discuss the current state of gold, the impact of rising borrowing costs on futures pricing, and how these elements intertwine with market trends. Along the way, we'll tackle listener questions that challenge the status quo, digging into everything from fees in the hedge fund world to the implications of recent political shifts. It's a jam-packed session for anyone looking to get a clearer picture of the investment landscape today.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Episode TimeStamps: 01:07 - What on earth is going on with gold?04:58 - The hidden fees of the hedge fund world11:25 - Industry performance update15:00 - Q1, David: Since Rob's book was published, several multi-asset leveraged ETFs have become available. Do you think these products have a place in a long-term portfolio? If so, what kind of allocation would you consider reasonable?21:17 - Q2, Carlos: Imagine a systematically traded trend following account starting with $100k across 10 markets. Over time, the account grows to $200k. Would it generally be “better” to split the capital into two separate and different trading strategies (each trading 10 instruments), or to add more instruments/markets to the existing strategy for greater market diversification?24:49 - Q3, Chris: Does the use of ETFs to backtest Rob's trend following strategies provide an accurate representation of performance?29:41 - Q4, Steve: Any pointers on how...

In this episode, Alexander de Bruin, Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting managers and building portfolios of alternatives. Alexander shares insights from his background in convertible bond trading and how it has shaped his approach to allocating capital. The conversation explores the rapid growth of private markets, with a focus on the current opportunities in private credit. They also delve into Alexander's framework for constructing hedge fund portfolios, examining the role of multi-manager, multi-strategy funds compared to other diversifying strategies. Alexander provides a behind-the-scenes look at his manager due diligence process, including his unique approach of sitting on the trading floor with hedge fund managers to gain a deeper understanding of their strategies.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps: 02:20 - Introduction to Alexander de Bruin09:02 - The clients and portfolios that Edmond de Rothschild13:18 - Should the 60/40 portfolio be revamped?15:40 - de Bruin's approach to implementing new strategies19:41 - How de Bruin deal with the paranoia of something going wrong22:27 - Is there a place for multi-strat approaches?25:09 - The challenges of managing risk as a multi-strat manager26:53 - How hedge funds deal with portfolio constraints29:19 - Opportunities and risks in private markets35:32 - How high...

Hi, and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. Our guest on the podcast today is Pam Krueger. Pam is the founder and CEO of Wealthramp, which seeks to match consumers with financial advisors who fit their needs. Pam is also the creator and co-host of MoneyTrack, seen on PBS and many other public media stations around the country. And she co-hosts the Friends Talk Money podcast with Terry Savage and Richard Eisenberg. In 2021, she received the Special Achievement Award from the National Association of Personal Financial Advisors, or NAPFA, for her work educating the public about the value of fee-only financial advice. Pam, welcome to The Long View.BackgroundBioWealthrampMoneyTrackFriends Talk Money podcastSearch for an Advisor“The Best Financial Advisor for you Might not Be Local,” by Pam Krueger, wealthramp.com, March 19, 2024.“Which Financial Advisor Credentials Matter Most?” by Pam Krueger, wealthramp.com, Feb. 26, 2024.“Financial Advisor vs. Financial Coach: Which Is Best?” by Pam Krueger, wealthramp.com, July 31, 2023.“How a Fiduciary Advisor Can Add Value to Your Portfolio,” by Pam Krueger, wealthramp.com, June 22, 2023.“What's in It for Me? Five Things You'll Need to Know When Choosing a Financial Advisor,” wealthramp.com, Feb. 16, 2023.“Protecting Your Interests: Why Fiduciary Matters,” wealthramp.com, March 6, 2023.“Better Financial Advice Starts With Better Advisor Conversations,” by Pam Krueger, wealthramp.com, Oct. 29, 2024.Other“Tiffany Aliche ‘The Budgetnista' Presents Money Match in Partnership With Wealthramp to Improve the Financial Advisor Search,” wealthramp.com, Oct. 19, 2023.“Tiffany Aliche: Helping People ‘Move Past the Shame,'” The Long View podcast, Morningstar.com, Nov. 20, 2023.BrokerCheck

Together with Nick Baltas, we're diving deep into systematic investing to discuss why strategies like trend following is a hidden gem in the current (crazy) economic and geo-political landscape. We touch on recent trends, the implications of AI in investing, and how these dynamics can impact our portfolios. We also discuss the costs of rebalancing and the potential pitfalls when it comes to fixed-weight portfolios, how the trust in the financial system and economic data is starting to fade rapidly and much more. Stay tuned, there is a lot to unpack.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Nick on Twitter.Episode TimeStamps:01:40 - What has caught our attention recently?05:26 - A mini crash in the crypto space11:24 - Breath vs Size of Crypto Investors14:24 - The US Fixed Income policy is changing16:07 - Industry performance update19:21 - Reviewing current trends in 202523:46 - How people react to trend following as a defensive strategy28:51 - What are the most popular risk mitigation strategies?30:53 - An alternative way of allocating away from bonds and into "safe" equities38:13 - The trust in the system is fading...rapidly46:53 - Why price might be more accurate when using trend following49:42 - The unintended impact of rebalancingCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment

Mark Haefele, CIO of Global Wealth Management at UBS, shares valuable insights on the evolving landscape of investing amidst unprecedented government intervention in the economy. He emphasizes that understanding the role of government spending and its impact on market dynamics is crucial for today's investors. The conversation explores the distinction between managing wealth and managing investments, highlighting the importance of adopting a mindset of abundance rather than scarcity. Haefele also explains the significance of long-term structural trends, such as demographics and digitalization, which shape investment decisions. Throughout the discussion, he offers practical advice for navigating the complexities of investing in a world where macroeconomic factors increasingly influence outcomes.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Mark on LinkedIn.Episode TimeStamps: 02:24 - Introduction to Mark Haefele05:08 - Behind the scenes of Haefele's job06:41 - The key takeaways from Haefele's book08:56 - The difference between managing your wealth and managing your investment11:10 - How has the investing world changed over the years?14:44 - Is now a culmination of previous crises?16:52 - The 5 structural trends of the global economy and how it relates to government spending19:52 - How they apply the 5 structural trends in a broad...

Most investors focus on returns, but what about the shape of those returns? Today, Rich and I explore the often overlooked concept of convexity - a game-changing principle in trend following that helps us thrive in unpredictable markets. Inspired by insights from our recent guest, Dave Dredge, we break down why mastering convexity is key to cutting losses early, riding big winners, and staying ahead of market turbulence.If you're serious about protecting and growing your portfoli - while making smarter, more systematic decisions - this episode is a must-listen. Join us for a deep dive into the mechanics of risk, reward, and the powerful edge convexity can give your portfolio!-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Episode TimeStamps:01:49 - What has caught our attention recently?06:20 - Industry performance update11:10 - Why does convexity matter for trend following?36:13 - What do we actually mean by convexity?42:04 - Sharpe world - the pitfalls of today's economy52:30 - Why risk and volatility can feel like the same thing56:08 - The core of trend following58:22 - Why open trade equity makes no sense for managers01:00:03 - The business of trend following01:01:37 - The exponential potential of trend following01:08:05 - The times have changed - why is trend following more important than ever?01:11:22 - What is up for next week?Copyright © 2024

Today, we explore the intricate dynamics of global trade and economics, highlighting the central thesis of Matt Klein's book, "Trade Wars or Class Wars." Klein argues that the common perception of trade as a zero-sum game is fundamentally flawed; instead, he emphasizes that positive-sum solutions exist, benefiting all parties involved. The conversation explores the impact of internal dynamics within countries, particularly focusing on how these dynamics affect international relations and economic outcomes. Additionally, we discuss the current state of the global economy, rising bond yields, and the potential consequences of immigration policies on labor markets and housing. We invite listeners to rethink traditional economic narratives and consider how collective actions can lead to improved outcomes for everyone.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Matthew on Twitter.Episode TimeStamps: 02:08 - Introduction to Matthew Klein05:32 - Expanding the definition of trade13:45 - The dynamic between growth and productivity17:04 - The state of the German economy and how it could be improved22:42 - Klein's perspective on the development of the bond markets28:49 - Klein's outlook for inflation and interest rates34:36 - Are we approaching a consumer credit crisis?38:49 - Is there a productivity boom in...

Today, we dive into the complexities of current market dynamics, emphasizing the heightened levels of uncertainty stemming from recent regime changes. Mark Rzepczynski shares insights on how this uncertainty can influence investment behavior and market trends, highlighting the importance for investors to adapt their strategies in response to these shifts. The discussion touches on the implications of fluctuating correlations and volatility, particularly for systematic and trend-following strategies. We also explore how the intricate nature of financial markets as complex systems can lead to nonlinear reactions to shocks, making it crucial for traders to consider both measurable risks and the non-measurable uncertainties that can affect their models. The episode wraps up with reflections on the role of institutional arrangements and how they can impact market outcomes in a rapidly changing environment.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Mark on Twitter.Episode TimeStamps: 01:16 - A flurry of activities04:05 - The state of VIX and how newspapers and media measure uncertainty09:11 - How do trend followers take advantage of the uncertainty in markets?12:50 - What are the components of the regime shift?16:04 - The implications of the regime shift17:57 - Industry performance update19:21 - The state of bond markets from an uncertainty perspective21:16 - Do...

Today, we guide you into the complexities of the current financial landscape, emphasizing the crucial theme of positioning in an environment marked by rising interest rates and shifting market dynamics. We explore how recent structured product issuance is significantly impacting market structure, particularly in the U.S., where the volume of callable bonds and equity-linked products has surged. They highlight the risks associated with reliance on historical correlations, which may not hold in times of market stress, and the implications for investors navigating these turbulent waters. The conversation also touches on the potential for a significant monetary regime shift, akin to what was seen in the late '90s, driven by geopolitical tensions and domestic economic policies. You will gain valuable insights into how to recognize and adapt to these evolving risks, to become well prepared for the challenges ahead.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow David on LinkedIn.Read David's report here.Episode TimeStamps: 01:34 - A quick catch up since last conversation02:13 - Dredge's key takeaways from 202408:58 - When did things really start to move for Dredge?15:41 - Cem's analysis of the recent global macro environment22:51...

Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a particular focus on the German economy's challenges, we highlight how geopolitical factors and shifting market dynamics are reshaping investment approaches. We explore the potential implications of rising bond yields and the importance of incorporating trend-following strategies to mitigate risks associated with traditional asset classes. We also touch on the necessity for investors to rethink their allocations to adapt to an uncertain future, moving beyond outdated correlations and assumptions. As we examine the perspectives of notable figures in finance, the episode serves as a timely reminder of the importance of strategic asset allocation in navigating today's complex market environment.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:55 - What has caught our attention recently?02:41 - Why has the German economy changed so much?10:20 - A world of unexpected political events13:57 - How can there be a beta if managers are so different?16:06 - The state of the global macro environment25:10 - Industry performance update28:10 - Are investors relying too much on past performance?35:01 - Are we seeing signs of a catastrophic bubble?40:14 - 2025 - a deja vu to 1995?42:24 - Advice for constructing a robust trend following portfolio54:49...

Bill Gebhardt from 10Dynamics discusses the intriguing intersection of market efficiency and systematic trading strategies. He emphasizes the idea that while traditional views suggest markets are efficient, many hedge funds continue to find success using price-based strategies that should theoretically not work. This paradox leads to a fascinating exploration of the psychological aspects of trading, particularly how human behavior can create opportunities for systematic traders. Gebhardt shares insights on the operational complexities of running a nearly continuous trading process, utilizing intraday data, and employing a diverse range of signals. The conversation explores the risks of underfitting versus overfitting in trading models, ultimately advocating for a strategy that embraces empirical success without excessive optimization.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Linkedin.Follow Bill on X.Episode TimeStamps: 02:17 - Introduction to Bill Gebhardt06:35 - No pain, no gain08:40 - Why are they called 10Dynamics?10:08 - What is their philosophy behind how markets work?12:24 - Are the signals that they run based on trend following?13:47 - How they handle the operational complexity of their system18:15 - How they assess the validity of their data20:39 - Exploring the technical details behind the execution of their...

Together with Cem Karsan we take the pulse of the evolving landscape investors are faced with amidst rising interest rates and market volatility. A key takeaway is the recognition of structural changes in bond markets, with the potential for significantly higher yields impacting investment strategies. We explore the implications of current geopolitical dynamics, including Trump's perhaps surprising approach to China, his expansionary agenda and how it may shape market expectations moving forward. We also address the challenges of navigating a world where traditional hedging strategies in markets like fixed income are becoming increasingly difficult. With insights into market sentiment and potential counter-trend rallies, this episode provides a thought-provoking look at the complexities facing investors right now.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Episode TimeStamps: 01:19 - What has caught our attention recently?06:39 - Industry performance update08:34 - Long term skew in vol markets is causing trouble13:41 - Approaching OPEX - what is in sight?21:28 - Does a strong S&P500 performance indicate an incoming crisis?24:08 - Are we approaching a counter trend rally?26:33 - It's getting hard to hedge35:16 - Investors are long without realizing it38:34 - We need a shadow Fed President43:23 - We are in a leadership vacuum47:58 - Early signs of improvement in China?55:31 -...

William Green, author of the book "Richer, Wiser, Happier", returns to the podcast for an eye opening conversation centered around the complexities of investing and the importance of building a rich life beyond mere financial success. We explore the idea that true wealth encompasses autonomy, meaningful relationships, and personal growth, rather than just monetary accumulation. Throughout the discussion, William shares lessons learned from interviewing some of the greatest investors, emphasizing the significance of self-awareness and understanding one's biases in decision-making. We also touch on the current landscape of investing, including the dominance of U.S. equities and the implications of artificial intelligence in the financial world. By weaving in personal anecdotes and stories, William illustrate how to navigate uncertainty and position oneself for long-term success while maintaining a focus on what truly matters in life.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow William on X and read his book.Episode Timestamps:01:42 - Catching up since our last conversation07:22 - The importance of having connection and belonging along the path13:51 - The power of friendships20:21 - A key component to achieve success22:20 - The pitfalls of becoming successful26:47 - How psychology influences investment decisions and how to overcome biases34:23 - Common biases among successful...

Together with Andrew Beer and Tom Wrobel, we dive deep into the evolving landscape of managed futures and CTAs, highlighting the critical need for a narrative shift to better communicate their value to investors. Andrew and Tom discuss the challenges faced by allocators in understanding the unique benefits of trend-following strategies, especially amidst a backdrop of changing market dynamics. They explore the implications of BlackRock's recent move to launch an actively managed manager ETF, which could significantly impact how managed futures are perceived and allocated within investment portfolios. The conversation also touches on the potential for new ESG-compliant products that could attract investors reluctant to engage with traditional commodity exposure. With insights into the current market environment and the importance of adaptability, this episode provides valuable perspectives for anyone interested in systematic investing and the future of CTAs.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Andrew on Twitter.Follow Tom on LinkedIn.Episode TimeStamps: 01:20 - Our expectations going into 202507:00 - What to do when bonds are collapsing10:21 - Industry performance update11:49 - A deep dive into indices17:36 - The mechanisms behind creating an index23:13 - What returns can you expect from a CTA replication index?27:21 - What are the average fees in today's...

Our guest on this episode is Dr. Julia Lane, Professor at New York University and author of the book Democratizing Our Data: A Manifesto. Dr. Lane is a member of the National AI Research Resource Task Force and has advised the White House on promoting the use of Federal data for evidence building. She believes that the US system collecting data is outdated, inaccurate and unable to reform itself. This includes the data that goes into measures like GDP and unemployment. The current system is also unable to track the impact of AI on the economy. We discuss her proposals including her work to establish a new non-partisan institute to provide accurate and secure data available to everyone. -----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Julia on LinkedIn and read her book.Episode TimeStamps: 02:29 - Introduction to Julia Lane03:42 - We need to rethink how we generate trustworthy data12:49 - How does data collection look like in the U.S?18:14 - How do we find out what firms are working in artificial intelligence?24:53 - How Lane believes we can solve the challenges of collecting trustworthy data30:38 - How you maintain trust...

Join us for Part 2 of our Year-End discussion between all of the hosts on the Systematic Investor Series where we debate the trends and themes shaping the investment landscape heading into 2025. The episode highlights the significance of social media and podcasts in increasing awareness of systematic investment strategies, as well as the challenges posed by evolving market dynamics. Key topics include the role of the U.S. dollar under the new Trump administration, the impact of trend-following strategies, and the ongoing debate about replication in managed futures. We will also share our outrageous predictions for 2025, including insights into the potential resurgence of alternative investments and shifts in global economic relations. Happy New Year from all of us at TopTradersUnplugged.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Follow Alan on Twitter.Follow Andrew on Twitter and LinkedIn.Follow Katy on LinkedIn.Follow Cem on Twitter.Follow Mark on Twitter.Follow Nick on

In this episode, Moritz Seibert speaks with Tillmann Sachs and Vishal Sharma from J8 Capital Management, a systematic London-based CTA. The main focus of their discussion is J8's Global Absolute Return Strategy, which trades several different systems across markets and styles, including carry, arbitrage, and trend following. We also speak about their latest addition to this portfolio, namely the Redwood strategy, which is a short-term model trading some of the world's most liquid futures markets and works with intraday data that's sampled every 3 minutes. It's an interesting conversation with a CTA “plus” – a term Tillmann uses as they employ many strategies away from rules-based trend following.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on Linkedin.Follow Tillmann on LinkedIn.Learn more about J8 Capital.Episode TimeStamps: 16:16 - Introduction to Tillmann Sachs, Vishal Sharma and J8 Capital Management04:06 - Why did they start J8 Capital?05:09 - What got them interested in a systematic approach?09:12 - The story behind the J8 Global Absolute Return Strategy13:53 - Multiple different systems or one big system?16:25 - Why don't they incorporate equities in their strategy?21:36 - Managing risk in arbitrage...

This part 1 of 2 episode features a compelling roundtable discussion among all of our incredible co-hosts here at TopTradersUnplugged, where we reflect on the key takeaways of 2024. The main focus is on the significant return dispersion observed in the trend-following community throughout 2024, where performance varied dramatically among managers. We explore the factors contributing to this dispersion, such as differences in speed, market universe, and the impact of discretionary de-risking strategies. Additionally, we examine the influence of macroeconomic changes, particularly the effects of Federal Reserve policies, on market trends and investor behavior. As the conversation unfolds, we also share insights and personal reflections on our investment strategies and predictions for 2025.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Follow Alan on Twitter.Follow Andrew on Twitter and LinkedIn.Follow Katy on LinkedIn.Follow Cem on Twitter.Follow Mark on Twitter.Follow Nick on