All Episodes

OI19 BONUS: Living With Ed Seykota ft. David Druz

OI19: The Trader Who Never Spoke...Until Now ft. David Druz

SI371: Trends Don’t Form Randomly. They Form Reflexively ft. Richard Brennan

UGO07: The Illusion of Safety: How Markets Became the Economy ft. Keith DeCarlucci, Patrick Kazley & Hari Krishnan

SI370: Sharpe Ratios, Tail Risks, and the Cost of Comfort ft. Nigol Koulajian & Alan Dunne

GM89: When Credibility Becomes the Risk Premium ft. Maurice Obstfeld

SI369: Liquidity, Leverage, and the End of Safety ft. Mark Rzepczynski

GM88: Cycles of Promise and Pain: Argentina’s Unfinished Lesson ft. Nicolas Dujovne

SI368: Valuation Has Left the Room ft. Cem Karsan & Alan Dunne

IL42: Redefining Sovereignty in a Borderless Financial System ft. Zoe Liu

SI367: Portfolio Design in a Distorted World ft. Andrew Beer

UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev

SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver

ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson

SI365: Design or Luck: Why Trend Following Results Diverge ft. Katy Kaminski

GM87: Who Really Sets Policy Now? ft. Anna Wong

SI364: What makes an Alternative Investment Truly Valuable? ft. Moritz Seibert

IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz

SI363: The Misreading of Trend ft. Nick Baltas

OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen

SI362: The Alpha Most Systems Miss ft. Yoav Git

GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave

SI361: The Four Faces of Trend Following ft. Richard Brennan

UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom

SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne

IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle

SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski

GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell

SI358: Why the Best Trend Models Might Be the Simplest Ones ft. Tom Wrobel & Andrew Beer

TTU150: Scarcity, Security, and the Shift to Soil ft. Artem Milinchuk

SI357: Liquidity, Leverage, and the Lie of Calm ft. Cem Karsan

UGO04: CNBC Legend on the Price of Losing Price ft. Rick Santelli

SI356: The Anatomy of a CTA Recovery ft. Katy Kaminski

ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh

SI355: Drawdowns Don’t Lie, But They May Mislead ft. Alan Dunne

OI17: The End of the Bull Market: What’s Next for Equities? ft. Asim Ghaffar

SI354: Everyone’s Different. Until They’re Not ft. Rob Carver

GM84: What Everyone Saw, but No One Priced ft. Bob Elliott

SI353: You Don’t Buy It for Returns. You Buy It Because It Works! ft. Yoav Git

GM83: The Risk We Forgot to Price ft. Barry Eichengreen

SI352: Trend Systems Under Strain ft. Nick Baltas

UGO03: This Isn’t 2008. That’s the Problem ft. Benn Eifert

SI351: The Two Tribes of Trend ft. Richard Brennan

OI16: Return Stacking: Form, Function & Friction ft. Corey Hoffstein and Adam Butler

SI350: Why All Roads Lead to Higher Yields ft. Alan Dunne

IL39: Is Trump Making Europe Great Again? ft. Koen De Leus & Philippe Gijsels

SI349: Navigating the Age of Uncertainty with Trend Following ft. Mark Rzepczynski

GM82: The Surprising Success of the U.S. Economy ft. Elroy Dimson & Kiran Ganesh

SI348: The Quiet Cost of Overfitting ft. Andrew Beer

UGO02: Inequality, Inflation, and the End of Consensus ft. Jim Bianco

SI347: Stagflation, Storytelling, and the Search for a New Hero ft. Cem Karsan

GM81: What If Everything You Believe About Markets Is Wrong? ft. Demetri Kofinas

SI346: Is the Trend Still Your Friend ft. Rob Carver

IL38: Our Dollar, Your Problem ft. Kenneth Rogoff

SI345: From Chaos to Clarity: The Power of Systematic Investing ft. Nick Baltas

OI15: Navigating the Commodity Markets with Calculo Capital ft. Ole Hansen & Philip Carlsson

SI344: Trend Following during Trump Tariff Turmoil ft. Katy Kaminski

IL37: Hate the Game? How to Navigate Life's Economic Challenges ft. Daryl Fairweather

SI343: CTAs: The Unexpected Heroes of Market Crises ft. Yoav Git

TTU149: Risk, Return, Repeat: The Portable Alpha Revival ft. Razvan Remsing & Alan Dunne

SI342: From Trend Following to Super Determinism ft. Richard Brennan

UGO01: Reflexive Markets, Real-Time Risk: The Dawn of the 0DTE Era ft. Mike Green

SI341: Nothing Good Happens Below the 200-Day Moving Average ft. Mark Rzepczynski

IL36: Democracy, Money, and the Central Bank - A Risky Balance ft. Leah Rose Downey

SI340: ETFs, Size, and the Commodity Problem ft. Alan Dunne

TTU148: CTAs - The Good, The Bad, and The Misunderstood ft. Rob Carver, Graham Robertson and Yoav Git

SI339: CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel

ALO29: What Every Investor Should Know About Valuations ft. David Giroux

SI338: Politics, Markets & Power Plays: An Unfiltered Look ft. Cem Karsan

GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg

SI337: How Best to "Replicate" Managed Futures Returns ft. Katy Kaminski

IL35: The New Age of Economic Warfare: Are We Ready? ft. Edward Fishman

SI336: How to Invest in Turbulent Times? ft. Graham Robertson

OI14: Behind the Scenes of a Crypto Hedge Fund ft. Michael Hall & Anatoly Crachlilov

SI335: Trend Following or Mean Reversion: What Works Best When? ft. Rob Carver

ALO28: Why Hedge Funds Still Matter ft. Alexander de Bruin

SI334: Why Quants Might Be Your Best Bet ft. Nick Baltas

ALO27: Unlocking Wealth: Insights from UBS's CIO Mark Haefele

SI333: Convexity - The Trend Following Game Changer! ft. Richard Brennan

GM79: How Global Economic Dynamics Shape Our Future ft. Matthew Klein

SI332: Market Turbulence: How to Adapt to Regime Changes ft. Alan Dunne & Mark Rzepczynski

GM78: Is this 1995 all over again? ft. Dave Dredge & Cem Karsan

SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne

OI13: The Art of Continuous Trading: Mastering Market Dynamics ft. Bill Gebhardt

SI330: Yield Storm Ahead: Preparing for a New Era ft. Cem Karsan

TTU147: How to Craft a Rich Life Beyond Money ft. William Green

SI329: CTAs: Innovation Meets Legacy & the BlackRock Effect ft. Andrew Beer & Tom Wrobel

IL34: Democratizing Data: A New Approach for Trustworthy Information ft. Julia Lane

SI328: Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2)

OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

GM77: Unlocking the Roaring 2020s: Is Bitcoin the New Gold? ft. Ed Yardeni

SI326: Volatility and Trends: What 2024 Held for Trend Followers ft. Katy Kaminski

GM76: Are We Being Deceived by Economic Data? ft. Paul Donovan

SI325: Why Adaptive Strategies Matter Now More Than Ever ft. Graham Robertson

IL33: The Soul of Wealth: Behavioral Secrets to a Purposeful Life ft. Daniel Crosby

SI324: Embracing Uncertainty using Adaptive Models ft. Richard Brennan

GM75: Macro Mastery: The HedgeEye Approach ft. Keith McCullough

SI323: From Politics to Profits: How Regime Changes Affect Your Portfolio ft. Cem Karsan

OI11: Avoiding the Herd: A Different Path to Alpha ft. Jerome Callut