Jim Bianco – Global Macro Series – 21st August 2020

Jim Bianco – Global Macro Series – 21st August 2020

In today’s episode we are joined by Jim Bianco, the president and macro strategist at Bianco Research, L.L.C.  Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets.  Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. In nearly 20 years at Bianco Research, Jim’s wide ranging commentaries have addressed monetary policy, the intersection of […]

Jim Bianco – Global Macro Series – 21st August 20202020-12-17T01:53:23-05:00

Campbell Harvey – Global Macro Series – 19th August 2020

Campbell Harvey – Global Macro Series – 19th August 2020

In today’s episode we are joined by Campbell Harvey, Professor of Finance at Duke University and Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts.  Cam served as Editor of The Journal of Finance from 2006 to 2012 and as the 2016 President of the American Finance Association. He holds a Ph.D. in Finance from the University of Chicago.

Although Cam is well-known as being the inventor of the Yield-Curve Indicator, with an eight […]

Campbell Harvey – Global Macro Series – 19th August 20202020-12-17T01:54:36-05:00

101 The Systematic Investor Series – August 17th, 2020

101 The Systematic Investor Series – August 17th, 2020

In this episode, we discuss the danger of financial products such as the Daily 3x Inverse Natural Gas ETN, the potential end of the 2020 bull market in stocks, Howard Mark’s recent quotes on managing risk & market cycles, how a Trend Following mentality can have a positive affect on your world-view, patience for your system vs patience for an individual position, and why needing to ‘agree’ with your trades can be a dangerous idea.  Questions we […]

101 The Systematic Investor Series – August 17th, 20202021-08-05T06:20:24-04:00

100 The Systematic Investor Series ft Jerry Parker– August 10th, 2020

100 The Systematic Investor Series ft Jerry Parker– August 10th, 2020

In this special anniversary edition of the Systematic Investor podcast, Jerry Parker joins us on the show to discuss why removing as many filters as possible may be beneficial to your trading system, why we could actually be living in the most ‘certain’ times in history, the importance of laser-like focus and unemotional trading during the best & worst periods, Jerry’s incredible story of despair to eventual victory as a Trading Turtle under Richard Dennis, […]

100 The Systematic Investor Series ft Jerry Parker– August 10th, 20202021-08-05T06:18:59-04:00

Michael Green – Global Macro Series – 4th August 2020

Michael Green – Global Macro Series – 4th August 2020

In today’s episode, we are joined by Michael Green, of Logica Capital advisors. Michael has over 20 years as a portfolio manager, mainly in the global macro space. Recently he has become well known because of his work on the shift to passive investing, and inevitably this was one of the topics we wanted to ask Mike about. Our conversation wasn’t limited to that however, and we also discussed comparisons between the present day and previous […]

Michael Green – Global Macro Series – 4th August 20202020-12-17T01:56:31-05:00
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