98 The Systematic Investor Series ft Mark Rzepczynski – July 26th, 2020

98 The Systematic Investor Series ft Mark Rzepczynski – July 26th, 2020

Today, we’re delighted to welcome Mark Rzepczynski onto the show to discuss his time working with John W. Henry and what J. W. Henry’s ‘secret weapon’ was, the most effective way to gain downside protection, how to overcome behavioural biases in investing, how diversification can reduce profitability during huge trends, how to effectively make the case for Trend Following to potential investors, where returns dispersion among CTAs is stemming from, and one of our […]

98 The Systematic Investor Series ft Mark Rzepczynski – July 26th, 20202020-12-17T08:22:22-05:00

Larry McDonald – Global Macro Series – 25th July 2020

Larry McDonald – Global Macro Series – 25th July 2020

Today we are very lucky to welcome Larry McDonald as our guest. Larry is the founder of the Bear Traps report, and has extensive experience in consulting and investment banking. His bestselling book “A colossal failure of common sense”, described his time as a Vice President at Lehman brothers where Larry had a ringside view of the last financial crisis. Needless to say this gives him an interesting perspective on the current state of the global markets. Our […]

Larry McDonald – Global Macro Series – 25th July 20202020-12-16T10:43:45-05:00

Erik Townsend – Global Macro Series – 23rd July 2020

Erik Townsend – Global Macro Series – 23rd July 2020

Todays’ guest is Erik Townsend, host of the Macro voices podcast. Erik has an unusual background, as he had a very successful career as a technology entrepreneur before turning his hand to commodity trading. His background gives him a different perspective to many in the financial world, as we discovered in our conversation. Our discussion explored the possible consequences of the action taken by central banks in the last and current crisis; including rampant inflation, social unrest, […]

Erik Townsend – Global Macro Series – 23rd July 20202020-12-17T08:42:41-05:00

97 The Systematic Investor Series ft Robert Carver – July 22nd, 2020

97 The Systematic Investor Series ft Robert Carver – July 22nd, 2020

Today, Robert Carver joins us to discuss JP Morgan’s comments on markets being fabricated by central bank liquidity, Tesla’s incredible swings in market cap, thoughts on Warren Buffett’s recent ‘value’ purchase, the point at which diversification in a portfolio becomes dilution, and the benefits of diversifying among different Trend Following managers.

If you would like to leave us a voicemail to play on the show, you can do so here.

Learn […]

97 The Systematic Investor Series ft Robert Carver – July 22nd, 20202021-05-27T02:43:14-04:00

Preston Pysh – Global Macro Series – 17th July 2020

Preston Pysh – Global Macro Series – 17th July 2020

Our guest for today’s episode is Preston Pysh, founder of BuffetsBooks.com and co-host at The Investors Podcast network. As a graduate of both West Point and John Hopkins, Preston is certainly the only person we have interviewed who has both an MBA but can also fly a helicopter. Mostly in the interview we were talking about economics rather than military strategy, but the topic of a US/China war did come up briefly. Preston has spent a lot of time thinking […]

Preston Pysh – Global Macro Series – 17th July 20202020-12-17T08:43:52-05:00
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