103 The Systematic Investor Series ft Robert Carver – August 31st, 2020

103 The Systematic Investor Series ft Robert Carver – August 31st, 2020

Rob Carver returns to the show this week to discuss Jerome Powell’s comments at Jackson Hole, the potential Bond market bubble that very few are talking about, the sweet-spot for Trend Following fund AUMs, Dave Portnoy’s influence on Robinhood traders, Tom Basso’s recent interview with Meb Faber, and the continual need to improve your successful trading strategies.  Questions we answer this week include: Do you know of any Trend Following funds who use the […]

103 The Systematic Investor Series ft Robert Carver – August 31st, 20202021-08-05T06:25:10-04:00

Lyn Alden – Global Macro Series – 26th August 2020

Lyn Alden – Global Macro Series – 26th August 2020

We are very pleased to welcome Lyn Alden to the studio today, the founder of Lyn Alden investment strategy. Lyn is from an engineering background, and hence, as you might expect, brings a logical and rigorous approach to thinking about economics and financial markets. In our fascinating conversation Lyn was able to draw on her considerable knowledge and understanding of history to inform us in thinking about today’s problems. Our discussion spanned high level thinking about multi decade trends, but also […]

Lyn Alden – Global Macro Series – 26th August 20202020-12-17T01:51:44-05:00

102 The Systematic Investor Series – August 23rd, 2020

102 The Systematic Investor Series – August 23rd, 2020

This week, we discuss Tesla’s meteoric stock price rise and its likely inclusion into the S&P 500, similarities between today’s parabolic moves in the stock market and the famous tech bubble, why the current outlook for markets necessitates a place for investing in Trend Following strategies,  Germany’s move to tax investors on their gold ETF holdings, Volatility-focused trading strategies, and the differences in making adjustments to short term systems vs long term systems.  Questions answered this week […]

102 The Systematic Investor Series – August 23rd, 20202021-08-05T06:24:11-04:00

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
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