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

Julian Brigden – Global Macro Series – 14th July 2020

Julian Brigden – Global Macro Series – 14th July 2020

Our guest in todays episode is Julian Brigden, co-founder of MI2 partners. Julian has decades experience in investment banking on both sides of the Atlantic, and is a true original thinker. We had a highly enjoyable conversation with Julian, who has a unique knack of explaining his frequently controversial views in a thoroughly entertaining fashion. He has a wide knowledge of topics as varied as silver and shale oil, and his historical references ranged from the 2008 crash all the […]

Julian Brigden – Global Macro Series – 14th July 20202020-12-17T08:45:13-05:00

96 The Systematic Investor Series – July 13th, 2020

96 The Systematic Investor Series – July 13th, 2020

On today’s episode, we discuss the clear link between stock market prices & the Federal Reserve balance sheet, the widening gap between the best & worst CTA performances, the influx of retail money into the stock market, how RobinHood makes its profits despite offering free trading, bond prices and what they may be telling us about the future, how CTAs might now be swinging back to the long side, and how lofty expectations are driving many stock prices unexpectedly higher.

96 The Systematic Investor Series – July 13th, 20202020-12-17T08:45:48-05:00
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