I migliori Niels Kaastrup Larsen podcast (2024)

1
SI312: Should You Just Buy a CTA Index? ft. Rob Carver 1:14:11

1d ago1:14:11

1:14:11

Rob Carver is back this week to discuss the importance of being able to detach yourself from the markets and taking “real” breaks from time to time and we also hear from Rob what it is like to let his systematic trading system run by itself whilst he enjoys a long summer holiday. We also discuss the underlying theory of macro momentum and how you c…

1
GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell 1:02:48

4d ago1:02:48

1:02:48

Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne about the liquidity cycle’s influence on global markets. Michael outlines how he sees rising liquidity growth providing a favourable backdrop for risky assets and that the conventional narrative that the…

1
SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer 1:00:59

7d ago1:00:59

1:00:59

As August comes to an end, we discuss this month of extremes for the trend-following community, marked by significant dispersion in performance and unusual price activity across multiple asset classes as well as the economy in general. We address the strengths and limitations of replication strategies and Andrew shares insights into how he thinks a…

1
GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin 1:01:30

11d ago1:01:30

1:01:30

Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US economy will soon enter recession and the S&P 500 will fall as low as 3750. Peter highlights the leading indicators in the housing market, labour market and in manufacturing that suggest to him that the econ…

1
SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan 1:03:26

15d ago1:03:26

1:03:26

Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about periods of volatility. We also discuss why backtesting can’t predict future performance and what can be done to achieve achieve more realistic expectations of future risk and returns. We then dive into…

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IL29: Technology: The Economic Dynamite ft. Mark Mills 1:00:45

18d ago1:00:45

1:00:45

In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark was a guest on the show one year ago and many of the predictions he made then have come true. We revisit his view that simultaneous improvements in information, materials …

1
SI309: Bonds Behaving Badly ft. Katy Kaminski 58:53

22d ago58:53

58:53

Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a change in investors’ behaviour. We dive deep into the interconnection between inflation, bonds and volatility and we discuss how to build a portfolio that performs well in economic downturns. We also discuss the difference between a crisis versus a c…

1
ALO25: Master Your Hedge Fund Allocation ft. John Jackson 1:04:39

25d ago1:04:39

1:04:39

Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio co…

1
SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas 1:05:01

29d ago1:05:01

1:05:01

Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers. We discuss how trend following strategies had already started to adapt to the market rotations in July and what the consequence of leaving the short fixed income trade behind meant for overall performa…

1
GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran 1:05:12

1M ago1:05:12

1:05:12

Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fascinating and thought-provoking discussion on current markets and investing in general. They explore why Aswath believes we have witnessed the death of old-school value investing and how structural shi…

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Podcast di Niels Kaastrup Larsen

Podcast che vale la pena ascoltare

1
Top Traders Unplugged

Niels Kaastrup-Larsen

1
Top Traders Unplugged with Niels Kaastrup-Larsen

Niels Kaastrup-Larsen

1
Marex Mespresso

Marex

1
SI312: Should You Just Buy a CTA Index? ft. Rob Carver 1:14:11

1
GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell 1:02:48

1
SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer 1:00:59

1
GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin 1:01:30

1
SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan 1:03:26

1
IL29: Technology: The Economic Dynamite ft. Mark Mills 1:00:45

1
SI309: Bonds Behaving Badly ft. Katy Kaminski 58:53

1
ALO25: Master Your Hedge Fund Allocation ft. John Jackson 1:04:39

1
SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas 1:05:01

1
GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran 1:05:12

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