הפודקאסטים הטובים ביותר ב-Niels Kaastrup Larsen (2024)

1
Si318: How Trend Following Changes with Interest Rates ft. Katy Kaminski 1:02:15

14h ago1:02:15

1:02:15

Join Katy and I as we delve into the intriguing dynamics of trend following in the context of changing interest rates. We cover how trend-following strategies can be a valuable addition to investment portfolios, especially in high-rate environments where traditional fixed income may offer diminished diversification benefits. Katy shares insights fr…

1
GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave 1:02:17

3d ago1:02:17

1:02:17

Alan Dunne welcomes back Louis-Vincent Gave of Gavekal in this episode to delve into the Chinese economic outlook and discuss the broader macro trends. Louis shares his thoughts on whether the Chinese economy and Chinese asset markets are truly at a turning point. They examine the crisis of confidence among Chinese consumers and assess whether rece…

1
SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan 1:08:13

7d ago1:08:13

1:08:13

This episode dives deep into the intricacies of trend following strategies and their connection to complex adaptive systems. Richard Brennan and Niels Kaastrup-Larsen explore how these systems respond to market signals and the importance of boundaries in shaping investor behavior. They discuss the challenges faced by trend followers in the current …

1
IL31: What Your Cashless Future Will Look Like ft. Richard Holden 58:01

10d ago58:01

58:01

Our guest on this episode is Richard Holden, economics professor at the University of New South Wales Sydney author of a new book: Money in the 21st Century: Cheap, Mobile and Digital. Richard explains why the prospect of a private digital currency run by a company like Amazon or Google is a real possibility and why that would represent an enormous…

1
SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas 1:07:05

14d ago1:07:05

1:07:05

Today we tackle the most important questions arising from the evolving landscape of systematic investing, focusing on the changing dynamics of asset allocation in the current market environment. Nick Baltas and Niels discuss the implications of rising interest rates and inflation on traditional 60/40 portfolios, questioning whether this approach re…

1
ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski 1:03:11

17d ago1:03:11

1:03:11

Amy Flikerski, Head of External Portfolio Management at CPP Investments - the C$600bn Canadian state pension fund - joins Alan Dunne in this episode to discuss allocating capital to emerging and established hedge funds. They delve into the evolution of the hedge fund industry from the perspective of an allocator and particularly how the growth of t…

1
SI315: Preparing for a Pivotal Time in Global Markets ft. Cem Karsan 1:04:09

21d ago1:04:09

1:04:09

In this week’s episode, Cem Karsan joins Alan Dunne to discuss the interplay between market flows and global macro developments as we enter a pivotal time of year for markets. They explore the potentially favourable setup for equities in the coming weeks, driven by flow dynamics and dealer positioning, while considering how recent policy moves in C…

1
GM71: The Carry Risk Lurking in Your Portfolio ft. Kevin Coldiron 1:05:21

24d ago1:05:21

1:05:21

In this episode, I’m joined by Alan Dunne and Kevin Coldiron, a co-author of "The Rise of Carry", for an in-depth discussion on the recent unwinding of the Yen carry trade and a broader exploration of how carry trades are becoming more embedded in both our financial decisions and everyday lives. We revisit key insights Kevin took from his book, pub…

1
SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski 1:10:30

28d ago1:10:30

1:10:30

Together with Mark Rzepczynski we dive deep into the outlook for trend following and discuss what may drive trends in the coming years. We analyze the role that the Fed plays in the rise of carry trading and we discuss how the so-called KuU framework can be used for in your strategy. We also discuss the use of AI when it comes to forecasting and bu…

1
GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg 1:19:15

1M ago1:19:15

1:19:15

This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive into the latest developments in the Commodity markets. It's been 15 months since Adam last appeared on the show, and he's back to share his updated perspectives on the highly anticipated next Commodity Super Cycle. Adam even unveils a fascinating and…

פודקאסטים ששווה להאזין

פודקאסטים בנושא Niels Kaastrup Larsen

פודקאסטים ששווה להאזין

1
Top Traders Unplugged

Niels Kaastrup-Larsen

1
Top Traders Unplugged with Niels Kaastrup-Larsen

Niels Kaastrup-Larsen

1
Si318: How Trend Following Changes with Interest Rates ft. Katy Kaminski 1:02:15

1
GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave 1:02:17

1
SI317: From Hurricanes to Hedge Strategies: The Hidden Common Factors ft. Richard Brennan 1:08:13

1
IL31: What Your Cashless Future Will Look Like ft. Richard Holden 58:01

1
SI316: Solving the "How Much" Trend Following Question ft. Nick Baltas 1:07:05

1
ALO26: Managing a C$600 Billion State Pension Fund ft. Amy Flikerski 1:03:11

1
SI315: Preparing for a Pivotal Time in Global Markets ft. Cem Karsan 1:04:09

1
GM71: The Carry Risk Lurking in Your Portfolio ft. Kevin Coldiron 1:05:21

1
SI314: Algo Anxiety... Can AI Resolve This? ft. Mark Rzepczynski 1:10:30

1
GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg 1:19:15

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