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Jan 2021
1h 19m

SI125: Will the FED always prevent prolo...

NIELS KAASTRUP-LARSEN
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Yesterday
SI411: Why the Best Portfolios Are Built to Be Wrong ft. David Dredge & Richard Brennan
The future isn’t hidden. It hasn’t been written yet. That idea anchors this foundational conversation between Dave Dredge, Richard Brennan and Niels Kaastrup-Larsen, on what risk really means in markets. They challenge the mathematics behind modern portfolio construction, exposin ... Show More
1h 59m
Jul 29
IL51: Why Most Recessions Are Completely Misunderstood ft. Tyler Goodspeed
Why do recessions happen? Tyler Goodspeed joins Kevin Coldiron to challenge some of the most deeply held beliefs in economics. Drawing on more than three centuries of data from the United States and the United Kingdom, he argues that recessions are rarely the inevitable consequen ... Show More
1h 1m
Jul 25
SI410: The Next Evolution of Trend Following ft. Nick Baltas
Niels Kaastrup-Larsen and Nick Baltas explore how artificial intelligence, thematic investing and narrative momentum are beginning to reshape systematic investing. Alongside a review of recent CTA performance, they discuss new research on expanding trend following universes, defe ... Show More
1h 10m
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