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Niels Kaastrup-Larsen and Richard Brennan explore what the science of complex adaptive systems can teach us about markets and trend following. Drawing on research from the Santa Fe Institute, they examine why markets may be better understood as evolving systems shaped by the participants within the…
Niels Kaastrup-Larsen and Alan Dunne are joined by Welton Investment Corporation founder Patrick Welton to explore what four decades in markets have taught him about trading, risk and managing other people’s money. Pat shares lessons from his encounters with Paul Tudor Jones and John Henry before e…
Alan Dunne is joined by Cem Karsan to examine the forces pushing bond yields higher and why he believes markets are becoming increasingly fragile. Cem argues that refinancing pressures, persistent inflation, declining foreign demand for Treasuries and the enormous capital requirements of the AI boo…
Alan Dunne is joined by Nick Baltas to discuss a strong period for trend following and what the latest research says about adapting systematic strategies to changing markets. They examine whether volatility can help determine how quickly trend models should react, and why Nick remains skeptical of …
Moritz Seibert is joined by GBE Energy co-founder Cory Paddock for a look inside the unusual world of proprietary power trading. Cory explains how electricity markets combine weather, physics and economics, and why understanding supply and demand can create opportunities in markets where prices can…
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Niels Kaastrup-Larsen, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.