Hi...My name is Niels Kaastrup-Larsen. I've been part of the hedge fund industry for more than 35 years & since 2014 have helped democratise it. Join me!
It was great to experience @ChrisWillx live on stage in Edinburgh and to meet him after his show… who knows if he one day will want to share his insights on @TopTradersLive - episode 1,000?
"Geopolitical risk foreshadows inflation."
An interesting finding especially given everything that's happening around the world today. Listen to Katy Kaminski explain the relationship between geopolitical risk and inflation.
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https://t.co/6ulyChJfFm
Katy Kaminski and I spent some time revisiting the idea of crisis alpha, particularly in the context of inflation and geopolitical uncertainty.
Some great insights from Katy and a few research papers to discuss. Watch the latest episode here:
https://t.co/6ulyChJfFm
Are we witnessing another dot-com bubble or is this AI boom different?
This discussion between @jam_croissant and @GoldmanSachs' Christian Mueller-Glissmann had some very interesting insights.
👉 A️pple Podcasts: https://t.co/0R1h5Xbm72
👉️ Spotify: https://t.co/k3DA9GKr0e
Katy Kaminski is back on the podcast this week, and we discuss why inflation and geopolitical risks are challenging some long-held assumptions about portfolio construction.
Catch our latest conversation on the Systematic Investor.
👉 A️pple Podcasts: https://t.co/fNI3MdADFK
👉️ Spotify: https://t.co/ZM2UscNZsE
The value of diversification ↓↓
@GoldmanSachs' Christian Mueller-Glissmann makes a great point about the value of diversification, especially when it's becoming increasingly difficult to predict where markets might head next.
👉 https://t.co/OmH2ERbQUg
In this episode of U Got Options, @jam_croissant and Christian Mueller-Glissmann discuss why rising yields are becoming an increasingly important constraint on equity markets.
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👉 A️pple Podcasts: https://t.co/0R1h5Xbm72
👉️ Spotify: https://t.co/k3DA9GKr0e
"Equity vol is cheap."
Plenty of interesting perspectives and some great exchanges between @jam_croissant and Christian Mueller-Glissmann. Make sure to catch their conversation on U Got Options.
👉 A️pple Podcasts: https://t.co/0R1h5Xbm72
👉️ Spotify: https://t.co/k3DA9GKr0e
Cem Karsan (@jam_croissant) and Christian Mueller-Glissmann had a great exchange about what's causing the apparent calm in equity markets. Tune in to this episode of U Got Options. 👇️ 👇️
👉 A️pple Podcasts: https://t.co/0R1h5Xbm72
👉️ Spotify: https://t.co/k3DA9GKr0e
When you look at the long-term numbers for managed futures, there's a pretty compelling case for why they deserve a bigger place in investors' portfolios. @andrewdbeer1 and I break it all down in this episode. Check it out:
👉 ️Apple Podcasts: https://t.co/qdtHxXTPQe
👉 Spotify: https://t.co/nH9qCAzVyE
How have managed futures performed in previous equity crises?
@andrewdbeer1 joined me to look at the evidence from previous crises. Tune in to our latest Systematic Investor conversation.
👉 ️Apple Podcasts: https://t.co/3IWMgybDjS
👉 Spotify: https://t.co/mVI4GlVCiu
"Always try to take the opposite position to the trade [you] want to make."
Listen to Alex Edmans' (@aedmans) practical tips for traders and investors in this chat with Kevin Coldiron. 👇👇
https://t.co/i25m3uXae1
"Prepare your portfolio; introduce risk management."
Our latest episode of U Got Options is now available, featuring Christian Mueller-Glissmann of @GoldmanSachs
Christian joins @jam_croissant to discuss some of the biggest questions facing investors today. Listen to the full episode here:
👉 Apple Podcasts: https://t.co/mxVtDKWhGC
👉️ Spotify: https://t.co/P7rgX1ZpMa
How to avoid emotional trading: "Don't check your portfolio too much."
Alex Edmans (@aedmans) shared some great practical tips for investors in this episode with Kevin Coldiron.
Catch their conversation below 👇👇
https://t.co/i25m3uXae1
How do managed futures drawdowns compare with other asset classes?
@andrewdbeer1 walks us through nearly three decades of data.
Full episode here:
https://t.co/A9Qe78MLx1
There are plenty of reasons why managed futures should have a place in a diversified portfolio. @andrewdbeer1 made a pretty compelling case for them in our latest conversation. Check it out!
👉 ️Apple Podcasts: https://t.co/3IWMgybDjS
👉 Spotify: https://t.co/mVI4GlVCiu
Some of the most interesting opportunities in markets may come from understanding how other investors behave.
Listen as Kevin Coldiron and Alex Edmans (@aedmans) discuss how investors can approach this more thoughtfully.
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https://t.co/i25m3uXae1
What advantages do individual investors have over professionals?
In this Ideas Lab episode, Kevin Coldiron speaks with @aedmans about the surprising advantages individual investors might have and how they can put them to good use.
Find out more 👇👇
https://t.co/i25m3uXae1
"Before you think about investing in the first place, think about what your edge is."
Listen to this conversation between Alex Edmans (@aedmans) and Kevin Coldiron for more practical tips on how to become a better investor. 👇👇
https://t.co/i25m3uXae1