Hi...My name is Niels Kaastrup-Larsen. I've been part of the hedge fund industry for more than 30 years & since 2014 have helped democratise it. Join me!
What does it mean to be the world’s reserve currency?
@jam_croissant and @LynAldenContact spent some time unpacking how it works in practice and what comes with that responsibility.
Listen here:
👉 Apple Podcasts: https://t.co/RMxhIeyrSD
👉 Spotify: https://t.co/InECzbVguy
The space economy is moving fast and most investors haven't figured out where they fit in yet.
In this episode, Dr. Rainer Zitelmann (@zitelmann_en), author of New Space Capitalism, joins Kevin Coldiron to map out the landscape.
Don't miss this chat.
https://t.co/N5vlouOpen
"What happens when passive becomes so large that fewer participants are left asking whether the price itself makes sense?"
Join me and @RichB118 as we discuss why passive investing has changed how the market behaves at a structural level.
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https://t.co/9WRHtzDvkf
Right now, space tourism is the billionaire's playground. But Dr. Rainer Zitelmann (@zitelmann_en) argues that it might not last forever. In this episode, he maps out the road from $50 million joyrides to something far more accessible.
Join us 👇️ 👇️
https://t.co/N5vlouOpen
SpaceX is preparing for what will be the biggest IPO in stock market history.
In this episode, Dr. Rainer Zitelmann (@zitelmann_en) joins Kevin Coldiron to explore what the investable space economy actually looks like today.
🎧 Join the conversation:
https://t.co/N5vlouOpen
Space capitalism isn't a theory. It's already here.
Dr. Rainer Zitelmann (@zitelmann_en), historian, economist, and author of 32 books, joins us to explain why the space industry has quietly become the most important capitalist story of our time. 👇️
https://t.co/N5vlouOpen
How to invest in this market regime ⬇️ ⬇️
"Find a way to get long inflation sensitive assets."
@jam_croissant@HariPKrishnan2
Listen to the full conversation here:
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
If markets are increasingly driven by flows, positioning, and reflexivity, how should investors adapt?
Find out more in this conversation I had with @HariPKrishnan2 and @jam_croissant
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
The $500 Trillion Global Asset Bubble ⬇️ ⬇️
"There are about US$500 trillion of long global assets."
@jam_croissant@HariPKrishnan2
Listen here:
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
👉 ️Other platforms: https://t.co/OPIiDTR5fp
Mega-cap dominance has become one of the defining features of this market.
@HariPKrishnan2 and @jam_croissant joined me to explore this through the lens of passive investing and market flows.
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
"The market itself has become untethered from the fundamental basis of the economy."
@jam_croissant@HariPKrishnan2
🎧 ️Listen to the full epsiode here:
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
What happens if passive investing grows too big?
@HariPKrishnan2 joins @jam_croissant and me to discuss his new paper with @profplum99 and @StephanSturm exploring this topic.
Join us! ⬇️
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
In this episode, Roberto Croce and Yoav Git join me to break down the mechanics behind crisis alpha and why trend following often does well during major regime shifts.
Check out the full discussion now.
https://t.co/NJQxfW3udb
In this episode, Yoav Git leads a fascinating discussion on the famous “Betting Against Beta” paper alongside Roberto Croce and me. We explore why low-beta portfolios have historically delivered surprisingly strong returns.
Don't miss chat!
https://t.co/NJQxfW3udb
New episode out now 🎙️
Today, @jam_croissant, @HariPKrishnan2, and I discuss one of the most important structural shifts happening in markets today: the rise of passive investing.
Join us!
👉 ️Apple Podcasts: https://t.co/aT1IpVeUDK
👉 ️Spotify: https://t.co/HfJ8svSKXC
"Trend following is in large part a beta timing strategy."
This week on the Systematic Investor series, I am joined by Yoav Git and Roberto Croce to discuss a new paper that examines where trend following crisis alpha really comes from.
Join us ⬇️ ⬇️
https://t.co/NJQxfW3udb
Can anyone be a market wizard?
Find out from the authors of the new Market Wizards book called "Market Wizards: The Next Generation."
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@jackschwager@gfc4@moritzseibert
https://t.co/dDCirFaSHN