Bedste Nick Quante-podcasts (2024)

1
SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer 1:04:48

1d ago1:04:48

1:04:48

Together with Andrew Beer, we explore the complexities and challenges of systematic investing, particularly in the context of recent market fluctuations and investor sentiment. We discuss the difficulties faced by managed futures strategies, highlighting the impact of volatile economic conditions on performance. We explore the evolving landscape of…

1
GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman 59:13

4d ago59:13

59:13

Jason Furman, Professor of Economics at Harvard and former Chairman of the Council of Economic Advisors under President Obama, joins Alan Dunne in this episode to share his thoughts on the current economic outlook. They explore the recent improvement in the inflation data, whether the Fed is justified in claiming victory in its inflation fight and …

1
It's Not "Game Over, Man!" Until the Alien Queen Sings! 2:06:35

4d ago2:06:35

2:06:35

Just in time for Halloween, we travel this week into deep space, revisiting the terror on LV-426 in James Cameron's epic horror-action film: Aliens. Undoubtedly one of the most memorable blockbusters of the 80's, the film is full of iconic moments and quotes that live on nearly 40 decades later! Today, we take you through many of those classic mome…

1
SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver 1:21:33

9d ago1:21:33

1:21:33

Today, we delve into the nuances of systematic investing with Rob Carver, focusing on the concept of replication in trend-following strategies. The discussion contrasts different approaches to replication, highlighting the potential pitfalls of return-based methods that attempt to mimic established indices. We emphasize that simply increasing the n…

1
OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino 1:15:32

12d ago1:15:32

1:15:32

In his first podcast episode ever, Bill Eckhardt emphasizes that successful trading hinges more on risk control than on predicting market movements, a theme that resonates throughout his conversation with Moritz Siebert and Rob Sorrentino. The episode explores Eckhardt's journey from the renowned Turtle trading experiment to his current systematic …

1
SI318: How Trend Following Changes with Interest Rates ft. Katy Kaminski 1:02:15

16d 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

19d 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

22d 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

25d 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

29d 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

1M 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
Final Fight: Street Fighter II's Big Bad Daddy-O! 1:53:49

1M ago1:53:49

1:53:49

This week on Y2Gamers, Nick and I punch, kick, and piledrive our way through the rough, crime-filled streets of Metro City in Capcom's Final Fight. For the game that was intended to be Street Fighter's direct sequel, Capcom pulled out all the stops to ultimately craft a masterpiece that would literally define a new category of arcade brawlers for g…

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

1M 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

1M 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…

Podcasts der er værd at lytte til

Nick Quante Podcasts

Podcasts der er værd at lytte til

1
Y2Gamers

Ming Xie & Nick Quante

1
Top Traders Unplugged

Niels Kaastrup-Larsen

1
The Curious Quant

Qurious Analytics

1
Successfully Funded

Doug French

1
SI320: Bonds: The Voldemort of Asset Allocation ft. Andrew Beer 1:04:48

1
GM73: Debt, Deficits, and the Road Ahead ft. Jason Furman 59:13

1
It's Not "Game Over, Man!" Until the Alien Queen Sings! 2:06:35

1
SI319: The Surprising Factors Behind CTA Performance: Is Less More? ft. Rob Carver 1:21:33

1
OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino 1:15:32

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
Final Fight: Street Fighter II's Big Bad Daddy-O! 1:53:49

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

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