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The home of the "No Idle Frets Podcast", dedicated to podsafe jazz guitar music.
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The Collective Podcast brings you bi-weekly episodes of entertaining, informative, honest discussions with creative industry professionals from around the world. Created and hosted by designer/director Ash Thorp, he aims to explore the struggles of work/life balance and to share the experiences of influential creatives from all realms of media, including (but not limited to) designers, illustrators, visual effects artists, writers, painters, and programmers.
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All things large format
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Conversations with Spoon Carvers from around the world. About how and why they carve spoons. Hosted by Simon Pouly alias Roots Spoons.
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Explore the captivating world of investing with Niels Kaastrup-Larsen and his incredible co-hosts. Each week, we delve into engaging conversations with renowned investors, top economists, expert traders, and visionary thought leaders. Our discussions cover Trend Following, Global Macro, Geo-Politics, Commodities, Quant Investing, Crypto, Volatility, and much more. Unlock valuable insights from seasoned professionals, celebrating their triumphs and learning from their obstacles. Tune in every ...
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Getting to know the Trine wrestling program, some of the wrestlers, coaches and alumni.
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Where the category design curious go to become category design capable… Category Thinkers is a podcast dedicated to exploring and demystifying the world of category design. Our mission is to help you identify, understand, and apply category design principles to your own ventures, no matter the industry or stage of your business journey. We believe that embracing category design strategies can unlock the potential of any business or individual, and we aim to debunk the notion that its applica ...
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IL30: How To Evaluate True Macro Risk? ft. Philipp Carlsson-Szlezak
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Our guest on this episode is Philipp Carlsson-Szlezak, the Global Chief Economist at BCG and author of a new book: Shocks, Crises and False Alarms: How to Assess True Macroeconomic Risk. He explains why it’s wrong to put focus on extreme “doom mongering” predictions - which often turn out to be false alarms. We discuss his intuitive framework for e…
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SI312: Should You Just Buy a CTA Index? ft. Rob Carver
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Rob Carver is back this week to discuss the importance of being able to detach yourself from the markets and taking “real” breaks from time to time and we also hear from Rob what it is like to let his systematic trading system run by itself whilst he enjoys a long summer holiday. We also discuss the underlying theory of macro momentum and how you c…
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GM69: The Global Economy from a Liquidity Perspective ft. Michael Howell
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Michael Howell, Managing Director of Crossborder Capital and Author of the Capital Wars Substack, returns in this episode to speak with Alan Dunne about the liquidity cycle’s influence on global markets. Michael outlines how he sees rising liquidity growth providing a favourable backdrop for risky assets and that the conventional narrative that the…
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Beeple is back for another episode of The Collective Podcast. Nearly two years after his last appearance, Beeple, also known as Mike Winkleman, shares his perspectives and hypotheses on how AI will impact the industry, the kind of work we’ll be doing, and whether you're asking the right questions about AI technology in general. Enjoy a wide-ranging…
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SI311: BREAKING: New CTA Index being revealed ft. Andrew Beer
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As August comes to an end, we discuss this month of extremes for the trend-following community, marked by significant dispersion in performance and unusual price activity across multiple asset classes as well as the economy in general. We address the strengths and limitations of replication strategies and Andrew shares insights into how he thinks a…
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GM68: Chief Strategist: “Most Scenerios Point to Recession” ft. Peter Berezin
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Peter Berezin Chief Strategist and Research Director at BCA Research returns in this episode to discuss with Alan Dunne why he believes the US economy will soon enter recession and the S&P 500 will fall as low as 3750. Peter highlights the leading indicators in the housing market, labour market and in manufacturing that suggest to him that the econ…
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SI310: The Illusion of Backtests and True Drivers of Price ft. Richard Brennan
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Together with Richard Brennan we address the high level of volatility we have experienced this month and what airplane turbulence can teach us about periods of volatility. We also discuss why backtesting can’t predict future performance and what can be done to achieve achieve more realistic expectations of future risk and returns. We then dive into…
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IL29: Technology: The Economic Dynamite ft. Mark Mills
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In this episode we welcome back Mark Mills, author of The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark was a guest on the show one year ago and many of the predictions he made then have come true. We revisit his view that simultaneous improvements in information, materials …
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SI309: Bonds Behaving Badly ft. Katy Kaminski
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Along with Katy Kaminski, we discuss how the current disruptions in the economy and markets cause a change in investors’ behaviour. We dive deep into the interconnection between inflation, bonds and volatility and we discuss how to build a portfolio that performs well in economic downturns. We also discuss the difference between a crisis versus a c…
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ALO25: Master Your Hedge Fund Allocation ft. John Jackson
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Join John Jackson, Global Head of Hedge Fund Research at Mercer, and Alan Dunne in this enlightening episode as they dive into the world of hedge fund selection! Discover how a leading institutional consultant selects hedge funds and builds robust portfolios. John shares his insights on why starting with manager selection is key to the portfolio co…
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SI308: Major Market Moves - What Now, Trend Followers? ft. Nick Baltas
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Following an eventful week with major market rotations, I'm joined by Nick Baltas to discuss the impact of this weeks turbulence on trend followers. We discuss how trend following strategies had already started to adapt to the market rotations in July and what the consequence of leaving the short fixed income trade behind meant for overall performa…
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GM67: Successful Investing in a Disrupted World ft. Aswath Damodaran
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Aswath Damodaran, Professor of Finance at NYU Stern and a leading expert on valuation and corporate finance joins Alan Dunne in this episode for a fascinating and thought-provoking discussion on current markets and investing in general. They explore why Aswath believes we have witnessed the death of old-school value investing and how structural shi…
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SI307: The Unpinning of Volatility & How to Prepare for What is Coming ft. Cem Karsan
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Together with Cem Karsan, we discuss how the volatility space is experiencing major dispersion at the moment and how you can prepare your portfolio for the unpinning of volatility which we are experiencing. We also address how the groundbreaking events that have happened in the U.S. election recently might change the outcome of the election and wha…
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IL28: The Transformation of the 21st Century Economy ft. Ernest Scheyder
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In this episode we speak to Ernest Scheyder, an award-winning journalist, senior correspondent for Reuters and author of the acclaimed new book: The War Below: Lithium, Copper and the Global Battle to Power Our Lives. We can’t have green energy without mining. But there is no way around the fact that mining is loud, dangerous and disruptive. Our co…
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