SI352: Trend Systems Under Strain ft. Nick Ba...

Alan Dunne is joined by Mission Value Partners founder Andrew McDermott to challenge some of the conventional thinking around Japan. Andrew argues that Japan’s supposed “lost decades” look very different when viewed beyond GDP and stock market performance, and that its emphasis o ...  Show more

Niels Kaastrup-Larsen and Mark Rzepczynski explore why the changing structure of global markets may be creating a very different environment for trend followers. They discuss why today’s bond selloff may represent a return to normal rather than an anomaly, how declining safe-have ...  Show more

In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This episode of All the Credit® considers how these strategies use data-driven approach ...  Show more

In this episode, Austin reunites with Trader Nick for a wide-ranging conversation about Bitcoin, AI, and the markets. They open with the viral theory that Bitcoin could have been a U.S. government creation, exploring how control and transparency intersect in crypto. The two then ...  Show more

Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tec ...  Show more