SI415: Maybe This Is Just What Normal Markets Look Like ft. Alan Dunne

SI415: Maybe This Is Just What Normal Markets...

NIELS KAASTRUP-LARSENNIELS KAASTRUP-LARSEN

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GM107: What If AI Actually Pushes Interest Rates Higher? ft. Matt Klein

Alan Dunne is joined by Matt Klein to discuss whether the excitement around AI is getting ahead of the economic reality. Matt explains why the parallels with the 1990s productivity boom may be misleading and why stronger productivity could actually push interest rates higher rath ...  Show more

 . 1h 2min
SI416: 137 Years of Trend: What the Evidence Really Shows ft. Yoav Git

Niels Kaastrup-Larsen and Yoav Git examine why trend following continues to endure despite decades of changing markets and persistent skepticism. They revisit AQR’s 137-year study of trend following, exploring diversification, volatility scaling and the behavioral and economic fo ...  Show more

 . 1h 14min

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