SI116: How to manage emotions regardless of your performance ft. Moritz Seibert

SI116: How to manage emotions regardless of y...

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SI390: When Narratives Change Faster Than Markets ft. Alan Dunne

Markets can shift direction faster than the narratives used to explain them. In this episode, Niels and Alan unpack the sharp reversal in bond markets, the geopolitical tensions shaping energy prices, and the role of options flows in keeping equity indices pinned despite rising u ...  Show more

UGO10: The Fourth Turning Is Here: How to Trade the Regime Shift ft. Neil Howe

Cem Karsan sits down with Neil Howe to examine what a true regime shift means for markets and society. Howe argues that we are deep into a Fourth Turning, a generational winter that historically brings institutional fracture, geopolitical strain, and inflation that reshapes debts ...  Show more

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