TTU114: 2021 Market Predictions ft. Mahendra Sharma of Financial Astrology

TTU114: 2021 Market Predictions ft. Mahendra ...

NIELS KAASTRUP-LARSENNIELS KAASTRUP-LARSEN

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SI387: The Cost-Benefit of Being Trendy ft. Andrew Beer & Tom Wrobel

Today, we examine a year that looked chaotic but felt familiar to trend followers. Gold surged, equities rotated globally, and non-US markets quietly gained momentum. Yet beneath strong returns lies a deeper debate about model design, short versus long horizon signals, and whethe ...  Show more

 . 1h 13min
GM96: The End of the Hedge: When Bonds Stop Protecting Portfolios

A familiar portfolio map is being redrawn. Ian Harnett traces the regime shift from disinflation and reliable bond hedges to a world where inflation pressures linger, supply chains shorten, and capital becomes a policy tool. The conversation moves from China’s exported deflation ...  Show more

 . 1h 1min

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