It was great to experience @ChrisWillx live on stage in Edinburgh and to meet him after his show… who knows if he one day will want to share his insights on @TopTradersLive - episode 1,000?

Katy Kaminski and I spent some time revisiting the idea of crisis alpha, particularly in the context of inflation and geopolitical uncertainty. Some great insights from Katy and a few research papers to discuss. Watch the latest episode here: youtu.be/KxEqRK62Re8?si=Db5o…

Are we witnessing another dot-com bubble or is this AI boom different? This discussion between @jam_croissant and @GoldmanSachs' Christian Mueller-Glissmann had some very interesting insights. 👉 A️pple Podcasts: podcasts.apple.com/us/podcas… 👉️ Spotify: open.spotify.com/episode/3IU…

Katy Kaminski is back on the podcast this week, and we discuss why inflation and geopolitical risks are challenging some long-held assumptions about portfolio construction. Catch our latest conversation on the Systematic Investor. 👉 A️pple Podcasts: podcasts.apple.com/us/podcas… 👉️ Spotify: open.spotify.com/episode/2zB…

The value of diversification ↓↓ @GoldmanSachs' Christian Mueller-Glissmann makes a great point about the value of diversification, especially when it's becoming increasingly difficult to predict where markets might head next. 👉 toptradersunplugged.com/podc…

In this episode of U Got Options, @jam_croissant and Christian Mueller-Glissmann discuss why rising yields are becoming an increasingly important constraint on equity markets. 👇️ 👇️ 👇️ 👉 A️pple Podcasts: podcasts.apple.com/us/podcas… 👉️ Spotify: open.spotify.com/episode/3IU…

"Equity vol is cheap." Plenty of interesting perspectives and some great exchanges between @jam_croissant and Christian Mueller-Glissmann. Make sure to catch their conversation on U Got Options. 👉 A️pple Podcasts: podcasts.apple.com/us/podcas… 👉️ Spotify: open.spotify.com/episode/3IU…

Cem Karsan (@jam_croissant) and Christian Mueller-Glissmann had a great exchange about what's causing the apparent calm in equity markets. Tune in to this episode of U Got Options. 👇️ 👇️ 👉 A️pple Podcasts: podcasts.apple.com/us/podcas… 👉️ Spotify: open.spotify.com/episode/3IU…

When you look at the long-term numbers for managed futures, there's a pretty compelling case for why they deserve a bigger place in investors' portfolios. @andrewdbeer1 and I break it all down in this episode. Check it out: 👉 ️Apple Podcasts: podcasts.apple.com/us/podcas… 👉 Spotify: open.spotify.com/episode/6py…

How have managed futures performed in previous equity crises? @andrewdbeer1 joined me to look at the evidence from previous crises. Tune in to our latest Systematic Investor conversation. 👉 ️Apple Podcasts: podcasts.apple.com/us/podcas… 👉 Spotify: open.spotify.com/episode/6py…

"Always try to take the opposite position to the trade [you] want to make." Listen to Alex Edmans' (@aedmans) practical tips for traders and investors in this chat with Kevin Coldiron. 👇👇 youtu.be/ACtljPqha_A?si=4-9_…

"Prepare your portfolio; introduce risk management." Our latest episode of U Got Options is now available, featuring Christian Mueller-Glissmann of @GoldmanSachs Christian joins @jam_croissant to discuss some of the biggest questions facing investors today. Listen to the full episode here: 👉 Apple Podcasts: podcasts.apple.com/us/podcas… 👉️ Spotify: open.spotify.com/episode/3IU…

How to avoid emotional trading: "Don't check your portfolio too much." Alex Edmans (@aedmans) shared some great practical tips for investors in this episode with Kevin Coldiron. Catch their conversation below 👇👇 youtu.be/ACtljPqha_A?si=4-9_…

How do managed futures drawdowns compare with other asset classes? @andrewdbeer1 walks us through nearly three decades of data. Full episode here: youtu.be/SjkOJOU6Du0?si=-fH0…

There are plenty of reasons why managed futures should have a place in a diversified portfolio. @andrewdbeer1 made a pretty compelling case for them in our latest conversation. Check it out! 👉 ️Apple Podcasts: podcasts.apple.com/us/podcas… 👉 Spotify: open.spotify.com/episode/6py…

Some of the most interesting opportunities in markets may come from understanding how other investors behave. Listen as Kevin Coldiron and Alex Edmans (@aedmans) discuss how investors can approach this more thoughtfully. 👇👇👇 youtu.be/ACtljPqha_A?si=4-9_…

What advantages do individual investors have over professionals? In this Ideas Lab episode, Kevin Coldiron speaks with @aedmans about the surprising advantages individual investors might have and how they can put them to good use. Find out more 👇👇 youtu.be/ACtljPqha_A?si=4-9_…

"Before you think about investing in the first place, think about what your edge is." Listen to this conversation between Alex Edmans (@aedmans) and Kevin Coldiron for more practical tips on how to become a better investor. 👇👇 youtu.be/ACtljPqha_A?si=4-9_…

Why do even the smartest investors make completely irrational decisions? In our latest Ideas Lab episode, Kevin Coldiron speaks with Professor Alex Edmans (@aedmans) about the psychology behind some of the biggest mistakes investors make. Listen to the full episode 👇 youtu.be/ACtljPqha_A?si=4-9_…