Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
The Endowment Playbook: Balancing Long-Term Goals with Current Market Volatility
April 17, 2025, 8:41 p.m.
WTF is this market? - with Vineer Bhansali of LongTail Alpha
April 11, 2025, 8:41 p.m.
Trends, Tall Heads, and Transformations with Transtrend’s Harold de Boer
April 3, 2025, 8:41 p.m.
A Four-Stack Pod, talking stacking assets with Return Stacked ETFs
March 20, 2025, 8:40 p.m.
Unlocking the Equity Risk Premium with Dividend Futures
March 13, 2025, 8:40 p.m.
Options give you Options with Scott Phillips of Lavaca Capital
Feb. 27, 2025, 8:41 p.m.
Unlocking the Commodity Risk Premium with Kurt Nelson of SummerHaven
Feb. 13, 2025, 8:41 p.m.
The State of AI, and AI in Alternative Investments with Mohammad Rasouli of AIx2
Jan. 30, 2025, 8:41 p.m.
A US state with a sovereign wealth fund? Utah’s new approach to old money with Peter Madsen
Jan. 23, 2025, 8:41 p.m.
General George Cashington had a Dream of a Grand Financial System (a humorous prelude to Season 5)
Jan. 18, 2025, 8:41 p.m.
The Polymath Pod: Jason Buck and Zed Francis talk rates, vol, and cheeseburgers?!
Nov. 14, 2024, 8:41 p.m.
Retail to Institutional: How David Sun Scaled His ODTE Options Strategies
Nov. 7, 2024, 8:41 p.m.
Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
Oct. 31, 2024, 8:41 p.m.
Carmika Partners Unpack the August Volatility Spike and Complexities of Options Trading
Oct. 19, 2024, 8:41 p.m.
Is there Alpha in boring old Muni-Bonds, with Riverbend Capital
Oct. 2, 2024, 6:26 p.m.
Trend, Prop, and Being Allergic to Optimization with Bill Gebhardt of 10Dynamics
Aug. 28, 2024, 5:22 p.m.
China Tech, Carbon, and Option Overlays in ETFs? Yep, with James Maund of KraneShares
Aug. 22, 2024, 1:49 a.m.
Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar
Aug. 7, 2024, 9:29 p.m.
Hedge Fund Quants Unlock the Power of Dispersion: Versor's Unique Cross-Sectional Relative Value Approach
July 25, 2024, 6:06 a.m.
Volatility Vultures: Hunting for Options Talent with Gary Selz of Zero Delta
June 27, 2024, 1:28 a.m.
Carry On: Demystifying the Carry Trade with Rodrigo Gordillo & Adam Butler of ReSolve
June 19, 2024, 10:11 p.m.
Surviving Adversity, Building Resilience, and Evolving a Quantitative Investment Firm with Joe Kelly of Campbell
May 1, 2024, 10:59 p.m.
50 Charts showing the Current State of Volatility, with Jeremie Holdom and Colin Suvak of LongTail Alpha
April 25, 2024, 9:04 p.m.
Finding Alpha in Unexpected Places: Doug Greenig on Trend Following Beyond Developed Markets
March 28, 2024, 3:52 a.m.
Optimizing the Supply Chain: Private Equity, Automation, and Economic Indicators in Logistics with Chris Jamroz
March 13, 2024, 10:44 p.m.