89 Episodes

  1. Market Flash – Sell the rally or buy the dip?

    Published: 4/10/2025
  2. Market Flash: Is this a market spasm or a game-changer?

    Published: 4/8/2025
  3. Market Flash – ‘Bloodbath’ is the appropriate word

    Published: 4/7/2025
  4. Market Flash – It’s too early yet to add risk

    Published: 4/7/2025
  5. A random talk down Quant Street, Ep. 4/11 – What’s the perfect quant stock?

    Published: 3/31/2025
  6. The tables have turned, and EM might benefit from it

    Published: 3/21/2025
  7. A random talk down Quant Street, Ep. 3/11 – Which factors work (and which don’t)?

    Published: 3/17/2025
  8. You AI-nt seen nothing yet

    Published: 3/7/2025
  9. A random talk down Quant Street, Ep. 2/11 – What’s in it for you?

    Published: 3/3/2025
  10. A random talk down Quant Street, Ep. 1/11 – Why quant investing is not a black box

    Published: 2/17/2025
  11. Ignore momentum at your own peril

    Published: 1/31/2025
  12. Buying skepticism in the market

    Published: 12/17/2024
  13. No (soft) landing in 2025

    Published: 11/22/2024
  14. US Election: The impact on equities, bonds, currencies and commodities

    Published: 11/6/2024
  15. What's driving the recent growth in active ETFs?

    Published: 10/25/2024
  16. Subordinated, but certainly not suboptimal

    Published: 9/27/2024
  17. Is the eternal promise of emerging markets starting to materialize?

    Published: 8/30/2024
  18. The (almost) forgotten art of stock picking

    Published: 7/18/2024
  19. The three big trends shaping our future

    Published: 7/4/2024
  20. Can investors position their portfolios to prepare for a US election outcome?

    Published: 5/3/2024

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