Long Angle is a community for young, highly successful high-net-worth and ultra-high-net-worth investors, and in this episode, its Founder Tad Fallows joins Alan Dunne to explain how and what they invest in - including their somewhat esoteric investments. Check it out!

#economy

In this episode, Cem Karsan 🥐 and I discussed the potential of European industrials with Marko Papic. Marko shared why Europe's strategic positioning and response to the energy crisis could make it a winning bet for savvy investors. Check it out!

The Meb Faber Show Podcast youtube.com/playlist?list=… via YouTube

Great conversation between 3 of my favourite people to listen to when it comes to Multi Asset Portfolio design and trend following Meb Faber Jason C. Buck 🪳🏴‍☠️ and Standpoint

Join the conversation as Hari P. Krishnan and I discuss why cheap commodities are not always so cheap once you start rolling your futures position. Listen below.
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top-traders-unplugged.captivate.fm/listen

#Commodities #investing #markets

Commodity investing has always been a dynamic space, but in the last decade, there has been a strong shift away from bank trading toward quant firms and CTAs. Find out why this shift is reshaping the game in this blog post. Read below!
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In this episode, Hari P. Krishnan helps us understand why investing in commodities is not as easy as other markets and why he believes that we are entering a commodity super cycle. Tune in!
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top-traders-unplugged.captivate.fm/listen

#Commodities #investing #markets

Question: In a positive stock-bond correlation world, how would you invest?

Richard Brennan

As we get closer and closer to the pivotal US elections this year, Christian Mueller-Glissman, Cem Karsan 🥐, and I analyze how election cycles, especially during populist periods like now, could influence the economy and markets. Don't miss the conversation!

#economy

This blog post explores how a commodities-focused hedge fund generates absolute returns even in volatile markets. Find out what they believe are the drivers behind commodity prices in 2024 - and the ones to you need to be watching right now. Read below!
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This blog post is based on a wonderful conversation we had with Tor Svelland of Svelland Capital. He shared the nuances of the current commodities super cycle, ripe with investment opportunities. Opportunities where? Find out in the article below!
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Tune in for a deep dive into the geopolitical scene in 2024. Cem Karsan 🥐 explains how the conflicts happening in the Middle East have affected the global economy and why he believes that we are going into a “dangerous period”.

#economy #investing #markets

Join me, Christian Mueller-Glissman, and Cem Karsan 🥐 as we tackle the intricacies of capital allocation in 2024. We discuss the pros and cons of starting with a 60/40 portfolio allocation strategy. Tune in!
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top-traders-unplugged.captivate.fm/listen

#economy #investing #markets

This blog post gives a comprehensive overview of how a commodities-focused hedge fund, with a proven track record of absolute returns in volatile spaces, identifies opportunities and manages risk in the world of commodities. Check it out!
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In this episode, Cem Karsan 🥐 and I speak to Christian Mueller-Glissmann from Goldman Sachs. He highlights Europe's resilience to inflation and its potential energy cost advantages, making it an attractive investment destination. Tune in!

#economy #investing #markets

Remember to catch this episode where Cem Karsan 🥐 and I discussed the potential risks and opportunities that might occur in the markets due to a Trump victory and Fed policies.

#economy #investing #markets

In 2024, what do you want to have in a portfolio? I posed this question to Christian Mueller Glissmann and Cem Karsan 🥐. Here's what Cem had to say.

In this episode, Cem Karsan 🥐 presents his view on the current state of global macro, as well as his forecast for the rest of the year. Find out how the U.S. election will impact the economy, where Cem believes the equity markets will finish the year, and much more.

#economy

In this episode, Christian Mueller Glissmann, Head of Asset Allocation Research at Goldman Sachs, joins me and Cem Karsan 🥐. He shares what an optimal portfolio allocation should include in 2024. Tune in to find out where he believes the money is.