---
title: Podcasts
url: https://www.ml-quant.com/library/podcast/
site: ML-Quant (https://www.ml-quant.com)
updated: 2026-09-26
license: Summaries CC BY 4.0; links go to the original sources
index: https://www.ml-quant.com/llms.txt
---


# Podcasts

Episodes on markets, quant methods and economics.

- [Crisis Alpha and Portfolio Strategies](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/yoav-git-roberto-croce) (2026-05-20): Yoav Git and Rob Croce from Fidelity Investments examine crisis alpha and diversification in trend following portfolio construction amid current market conditions.
- [Impact of Passive Investing](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm101-when-passive-breaks-the-market-ft-hari-krishnan-cem-karsan) (2026-05-20): Hari Krishnan explores how increasing passive investment may disrupt price discovery and lead to market instability.
- Tom Lee on Stock Trends (2026-05-20): Tom Lee from Fundstrat highlights stock resilience during global tensions, shares his S&P 500 forecast, and launches the Fundstrat Granny Shots ETF.
- [Wealth Building for Tech Pros](https://soundcloud.com/patrick-nettlebay/financial-planning-101) (2026-05-20): Stan Leong and Nikhil focus on innovative financial planning and options-based income strategies tailored for engineers and executives.
- [Charities and Cash Risks](https://audioboom.com/posts/8894065) (2026-05-20): Nancy Kilpatrick and Andrzej Pioch warn UK charities about the risks and costs of holding excessive cash, advocating for more active investment strategies.
- [Global Futures Insights](https://atanyrate.podbean.com/e/global-rates-analyzing-eurex-and-us-futures-roll-and-cross-currency-bases/) (2026-05-20): Khagendra Gupta and Ipek Ozil discuss the factors influencing US and Eurex futures rollover and cross currency bases in their podcast from May 15, 2026.
- [Asia Equity Rally](https://traffic.megaphone.fm/GLD6472289045.mp3) (2026-05-20): Tim Moe from Goldman Sachs talks about how artificial intelligence and semiconductor cycles are causing differences in Asian equity markets in a May 19, 2026 podcast.
- [Bloomberg CTO Interview](https://macrohive.libsyn.com/ep-358-shawn-edwards-on-engineering-trust-in-ai-the-bloomberg-way-and-the-terminals-future) (2026-05-20): Shawn Edwards, Bloomberg's CTO, highlights technological innovations and the Bloomberg terminal, focusing on trust and process automation in a recent podcast.
- [EM Fixed Income Politics](https://atanyrate.podbean.com/e/em-fixed-income-inflation-pressures-and-idiosyncratic-emea-em-politics/) (2026-05-20): Anezka Christovova, Ben Ramsey, and Michael Harrison analyze how recent market changes are affecting the emerging market fixed income sector in their May 14, 2026 podcast.
- [Commodity Infrastructure Insights](https://atanyrate.podbean.com/e/global-commodities-infrastructure-101/) (2026-05-20): Commodity analysts discuss the effects of the Iran conflict on infrastructure recovery and supply chains in gas and metals in a podcast from May 15, 2026.
- [Navigating Chaos](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si395-the-hidden-truth-about-cta-alpha-ft-andrew-beer) (2026-04-16): Andrew and Niels examine how global uncertainties and tech advancements are changing systematic investing and trend following methods.
- [Kaplan's Insights](https://alphaexchange.simplecast.com/episodes/vice-chairman-of-goldman-sachs-and-former-president-of-the-dallas-fed-YYGL4v7j) (2026-04-16): Rob Kaplan shares lessons from his time at the Dallas Fed, noting economic changes driven by fiscal policy and larger forces beyond the Fed's reach.
- AI in Software Investing (2026-04-16): Alex Rubalcava and Paul Bricault discuss the benefits and hurdles of AI for startups and investors, stressing the importance of quick decision-making in early-stage investments.
- [Adapting to Change](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/ttu152-where-is-the-open-ft-toby-crabel) (2026-04-16): Toby Crabel reflects on his trading journey, discussing market evolution, shifting momentum trends, and the critical role of execution in trading success.
- [Improving DC Outcomes](https://audioboom.com/posts/8890720) (2026-04-16): Lesley-Ann Morgan and Jenny Hazan address the challenge of providing sufficient retirement income in the DC sector, highlighting the role of behavioral science and technology in enhancing outcomes for members.
- [Jim Zelter on AI and Investments](https://traffic.megaphone.fm/GLD7856519704.mp3) (2026-04-16): Jim Zelter highlights global investment prospects and increasing capital spending in his recent interview.
- [Wheel Next: Upgrading Python Installs](https://talkpython.fm/episodes/show/544/wheel-next-packaging-peps) (2026-04-16): Upgrading Python Installs: A coalition is creating Wheel Next to enhance Python package installations with hardware-specific builds for improved performance.
- [Iran Conflict's Impact on Global Markets](https://traffic.megaphone.fm/GLD6352342939.mp3) (2026-04-16): Dominic Wilson examines how the Iran conflict and US sanctions affect global markets and investment approaches.
- [Domer: 18 Years in Political Betting](https://rss.com/podcasts/confessionsmm/2741086) (2026-04-16): 18 Years in Political Betting: Political bettor Domer shares experiences and strategies from his successful career in prediction markets.
- [Stock Market Rally: Genuine or Temporary?](https://interactive-brokers-podcast.podbean.com/e/rally-or-mirage-what-s-really-driving-stocks/) (2026-04-16): Genuine or Temporary?: Kevin Davitt discusses the recent equity market rally and its effects on volatility trends and stock performance.
- Liquid Equity Insights (2026-04-03): Owen Lamont and Randy Cohen discuss private equity's impact on public markets and the changing investment landscape, highlighting the trend of the US stock market becoming increasingly influenced by Korean market dynamics.
- [Limitations of Market Control](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si393-the-illusion-of-control-in-modern-markets-ft-yoav-git) (2026-04-03): Niels and Yoav analyze traditional market responses and risk management issues during geopolitical tensions and shifting narratives.
- [Alt Data Salesman's Confessions](https://shows.acast.com/the-alternative-data-podcast/episodes/the-zach-zboralske-episode) (2026-04-03): Zach Zboralske shares his experiences in sales, focusing on pricing transaction data and the growing significance of alternative data in finance.
- [US Government Bonds' Shifting Role](https://alphaexchange.simplecast.com/episodes/the-shock-heard-round-the-world-us-government-bonds-45iE6u_0) (2026-04-03): The article suggests that the US Treasury market is losing its status as risk-free due to rising uncertainties linked to the US government.
- [Building Businesses in PE](https://traffic.megaphone.fm/GLD2255196196.mp3) (2026-04-03): Steve Klinsky reflects on the evolution of the private equity industry, his strategies for building businesses, and the current macroeconomic challenges in a discussion with Goldman Sachs' Alison Mass.
- [Banking Hype vs. Reality](https://www.buzzsprout.com/803279/episodes/18933442-banking-s-hype-history-and-balancing-reality.mp3) (2026-04-03): The article explores how programming in banks has shifted from SAS to Python, addressing challenges from AI trends and regulations while prioritizing genuine education.
- [Power Imbalances and Consequences](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/peter-atwater) (2026-04-03): Peter Atwater discusses societal power imbalances, connecting the behavior of investors with a decline in confidence among the less powerful.
- [AI Data Center Power Challenges](https://traffic.megaphone.fm/GLD3928326355.mp3) (2026-04-03): Goldman Sachs Research highlights the rising demand for AI-powered data centers and factors that may influence future energy needs, noting that views can evolve.
- [EM Fixed Income Stability Wait](https://atanyrate.podbean.com/e/em-fixed-income-still-waiting-for-the-conflict-to-pass-over/) (2026-04-03): Jonny Goulden, Anezka Christovova, and Ben Ramsey analyze recent changes in the fixed income market for emerging markets in a JPMorgan podcast.
- [Corporate Data Breach Risks](https://datascienceathome.podbean.com/e/productivity-is-the-new-data-breach-ep-301/) (2026-04-03): The article cautions that employees might jeopardize corporate security by misusing AI tools like ChatGPT, stressing the importance for firms to tackle this issue.
- [Market Implications of the Fourth Turning](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/ugo10-the-fourth-turning-is-here-how-to-trade-the-regime-shift-ft-neil-howe) (2026-03-04): Cem Karsan and Neil Howe analyze how the Fourth Turning regime shift affects markets, influencing inflation, geopolitical tensions, and the capital-labor divide.
- AIs Influence on Valuations (2026-03-04): Professor Aswath Damodaran assesses the impact of AI on stock valuations, discusses the recent cuts to some Magnificent Seven stocks, and warns about the risks of overconfidence in tech investing.
- [AIDriven Financial Tools](https://www.buzzsprout.com/803279/episodes/18734688-control-systems-and-electrical-engineering-to-ai-in-finance.mp3) (2026-03-04): Didier Lopes narrates his experience in developing OpenBB, a financial research platform that enhances data analytics and decision-making for finance professionals.
- [Behavioral Analytics in Forecasting](https://pdst.fm/e/traffic.megaphone.fm/NBNK1726105108.mp3) (2026-03-04): Jeremy Sosabowski describes how AlgoDynamix leverages behavioral analytics to predict market trends by analyzing real-time trader activities for actionable insights.
- [Market Stability Amid Risks](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si389-the-market-is-pinned-but-risk-is-growing-ft-cem-karsan-alan-dunne) (2026-03-04): Alan Dunne and Cem Karsan investigate market instability linked to options flows and structured products, suggesting these could signal a market peak amid diverging sentiments and policies.
- [CharlesAlbert Lehalle: AI Insights](https://shows.acast.com/the-alternative-data-podcast/episodes/the-charles-albert-lehalle-episode) (2026-03-04): AI Insights: CharlesAlbert Lehalle explores AI world models and investment insights in a podcast episode.
- MEBISODE: Investing Challenges (2026-03-04): Investing Challenges: Meb evaluates the Cambria Shareholder Yield ETF's performance during tough market conditions in an email update.
- [Raphaël Gallardo: Carmignac Insights](https://macrohive.libsyn.com/ep-347-raphal-gallardo-on-austrian-economics-wobbling-ai-bubbles-and-trump-risk-parity) (2026-03-04): Carmignac Insights: Raphaël Gallardo, Chief Economist at Carmignac, outlines his extensive finance and economics expertise.
- [MacroVoices 521: Jeff Currie on Commodities](https://macrovoices.podbean.com/e/macrovoices-521-jeff-currie-the-great-rotation/) (2026-03-04): Jeff Currie on Commodities: Erik Townsend and Patrick Ceresna speak with Jeff Currie about the booming commodity market and increasing sector demands.
- [Global Commodities: Natural Gas Update](https://atanyrate.podbean.com/e/global-commodities-gas-finds-a-tighter-balance/) (2026-03-04): Natural Gas Update: Natasha Kaneva and Otar Dgebuadze analyze the volatility in the European natural gas market and upcoming infrastructure plans in a podcast.
- [Position Sizing in Volatility](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si386-liquidity-is-not-what-you-think-ft-rob-carver) (2026-02-12): Rob Carver emphasizes the importance of risk management and disciplined investment strategies in navigating current commodity market volatility.
- [Bonds as Risky Hedges](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm96-the-end-of-the-hedge-when-bonds-stop-protecting-portfolios) (2026-02-12): Ian Harnett examines the transition from disinflation to persistent inflation and its potential impact on the economy and the dollar before the midterms.
- Biotech Boom Trends (2026-02-12): Dan Rasmussen and D.A. Wallach analyze the rise in biotech, China's market trends, and how technology influences productivity and valuations globally.
- Biotech Surge Insights (2026-02-12): A repeat discussion with Dan Rasmussen and D.A. Wallach covers the biotech boom, the growth of China's market, and valuation methods, including U.S. and Japanese stock insights.
- [Return Stacking in Portfolios](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18665103-leverage-without-speculation-david-dziekanski-on-return-stacking-income-etfs-and-portfolio-risk.mp3) (2026-02-12): David Dziekanski discusses how return stacking can turn leverage into a sustainable investment strategy in an interview by Quantify Funds.
- [Ted Oakley on Inflation and Fed Failures](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18665105-trust-is-gone-ted-oakley-on-inflation-fed-failure-and-why-energy-looks-undervalued.mp3) (2026-02-12): Ted Oakley talks about managing investment risks during inflation by separating base and investment capital in unpredictable markets.
- [Joe Davis: Vanguard's Economic Insights](https://cfasocietyorlando.libsyn.com/joe-davisvanguard-an-economist-crossing-the-t) (2026-02-12): Vanguard's Economic Insights: Joe Davis highlights Vanguard's rich history, its strong research team, and how AI may influence investment strategies and market trends.
- [Metal Mania: Gold vs. Silver](https://atanyrate.podbean.com/e/global-commodities-deconstructing-the-metal-mania/) (2026-02-12): Gold vs. Silver: Natasha Kaneva and Greg Shearer examine the recent fluctuations in gold and silver markets, noting their unique functions in investment portfolios.
- [Commodities: Navigating Energy Risks](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18658588-commodities-are-back-john-love-on-energy-shocks-precious-metals-and-the-new-risk-premium.mp3) (2026-02-12): Navigating Energy Risks: John Love discusses how geopolitical factors and supply changes are influencing commodities, urging a focus on specific exposures instead of broad market indexes.
- [Sean McGould on Multi-Strategy Investing](https://macrohive.libsyn.com/ep-344-sean-mcgould-on-multi-strategy-investing-trump-20-and-the-ai-digital-tool-era) (2026-02-12): Sean McGould explores a multi-strategy investment approach, addressing the effects of macroeconomic trends, including AI and market volatility.
- [Dividend Strategies: Maximizing Income](https://audioboom.com/posts/8854726) (2026-02-02): Maximizing Income: Elisa Piscopiello explains the role of dividends in equity returns and shares tips to avoid falling into dividend traps.
- [Volatility Insights: Market Signals 2026](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si385-when-volatility-becomes-the-signal-ft-katy-kaminski) (2026-02-02): Market Signals 2026: Katy Kaminski analyzes market signals for 2026, stressing the impact of volatility and commodity trends due to global disruptions.
- Russell Napier on Financial Repression (2026-02-02): Russell Napier points out essential questions for investors amid changing monetary regimes and warns against chasing yields in inflationary times.
- Napier: Investor Missteps at a Turning Point (2026-02-02): Investor Missteps at a Turning Point: Alan Dunne and Dario Perkins highlight misinterpretations of global macro trends and caution against overheating risks from recent policies.
- [Macro Misreading: Policy Risks and Growth](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm95-when-consensus-gets-the-cycle-wrong-ft-dario-perkins) (2026-02-02): Policy Risks and Growth: Russell Napier underscores the risks of yield chasing and emphasizes gold's importance in adapting to significant financial shifts.
- [China's Role in Global Governance](https://pdst.fm/e/traffic.megaphone.fm/NBNK2828299136.mp3?updated=1769975504) (2026-02-02): The article discusses how China is evolving from a follower to a leader in Bretton Woods institutions, shaping global economic policies.
- [AIs Whirlpool-Inspired Approach](https://datascienceathome.podbean.com/e/why-ai-researchers-are-suddenly-obsessed-with-whirlpools-ep-297-rb/) (2026-02-02): VortexNet harnesses fluid dynamics to solve major challenges in deep learning, potentially advancing AI technology significantly.
- [Investment Strategy](https://centerforinvestmentexcellence.podbean.com/e/2026-asset-allocation-draft/) (2026-02-02): Investment experts David Lebovitz and Jared Gross analyze asset allocation and market trends, providing insights for opportunities in 2026.
- [Commodity Market Volatility](https://atanyrate.podbean.com/e/global-commodities-a-week-of-commodity-whiplash/) (2026-02-02): JPMorgan analysts examine recent volatility in commodity markets, noting significant price swings in metals and ongoing issues in oil and gas.
- [US Stock Predictions for 2026](https://traffic.megaphone.fm/GLD6898011186.mp3) (2026-02-02): Sharmin Mossavar-Rahmani from Goldman Sachs offers investment strategies for 2026, highlighting the importance of informed decision-making amid dynamic markets.
- [Income Strategies for 2026](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18496541-fixed-equity-income-strategies-for-2026-rates-rotation-returns.mp3) (2026-01-16): Michael Gayed interviews Jay Hatfield on adapting fixed income and equity strategies for income investors in 2026 amid changing interest rates.
- [Market Valuations: Bubble Analysis](https://alphaexchange.simplecast.com/episodes/abdrew-lapthorne-global-head-of-quantitative-research-societe-generale-Pj_tqGkw) (2026-01-16): Bubble Analysis: Andrew Lapthorne examines megacap stock concentration, questioning if current valuations suggest a bubble while noting the effects of passive investing.
- [Selectivity in ETF Investing](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18497015-research-selectivity-davis-advisors-market-outlook-active-etfs.mp3) (2026-01-16): Dodd Kittsley emphasizes fundamental research and selective high-conviction portfolios as key for long-term growth in a market with normalized interest rates.
- Market Insights: Metals & Bonds (2026-01-16): Metals & Bonds: Marc Faber highlights market volatility, the resurgence of precious metals and overlooked bonds, and the critical role of diversification in uncertain economies.
- [Geopolitical Impact on Tech Investments](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18503070-how-geopolitics-and-national-security-are-changing-tech-investing.mp3) (2026-01-16): Aram Babikian discusses how geopolitical tensions shape technology investing, stressing national security's impact on investment strategies amid US-China rivalry.
- [Capitalism's Collapse](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm94-when-capitalism-reboots-and-crashes-again-ft-mark-blyth) (2026-01-16): Mark Blyth explains that the decline of neoliberalism is leading to a resurgence of imperial rivalries and economic instability.
- [GSEs and MBS Impacts](https://atanyrate.podbean.com/e/at-any-rate-the-gses-and-their-200bn-grand-spread-experiment/) (2026-01-16): Ipek Ozil and her team examine how major GSE purchases of Agency MBS were influenced by a significant Trump social media post.
- [End of Globalization](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si382-when-optimization-becomes-fragility-ft-richard-brennan) (2026-01-16): Rich highlights changes in global trade dynamics and stresses the importance of humility in following market trends.
- [AI and Rethinking Retirement](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18520715-the-bailout-economy-luke-lloyd-on-ai-liquidity-and-why-retirement-thinking-is-broken.mp3) (2026-01-16): Luke Lloyd discusses how investor mindsets are changing due to AI and government actions impacting wealth management.
- [Alpha in Market Volatility](https://audioboom.com/posts/8834707) (2026-01-16): Adil Mirza provides strategies for navigating market volatility and finding opportunities for alpha in 2026.
- [Year of Dispersion: Roundtable](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si380-dispersion-is-the-story-this-time-group-conversation-part-1) (2025-12-28): Roundtable: Niels and his cohosts discuss the difficulties trend followers face in 2025, focusing on market selection and risk management in volatile conditions.
- [Navigating Commodity Cycles: Doug King](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/oi20-why-commodities-refuse-to-trend-forever-ft-doug-king) (2025-12-28): Doug King: Doug King emphasizes that real market conditions are crucial for trading commodities, rather than relying solely on traditional strategies.
- [Buy and Hold Dilemma: Adapting to Change](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18407564-why-buy-and-hold-is-failing-building-portfolios-for-volatility-regime-shifts-and-the-next-market-cycle.mp3) (2025-12-28): Adapting to Change: Greg Babij argues that buy-and-hold strategies are outdated and promotes the need for flexible portfolio management.
- [Market Outlook: Income & Small Caps](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18411530-after-the-rate-cuts-jay-hatfield-on-why-income-small-caps-and-credit-could-lead-into-2026.mp3) (2025-12-28): Income & Small Caps: Jay Hatfield reviews how the Fed's rate cuts could benefit investments, particularly in preferred stocks and small-cap equities.
- [AI in Quant Finance: Cheikh Fall](https://www.buzzsprout.com/803279/episodes/18367744-sabr-research-with-cheikh-fall.mp3) (2025-12-28): Cheikh Fall: Cheikh Fall explores the use of AI in quantitative finance, highlighting challenges and the need to prepare future researchers for changes in the field.
- [Finance Trends with Eric Peters](https://traffic.megaphone.fm/GLD1867029815.mp3) (2025-12-28): Eric Peters talks about managing risks and trends in finance during a December 2025 conversation.
- Investing in Founder-Led Firms (2025-12-28): Jack Ablin shares thoughts on investing in founder-led firms and future market strategies.
- [AI Investment Risks Redefined](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18412691-hype-vs-reality-kai-wu-on-ai-capex-risks-market-concentration-and-the-next-phase-of-ai-investing.mp3) (2025-12-28): Kai Wu examines the changing AI investment scene and stresses the need for a strategic investor approach.
- [Human Curation in Streaming](https://dataskeptic.com/blog/episodes/2025/video-recommendations-in-industry) (2025-12-28): Cory Zechmann discusses combining human curation with machine learning in content discovery for better balance.
- [YearEnd Market Resilience](https://interactive-brokers-podcast.podbean.com/e/is-the-market-ending-the-year-on-auto-pilot/) (2025-12-28): Jeff Praissman and Scott Bauer assess market resilience and discuss potential surprises in holiday trading amid global uncertainties.
- [Risks in Nonbank Systems](http://macroriskadvisors.com/#9efd53430d8777c52f17555dff989fde) (2025-12-19): Ian Harnett highlights that systemic risks are now more prevalent in nonbank financial institutions and stresses the importance of cash flow in evaluating financial vulnerability.
- [Price Logic in Uncertainty](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si378-when-prices-stop-making-sense-ft-mark-rzepczynski) (2025-12-19): Alan and Mark explore how the Federal Reserve's uncertain actions influence systematic investing, debating the significance of market prices versus narratives in understanding risks.
- [Risk Assessment in Derivatives](http://macroriskadvisors.com/#88b06e7593ab8f1c22ddad7fb4ba3edc) (2025-12-19): Kumaran Vijayakumar reveals that analytical tools are revolutionizing risk assessment in equity derivatives by leveraging data to better understand client flows.
- [US Rate Strategies](https://atanyrate.podbean.com/e/at-any-rate-us-rates-keep-the-liquidity-flowing/) (2025-12-19): US Rates Strategists Teresa Ho, Ipek Ozil, and Phoebe White examine how delays in economic data and new initiatives from the Fed affect market strategies.
- [Evolving Macro Trading Strategies](https://resolve-gestalt-university.captivate.fm/episode/systematic-macro-in-a-shifting-economy-signals-over-stories) (2025-12-19): Aahan Menon advocates for shorter trading horizons in systematic macro investing, noting a marked discrepancy between labor market performance and broader economic activity.
- [Tech Bubble Insights with Jay Pelosky](https://macrohive.libsyn.com/ep-339-jay-pelosky-on-tech-bubble-or-not-china-vs-us-clean-energy-plays) (2025-12-19): Jay Pelosky analyzes how AI, defense, and climate spending impact global growth and examines the competitive dynamics between China and the US.
- [Politics, Borders, and Hegemons](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm92-after-neoliberalism-politics-in-an-age-of-hard-borders-and-rising-hegemons-ft-gary-gerstle) (2025-12-19): Gary Gerstle addresses the decline of neoliberalism and the rise of nationalism in the US and Europe due to economic stress and changing political landscapes.
- [Risk Parity with Alex Shahidi](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18380284-the-truth-about-risk-parity-alex-shahidi-on-building-a-real-balanced-portfolio.mp3) (2025-12-19): Alex Shahidi introduces risk parity as a strategy for creating resilient investment portfolios, highlighting the need for diversification beyond traditional methods.
- [Scott Goodwin on Investments](https://traffic.megaphone.fm/GLD1409900305.mp3) (2025-12-19): Scott Goodwin shares his investment philosophy and insights on credit market opportunities, clarifying that his views may not represent Goldman Sachs' stance.
- [Amelie Chowna on Fixed Income](https://audioboom.com/posts/8818273) (2025-12-19): Amelie Chowna reflects on her career at LampG, discussing challenges and trends in fixed income investing, particularly in merging private and public credit strategies.
- [Risk Management Insights by Todd Rapp](http://macroriskadvisors.com/#8232ab634b78f5f40c48c6a6251e5bab) (2025-12-14): Todd Rapp discusses how his early experiences in equity options at Goldman Sachs shape his current strategies for risk management and portfolio construction in a changing market.
- [BlackRock's Post-COVID Portfolio](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/jeff-rosenberg) (2025-12-14): Jeff Rosenberg from BlackRock explores the effects of recent inflation trends on portfolio strategies, focusing on changes in bond-equity correlations and the increasing significance of liquid alternatives.
- [Political Risk in Asset Pricing](http://macroriskadvisors.com/#7f4cc01a1c42401752b3d1d70fe7c74a) (2025-12-14): Mark Rosenberg highlights the importance of quantifying political risk as a market variable, stressing the role of governance and social stability in assessing asset pricing.
- [Ken Tropin: Global Macro Pioneer](https://macrohive.libsyn.com/ep-338-ken-tropin-on-talent-recruitment-fed-risks-and-biggest-underpriced-trade) (2025-12-14): Global Macro Pioneer: Ken Tropin reflects on his long career in the macro investment field, emphasizing his leadership in alternative investment strategies at Graham Capital Management.
- Rethinking Risk: Rick Rieder (2025-12-14): Rick Rieder: Rick Rieder talks about market trends, cash flow, interest rate predictions, and investment strategies in today’s economy.
- [Investment Outlook](https://audioboom.com/posts/8817632) (2025-12-14): The article examines the future of global markets, focusing on AI investments, government debt, and differing forecasts for 2026.
- [Internet Growth in Emerging Markets](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18339684-emerging-markets-brendan-ahern-on-internet-growth-and-single-stock-etfs.mp3) (2025-12-14): Brendan Ahern outlines how technology and new business models are reshaping emerging markets and provides investment advice.
- [Navigating Yields: TRSY](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18325642-the-new-cash-strategy-how-trsy-helps-investors-navigate-today-s-yield-landscape.mp3) (2025-12-14): TRSY: Aram Babikian explains the benefits of using TRSY for cash management, highlighting its liquidity and tax advantages over traditional cash options.
- [Jacob Shapiro Podcast: Geopolitics & Markets](https://podcasts.apple.com/us/podcast/the-jacob-shapiro-podcast/id1618811454) (2025-12-14): Geopolitics & Markets: The Jacob Shapiro Podcast discusses global politics and economics, covering sectors like markets, cryptocurrency, and commodities in a biweekly format.
- [New Wealth Diversifiers](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si376-rethinking-managed-futures-in-a-post-60-40-world-ft-andrew-beer) (2025-12-01): Niels and Andrew Beer explore changes in wealth management, focusing on new investment diversifiers, the growth of liquid alternatives, and insights on managed futures and cryptocurrencies.
- [FX Volatility Insights](https://atanyrate.podbean.com/e/global-fx-volatility-outlook-2026/) (2025-12-01): FX volatility is anticipated to stay low due to steady US growth, but upcoming policy events could test this stability and create hedging opportunities in early 2026.
- [Market Price Drivers](http://macroriskadvisors.com/#44ad269546d06698221816d5566f4662) (2025-12-01): Current declines in equities and cryptocurrencies lead to discussions on price influence and market behavior, highlighting the importance of reflexivity in investment dynamics.
- [Volatility Investing with Dredge](https://macrohive.libsyn.com/ep-336-david-dredge-on-sharpe-ratio-fallacy-capturing-upside-and-managing-uncertainty) (2025-12-01): David Dredge shares his expertise on volatility investing and his deep experience in risk management within global markets.
- [Global Rates Review](https://atanyrate.podbean.com/e/global-rates-2026-outlook/) (2025-12-01): JP. Morgan strategists present their 2026 outlook for developed markets, analyzing interest rates, curves, swap spreads, and the overall volatility landscape.
- [IL Land Power](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/il43-the-land-trap-how-property-shapes-power-ft-mike-bird) (2025-12-01): Economist Mike Bird explains the role of land as a valuable asset and its unique effects on China's economy, introducing the concept of the land trap.
- [China Q3: Tech & Trade](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18252409-china-q3-update-the-klip-covered-call-strategy-with-henry-greene-from-kraneshares.mp3) (2025-12-01): Tech & Trade: Michael Gayed interviews Henry Greene on how recent trade changes between the US and China positively impact China's tech sector, particularly in AI and robotics.
- [UK Budget Analysis](https://audioboom.com/posts/8812091) (2025-12-01): Experts James Carrick and Joseph England discuss the upcoming UK Budget and its economic implications in light of tight public finances in a podcast.
- [Europe’s Clean Energy Opportunities](https://audioboom.com/posts/8813028) (2025-12-01): Rosheen McGuckian highlights Europe's ambitious emissions reduction goals and the investment opportunities emerging from the shift to clean energy, despite existing challenges.
- [Dark Data](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si374-when-the-data-goes-dark-trend-following-turbulence-and-total-portfolios-ft-katy-kaminski) (2025-11-19): Markets stayed strong despite missing October data; experts say trend-following and managed futures can better protect retirement portfolios.
- [AI Boom or Bubble?](https://audioboom.com/posts/8805339) (2025-11-19): Experts say AI will reshape markets, boost growth and infrastructure spending, so investors should adapt strategies.
- [Savings Crunch](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/ugo08-the-hunger-games-for-global-savings-ft-david-dredge) (2025-11-19): A volatility veteran recommends protection and convex strategies to make portfolios more resilient and potentially improve returns.
- [Bond Futures Roll](https://atanyrate.podbean.com/e/global-rates-analyzing-eurex-and-us-futures-roll/) (2025-11-19): Ratederivatives strategists outline the drivers and outlook for US and Eurex bond-futures rollovers into Dec 2025–Mar 2026.
- [AI Small Caps & Fed](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18172448-ai-boom-or-bubble-jay-hatfield-on-what-s-next-for-stocks-small-caps-the-fed.mp3) (2025-11-19): Jay Hatfield highlights chances in small-cap, value, and dividend ETFs as AI changes valuations and Fed policy expectations.
- [Leveraged ETF Risk](https://interactive-brokers-podcast.podbean.com/e/what-s-the-catch-with-leveraged-etfs/) (2025-11-19): Leveraged ETFs can amplify losses — daily compounding and timing can badly hurt returns.
- [Reproducible Recommenders](https://dataskeptic.com/blog/episodes/2025/datarec-library-for-reproducible-in-recommend-systems) (2025-11-19): A new Python library standardizes and checks recommender datasets so research is reproducible.
- [AI Market Impact & Compute Limits](http://macroriskadvisors.com/#a6f4fc9e53753917f366f3f9589c024b) (2025-11-19): Visser: AI is like electricity — it drives huge compute demand, supply bottlenecks, market and labor shifts.
- [Alex Imas — Behavioral Econ & AI](https://traffic.megaphone.fm/NBNK3039412497.mp3?updated=1763104959) (2025-11-19): Alex Imas studies how people decide, plus AI and discrimination, using experiments and data.
- [Geopolitics: US Policy & China Strategy](https://macrohive.libsyn.com/ep-334-mark-farrington-on-dollar-dominance-chinas-gold-play-and-crisis-catalysts) (2025-11-19): US Policy & China Strategy: Mark Farrington focuses on global macro: US industrial policy, China’s supply strategy, dollar dominance, and systemic risks.
- [Macro Diversification](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18146667-fear-and-fundamentals-brad-barrie-on-global-macro-diversification-and-the-market-s-next-big-test.mp3) (2025-11-12): Brad Barrie — Global macro strategies and true diversification spread risk across assets to help protect portfolios in uncertain markets.
- [Trend-Following in Inflation](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/si373-why-trend-thrives-when-inflation-returns-ft-yoav-git) (2025-11-12): Alan Dunne & Yoav Git — Market moves often reflect money flows and liquidity pressures more than pure economic logic.
- [Freedom-Focused EMs](https://cfasocietyorlando.libsyn.com/perth-tollelife-liberty-indexes-perth-tolles-em-freedom-factor) (2025-11-12): Perth Tolle — An emerging‑markets index that excludes authoritarian regimes, aiming for long‑term returns by focusing on freer markets.
- Biotech Rebound (2025-11-12): Chris Clark — Biotech is highly volatile; private and public investors behave differently, and AI plus regulation could reshape drug development.
- [Options Yield ETFs](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18164511-falling-rates-rising-uncertainty-investors-chase-higher-yields.mp3) (2025-11-12): Will Rhind — YieldBoost ETFs use options to generate higher income while trying to limit downside losses and NAV erosion.
- [DTE Gamma Capture](https://soundcloud.com/patrick-nettlebay/gamma-capture-intraday-volatility) (2025-11-12): Louis Pellathy uses intraday “gamma capture” volatility models to trade S&P 500 0DTE options on major platforms.
- [Data Monetization](https://shows.acast.com/the-alternative-data-podcast/episodes/the-conor-taggart-episode) (2025-11-12): Conor Taggart moved from LSEG/Nasdaq to Millennium and now leads data monetization at Eagle Alpha, specializing in alternative data.
- [Value Investing](https://macrohive.libsyn.com/david-samra-on-value-investing-ai-returns-and-bad-management-teams) (2025-11-12): David Samra explains value investing basics, how to assess businesses and management, and the challenges of managing very large capital.
- AI vs. Demographics (2025-11-12): Joe Davis warns that AI and demographic trends will pull the U.S. economy in different directions and recommends diversification for uncertain outcomes.
- [China Growth Dilemma](http://localhost:8888/TopTradersUnplugged/ttu-2021/homepage/gm91-industrial-might-household-weakness-inside-chinas-growth-dilemma-ft-george-magnus) (2025-11-12): Alan Dunne and George Magnus say China is industrially powerful but constrained by aging, debt, and political-market tensions that may limit future growth.
- Managed Futures Diversifier (2025-11-04): Kathryn Kaminski: Managed futures had a big recent drawdown, but they still diversify portfolios and patient investors may be rewarded over time.
- [Bullish Credit Puts](https://interactive-brokers-podcast.podbean.com/e/are-credit-put-spreads-the-smartest-bullish-play/) (2025-11-04): Market Chameleon guests: A credit put spread is shown as a way to limit downside risk, manage volatility, and earn steady income.
- [LTCMA 30 Outlook](https://centerforinvestmentexcellence.podbean.com/e/ltcma-s-30th-anniversary-shifting-landscapes-and-silver-linings/) (2025-11-04): Tim Lintern (J.P. Morgan): The 30th Long‑Term Capital Market Assumptions give long‑run forecasts that help shape strategic asset allocation.
- [VortexNet — AI](https://datascienceathome.podbean.com/e/why-ai-researchers-are-suddenly-obsessed-with-whirlpools-ep-293/) (2025-11-04): Researchers: VortexNet, a neural network inspired by whirlpool fluid dynamics, aims to fix vanishing gradients and better handle long‑range dependencies.
- [Central Bank Moves](https://atanyrate.podbean.com/e/global-rates-trick-or-treating-with-central-banks/) (2025-11-04): Ipek Ozil & Khagendra Gupta: Recent and upcoming central bank actions are changing interest‑rate derivative pricing and market behavior.
- [DB Buyouts](https://audioboom.com/posts/8797274) (2025-11-04): Lara Edmonstone‑West: DB pension schemes should prioritize buy‑ins or buyouts to guarantee members’ pensions instead of trying to extract surpluses.
- [EM Fixed Income](https://atanyrate.podbean.com/e/em-fixed-income-not-spooked-yet/) (2025-11-04): JPMorgan strategists: A review of recent market moves and what they mean for risks and opportunities in emerging‑market fixed‑income.
- [China LNG Peak (early 2030s)](https://atanyrate.podbean.com/e/global-commodities-china-s-lng-demand-to-peak-in-early-2030s/) (2025-11-04): Analysts on China LNG: China’s LNG demand will peak around 2032, and growing infrastructure could let it become a major global LNG trader.
- [Short Seller's Mind](https://rss.com/podcasts/confessionsmm/2301216) (2025-11-04): Alex Temiz: Practical lessons on disciplined short selling, trading psychology, and the habits needed to survive as a trader.
- [Macro & Credit Opportunities](https://chrt.fm/track/F81DEC/traffic.megaphone.fm/GLD5629810905.mp3) (2025-11-04): Tony Yoseloff: How to invest across different market cycles and where to find opportunity in alternative assets.
- [Weather-Driven Systematic Futures](https://shows.acast.com/the-alternative-data-podcast/episodes/the-vlad-johnson-episode) (2025-10-27): Vlad Johnson: systematic futures trading uses data, tech, and AI to find patterns — but only if the data quality is strong.
- [CLIP Covered Calls](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18052083-income-without-limits-jonathan-shelon-on-clip-covered-calls-and-monthly-payouts-that-work.mp3) (2025-10-27): KraneShares’ CLIP ETF: sells covered calls on Chinese tech to generate monthly income and add portfolio diversification.
- [Commodity Risk & Volatility](http://macroriskadvisors.com/#c207800452c32d26554d2194482142c2) (2025-10-27): Ben Hoff: commodities combine physical supply chains and finance — storage/transport buffer prices until disruptions cause sudden volatility.
- [TaxEfficient Equal-Weight ETF](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/18055185-webinar-exploring-the-cambria-us-equal-weight-etf-usew-diversifying-beyond-market-cap.mp3) (2025-10-27): ETF exchange: lets investors swap large appreciated stock positions into a new ETF at launch to defer immediate capital gains taxes.
- [Culture, Flexibility & Alpha](https://chrt.fm/track/F81DEC/traffic.megaphone.fm/GLD2232177216.mp3) (2025-10-27): Alan Waxman: staying flexible and adapting strategies helps uncover opportunities in alternative investments.
- [Physics to Quant & AI](https://www.buzzsprout.com/803279/episodes/18019990-physicist-to-quant-and-ai-igor-halperin.mp3) (2025-10-27): Igor Halperin: He describes moving from the Soviet Union to physics and quant finance, why physicists become quants, LLM impacts, and offers career tips.
- [Growth vs Value](https://audioboom.com/posts/8794122) (2025-10-27): Ayah Habboub: She argues that growth strategies designed without assuming value let investors capture each factor’s unique returns.
- [EM Fixed Income](https://atanyrate.podbean.com/e/at-any-rate-%e2%80%93-em-fixed-income-reviewing-the-global-previewing-the-upcoming-idiosyncratic/) (2025-10-27): JP Morgan experts: They review recent market moves and explain implications for emerging-market fixed income.
- [Oil Glut & Sanctions](https://atanyrate.podbean.com/e/global-commodities-oil-glut-paves-way-for-stronger-sanctions-if-enforced/) (2025-10-27): Russian crude sanctions: Restrictions on about 70% of Russian oil have raised costs, pushed discounted rerouting to other buyers, and exports should stabilize within a quarter.
- Tobias Carlisle on Risk (2025-10-09): Tobias Carlisle talks about the current valuation landscape, small cap investment challenges, and the connection between Warren Buffett's investment philosophy and Sun Tzu's teachings in a podcast.
- [Global Rates](https://atanyrate.podbean.com/e/global-rates-cross-currency-basis-4q25-outlook/) (2025-10-09): In a podcast, Khagendra Gupta and Ipek Ozil explore the factors influencing €STR/SOFR cross currency bases.
- [Diversification](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17969080-beyond-60-40-alex-shahidi-on-diversification-inflation-and-risk-parity-investing.mp3) (2025-10-09): Alex Shahidi discusses the shortcomings of traditional portfolio construction and emphasizes the need for diversification and risk parity in a podcast.
- [Options Basics](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17977414-mastering-options-basics-long-vs-short-covered-calls-and-zero-dte-risks-live-webinar.mp3) (2025-10-09): Greg Jensen and Eric Hale explain the fundamentals of smart options trading, including the right time to buy long options and the risks associated with naked calls, in a webinar.
- [The Money Revolution](https://traffic.megaphone.fm/NSR7490113243.mp3?updated=1687113547) (2025-10-09): Richard Duncan's book, The Money Revolution, suggests a strategy for the US to invest in future industries and technologies to maintain geopolitical dominance and generate wealth.
- [Building Income with Pass-Throughs and HIPS](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17969076-building-all-weather-income-with-pass-throughs-and-hips.mp3) (2025-10-09): Will Rind advises maintaining steady payouts amidst rate cuts by diversifying investments in passthrough securities within the HIPS ETF.
- Morgan Housel on Wealth and Happiness (2025-10-09): Morgan Housel emphasizes that investing is more about human behavior than financial principles, discussing the psychological aspects of wealth and happiness.
- Global FX Shutdown (2025-10-09): In a repeated article, Housel again highlights the role of human behavior in investing and the complexities of wealth and happiness.
- [Politics, Emerging Markets, Gold](https://atanyrate.podbean.com/e/global-fx-shutdown-limbo/) (2025-10-09): Arindam Sandilya and Patrick Locke analyze the impact of the US government shutdown on the dollar and the upcoming Japan LDP election on JPY.
- [Evolution of Advisors](http://advisorsoption.libsyn.com/the-advisors-option-147-the-evolution-of-advisors-and-options) (2025-10-03): Mark Longo and Matt Amberson discuss the growth of options trading, the emergence of zeroDTE trading, and the potential influence of AI on this sector.
- [EM Fixed Income Growth](https://atanyrate.podbean.com/e/em-fixed-income-is-better-growth-worse-for-em/) (2025-10-03): Jonny Goulden, Anezka Christovova, and Ben Ramsey analyze recent market trends and their effects on the EM fixed income asset class.
- [Global Active Fixed Income](https://audioboom.com/posts/8785413) (2025-10-03): Colin Reedie and Jason Shoup highlight the advantages of a global strategy in managing fixed income assets and the current market dynamics impacting investors globally.
- [Role of Data in AI Exchanges](https://chrt.fm/track/F81DEC/traffic.megaphone.fm/GLD4928820665.mp3) (2025-10-03): In a Goldman Sachs podcast, Neema Raphael and George Lee explore the role of data in either facilitating or hindering the advancement of AI.
- [Marty Bicknell: Wealth Shipwright](https://sites.libsyn.com/244787/marty-bicknell-mariner-a-private-wealth-shipwright-in-kansas) (2025-10-03): Wealth Shipwright: Marty Bicknell, CEO of Mariner, shares his experiences on the expansion of his wealth advisory firm and his thoughts on entrepreneurship, leadership, and the future of wealth management.
- [AI CapEx Risk](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17941762-boom-or-bust-kai-wu-on-ai-capex-concentration-risk-and-the-next-phase-of-tech.mp3) (2025-10-03): Kai Wu discusses the AI-driven capital cycle and its potential risks in the LeadLag Live podcast.
- [Fountain of Youth](https://interactive-brokers-podcast.podbean.com/e/is-the-fountain-of-youth-finally-open-for-business/) (2025-10-03): Alex Gunz talks about the investment potential in longevity science, including genomics and personalized medicine, in an interview with Andrew Wilkinson.
- [MacroVoices 500](https://macrovoices.podbean.com/e/macrovoices-500-lyn-alden-what-will-stop-this-train/) (2025-10-03): Lyn Alden shares her perspective on the current economic situation and potential solutions in the MacroVoices podcast.
- [AI Arms Race](https://www.interactivebrokers.com/campus/podcasts/ibkr-podcasts/who-wins-the-ai-arms-race-startups-or-titans/) (2025-10-03): Andrew Wilkinson, Max Chen, and Derek Yan debate the pros and cons of investing in AI startups versus established tech companies.
- [Opportunity in Volatility](https://interactive-brokers-podcast.podbean.com/e/with-great-volatility-comes-great-opportunity/) (2025-10-03): Andrew Wilkinson, Steve Sosnick, and Steve Sears discuss the SpiderMan Market trend, where investors overlook negative news and continue investing.
- [Managed Futures](https://resolve-gestalt-university.captivate.fm/episode/managed-futures-why-now-positioning-energy-de-dollarization-and-portfolio-blind-spots) (2025-09-22): Gordillo, Philbrick, and Butler explore the potential advantages of managed futures in the current economic climate, emphasizing diversification and their ability to add value in different market situations.
- [AI in Finance](https://www.buzzsprout.com/803279/episodes/17847306-the-current-state-of-ai-in-finance-and-business.mp3) (2025-09-22): The article explores the role of AI in finance, emphasizing its efficiency in automating tasks but warns against making it the primary focus of a business.
- [Investable](https://traffic.megaphone.fm/NBNK4151224370.mp3?updated=1758170356) (2025-09-22): Dr. Erikson's book Investable critically analyzes how pandemics are turned into investment opportunities by international bankers and investors, raising ethical concerns.
- [EM Fixed Income](https://atanyrate.podbean.com/e/at-any-rate-%e2%80%93-em-fixed-income-em-credit-where-credit-s-due/) (2025-09-22): Goulden, Ramsey, Hong, and Mejabi discuss the impact of the Fed cut on Emerging Markets and share insights from a conference in London.
- [The Forgotten Hedge](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17852837-the-forgotten-hedge-brandon-thor-on-gold-sovereignty-and-beating-wall-street-s-game.mp3) (2025-09-22): Brandon Thor, in a LeadLag Live episode, discusses the lack of gold in modern portfolios and advocates for its role in wealth protection.
- [Portfolio Protection Collar Strategies](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17872993-collar-strategies-protecting-downside-while-keeping-upside-alive.mp3) (2025-09-22): Traders Greg and Eric explain the collar strategy for risk management in trading, using Apple and Nvidia as examples.
- [Plundering Black America](https://traffic.megaphone.fm/NBNK2614828759.mp3?updated=1758257563) (2025-09-22): Dr. J Calvin Schermerhorn's book examines the racial wealth gap in America through the experiences of seven Black families.
- [Rates Inflation Outlook](https://atanyrate.podbean.com/e/global-rates-monthly-inflation-outlook-1758205945/) (2025-09-22): US and European Rates strategists, Phoebe White and Frida Infante, discuss August inflation data and future inflation market predictions in a 2025 podcast.
- [AGIX ETF: AI Unicorn Pre-IPO Exposure](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17852841-access-the-ai-revolution-how-agix-gives-investors-pre-ipo-exposure-to-ai-unicorns.mp3) (2025-09-22): AI Unicorn Pre-IPO Exposure: Derek Yan from KraneShares explains how the AGIX ETF is changing AI investing by providing exposure to private AI companies in a webinar.
- [Commodities: Fed Cutting Cycle Outcomes](https://atanyrate.podbean.com/e/global-commodities-at-any-rate-party-like-a-semiquincentenarian/) (2025-09-22): Fed Cutting Cycle Outcomes: Natasha Kaneva and Greg Shearer analyze the impact of previous and current Fed cutting cycles on commodity performance.
- [Arrowpoint CEO Jonathan Xiong Insights](https://macrohive.libsyn.com/ep-323-jonathan-xiong-on-china-dollar-and-using-ai-in-asset-management) (2025-08-29): Jonathan Xiong, CEO of Arrowpoint Investment Partners, shares his investment strategies and experiences in the finance sector in a podcast.
- [GraniteShares YieldBOOST ETFs Explanation](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17741793-weekly-payouts-from-volatility-will-rhind-on-graniteshares-yieldboost-etfs.mp3) (2025-08-29): In a LeadLag Live episode, William Rhind, CEO of GraniteShares, outlines the firm's YieldBOOST ETF strategy that generates high weekly distributions by trading options on volatile assets.
- [French Political Scenarios Market Implications](https://atanyrate.podbean.com/e/global-economics-fx-and-rates-french-political-scenarios-for-macro-markets/) (2025-08-29): A podcast features Meera Chandan, Aditya Chordia, and Raphael Brun-Aguerre discussing the potential impacts of French politics on economic, fiscal, rates, and FX markets.
- [NanoConda Founder Roman Bansal Interview](https://www.buzzsprout.com/803279/episodes/17692001-nanoconda-founder-roman-bansal.mp3) (2025-08-29): Roman Bansal, founder of NanoConda, talks about his Russian upbringing, passion for reading, and how his company aids smaller firms with high-frequency trading setup in a podcast.
- [China's Growth Drivers with LouisVincent Gave](https://macrovoices.podbean.com/e/macrovoices-495-louis-vincent-gave-understanding-chinas-structural-growth-drivers/) (2025-08-29): In a MacroVoices podcast, Louis-Vincent Gave discusses China's global economic role, infrastructure goals, and the challenges of attracting foreign capital.
- [Fantasy vs Fundamentals](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17713331-fantasy-vs-fundamentals-seth-cogswell-on-bubbles-passive-flows-and-what-breaks-next.mp3) (2025-08-29): Seth Cogswell from Running Oak talks about the current market trends, the prevalence of passive investing, and the possibility of a significant market correction on Lead-Lag Live.
- [Built to Last?](https://interactive-brokers-podcast.podbean.com/e/is-the-summer-rally-built-to-last/) (2025-08-29): Scott Bauer from Prosper Trading Academy discusses the market's robust recovery following Powell's Jackson Hole speech and the potential for sustained momentum.
- [What's at Stake](https://interactive-brokers-podcast.podbean.com/e/jobs-jabs-and-jerome-what-s-really-at-stake/) (2025-08-29): Neil Azous from Rareview Capital talks about President Trump's increasing criticism of the Federal Reserve and its potential impact on interest rates, employment data, and the credibility of U.S. institutions.
- [The Next Big Play?](https://interactive-brokers-podcast.podbean.com/e/bulls-bear-or-ballplayers/) (2025-08-29): Michael Normyle from NASDAQ discusses the potential benefits of investing in sports franchises, which are currently outperforming the stock market.
- [Reviving the Economy?](https://interactive-brokers-podcast.podbean.com/e/can-cuts-revive-the-economy/) (2025-08-29): Jose Torres, Senior Economist at Interactive Brokers, discusses potential Federal Reserve rate cuts and their possible effects on struggling sectors such as housing and manufacturing.
- [US Rates Analysis](https://atanyrate.podbean.com/e/us-rates-analysing-eurex-and-us-futures-roll/) (2025-08-20): Khagendra Gupta and Ipek Ozil discuss the factors affecting US and Eurex futures roll and predict the Sep25Dec25 bond futures rollover in a podcast.
- [Advisors Option Battle Royale](http://advisorsoption.libsyn.com/the-advisors-option-146-battle-royale-cash-secured-puts-vs-collars) (2025-08-20): In a podcast, Mark Longo, Matt Amberson, and Matthew Tuttle discuss the expansion of the options market, the use of zero-day options, and options-based ETFs.
- [Quant Insider Journey](https://www.buzzsprout.com/803279/episodes/17677971-quant-insider-tribhuvan.mp3) (2025-08-20): Tribhuvan Bisen, co-founder of Quant Insider, shares his career journey and discusses the quant job and education market in India.
- Golden Moment for Asset Allocation (2025-08-20): Mike Philbrick, CEO of ReSolve Asset Management, discusses the evolving role of gold and Bitcoin in investment portfolios in a podcast.
- [Global Rates FX Update](https://atanyrate.podbean.com/e/global-fx/) (2025-08-20): Khagendra Gupta, Morten Lund, and James Nelligan discuss the macro FX and rates market in Sweden and Norway in a podcast.
- [Commodities Hot](https://macrovoices.podbean.com/e/macrovoices-493-ole-hansen-commodities-are-heating-up/) (2025-08-20): Ole Hansen discusses commodities, tariffs, energy, and precious metals on the MacroVoices podcast hosted by Erik Townsend and Patrick Ceresna.
- [USD Weakness, GBP Outlook](https://atanyrate.podbean.com/e/global-fx-can-usd-weakness-continue-russiaukraine-scenarios-and-what-s-next-for-gbp/) (2025-08-20): In a podcast recorded on 15 August 2025, Meera Chandan, Anezka Christovova, and James Nelligan discuss the dollar's outlook, the Russia-Ukraine ceasefire, and central banks.
- [Macro Strategist Antonio Del Favero](https://macrohive.libsyn.com/ep-321-antonio-del-favero-on-favourite-rates-trades-fed-and-dollar) (2025-08-20): Antonio Del Favero, a macro strategist, discusses the US economy, G3 rates markets, and the impact of US tariffs on the Macro Hive podcast.
- [Trading Strategy Longevity with Scott Redler](https://rss.com/podcasts/confessionsmm/2166594) (2025-08-20): Scott Redler, a professional trader, shares his trading style, morning routine, and insights on the current market environment in a podcast episode.
- [Standard Chartered's Mo Rahim on Data Governance](https://soundcloud.com/waterstechnology/episode-327-standard-chartereds-mo-rahim) (2025-08-20): Mo Rahim, the group chief data officer at Standard Chartered, discusses data and AI governance and AI guardrails in a podcast episode.
- [Investment Gurus](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17584679-the-truth-behind-investment-gurus-and-fast-money.mp3) (2025-08-12): Mark Mattson, founder of a multi-billion dollar investment firm, advocates for hard work, evidence-based investing, and diversification, dismissing quick-rich schemes and focused investing.
- [The Diversification](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17607064-the-diversification-illusion-with-brad-barrie-and-matt-o-brian.mp3) (2025-08-12): Brad Barry and Matt O'Brien of Dynamic Wealth Group stress that true diversification involves understanding return drivers, caution against hidden risks in the S&P 500, and propose global macro strategies.
- [Platinum](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17626894-why-platinum-could-be-your-portfolio-s-hidden-gem-investment-masterclass.mp3) (2025-08-12): A group of precious metals experts discuss the rising value of platinum due to supply-demand dynamics, its comparison to other metals, and its industrial uses, providing strategic investment advice.
- [EM Fixed Income](https://atanyrate.podbean.com/e/em-fixed-income-stay-local-this-summer/) (2025-08-12): Jonny Goulden and Anezka Christovova discuss the impact of recent market developments on the EM fixed income asset class in a podcast recorded in August 2025.
- [Interest Rates](https://audioboom.com/posts/8759515) (2025-08-12): Ben Bennett, Head of Investment Strategy Asia, talks about the steepening yield curve, the interplay of politics and economic data, and strong US tech earnings in a podcast recorded in August 2025.
- [Tax-Free Diversification](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17634979-avoiding-the-tax-man-bruce-lavine-on-how-to-diversify-without-getting-burned.mp3) (2025-08-12): The LeadLag Live podcast explores the LCOR ETF and the 351 exchange structure as a tax-efficient diversification strategy for investors with concentrated stock positions.
- [BoE Rate Update](https://atanyrate.podbean.com/e/global-rates-dissecting-the-boe-s-hawkish-cut-scandi-rate-markets-update/) (2025-08-12): In a podcast, Francis Diamond and Khagendra Gupta discuss the August BoE rate decision and provide updates on Scandinavian Rate market trends.
- [FX Signals for EM Currencies](https://atanyrate.podbean.com/e/global-fx-update-on-systematic-fx-signals-and-em-currencies/) (2025-08-12): A podcast by Global FX & EM strategists discusses recent dollar developments, systematic FX signals, and reasons for their EM FX upgrade to OW.
- [India's Big Opportunity](https://www.interactivebrokers.com/campus/podcasts/ibkr-podcasts/rupee-or-not-to-be-is-india-the-next-big-play/) (2025-08-12): Yujun Lin and Ivan Han discuss the investment potential of India's markets in a podcast episode by Interactive Brokers Singapore and SGX.
- [Alpha Beyond US](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17607063-global-market-valuations-finding-alpha-beyond-us-shores-with-phil-wool.mp3) (2025-08-12): Phil Wool advocates for the investment potential of international equities, especially emerging markets, due to high U.S. stock valuations in a Raliant Capital discussion.
- Asset Allocation Change (2025-08-07): Henry McVey, KKR's Head of Global Macro & Asset Allocation, explores the current macroeconomic situation, spotlighting opportunities in Europe and Japan, and the effects of a falling US dollar.
- [OVVO Labs](https://www.buzzsprout.com/803279/episodes/17613650-ovvo-labs-and-fred-viole.mp3) (2025-08-07): Fred Viole, founder of OVVO Labs, is transforming finance with his statistical framework using partial moments and nonlinear and nonparametric statistics (NNS) for macroeconomic forecasts and portfolio optimization.
- [EM Fixed Income](https://atanyrate.podbean.com/e/em-fixed-income-assessing-a-big-week-for-trade-and-macro-data/) (2025-08-07): Jonny Goulden and Anezka Christovova discuss recent market trends and their effects on the emerging markets fixed income asset class.
- [Global FX Recap](https://atanyrate.podbean.com/e/global-fx-and-rates-fomc-payrolls-refunding-and-trade-deals/) (2025-08-07): In a 2025 podcast, Meera Chandan and Jay Barry examine the impact of key events like FOMC Payrolls Refunding and Trade deals on FX and rates.
- [BoE Meeting Preview](https://atanyrate.podbean.com/e/global-fx-economics-boe-policy-meeting-preview/) (2025-08-07): Allan Monks and James Nelligan discuss the risks of the BoE policy meeting and give an overview of the UK economy and pound sterling in a 2025 podcast.
- [Tariff Shockwaves in Markets](https://atanyrate.podbean.com/e/global-commodities-tariff-shockwaves-churn-crude-and-copper-markets/) (2025-08-07): Natasha Kaneva and Greg Shearer discuss the effects of trade negotiations and tariffs on India and China's oil purchases and the copper market in a 2025 podcast.
- [AI Stocks Talk](https://www.buzzsprout.com/803279/episodes/17535267-mathematician-and-quant-raphael-douady.mp3) (2025-07-25): Raphael Douady, a French mathematician, shares his journey from academia to quantitative finance, his knowledge in chaos theory and financial mathematics, and the influence of AI in finance.
- [US Rates Preview](https://audioboom.com/posts/8753306) (2025-07-25): Ben Bennett, Head of Investment Strategy Asia, talks about the effects of tariffs on US inflation, instability in Japanese government bonds, and the elements influencing AI stocks.
- [Global FX Implications](https://atanyrate.podbean.com/e/us-rates-previewing-the-august-refunding-announcement/) (2025-07-25): Senior J.P. Morgan research and trading staff share their predictions for the refunding announcement and its potential effect on the Treasury market and swap spreads.
- [MacroVoices Dr. Malmgren Interview](https://atanyrate.podbean.com/e/global-fx-japan-us-policy-implications-for-fx/) (2025-07-25): Arindam Sandilya, James Nelligan, and Patrick Locke discuss the FX outlook concerning Japan's elections, US policy instability, and an impending ECB meeting.
- [US Tariffs Impact](https://macrohive.libsyn.com/ep-318-brad-setser-on-trump-tariffs-chinas-surging-surplus-and-dollar-policy) (2025-07-25): Brad Setser discusses the economic implications and potential global disruptions caused by US tariffs in a podcast.
- [Trump's Chinese Tariffs](https://markethuddle.com/podcast/get-in-now-guest-leonid-mironov/) (2025-07-25): Leonid Mironov argues on a show that Trump's Chinese tariffs are beneficial for China and makes a bold prediction about a specific country.
- [Maximizing Returns](https://www.leadlagreport.com/static/termsandconditions) (2025-07-25): The article offers an investment strategy to maximize returns in fluctuating markets.
- [Investors' Tariff Response](https://chrt.fm/track/F81DEC/traffic.megaphone.fm/GLD6390124915.mp3?updated=1753134735) (2025-07-25): Jan Hatzius and Dom Wilson from Goldman Sachs discuss the effects of tariffs on inflation and growth, and share their predictions for the latter half of 2025.
- [Collaborations Among Guests](https://dataskeptic.com/blog/episodes/2025/network-of-past-guests-collaborations) (2025-07-25): Kyle and Asaf talk about a project that connects former podcast guests through their joint authorship of academic papers.
- Goldman Sachs Family Office Expert (2025-07-17): Sara NaisonTarajano of Goldman Sachs talks about her career, the unique strategy for family office investing, and the balance between risk management and growth in preserving generational wealth.
- [Predicting the Unpredictable](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17434340-predicting-the-unpredictable-with-alex-shahidi.mp3) (2025-07-17): The article explores the challenges in market prediction, the influence of behavioral biases on investment choices, and the role of risk parity and diversification in mitigating these tendencies.
- [Data Bento and Market Data](https://www.buzzsprout.com/803279/episodes/17506368-data-bento-and-market-data.mp3) (2025-07-17): Christina Qi, CEO of Data Bento, highlights the company's dedication to providing structured and cleaned data, and its commitment to fostering innovation in the finance and investment sector.
- [Global FX: Bearish USD](https://atanyrate.podbean.com/e/global-fx-keeping-the-bearish-usd-view/) (2025-07-17): Bearish USD: A JPMorgan Chase podcast discusses the potential medium-term decline of the dollar, recent CNY fixes, tariff and UK CHF developments.
- [Global Rates: European Summer](https://atanyrate.podbean.com/e/global-rates-european-rates-summer-themes-%e2%80%93-seasonality-swap-spreads-ssas-and-gilts/) (2025-07-17): European Summer: A JPMorgan Chase podcast explores summer trends for European rate markets, focusing on seasonality in intra-EMU spreads, Eur swap spread views, SSA thoughts, and UK gilt yields.
- [Copper Tariffs Market Impact](https://atanyrate.podbean.com/e/global-commodities-50-copper-tariffs-coming-soon-now-comes-the-copper-hangover/) (2025-07-17): The Trump administration is set to impose a 50% tariff on US copper imports from August 1, which could affect copper prices and market dynamics.
- [Billionaire Myths](https://traffic.megaphone.fm/NBNK9170027223.mp3?updated=1752094628) (2025-07-17): The book Stinking Rich: The Four Myths of the Good Billionaire argues that billionaires exacerbate economic inequality and plutocracy, debunking the notion of their positive impact.
- [Octaura's Brian Bejile](https://soundcloud.com/waterstechnology/episode-325-octauras-brian-bejile) (2025-07-17): Octaura CEO, Brian Bejile, in a podcast, emphasizes the need for more data and analytics in the modernization of credit markets.
- [Market Volatility & Tariffs](https://www.interactivebrokers.com/campus/podcasts/ibkr-podcasts/tariff-tightrope-will-markets-slip/) (2025-07-17): Traders are facing a challenging environment due to rising rates, inflation worries, and trade pressures, with potential market volatility ahead.
- Powering AI Era (2025-07-17): The surge in AI is increasing power demand, with Goldman Sachs highlighting the potential difficulties in meeting this demand and its implications for AI's future.
- Dan Rasmussen & D.A. on Biotech (2025-07-10): In a podcast, Dan Rasmussen and D.A. Wallach discuss the influence of AI on healthcare, the current state of biotech, and the transformative power of innovative treatments.
- [Midyear Global Outlook](https://audioboom.com/posts/8744116) (2025-07-10): A podcast episode provides a midyear global outlook, discussing tariff-related volatility, policy uncertainty, and the future of private market assets.
- [International Student Networking](https://soundcloud.com/patrick-nettlebay/job-networking-from) (2025-07-10): Zimbabwean master’s student Edson Bope shares his experiences and challenges in the U.S. job market for quantitative finance roles in a podcast episode.
- [Techs Dumbest Mistake](https://datascienceathome.podbean.com/e/techs-dumbest-mistake-why-firing-programmers-for-ai-will-destroy-everything-ep-286-rb/) (2025-07-10): A podcast episode explores the potential repercussions of replacing programmers with AI, based on a viral article warning against such a move.
- [Quant Community](https://www.buzzsprout.com/803279/episodes/17467568-quant-community-season-8-intro.mp3) (2025-07-10): The eighth season of Talking Tuesdays with Fancy Quant will feature guest speakers from the quantitative finance community discussing various topics and sharing their life stories.
- [International Alpha Opportunities](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17434334-the-case-for-international-alpha-with-phil-wool.mp3) (2025-07-10): Emerging markets like Taiwan, South Korea, and China are becoming attractive investment destinations, especially in the tech sector.
- [Navigating Market Uncertainty](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17434331-beyond-the-hype-navigating-market-uncertainty-with-seth-cogswell.mp3) (2025-07-10): Seth Cogswell believes the current investment climate resembles the 2000 bubble, and suggests mid-cap companies as stable investment opportunities with growth potential.
- [Spotting Patterns in Earnings Season](https://www.interactivebrokers.com/campus/podcasts/ibkr-podcasts/mind-the-earnings-gap/) (2025-07-10): Dmitry Pargamanik advises traders to use historical options data to predict and manage volatility during earnings announcements.
- [Alternative Investments](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17434338-beyond-stocks-the-12-billion-alternative-investment-platform.mp3) (2025-07-10): Henry Yoshida's Rocket Dollar platform enables investors to diversify their retirement accounts with alternative investments like private equity, real estate, and cryptocurrency.
- [The Benefits of Diversification](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17434327-diversification-the-free-lunch-nobody-s-taking-with-alex-shahidi.mp3) (2025-07-10): Riddler Road Rally is a citywide car-based scavenger hunt happening in eleven cities across Utah and Idaho, providing a unique and entertaining experience.
- Victor Haghani on Market Prediction (2025-07-03): Victor Haghani discusses the significance of position sizing, disciplined asset allocation, and the role of foreign stocks in investment strategy on a podcast.
- [Bitwise Jeff Park on Bitcoin](https://rss.com/podcasts/confessionsmm/2097334) (2025-07-03): Jeff Park introduces his Radical Portfolio Theory, challenging the traditional 60/40 model, and discusses the role of Bitcoin and decentralized assets in portfolio resilience.
- [US Rates DM Swap Spread](https://atanyrate.podbean.com/e/us-rates-dm-swap-spread-outlook/) (2025-07-03): Ipek Ozil and Khagendra Gupta discuss the main drivers of DM swap spreads, focusing on US and German swap spreads, in a JPMorgan Chase & Co. podcast.
- [Inside the BDH with Patrick Wieland](https://rss.com/podcasts/confessionsmm/2093621) (2025-07-03): Patrick Wieland shares his trading philosophy, mental strategies, and the effort behind his success as a futures day trading streamer in a podcast episode.
- [Global FX Derivatives](https://atanyrate.podbean.com/e/global-fx-derivatives-thin-cushion-a-slippery-slope-from-calm-to-uncertainty/) (2025-07-03): Arindam Sandilya, Juan Duran-Vara, and Ladislav Jankovic discuss FX Derivatives themes for the second half of 2025, including carry, USD skew, correlations, and directional exposure in JPY and EUR.
- [Global Commodities Update](https://atanyrate.podbean.com/e/global-commodities-big-crops-are-unlikely-to-build-world-stocks-agri-outlook-into-2h25/) (2025-07-03): The podcast discusses the current state of agricultural markets, noting that increased supply is being met by demand, resulting in a decrease in global agricultural commodity availability.
- [MarketAxess Block Update](https://soundcloud.com/waterstechnology/episode-323-marketaxesss-chowdhury-and-burke-plus-some-cusip-updates) (2025-07-03): The podcast features a conversation on block trading in fixed income with experts from MarketAxess, and updates on a related class action lawsuit.
- [European Rates Update](https://atanyrate.podbean.com/e/global-rates-european-rates-markets-roundup-german-fiscal-nato-meeting-carry-themes-de-dollarisation-flows-and-uk-rates/) (2025-07-03): The podcast covers recent German fiscal and NATO events, perspectives on carry as a theme, updates on dedollarisation flows, and opinions on UK rates.
- [Thematic Markets Interview](https://macrohive.libsyn.com/ep-314-marvin-barth-on-trumps-us-resurgence-no-fed-cuts-and-dire-europe) (2025-07-03): The podcast includes a discussion with Marvin Barth about his career, his work at the Federal Reserve, and his views on the global political economy.
- [Global FX Update](https://atanyrate.podbean.com/e/global-fx-mid-year-outlook-tell-me-something-new/) (2025-07-03): The podcast discusses upcoming trends for currencies in the second half of 2025, with insights from the DM and EM FX strategy team.
- [Equity Market Risk Mitigation](https://audioboom.com/posts/8733203) (2025-06-25): Aude Martin and Andrzej Pioch share insights on the risk of equity market concentration and suggest strategies to mitigate it.
- [EM Fixed Income Impacts](https://atanyrate.podbean.com/e/em-fixed-income-weighing-the-impacts-of-middle-east-escalation/) (2025-06-25): Jonny Goulden and Saad Siddiqui discuss the impact of recent market developments on emerging markets fixed income asset class in a 2025 podcast.
- [Global FX and Economics](https://atanyrate.podbean.com/e/global-fx-and-economics-a-look-back-to-monetary-policy-and-a-look-ahead-to-fiscal/) (2025-06-25): Experts analyze the foreign exchange implications of various global events including the German budget, NATO summit, and central bank meetings.
- [Midyear Investment Strategies](https://chrt.fm/track/F81DEC/traffic.megaphone.fm/GLD7381426484.mp3?updated=1750713623) (2025-06-25): Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss market dynamics and investment strategies for the latter half of 2025.
- [Global Rates Roundup](https://atanyrate.podbean.com/e/global-rates-european-rates-scandi-and-uk-central-bank-round-up/) (2025-06-25): A podcast from June 2025 features a discussion on the impact of Norges Bank, Riskbank, and Bank of England meetings on European rate markets.
- [Regime Change Consequences in Oil-Producing Countries](https://atanyrate.podbean.com/e/global-commodities-the-unintended-consequences-of-destabilizing-iran/) (2025-06-25): Global oil prices can surge by 76% due to regime changes in oil-producing countries, says Natasha Kaneva, Head of Global Commodities Research.
- [Tom Montag: Goldman Sachs to Rubicon Carbon](https://macrohive.libsyn.com/ep-313-tom-montag-on-the-undiscovered-potential-of-carbon-markets) (2025-06-25): Goldman Sachs to Rubicon Carbon: Tom Montag, founder of Rubicon Carbon, talks about the emergence of derivatives at Goldman Sachs, Bank of America, and Rubicon Carbon in a podcast.
- [Zeroday Options with Sean Feeney](https://www.interactivebrokers.com/campus/podcasts/ibkr-podcasts/dte-tective-work-cracking-same-day-options/) (2025-06-25): Sean Feeney, former Nasdaq Options Head, explores the workings, risks, and potential of zero-day options in high-speed trading.
- [Quant Finance with Dario Villani & Kharen Musaelian](https://soundcloud.com/user-393208363/1593bca4-988a-461a-8b6f-110ce6122cc6) (2025-06-25): The article discusses quantitative finance, a field that uses mathematical models and extremely large datasets to analyze financial markets and securities.
- Passive Investing Risks & the AI Boom with Rob Arnott & Cam Harvey (2025-06-25): In a podcast, Rob Arnott and Campbell Harvey discuss the impact of AI, large-scale passive investing, and a mega-cap dominated market on value investing.
- [Carbon Markets: Alternative Investment](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17325828-carbon-markets-as-alternative-investments-with-luke-oliver.mp3) (2025-06-18): Alternative Investment: The carbon credit market offers a unique opportunity for portfolio diversification and high returns due to its low correlation with US equities and government-mandated demand.
- [US Rates Market Outlook](https://atanyrate.podbean.com/e/us-rates-us-rates-market-2h25-outlook/) (2025-06-18): JP. Morgan's team provides an outlook for the US rates market in the second half of 2025, discussing Treasury yields, swap spreads, TIPS, and short-term fixed income markets.
- [Global Rates: European Market Outlook](https://atanyrate.podbean.com/e/global-rates-european-rates-market-2h25-outlook-%e2%80%93-range-trade-and-selectively-seeking-carry/) (2025-06-18): European Market Outlook: In a podcast, Francis Diamond and Khagendra Gupta share their views on Euro area and UK rates markets for the second half of the year, focusing on yields curves, swap spreads, and volatility.
- [Unconstrained Fixed Income Strategies](https://audioboom.com/posts/8733720) (2025-06-18): Portfolio Manager Enda Mulry discusses the advantages of an unconstrained active fixed income strategy, especially during times of market volatility.
- [Global FX: Dollar's Range Breaks](https://atanyrate.podbean.com/e/global-fx-range-breaks-in-the-offing-for-the-dollar/) (2025-06-18): Dollar's Range Breaks: Arindam Sandilya, James Nelligan, and Patrick Locke discuss the future of currencies in light of tariff and geopolitical tensions and upcoming central bank meetings.
- [Summer Volatility](https://interactive-brokers-podcast.podbean.com/e/is-volatility-on-a-summer-vacation/) (2025-06-18): Jeff Praissman and Scott Bauer analyze the current market stability, the reasons for the low Volatility Index (VIX), and discuss if traders should invest in protection while it's affordable.
- [Aubrey's Evolution](https://rss.com/podcasts/confessionsmm/2072308) (2025-06-18): In Confessions Next Gen, AllxDayxRay interviews Aubrey about his trading journey, his trading philosophy, and the significance of self-awareness in trading.
- [Orchid: AI for Hedge Funds](https://soundcloud.com/patrick-nettlebay/orchid-the-ai-asset-management-firm) (2025-06-18): AI for Hedge Funds: Zuber Seth and Professor Zoro talk about the establishment of Orchid, an AI company for Hedge Funds, which was created through networking, a Math degree, and a random meeting with a prince.
- [Deepak Gurnani Investment](https://macrohive.libsyn.com/ep-312-deepak-gurnani-on-five-steps-for-using-ai-in-investing) (2025-06-18): Deepak Gurnani, the founder of Versor Investments, emphasizes the role of data in investment management, the use of AI/machine learning, and the distinction between traditional and alternative data.
- [AccessFintech's Par Cassells Settlement Cycles](https://soundcloud.com/waterstechnology/episode-321-accessfintechs-par-cassells) (2025-06-18): Par Cassells and Nyela discuss the shift to shorter settlement cycles, the role of vendors in this transition, and the forthcoming moves to T1 in the EU and UK.
- [Gold Trends](https://resolve-gestalt-university.captivate.fm/episode/in-gold-we-trust-2025-the-big-long-descript) (2025-06-11): Mike Philbrick and Rodrigo Gordillo from ReSolve Asset Management discuss alternative assets, gold, bitcoin, portfolio diversification, and global investment strategies on the ReSolve Riffs podcast.
- [Portfolio Revolution](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17290570-breaking-the-60-40-myth-with-philip-toews.mp3) (2025-06-11): Phillip Toews, founder of Toews Asset Management, advocates for portfolio designs that address both economic and psychological needs, aiming to limit downturn participation and capitalize on recoveries.
- [Quantitative Insights](https://macrohive.libsyn.com/ep-311-ralph-sueppel-on-quant-trading-macro-the-right-way) (2025-06-11): Ralph Sueppel of Macrosynergy discusses the difference between academic and real-world quant, 'quantamental' strategies, and the benefits of socially responsible macro trading strategies.
- [Private Credit Crossover](https://audioboom.com/posts/8731592) (2025-06-11): Stu Hitchcock from LampG talks about 'crossover credit', the market between investment-grade and sub-investment-grade credit, its size, deal types, and its role in a portfolio.
- [US Rates Developments](https://atanyrate.podbean.com/e/us-rates-iorb-wfc-slr-oh-my/) (2025-06-11): Teresa Ho and Ipek Ozil discuss recent changes in rates markets, including the impact of eliminating IORB, the lifting of Wells Fargo’s asset cap, and Michelle Bowman’s confirmation as the Fed Vice Chair of Supervision.
- [Global Agri Market Outlook](https://atanyrate.podbean.com/e/global-commodities-1749221870/) (2025-06-11): The podcast explores the potential risks and future prospects of the global agricultural market.
- Alternative Investments with Kim Flynn (2025-06-11): In a podcast, Kim Flynn discusses the potential of interval funds and the democratization of alternative investments.
- [Intangible Value Investing Rise](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17290569-the-rise-of-intangible-value-investing-with-kai-wu.mp3) (2025-06-11): Kai Wu suggests that traditional value investing metrics need to be revised to include intangible assets.
- [EM Fixed Income 2H25 Outlook](https://atanyrate.podbean.com/e/em-fixed-income-em-outlook-for-2h25/) (2025-06-11): The podcast discusses the future prospects for Emerging Markets in the latter half of 2025.
- [Global and EM FX 2H’25 Outlook](https://atanyrate.podbean.com/e/global-fx-the-dollar-ecb-treasury-manipulator-report-and-the-2h-25-outlook-for-em-fx/) (2025-06-11): The podcast covers the strategic dollar view, the impact of the ECB on the EUR, and the outlook for EM FX in the second half of 2025.
- [Hidden Bus](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17240404-the-hidden-bus-preparing-for-market-uncertainty.mp3) (2025-06-04): Brad Barrie argues that true investment diversification is about diversifying return drivers, not just asset classes.
- [Trading Psychology Revealed](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17258883-trading-psychology-unveiled.mp3) (2025-06-04): JJ Kinahan emphasizes the accessibility of options trading and the need to understand personal risk tolerance in retail trading.
- Power Law Investing (2025-06-04): Cole Wilcox highlights the effectiveness of trend-following in stock investments and the importance of accepting losses in investing.
- [Episode](https://macrohive.libsyn.com/ep-310-helen-thomas-on-trumps-controlled-demolition-strategy) (2025-06-04): Helen Thomas discusses the resurgence of political risk in financial markets, derivative risks in the S&P 500, and Trump's strategic approach.
- [EM Fixed Income Focus](https://atanyrate.podbean.com/e/em-fixed-income-focus-even-the-uncertainty-has-uncertainty/) (2025-06-04): Jonny Goulden and Saad Siddiqui discuss the impact of recent market developments on the EM fixed income asset class in a May 2025 podcast.
- [Money Market Funds Overview](https://audioboom.com/posts/8727482) (2025-06-04): Ross McDonald discusses the significance and future of money market funds in a podcast, emphasizing their role in an investor's portfolio.
- [Global FX Tariffs Analysis](https://atanyrate.podbean.com/e/global-fx-talking-through-the-tariff-rulings-payrolls-and-fiscal-threads/) (2025-06-04): Meera Chandan and Patrick Locke analyze the impact of the latest CIT ruling on tariffs, payroll report expectations, and fiscal-driven rates on the dollar and FX markets.
- [ECB Preview and Curve Analysis](https://atanyrate.podbean.com/e/global-rates-ecb-preview-and-long-end-curve-thoughts/) (2025-06-04): In a podcast, Francis Diamond and Khagendra Gupta provide insights on Euro area rate markets and EUR and GBP curves ahead of the June ECB meeting.
- [AI in Cyber Defense](https://datascienceathome.podbean.com/e/ep-284/) (2025-06-04): A podcast episode delves into the use of AI in cyber and electronic warfare, highlighting the shift from physical to code-based conflicts.
- [Food Bank Forecasting with Prof. Davis](https://storage.buzzsprout.com/ennivh2vqkb2rkzq3evbm1bdw20y?.jpg=) (2025-06-04): Professor Lauren B. Davis talks about her research on using stochastic modeling and forecasting in food bank operations, stressing the importance of equity and practical impact in humanitarian supply chains.
- [Market Uncertainty](https://resolve-gestalt-university.captivate.fm/episode/resolve-riffs-with-julian-brigden-descript) (2025-05-30): Julian Brigden discusses U.S. exceptionalism, dollar dynamics, treasury market vulnerabilities, and global capital flows on a podcast.
- [The Reset](https://shows.acast.com/the-alternative-data-podcast/episodes/the-flywheel-episode) (2025-05-30): James Griffiths talks about the challenges and benefits of establishing an alternative data provider within a large corporation.
- [The Flywheel](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17222246-unlocking-china-s-potential-through-covered-calls.mp3) (2025-05-30): Jonathan Shelon discusses the growth of covered call strategies and the potential of international markets, especially Chinese internet stocks.
- China's Calls (2025-05-30): Cole Wilcox emphasizes the effectiveness of trend-following in stock investments and the importance of accepting losses to be a successful investor.
- [Index Construction](https://www.interactivebrokers.com/campus/podcasts/ibkr-podcasts/building-benchmarks/↗) (2025-05-30): Rob Jankiewicz discusses the creation of indexes and the parameters used in a podcast.
- [Mike Green on Tariffs](https://macrovoices.podbean.com/e/macrovoices-482-mike-green-what-the-market-is-not-discounting/) (2025-05-30): Mike Green talks about the use and contradictions of tariffs in a MacroVoices podcast.
- [Causal AI](https://dataskeptic.com/blog/episodes/2025/graphs-for-causal-ai) (2025-05-30): Utkarshani Jaimini discusses the development of AI systems that understand cause and effect using knowledge graphs and neural networks.
- [Investment Strategies](https://pdcn.co/e/www.buzzsprout.com/2034153/episodes/17179247-investment-strategies-for-uncertain-times.mp3) (2025-05-21): Kurv Investments is utilizing volatility harvesting strategies to convert tech stocks into income-generating assets, providing a potential solution for investors seeking growth and income.
- [EM Fixed Income](https://atanyrate.podbean.com/e/em-fixed-income-focus-trading-the-trade-war-ceasefire/) (2025-05-21): In a podcast, Jonny Goulden and Saad Siddiqui discuss the effects of recent market developments on the emerging markets fixed income asset class.