Recorded on January 22nd, 2023Tyler Neville, Macro Analyst at Corriente Advisors, is a seasoned cross-asset trader with experience in several different buy-side institutions.In this conversation, Roger and Tyler explore in depth the opportuni

Michael Nicoletos - US Dollar Bullishness, Relative Yields, and Getting Paid to Wait

Dec 20th, 2023 1h 3m

Recorded on December 15th, 2023Michael Nicoletos, former Emerging Markets’ focused Hedge Fund Manager and currently Founder and CEO of DeFi Advisors, has been investing in financial markets across assets for more than two decades.In this

Samantha LaDuc - Risk Parity Ended with Covid, and ”Things Over Paper” Matter Most

Nov 14th, 2023 1h 2m

Recorded on November 9th, 2023Samantha LaDuc, founder of LaDuc Capital LLC, is a Macro-to-Micro strategic technical analyst, educator, and trader. She's known for "market timing" analysis, where she takes into consideration macro event risks,

Imran Lakha - ”The important thing to understand is options contain multiple dimensions of risk.”

Oct 9th, 2023 59m 57s

Recorded on September 4th, 2023Imran Lakha is the founder of Options Insight and is an expert at using institutional options strategies to capitalize on investment opportunities across global macro asset classes.Using his expertise, Imran dem

Tony Greer - ”We’re in for an energy driven inflation trade right now”

Sep 25th, 2023 57m 5s

Recorded on September 20th, 2023Tony Greer, founder of TG Macro, sits down with Roger Hirst for an hour-long masterclass on trading through the 'potential' reflation trade.The discussion includes the current macro setup, a commodities-driven

Episode #7: Ed Harrison - A shallow, drawn out recession, at different speeds.

Aug 17th, 2023 1h 5m

Recorded on August 14th, 2023 Will there be a long shallow recession? Ed Harrison, Bloomberg's head of Rates and FX in the Americas, expects a slow-motion recession in the US. Different pockets of the economy have already been in a recession,

Episode #6: Jesse Felder - ”The 10-year treasury chart is suggesting you guys need to care again”

Aug 8th, 2023 57m 21s

Recorded on August 4th, 2023 Are Yields About to Surge Again? What could cause instability in financial markets? Jesse Felder, founder of Felder Investment Research, thinks that long-dated yields could be the catalyst. They have been selling

Episode #5: Cem Karsan - ”Correlation breakdowns lead to VERY profitable dispersion”

Jul 6th, 2023 1h 2m

Recorded on July 3rd, 2023 All things macro and volatility - The Secret Sauce behind the Market’s Success Is the market caught in a self-fulfilling upward cycle, driven by a framework that’s dominated by structured products? Option market vet

Episode #4: Harris ”Kuppy” Kupperman - ”I’m Just Not That Bearish”

Jun 11th, 2023 57m 54s

Harris "Kuppy" Kupperman is the Founder and Chief Investment Officer of Praetorian Capital.Kuppy invests in realities rather than biases, and whilst many investors have been prepping for an imminent recession for the last 12 months, Kuppy has

Episode #3: Jacob Shapiro - Investing through a Geopolitical Framework

May 11th, 2023 54m 37s

Recorded on May 8th, 2023Jacob Shapiro is the "Geopolitics Masterbrain" here at Lykeion, and a Partner & Director of Geopolitical Analysis at Cognitive Investments.In this episode, Roger and Jacob explore how the geopolitical landscape impact

Episode #2: Julian Brigden - A credit tightening not far off the worst in 30 years may be coming

Apr 13th, 2023 1h 3m

Recorded on April 7th, 2023Julian Brigden is the Head of Research at Macro Intelligence 2 Partners, a firm he co-founded in 2011.In this episode, Roger sits down with Julian to discuss the current macro landscape, which appears to be teeterin