Top Traders Unplugged
113 Farmland Investments with Artem Milinchuk of FarmTogether
“No matter what happens, food and land is the immovable constant in our lives.” – Artem Milinchuk (Tweet) Artem Milinchuk is the CEO and Founder of FarmTogether, a firm specializing in farmland investments. Artem was born in the waning days of the Soviet Union, and while growing up in Russia, saw the importance of access…
112 The Art of Investing with Scott Lynn of Masterworks
“You have this asset class which has been around for hundreds of years, but up until recently I think people haven’t fully appreciated the characteristics.” – Scott Lynn (Tweet) Scott Lynn is the Founder and CEO of Masterworks. He began his career as a serial entrepreneur, starting tech companies focused on casual gaming, online advertising…
111 Alignment of Interest with Alan Sheen of Dalton Street Capital – 2of2
“We do two of the hardest styles of investing that I am aware of.” – Alan Sheen (Tweet) Today on Top Traders Unplugged, I continue our conversation with Alan Sheen, talking about how and why he designed Dalton Street Capital’s investment strategy the way he did, and how it has performed compared to the market…
110 The Opportunity of Volatility with Alan Sheen of Dalton Street Capital – 1of2
“I learned everything I ever needed to know about systematic and quantitative investing even before I set foot in the field because systematic and quantitative investing, at the end of the day, is about discipline.” – Alan Sheen (Tweet) Today on Top Traders Unplugged, I’m speaking with Alan Sheen, Founder and CIO of Dalton Street…
109 Risk Mitigation Whilst Trading Exotic Markets with Doug Greenig of Florin Court Capital – 2of2
108 Why Trade in Exotic Markets with Doug Greenig of Florin Court Capital – 1of2
“My background really is in fixed income quant and macro and I have a pretty good grounding in discretionary trading, but I’ve been moving in a more systematic direction for a number of years.” (Tweet) Today on Top Traders Unplugged, I’m joined by my cohost Moritz Seibert to speak with Doug Greenig, the Founder, CEO,…
107 The Bright Future of Trend Following with Jean Jacques Duhot of Arctic Blue Capital – 2of2
“It’s all about learning and staying on the learning curve, that’s the best advice you can give to your children.” – Jean Jacques Duhot (Tweet) Moritz Seibert and I continue our conversation with Jean Jacques Duhot and further discuss his contrarian and multi-part model, how his management company has stayed lean, and how the due…
106 Implementing The Contrarian Model with Jean Jacques Duhot of Arctic Blue Capital – 1of2
“I thought that trend-following was an amazing part of the story, but maybe it could be complemented by some contrarian approach. And also, taking the trend by cutting it into parts.” – Jean Jacques Duhot (Tweet) Today on Top Traders Unplugged, I’m joined by my co-host Moritz Seibert to speak with Jean Jacques Duhot, the…
105 The Many Flavors of Trend Following with Niels Kaastrup-Larsen of DUNN Capital (Europe)
“As an industry, I think we tend to overcomplicate what trend following really is.” – Niels Kaastrup-Larsen (Tweet) We’re changing things up on today’s episode of the podcast: we have with us Frank Conway from the Economic Rockstar Podcast interviewing Niels about trend following strategies, asset allocation, and more. Listen in to find out what changes need…
104 The Passive and The Active Investor with Harold de Boer of Transtrend – 2of2
“Are you invested in something that, whatever is going to happen, you can say, ‘okay, I’m invested in that for a good reason and I know that’s why i have it’?” – Harold de Boer (Tweet) Katy Kaminski and I continue our conversation with Harold de Boer, and discuss his philosophy behind pure trend and…