Otto Van Hemert - Seasonality Everywhere (S7E6) Flirting With Models podcast

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Trading Business Corey Hoffstein Investing

Innhold levert av Corey Hoffstein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Corey Hoffstein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Otto van Hemert - Seasonality Everywhere (S7E6)

6M ago 47:04

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MP3•Episoder hjem

Innhold levert av Corey Hoffstein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Corey Hoffstein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In today’s episode I speak with Otto van Hemert, Director of Core Strategies at Man AHL.

After briefly touching upon Otto’s background, we dive into one of his most popular papers: The Best Strategies for Inflationary Times. Otto shares the inspiration for the research as well as some of what he feels were the less obvious results.

Trend strategies, which were a standout winner in the inflation resilience horse race, serve as the bridge to a discussion on seasonality. Interestingly, Otto’s research suggests that long-term trend signals are actually capturing seasonality effects!

Otto shares his thoughts on different approaches to measuring seasonality, why he believes seasonality emerges in both commodities and financial markets, and how to think about combining trend and seasonality in a single portfolio.

Please enjoy my conversation with Otto van Hemert.

… continue reading

104 episoder

#Trading #Business #Corey Hoffstein #Investing

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Otto van Hemert - Seasonality Everywhere (S7E6)

Flirting with Models

121 subscribers

published 6M ago

Del

MP3•Episoder hjem

Innhold levert av Corey Hoffstein. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Corey Hoffstein eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In today’s episode I speak with Otto van Hemert, Director of Core Strategies at Man AHL.

After briefly touching upon Otto’s background, we dive into one of his most popular papers: The Best Strategies for Inflationary Times. Otto shares the inspiration for the research as well as some of what he feels were the less obvious results.

Trend strategies, which were a standout winner in the inflation resilience horse race, serve as the bridge to a discussion on seasonality. Interestingly, Otto’s research suggests that long-term trend signals are actually capturing seasonality effects!

Otto shares his thoughts on different approaches to measuring seasonality, why he believes seasonality emerges in both commodities and financial markets, and how to think about combining trend and seasonality in a single portfolio.

Please enjoy my conversation with Otto van Hemert.

… continue reading

104 episoder

#Trading #Business #Corey Hoffstein #Investing

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