Surviving a crypto bear market is no easy task. But Joey Krug has made it to the other side of all of them. Joey, the co-chief investment officer of Pantera Capital, joins special guest host Moritz Seibert, the CIO of Exponential Age Asset Management, to share his thoughts on the recent market turmoil and [...]
In this episode, Corey Hoffstein, host of the popular "Flirting with Models" podcast, speaks with the Twoquants: Moritz Seibert and Moritz Heiden. There are really two halves to this episode. In the first, we discuss trend following strategies at length and cover the usual topics of signals, speeds, and portfolio construction before diving into [...]
Exponential Age Asset Management CIO Moritz Seibert probes the mind of Martin Green, CEO and Co-CIO of Cambrian Asset Management. Moritz and Martin discuss different quantitative investment strategies and their application to the digital asset market, a space like no other. Martin shares how he handles trading in the spot market versus the derivatives [...]
It's been my pleasure to give the keynote speech at Citywire's first dedicated crypto event in Munich on 30 March 2022 at The Charles Hotel. This has been a great opportunity to catch up with investors and wealth managers and learn about their approach to investing in the digital assets space. One thing is [...]
Exponential Age Asset Management CIO Moritz Seibert returns with a new episode in his asset management series where he explores the techniques of top asset managers in the crypto-verse. Seibert welcomes Nickel Digital Portfolio Manager David Fauchier to explain the market-neutral approach behind the Diversified Alpha Fund he oversees. Investors in old-school financial markets [...]
How do the world’s most successful crypto hedge funds think about trading? Exponential Age Asset Management CIO Moritz Seibert is hosting a series of interviews with top asset managers about their approach. In the first episode, Edward Chin and Thejas Nalval of Parataxis Capital join Seibert to share their views on the most investable [...]
For their 20th anniversary edition, Traders’ magazine invited us for an interview to speak about the 2Q Portfolio and our quantitative approach to trading. The interview is in German. Recorded on November 18, 2021.
We're incredibly sad to hear of Dr. Tharp's passing. I believe Van’s books on trading and trading psychology rank among the best trading books ever written. They are immensely valuable for traders, both novice and experienced, and have shaped the way we manage our own portfolios today. His magnificent work, his books, and his courses will be [...]
Michael Covel, author of the best-selling Trend Following trading books and host of the popular Trend Following Radio podcast invited me to his show to talk about all things trading. It’s been a fun conversation!
We’ve reached the end of an intense and super-exciting year. This is a good time to share some stories, update you on the performance of our 2Q Portfolio, and discuss some interesting positions and trade ideas. All performance numbers are as of 30 December 2021 – which from a trading point of view means [...]
