Best Mike Seibert Podcasts (2025)

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SI367: Portfolio Design in a Distorted World ft. Andrew Beer 1:07:19

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6h ago1:07:19

1:07:19

Equities are up more than 50% since the April lows, yet the world feels anything but stable. In this episode, Niels Kaastrup-Larsen and Andrew Beer examine the widening disconnect between market behavior and the backdrop it’s unfolding against. From drone incursions over Denmark to political fragmentation and a rising tolerance for systemic risk, t…

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UGO06: Democratizing the Asymmetric Trade ft. Vlad Tenev 41:28

3d ago41:28

41:28

Vlad Tenev, CEO of Robinhood joins Cem Karsan at the Hood Summit in Las Vegas, for a timely conversation about the shifting edge in markets. From memories of hyperinflation in Bulgaria to unlocking tools once reserved for institutions, Vlad outlines how Robinhood is positioning retail for a different kind of market regime. Futures, short selling, 2…

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SI366: The Strategy Didn’t Fail. The Investors Did. ft. Rob Carver 1:02:01

8d ago1:02:01

1:02:01

Rob Carver is back from summer break for a conversation that moves between past and present through the lens of lived experience. Starting with the anniversary of Lehman’s collapse, Rob and Niels unpack why strong performance often coexists with poor investor outcomes - and how timing, not strategy, remains the silent killer. They question the rece…

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ALO31: What If the Illiquidity Premium Was Never Real? ft. Richard Tomlinson 1:03:51

11d ago1:03:51

1:03:51

Richard Tomlinson joins Alan Dunne for a conversation shaped by experience, not theory. As CIO of LPPI, Richard is responsible for £27 billion in pension assets - but what stands out here is the clarity with which he navigates complexity. From the fading utility of labels like “illiquidity premium” and “hedge fund” to the trade-offs between cost, a…

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Brian Colburn, USMC, Producer of "Combat Vet Vision" 35:05

8d ago35:05

35:05

Brian Colburn — United States Marine veteran, long-time producer of Combat Vet Vision, and a builder of podcasts that elevate civilian and veteran voices. Brian has supported the veteran community for years by developing shows, mentoring creators, and amplifying stories through platforms like Searra and Feed Drops. What we cover Brian’s Marine Corp…

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SI365: Design or Luck: Why Trend Following Results Diverge ft. Katy Kaminski 55:51

15d ago55:51

55:51

Katy Kaminski returns to explore why results in trend following rarely look alike, even when the rules sound the same. Using fresh research from Man Group and Quantica, she and Niels trace the fingerprints of design choices: the pace of signals, how portfolios tilt, whether to add carry, and the impact of alternative markets. Along the way they con…

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GM87: Who Really Sets Policy Now? ft. Anna Wong 1:04:35

18d ago1:04:35

1:04:35

Anna Wong, Chief U.S. Economist at Bloomberg, joins Alan Dunne with a clear-eyed assessment of where policy and politics are headed. As markets bet on cuts and the Fed talks balance, she sees a different risk: a slow-burning inflation that’s quietly taking hold. Anna breaks down why tariffs haven’t hit as expected, how AI is already reshaping the l…

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USCG Chef James L Brown A.A.C. 31:18

15d ago31:18

31:18

Chef James L. “J.B.” Brown, AAC Veteran, Award-Winning Chef, and Advocate for Transitioning Service Members Chef James L. “J.B.” Brown, AAC, is an internationally recognized chef and a proud U.S. Coast Guard veteran whose career spans more than five decades. A master of over 200 cooking styles, he began his culinary journey in Portland, Oregon, bef…

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SI364: What makes an Alternative Investment Truly Valuable? ft. Moritz Seibert 1:11:45

22d ago1:11:45

1:11:45

What makes an alternative investment truly valuable? In this episode, Moritz Siebert joins Niels Kaastrup-Larsen for a conversation that moves past market moves and into the core design of systematic strategies. They explore what diversification really means, why manager size shapes more than just capacity, and how incentives - both fees and instit…

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IL41: They’re Not Just Reading You... They’re Rewriting You ft. Sandra Matz 1:00:45

25d ago1:00:45

1:00:45

What if knowing you isn’t the end goal... but shaping you is? In this episode, Kevin Coldiron speaks with Columbia professor Sandra Matz about how algorithms trained on our clicks, searches, and faces don’t just predict our behavior - they influence it. They unpack how personalization narrows possibility, why convenience can come at the cost of res…

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SI363: The Misreading of Trend ft. Nick Baltas 1:00:04

27d ago1:00:04

1:00:04

As trend following begins to reassert itself, Niels and Nick Baltas dig beneath the surface of recent CTA performance - where the signals are working, why fixed income remains unresolved, and how speed is revealing deeper structural divides. But this episode goes beyond attribution. What if the industry has mistaken correlation shifts for changes i…

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OI18: The Carbon Trade, Without the Illusion ft. Mike Azlen 47:38

1M ago47:38

47:38

Mike Azlen joins Moritz Seibert for a frank look at carbon markets, and why much of what passes for climate action may be making things worse. While offsets dominate headlines, it's the regulated markets that deliver real emissions cuts by design, not intention. They unpack how cap-and-trade channels profit into abatement, why moral hazard plagues …

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MSRP X: Ten Years of the Mike Seibert Radio Podcast 1:14:03

1M ago1:14:03

1:14:03

Celebrate ten years of the Mike Seibert Radio Podcast with an exclusive replay of the earliest podcast episodes from my college radio classes that are not available on the MSRP feed! Published in July and August of 2015, these early podcasts include my first recorded discussions about the Marvel Cinematic Universe movies, The Transformers: The Movi…

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SI362: The Alpha Most Systems Miss ft. Yoav Git 1:07:45

1M ago1:07:45

1:07:45

Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs. They explore why dislocations across time horizons create pockets of alpha most models miss, and how breakout behavior in commodity spreads signals more than noise. Drawing on a recent Bank of Englan…

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GM86: Everyone’s Watching the Fed. The Real Story’s Somewhere Else. ft. Louis Vincent-Gave 59:48

1M ago59:48

59:48

Louis-Vincent Gave returns with a blunt assessment of a global order fraying at key seams. Construction is stalling. Trade policy is adrift. Capital is retreating from the U.S. And yet, markets hum along... propped up by AI euphoria and the illusion of fiscal permanence. In this conversation with Alan Dunne, Louis questions whether investors grasp …

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SI361: The Four Faces of Trend Following ft. Richard Brennan 1:26:51

1M ago1:26:51

1:26:51

Richard Brennan joins Niels for a conversation that redefines how trend following is understood. Behind the shared language lie four distinct archetypes - each built around a different purpose. Richard walks through them with clarity, then unpacks the trade-offs: static sizing vs. vol targeting, symmetry vs. asymmetry, speed vs. patience. A real-wo…

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UGO05: Volatility’s Blueprint: How Markets Really Move ft. Mandy Xu & Ed Tom 55:02

2M ago55:02

55:02

From the first futures in 1848 to today’s zero-day options, Cem Karsan, Mandy Xu, and Ed Tom chart how derivatives have moved from the market’s periphery to its center of gravity. At the core is Cboe’s new VIX decomposition tool, which disentangles moves driven by downside hedging, upside speculation, and shifts in the volatility surface. Through e…

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SI360: The Fed, the Fiction, and the Fight for Control ft. Alan Dunne 1:05:11

2M ago1:05:11

1:05:11

When official data starts serving politics, markets lose their anchor. Alan Dunne and Niels examine the quiet shift unfolding as the U.S. edges closer to emerging market behavior - firing statisticians, sidelining inconvenient numbers, and pressuring the Fed ahead of a consequential leadership reshuffle. With labor supply falling, growth stalling, …

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The Isenberg Files 2:21:20

2M ago2:21:20

2:21:20

The Mikes...return?! Your tireless mechanical hosts may have been finished with Transformers Animated, but Transformers Animated was not finished with them! Hear the mysterious email that surfaced at the end of our run, leading to a meeting with the man, the myth, the legend himself: Marty [Freakin'] Isenberg! Join us as we sit down with the very g…

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Superman and the Fantastic Four Review--Is Kindness the New Punk Rock? 3:58:09

2M ago3:58:09

3:58:09

Join me as I discuss Superman and The Fantastic Four: First Steps, along with other movies and media I've been watching this summer! Want to be a guest on Mike Seibert Radio? Send an E-mail to [email protected] or hit me up on social media Twitter: https://twitter.com/MikeSibertRadio Instagram: https://www.instagram.com/mikeseibertradio/ F…

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IL40: Why the Economy Feels Broken... Even When It’s Growing ft. Diane Coyle 56:54

2M ago56:54

56:54

What if our most trusted economic statistic is pointing us in the wrong direction? Diane Coyle joins Kevin Coldiron to explore why GDP - long treated as a proxy for progress - now obscures more than it reveals. As economies shift toward services, intangibles, and unpaid digital labor, much of today’s value creation falls outside the frame. Drawing …

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SI359: Trend Following in a World That Loves Bubbles ft. Mark Rzepczynski 1:08:42

2M ago1:08:42

1:08:42

Mark Rzepczynski joins Niels Kaastrup-Larsen for a conversation shaped by tension between surface calm and deeper dislocation. From copper’s sudden collapse to signs of stress in liquidity and leverage, they explore how market behavior is increasingly defined by fragility, not fundamentals. With Fed policy boxed in, equity optimism rising, and stab…

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GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell 1:07:36

2M ago1:07:36

1:07:36

Steven Bell has seen the macro machine from every angle - Treasury insider, hedge fund manager, and chief economist. In this wide-ranging conversation with Alan Dunne, he traces the quiet erosion of economic orthodoxy and why AI, not tariffs, may prove the more destabilizing force. Bell explains how Fed independence is fraying, why wage dynamics ma…

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What's in My Bag?! CybFest NW 2025 Haul and Unboxing 2:50:39

2M ago2:50:39

2:50:39

Join me as I share some of my haul from CybFest NW 2025, tell some stories, and more! Want to be a guest on Mike Seibert Radio? Send an E-mail to [email protected] or hit me up on social media Twitter: https://twitter.com/MikeSibertRadio Instagram: https://www.instagram.com/mikeseibertradio/ Facebook: https://www.facebook.com/MikeSeibertRa…

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SI358: Why the Best Trend Models Might Be the Simplest Ones ft. Tom Wrobel & Andrew Beer 1:13:29

2M ago1:13:29

1:13:29

Andrew Beer and Tom Wroble return to join Niels Kaastrup-Larsen for a timely examination of how trend following is adapting, and why some say it may be losing its edge. Tom unpacks new research showing a quiet drift toward slower models, raising the question of whether CTAs are evolving or converging. Andrew pushes back on the prevailing wisdom aro…

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TTU150: Scarcity, Security, and the Shift to Soil ft. Artem Milinchuk 1:06:04

2M ago1:06:04

1:06:04

What happens when an overlooked asset becomes essential? Artem Milinchuk returns to share how farmland, long seen as niche... is quietly stepping into the center of long-term portfolios. He and Niels discuss what’s changed since 2020: rising inflation, tighter capital, a demographic handoff reshaping land ownership, and how tech is altering both th…

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SI357: Liquidity, Leverage, and the Lie of Calm ft. Cem Karsan 1:29:58

2M ago1:29:58

1:29:58

As summer sets in, Cem Karsan joins Niels Kaastrup-Larsen to trace the contours of a market that feels calm but isn’t. What looks like low vol masks a crowded hedge fund ecosystem and a structural vol compression regime few understand. From a VIX spike driven by unexpected Call activity to the slow-motion political pressure on Powell, the signals a…

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UGO04: CNBC Legend on the Price of Losing Price ft. Rick Santelli 44:10

2M ago44:10

44:10

Rick Santelli joins Cem Karsan for a conversation that cuts through the noise. From the floor of the Cboe to the era of central bank primacy, Santelli reflects on how markets have been reshaped... not just by technology or policy, but by the loss of honest signals. They cover the Fed’s shift from restraint to control, the unintended consequences of…