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Invest with CARL - Podcast

Invest with CARL

The Invest with CARL Podcast is bringing you everything you need to know about CARL investments, discussions about new features and investment strategies being launched, as well as commentary on general alternative investments news with a slant towards quantitative perspectives and the general democratization of sophisticated investments.

***CARL, Inc. funds are available only to accredited investors. CARL, Inc. is providing this podcast content for informational purposes only. Nothing on this podcast is intended to constitute, or should be deemed to be, an offer to sell or solicitation of an offer to buy any security or investment, financial advisory, legal, tax, accounting or other professional advice to you or any other party, or be an opinion of the appropriateness or suitability of any investment. This podcast and its content is intended for general informational purposes only and should not be acted upon without first obtaining financial advisory, legal, tax, accounting or other professional advice from your consultant or other professional with respect to your own personal investment objectives, financial circumstances, and needs. Neither historical simulations nor past return performance are necessarily indicative of future returns.

Business Startup Investing
Update frequency
every 16 days
Average duration
19 minutes
Episodes
40
Years Active
2020 - 2025
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Invest with CARL - Pentas Homes Real Estate Fund with Ferdinand Ruaño

Invest with CARL - Pentas Homes Real Estate Fund with Ferdinand Ruaño

In this episode of the Invest with CARL podcast, host Jamie Uppenberg sits down with Ferdinand Ruaño, CEO of the Penta Real Estate Fund. They delve into the unique strategies that have positioned Pen…

00:20:40  |   Mon 09 Jun 2025
Invest with CARL - Woodworth Contrarian Fund Investment Strategy with Quinn & Drew Millegan

Invest with CARL - Woodworth Contrarian Fund Investment Strategy with Quinn & Drew Millegan

In this episode, CARL’s Jamie Uppenberg speaks with Quinn Millegan and Drew Millegan, investment managers for the Woodworth Contrarian Fund strategy now available on the CARL app.

 

Listen in as they…

00:22:12  |   Wed 26 Feb 2025
Invest with CARL - CARL’s Fuji Investment Strategy with Masao Matsuda and George Egan

Invest with CARL - CARL’s Fuji Investment Strategy with Masao Matsuda and George Egan

In this episode, CARL’s Jamie Uppenberg speaks with George Egan and Masao Matsuda, investment managers for the Fuji strategy now available on the CARL app. 

Fuji is an outcome-oriented investment fun…

00:28:31  |   Wed 22 May 2024
Invest with CARL - Introducing Carthage Fund II with Investment Manager, Stephen Wu

Invest with CARL - Introducing Carthage Fund II with Investment Manager, Stephen Wu

In this episode, CARL’s Jamie Uppenberg speaks with Stephen Wu, investment manager for Carthage Fund II now available on the CARL app. 

 

Carthage's primary objective is to achieve a weekly profit ma…

00:14:54  |   Tue 14 May 2024
Invest with CARL - Introducing MB Commodities Capital with Investment Manager, Maleeha Bengali

Invest with CARL - Introducing MB Commodities Capital with Investment Manager, Maleeha Bengali

In this episode, CARL’s Jamie Uppenberg speaks with Maleeha Bengali, investment manager for MB Commodities Capital, LLC, now available on the CARL app. MB Commodities Capital uses a forward looking c…

00:14:30  |   Wed 13 Dec 2023
CARL’s Fuji Investment Strategy - New Stablecoin Opportunity Available on the CARL App

CARL’s Fuji Investment Strategy - New Stablecoin Opportunity Available on the CARL App

CARL’s Fuji Strategy is the first cryptocurrency offered on the CARL platform. Our investors have been asking for a different type of alternative investment that aligns with CARL’s standards of quali…

00:13:01  |   Thu 08 Dec 2022
Making Your Money Work with Sam Sivarajan

Making Your Money Work with Sam Sivarajan

Joining the show today is personal finance expert, senior financial services executive, and bestselling author, Sam Sivarajan. Sam’s latest book Making Your Money Work: The Secrets to Financial Healt…

00:30:11  |   Thu 10 Nov 2022
CARL’s Fitz Roy Quant Hedge Fund Strategy with Investment Manager Gunnar Cuevas

CARL’s Fitz Roy Quant Hedge Fund Strategy with Investment Manager Gunnar Cuevas

CARL’s Fitz Roy Hedge Fund Strategy has been available to CARL investors now for several months and it has performed well for what has been a difficult year for many investors. 

 

Fitz Roy's primary …

00:20:38  |   Thu 03 Nov 2022
CARL’s El Capitan Strategy Risk Management and Market Review

CARL’s El Capitan Strategy Risk Management and Market Review

Listen in on a conversation with investment managers, Sergio Nozal and Daniel Requejo, as they discuss in detail how the El Capitan strategy currently available on the CARL platform manages risk and …

00:23:45  |   Tue 04 Oct 2022
The Future of Hedge Funds: A Conversation with Spiros Margaris

The Future of Hedge Funds: A Conversation with Spiros Margaris

Joining the show today is venture capitalist, advisor, board member, thought leader and founder of Margaris Ventures, Spiros Margaris. Spiros is also the #1 FinTech influencer in the world and has ad…

00:26:38  |   Sat 17 Sep 2022
CARL’s Teton Quant Hedge Fund Strategy with Investment Manager Brent Belote

CARL’s Teton Quant Hedge Fund Strategy with Investment Manager Brent Belote

CARL’s Teton Strategy is a systematic energy program that seeks to deliver growth, diversification, and preserve capital in the oil market. It utilizes over 1,000 fundamental data points and systemat…

00:18:02  |   Mon 18 Jul 2022
CARL’s Everest Quant Hedge Fund Strategy with Investment Managers Philippe Huber & Tony Guida

CARL’s Everest Quant Hedge Fund Strategy with Investment Managers Philippe Huber & Tony Guida

New to the CARL platform, the Everest Strategy relies on techniques borrowed from natural sciences for solving multi-dimensional problems. The proprietary genetic algorithm replicates an evolving sys…

00:26:15  |   Mon 27 Jun 2022
CARL’s Churfirsten Quant Hedge Fund Strategy with Investment Manager Tim Rawlins

CARL’s Churfirsten Quant Hedge Fund Strategy with Investment Manager Tim Rawlins

New to the CARL platform, but not new to Quantitative Hedge Funds, Quant Infinity Solutions has over 10 years of experience in developing fully automated algorithmic trading strategies for financial …
00:14:58  |   Mon 30 May 2022
2021 Wrap Up with CARL’s Victory Peak Quant Hedge Fund Strategy

2021 Wrap Up with CARL’s Victory Peak Quant Hedge Fund Strategy

Joining the show today is investment manager, David Bush, to talk about the Victory Peak investment strategy in the context of 2021’s market, his take on the market, and what 2022 might look like for…

00:22:10  |   Mon 07 Feb 2022
Introducing CARL Self Directed IRA

Introducing CARL Self Directed IRA

Today on the podcast we are talking about Self Directed IRAs and the CARL Self Directed IRA that is now live on the CARL app. Joining us is John Bowens from Equity Trust, our partner in this offering…

00:31:23  |   Thu 03 Feb 2022
2021 Wrap Up with CARL’s Denali Quant Hedge Fund Strategy

2021 Wrap Up with CARL’s Denali Quant Hedge Fund Strategy

Joining the show today is investment manager, Marcos Beuno, to talk about the Denali investment strategy in the context of 2021’s market and what 2022 might look like for the strategy. 

 

Available o…

00:19:34  |   Wed 26 Jan 2022
2021 Wrap Up with CARL’s Olympus Quant Hedge Fund Strategy

2021 Wrap Up with CARL’s Olympus Quant Hedge Fund Strategy

Joining the show today are Olympus team members, Ernie Chan and Nahid Jetha to talk about their award-winning tail-hedging investment strategy in the context of 2021’s market. Also discussed is the c…

00:25:14  |   Mon 17 Jan 2022
CARL’s Matterhorn Quant Hedge Fund Strategy with Investment Manager Vittorio Manente

CARL’s Matterhorn Quant Hedge Fund Strategy with Investment Manager Vittorio Manente

New to the CARL platform, the Matterhorn hedge fund strategy uses statistics to take advantage of the price actions of different securities. The strategy invests in financial instruments representing…

00:26:25  |   Mon 10 Jan 2022
CARL’s El Capitan Quant Hedge Fund Strategy with Investment Manager Sergio Nozal

CARL’s El Capitan Quant Hedge Fund Strategy with Investment Manager Sergio Nozal

New to the CARL platform, El Capitan is a quant hedge fund strategy with a fundamental philosophy based on the selection of global markets with the greatest inflow of capital at the present time. The…

00:16:13  |   Tue 07 Dec 2021
Are Two Hedge Funds Better Than One? With Alex Shea

Are Two Hedge Funds Better Than One? With Alex Shea

Most investors know that diversification is important and that, as an alternative investment, hedge funds can offer portfolio diversification, but should you diversify even within your hedge fund inv…

00:27:48  |   Fri 24 Sep 2021
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