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.
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…
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…
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…
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…
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…
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…
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…
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 …
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 …
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…