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.
Listen as host Jamie Uppenberg shares some of the exciting product updates you can expect to see soon at CARL.
Episode Highlights:
CARL President and Co-Founder, Cy Smith, joins the show this week to talk about two types of investors - those who want to get rich and those who want to stay rich. Listen to learn more about how CAR…
Olympus strategy manager, Dr. Ernest Chan, returns to the show for a mid-year update. Hear how this tail-reaper strategy works, why investors want to have a strategy like Olympus in their portfolio, …
Victory Peak strategy manager, David Bush, returns to the show for a mid-year update. Hear how the fund has been doing, what he has been seeing in the market, and some projections for the rest of the…
With CARL you can invest like the uber-wealthy have been doing for years with true diversification and strong intended risk controls that only sophisticated investment strategies like quant hedge fun…
CARL’s Denali investment strategy follows a proprietary quantitative process to identify US stocks with strong uptrends. It systematically builds a portfolio of these stocks and applies a risk manage…
Active risk management is a critical function within CARL’s strategies. An investment strategy’s ability to manage risk significantly decreases downturns and in and of itself will improve returns. …
Do you want to make your idle cash work for you? Listen as host Jamie Uppenberg talks about the challenges of traditional savings and putting your idle cash to work and how CARL is overcoming this to…
CARL’s Kilimanjaro strategy is a long short commodity trading strategy that offers great diversification in a broader portfolio as it exhibits low correlation to other asset classes and strategies. L…
Host, Jamie Uppenberg chats with a current investor about why he chose to invest with CARL, his perspective on CARL’s investment strategies, and his experience so far.
Episode Highlights:
With current inflation concerns and tax hike talks, how do quantitative strategies like those available on the CARL app address times of uncertainty? Listen as host Jamie Uppenberg talks about the cu…
An investment strategy’s ability to manage risk significantly decreases downturns and in an of itself will increase gains. Active risk management is a critical function within CARL strategies. CARL’s…
CARL’s CEO, Gunnar Cuevas, joins the show this week for a conversation about risk as it applies to sophisticated investment strategies, specifically quantitative hedge funds.
Episode Highlights:
How do quantitative hedge funds manage risk? CARL’s Jamie Uppenberg introduces the upcoming risk series here on the podcast and provides an overview of what risk management looks like for hedge funds…
In 2020, CARL reviewed more than 400 quantitative investment strategies. Less than 5% of these strategies were cleared to be CARL funds. Learn about CARL’s due diligence and fund selection process an…
Join host Jamie Uppenberg and investment manager David Bush for a conversation about CARL’s Victory Peak quant hedge fund strategy. Learn what makes the strategy so successful, the core logic of the …
Jamie Uppenberg is joined by Ernest Chan, investment manager for CARL’s Olympus quant hedge fund strategy. His firm, QTS was recently nominated to make the shortlist for HFM US Quant Performance Awar…
CARL’s Jamie Uppenberg talks to investors about what quantitative hedge funds, or quantitative investments strategies, are at their core as well as how they fit into the greater investment universe i…
Listen to a conversation with host, Jamie Uppenberg and investment manager Alan Harmer of CARL’s K2 investment fund. Learn what has made K2 successful, the research Alan conducted when starting the s…
Listen as host Jamie Uppenberg interviews CARL founder and CEO, Gunnar Cuevas, about how CARL is truly changing the game for investors.
In this episode you will learn: