Investment Strategies

Want to sharpen your macro investing skills? Hear first-hand insights from a trader with decades of experience.

In this episode of Nalu Finance, we sit with Andrew Glantz, at Xclaim, to explore the $40-50 billion market of bankruptcy claims trading.

Andy Constan, CEO and CIO of Damped Spring Advisors, shares the fascinating world of macroeconomic investing.

Joe Elmlinger of Lake Hill Capital explains how options can be used to tailor portfolio solutions, focusing on hedging, income generation, and tactical trading. He highlights their probability-driven approach, real-time monitoring of 10,000+ S&P options, and how dynamic strategies help manage risk in changing markets.

Adrian Marcu of Belvoir Capital explains how Decentralized Finance (DeFi) allows investors to earn steady returns by providing liquidity with stablecoins—without direct exposure to crypto market swings. He discusses key risks like hacking and peg stability, as well as why DeFi is a revolutionary shift in finance.

In this episode of Nalu Finance, we sit down with Victor Hugo Gomez, CEO of BITA, to explore how indexing is transforming through customization and technology. Victor unpacks trends in direct indexing, challenges in data and design, and how regulation shapes modern index solutions.

In this episode of Nalu Finance, we sit down with Dominique Sekyra at Carnot Capital to explore impact investing. He explains why true impact comes from understanding technologies, asking the right questions, and focusing on real-world solutions rather than ESG labels or sustainability reports.

In this episode of Nalu Finance, we speak with Lord Stephen Green about how cultural engagement, global politics, and shared values shape our financial world. He explores the rise of China, the risks of nuclear proliferation and AI, and how investors can align profit with purpose in a rapidly changing worlr.d

In this episode of Nalu Finance, we explore value investing with Matthias Riechert. He shares how to identify high-quality businesses, the importance of long-term compounding, and why simplicity and deep research matter more than timing the market or chasing trends like ESG. A thoughtful look into real investing.

Bill O’Neill shares how strategic asset allocation drives investment outcomes, why derivatives require caution, and how alternatives reshape modern portfolios. He also explains how staying humble and filtering signal from noise can lead to better decisions in an increasingly complex market environment.

Bill O’Neill explains how to design an investment portfolio that aligns with your goals, risk tolerance, and time horizon. He explores the role of diversification, why asset allocation matters more than stock picking, and how to assess real risk beyond volatility using practical client examples.

Athan Tolis explains how bond markets really work, why central banks have quietly delivered for asset owners, and where investors can still find alpha despite low yields and poor credit market liquidity. A candid conversation on bonds, interest rates, active vs passive investing, and why Trading Places tops his movie list.