36 episodes

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.

Invest with CARL CARL, Inc.

    • Business

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.

    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 cross asset arbitrage models to pick up on future demand trends that are yet to be priced into the Equity and Commodity market based on any economic cycle. The strategy uses a multi lens approach that goes through all Macro, Derivative, Technical trading mixed with in depth physical Commodity (Oil, Copper, Iron ore, Gold, Silver, Bitcoin and more) market analysis to zero in on how to capitalise on dislocations in the Energy and Mining space with respect to the broader market sectors and S&P 500. We look at both LONG and SHORT tactical trades!
    More info about the MB Commodities Capital: https://investwithcarl.com/investment-strategies/mbcc
    About Maleeha Bengali: Maleeha Bengali earned her Bachelor of Science degree in Engineering from Cornell University in 1997. Over the past 25 years, she has built a distinguished career as a Portfolio Manager/Trader, contributing her expertise to Hedge Funds and Proprietary Trading desks in both the United States and Europe. Maleeha commenced her professional journey at UBS O'Connor, a global multi-strategy Hedge Fund, where she honed her skills across diverse trading strategies and asset classes. Her career subsequently led her to prominent financial institutions such as Goldman Sachs J. Aron, Merrill Lynch Commodities, and Noble Group. At Merril Lynch and Noble Group Maleeha demonstrated her proficiency by launching and managing an independent Commodities and Equities investment funds, specializing in Energy and Basic Resource Equities, as well as the corresponding Commodities. Her strategic focus involves a comprehensive approach, integrating top-down macro analysis and bottom-up fundamental relative value analysis. Maleeha employs cross-asset arbitrage techniques to leverage relative mispricings within these asset classes. This approach allows her to minimize market and directional risk while maximizing returns, with a primary emphasis on alpha generation.
     
    Episode Highlights: 
    0:00 - Intro
    1:20 - Overview of the strategy and what has made it so successful
    2:54 - How has the strategy changed over time?
    4:16 - Technology and making investments more accessible
    6:25 - Experience as a woman in the financial industry
    8:53 - Misconceptions and changes in hedge funds today
    10:06 - Risk management and how the strategy works
    11:58 - Final thoughts
     
     
    Links & Resources: 
    Get started with CARL https://investwithcarl.com/talk-to-carl Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520 Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl  
    Alternative investments for the digital age! Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors.
     
    Learn more https://investwithcarl.com/index.php
     
    Follow CARL:
    Instagram https://www.instagram.com/investwithcarl/
    Facebook https://www.facebook.com/InvestWithCARL/
    Twitter https://twitter.com/investwithCARL
    LinkedIn https://www.linkedin.com/company/invest-with-carl/
    Medium https://medium.com/@investwithcarl
     
    Inquiries info@investwithcarl.com

    • 14 min
    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 quality and delivers stable consistent returns with low risk. 
     
    Fuji stakes stablecoins into single-sided and multi-asset liquidity pools. The objective of the strategy is to achieve a low risk yield opportunity. Fuji targets an annualized return of 5-7% and makes use of smart contracts and fiat-pegged stablecoins to execute the strategy and reduce volatility. 
     
    In this episode, CARL’s Jamie Uppenberg speaks with Cy Smith a co-founder and board member for CARL about how the Fuji strategy functions, why CARL is branching out beyond hedge funds, and why investors would want this strategy in their portfolio. 
     
    "Consistent, dependable returns you just can't be beat. With stablecoin, you want to work with someone who can provide the security of the environment to lower the risk and make that return more reliable."
     
    Episode Highlights:
    0:00 - Intro
    0:50 - Overview of the Fuji strategy  
    2:32 - Unique benefits of stablecoin 
    3:42 - About the risk and returns 
    4:56 - How Fuji differs from Bitcoin and Ethereum 
    8:32 - Features and parameters for investors and how it compares to other CARL strategies 
    10:21 - How to view stats and info on the CARL app 



    About the Guest

    Cy Smith is an industry expert with 30 years of experience in the supply chain, telecommunications, data analytics, and finance space. He has founded and led four companies to exponential growth and success in the past, making the Inc. 500 multiple times. His venture AirSage was one of the first companies to offer mobile location data to government and private companies. Cy is a co-founder and currently serves on the board of directors for CARL.  




    Links & Resources 
     
    Get started with CARL https://investwithcarl.com/talk-to-carl 
    Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  
    Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 
     
     
    **************************************************
     
    Alternative investments for the digital age! 
     
    Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 
     
    Learn more https://investwithcarl.com/index.php 
     
    Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html 
     
    Follow CARL:
    Instagram https://www.instagram.com/investwithcarl/
    Facebook https://www.facebook.com/InvestWithCARL/
    Twitter https://twitter.com/investwithCARL
    LinkedIn https://www.linkedin.com/company/invest-with-carl/
    Medium https://medium.com/@investwithcarl 
     
    Inquiries info@investwithcarl.com 
     

    • 13 min
    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 Health is a unique and engaging handbook that distills expert financial wisdom into an engaging narrative non-fiction format. 
     
    In their conversation, Sam and CARL’s Jamie Uppenberg discuss everything from risk management in hedge funds to crypto currency. Sam’s knowledge is strong and steeped in his many years of experience working with some of the wealthiest people in the world. 
     
    Episode Highlights:
     
    0:00 - Intro
    1:04 - About Sam, how he came to write his latest book, and who it is written for 
    2:29 - Managing wealth for the uber wealthy 
    3:34 - Why the wealthy are concerned with managing risk 
    7:14 - The emotional side of risk 
    9:24 - Why statistically most financial advisors can't beat the market  
    12:04 -  New opportunity for accredited investors in hedge funds 
    16:18 - Quantitative hedge funds 
    18:25 - Crypto and the blockchain 
    24:18 - Limiting hedge funds to the uber rich vs. making them more accessible 
    28:23 - Final thoughts and considerations for investors 
     
    About the Guest
     
    Sam Sivarajan is a best-selling author and senior financial services executive and leader. He has spent over 25 years advising investors on achieving their investment goals, advising companies and business leaders on achieving their strategic objectives, and leading teams to personal and professional success. By weaving his academic and practical background in law, finance, strategy, and leadership, Sam helps his clients make better decisions to achieve better outcomes.
     
    As a writer, he writes narrative non-fiction to help readers make better decisions. His bestselling book, Making Your Money Work: The Secrets to Financial Health, gives people actionable tips and tools to make better financial choices and achieve financial health. His upcoming book, Uphill: How to Apply Ancient Wisdom and Modern Science to Life's Choices and Challenges, provides actionable insights for everyone to deal with life's inevitable setbacks and make better choices – in investing, in building and growing businesses, in leading teams, and in their personal lives.
     
    Sam has written articles in several academic and mainstream publications and has been a guest on broadcast media. He believes that science, philosophy, and experience are important to make better decisions that lead to better outcomes.
     
     
    For more information:
    https://www.samsivarajan.com/ 




     
    Links & Resources 
     
    Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  
    Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 
     
    **************************************************
     
    Alternative investments for the digital age! 
     
    Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 
     
    Learn more https://investwithcarl.com/index.php 
     
    Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html 
     
    Follow CARL:
    Instagram https://www.instagram.com/investwithcarl/
    Facebook https://www.facebook.com/InvestWithCARL/
    Twitter https://twitter.com/investwithCARL
    LinkedIn https://www.linkedin.com/company/invest-with-carl/
    Medium https://medium.com/@investwithcarl 
     
    Inquiries info@investwithcarl.com 

    • 30 min
    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 objective is to generate superior returns while minimizing risk. The Fund seeks to achieve its objective by taking advantage of a proprietary investment product designed to identify short-term investment opportunities in portfolio holdings. The strategy allocates capital across multiple strategies. All strategies are directional. When combined the fund's overall portfolio is neutral to market conditions. 
     
    In this episode, Fitz Roy manager and CARL’s CEO, Gunnar Cuevas, speaks with CARL’s Jamie Uppenberg about how the strategy functions, what makes it unique and very sophisticated, and the approach to managing risk



    “We [at Fitz Roy] try to capture opportunities when the market is moving higher, we try to capture opportunities when the market's moving lower, and we try to capture opportunities when the market is just flat. And that's how we view the market. We try to create systems and research which will benefit in any one of these scenarios.” - Gunnar Cuevas 
     
    Episode Highlights:
     
    0:00 - Intro
    0:36 - About Gunnar Cuevas, Fitz Roy Investment Manager and CARL’s CEO 
    1:40 - Fitz Roy’s unique backstory and team 
    5:35 - Overview of the strategy and how it functions 
    9:59 - The advanced technology and complexity involved in the strategy to take advantage of all types of markets
    12:40 - How Fitz Roy manages risk 
    19:14 - Final thoughts 
     
    About the Guest




    Gunnar Cuevas is an entrepreneur and fintech executive. He funded and grew a technology, web design, hosting, and data services company in Chile before leaving for an extended time to follow the snow around the world snowboarding. He received a bachelor of science in systems engineering and a Master of Science in Operation Research at George Mason University. After graduation he began working in a proprietary trading company building routing algorithms for market making, as he advanced his career in quantitative investment research and trading it came natural for Gunnar to start in 2015 Eight Two Capital, a quant hedge fund. Since 2018 Gunnar has been leading the effort of CARL. Gunnar has to his credit as well, a published academic paper about a global centralized trading networks. Gunnar currently lives in New York City with his wife and dog Daisy.




     
    Links & Resources 
     
    Learn more about Fitz Roy https://investwithcarl.com/investment-strategies/fitz-roy 
    Get started with CARL https://investwithcarl.com/talk-to-carl 
    Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  
    Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 
     
    **************************************************
     
    Alternative investments for the digital age! 
     
    Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 
     
    Learn more https://investwithcarl.com/index.php 
     
    Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html 
     
    Follow CARL:
    Instagram https://www.instagram.com/investwithcarl/
    Facebook https://www.facebook.com/InvestWithCARL/
    Twitter https://twitter.com/investwithCARL
    LinkedIn https://www.linkedin.com/company/invest-with-carl/
    Medium https://medium.com/@investwithcarl 
     
    Inquiries info@investwithcarl.com 

    • 20 min
    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 their take on the market today. 
     
    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 strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital. 



    Episode Highlights:
     
    0:00 - Intro 
    2:08 - What does risk mean to El Capitan?
    4:10 - An overview of El Capitan 
    5:29 - how important risk management is 
    6:42 - Has El Capitan’s risk strategy changed over time?
    8:06 - Benefits of a ”tail hedge” strategy 
    10”01 -  The job of the strategy manger 
    10:37 - Market review 
    13:222 - The bond market 
    16:11 -  How the El Capitan system projects the end of a bull market and how the strategy functions
    21:08 - El Capitan’s recent performance 
     
     
     
    Links & Resources 
     
    Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  
    Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 



    About the Guests
     
    Sergio Nozal is an industrial Engineer and postgraduate in Business with more than 20 years of experience in the financial markets. In 2009 Sergio founded the first Options trading school in Spanish language. A trading school specialized in trading options in the US market. Since 2011 he is managing private capital.
     
    Daniel Requejo is a computer engineer with more than 25 years of experience in complex IT transformation projects around the world. He has been interested in the financial markets and algorithm trading since 2001. He is expert in algorithm trading development and testing.
     
    **********************************************
     
    Alternative investments for the digital age! 
     
    Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 



    Learn more https://investwithcarl.com/index.php 
     
    Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html 
     
    Follow CARL:
    Instagram https://www.instagram.com/investwithcarl/
    Facebook https://www.facebook.com/InvestWithCARL/
    Twitter https://twitter.com/investwithCARL
    LinkedIn https://www.linkedin.com/company/invest-with-carl/
    Medium https://medium.com/@investwithcarl 
     
    Inquiries info@investwithcarl.com 

    • 23 min
    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 advised not one but two unicorns. 
     
    In their conversation, Spiros and CARL’s Jamie Uppenberg discuss the rise of retail investors in hedge funds, the changing market, how hedge funds and alternative investments such as CARL’s strategies fit into a larger portfolio, machine learning, and Spiros’ expert tips and wisdom.
     
    Episode Highlights:
     
    0:00 - Intro
    1:05 - About Spiros and his experience with hedge funds 
    6:12 - Retail investors and accessibility and the CARL platform
    8:21 - The role of hedge funds in a portfolio 
    10:32 - What helps investors understand hedge funds
    14:19 - Machine learning’s place in investing  
    15:48 - The changing market 
    18:32 - The relevance of the 60/40 rule for alternative investments 
    22:23 - The most important piece of advice for a FinTech
    24:54 - Final thoughts and considerations for investors 
     
    About the Guest:
     
    Spiros Margaris is a venture capitalist (Margaris Ventures), futurist, keynote speaker, and board member. He is a senior advisor to – and investor in – several companies in the fintech, insurtech, cybersecurity, health care, and AI sectors. Two of the fintech start-ups he has advised have become unicorns (with valuations of over $1 billion).
     
    Spiros is the first international influencer to achieve “The Triple Crown” ranking. In 2021, Onalytica named him The Key Opinion Leader in Fintech. That year, MarkTechPost included him, for the third time, in a list of the “Top Artificial Intelligence Influencers to Follow.” In 2020, Onalytica ranked him as the No. 1 Global FinTech Influencer, while Refinitiv (Thomson Reuters) ranked him as the No. 1 Finance Influencer. In 2018, Onalytica ranked him as the No. 1 International FinTech, Blockchain, and AI Influencer.
     
    Spiros has been a keynote speaker at international fintech and insurtech conferences and has also given a TEDxAcademy Talk. He published a white paper on AI, “Machine learning in financial services: Changing the rules of the game,” for the enterprise software vendor SAP. In 2019, he was the first non-IBM keynote speaker at the largest IBM event in Europe, held at the IBM Systems Technical University.
     
     
    For more information:
    www.margarisventures.com
    contact@margarisventures.com
    LinkedIn: https://www.linkedin.com/in/spirosmargaris/
    Twitter: https://twitter.com/SpirosMargaris





     
    Links & Resources: 
     
    Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  
    Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 



    **************************************************
    Alternative investments for the digital age! 
     
    Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 
     
    Learn more https://investwithcarl.com/index.php 
     
    Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html 
     
    Follow CARL:
    Instagram https://www.instagram.com/investwithcarl/
    Facebook https://www.facebook.com/InvestWithCARL/
    Twitter https://twitter.com/investwithCARL
    LinkedIn https://www.linkedin.com/company/invest-with-carl/
    Medium https://medium.com/@investwithcarl 
     
    Inquiries info@investwithcarl.com 

    • 26 min

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