24 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.

    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 current investment landscape and what 2022 might look like. 
     
    Available on the CARL app, the Olympus strategy employs three fully automated and complementary systems. One profits from extreme (tail) movements in the US equity index, another uses predicted changes in implied volatility of the market to trade the VIX futures algorithmically, and also a hybrid that aims to be volatility-neutral.



    Episode Highlights:
     
    2:11 - How Olypus did in 2021
    6:45 - What was unusual about the market overall in 2021 
    12:07 - The new landscape that includes retail investors in the market now
    15:59 - Looking ahead to 2022  
    22:29 - Why you would want a tail hedging strategy like Olympus in your portfolio 
    23:44 - Closing thoughts and what’s new at CARL 
     
    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 
    Learn more about CARL’s Olympus Strategy https://investwithcarl.com/investment-strategies/olympus 
     
    About the Guests
     
    Dr. Ernest Chan 
     
    Dr. Ernest P. Chan is the Managing Member and Principal of QTS Capital Management, LLC. His career since 1994 has been focusing on the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data.
     
    Ernie spearheaded IBM’s research effort to develop a system for searching large text databases, catapulting IBM’s reputation to a top player in the field.  At the Artificial Intelligence and Data Mining group in Morgan Stanley’s headquarter in New York, Ernie pioneered the application of some of these sophisticated statistical algorithms to the complex task of extracting customer relationships in the Morgan Stanley customer accounts database. He was a proprietary trader and quantitative researcher at Credit Suisse in New York in 1998, a senior quantitative analyst at Mapleridge Capital Management Corp. in 2002, and a senior quantitative analyst and trader at Maple Financial in 2003. He co-founded EXP Capital Management, LLC, a Chicago-based fund management company in 2008. He founded QTS Capital Management, LLC. in 2011.



    Dr. Nahid Jetha 
     
    Dr. Nahid Jetha is the Chief Operating Officer and Principal of QTS. As a Quantitative Researcher working with top-tier hedge funds and quant trading firms in North America and Europe, Nahid has extensive experience in research, development and deployment of fully automated AI-based quantitative trading systems. Formerly Professor of Physics at the University of British Columbia, Nahid has 17+ years of experience in research and technology development in a diversity of fields ranging from quantitative investment management to molecular and cellular biophysics. Nahid holds a PhD in Physics and a BASc in Mechanical Engineering from the University of British Columbia.
    **************************************************
     
    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/
    Medi

    • 25 min
    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: US equities, US bonds and commodities and provides an excellent diversification option for retail investors. 
     
    Matterhorn was created by investment manager, Vittorio Manente, when he found he was not satisfied by the performance of financial products available for retail investors. In this episode Vittorio shares more about the philosophy and history of the strategy, how it functions, and what makes it work so well. 
     
    Episode Highlights:
     
    1:43 What makes MAtterhorn so successful, why investors like this strategy, and why Vittorio himself is invested in it 
    5:11 How it has changed over time 
    7:58 How he thinks about and utilizes machine learning 
    10:55 The changing industry and digital revolution for hedge funds and accredited investors 
    13:21 How platforms like CARL are removing barriers to entry and providing transparency for investors 
    19:10 What the Matterhorn strategy works really hard at 
    23:08 How to view strategy Data in the CARL app 
    24:18 Expert advice and final thoughts 
     
    About the Guest 
     
    Vittorio Manente has worked as program manager and strategy analyst for the last 16 years within the automotive and Oil & Gas sectors. Vittorio became passionate about finance in summer 2011 when he saw opportunities to profit after a market meltdown. Not satisfied by the performances of financial products available for retail investors, he decided to create his own. In 2017 Vittorio launched NEXT-alpha, a quantitative macro strategy to deliver consistent returns independently on the market direction. He then founded Alpha Growth Capital in 2019.




     
    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
    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 strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital. Listen to a conversation with investment manager, Sergio Nozal, where he shares more about the philosophy and history of the strategy, how it functions, and what makes it work so well. 
     
    Episode Highlights:
     
    Sergio’s background and bio  How the El Capitan strategy functions  What makes it so successful, why investors like this strategy, and why Sergio himself is 100% invested in it  The two main, foundational systems in place  How the strategy has changed over time  About CARL, technology, and changing the industry for hedge funds and accredited investors   
     
    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 

    • 16 min
    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 investments? Joining the podcast today is Alex Shea to talk about investing in hedge funds and what a diversified hedge fund portfolio can do for an investors overall portfolio. 
     
    Episode Highlights:
     
    What retail investors need to know about hedge funds  What Alex looks when doing due diligence in selecting funds for the CARL platform How Alex keeps investors neds in mind when researching quant hedge funds  Why investors would want to create a diversified hedge fund portfolio and the benefits of CARL funds specifically  How CARL funds performed over the past 2 years including during some downturns in the market  The importance of looking at an investment’s correlation to the S&P 500  
     
    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 




     

    • 27 min
    CARL Update with Jamie Uppenberg

    CARL Update with Jamie Uppenberg

    Listen as host Jamie Uppenberg shares some of the exciting product updates you can expect to see soon at CARL. 
     
    Episode Highlights:
    Significant update for the CARL App which includes notifications improvements  The current process for CARL IRA accounts  Improvements to the investor application process  An easy way to share CARL with friends and family   Looking ahead to more features on our roadmap   
    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 

    • 10 min
    Get Rich, Stay Rich with Cy Smith

    Get Rich, Stay Rich with Cy Smith

    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 CARL offers opportunities for both categories of investors. 
     
    Episode Highlights:
    A description of investors who are looking to get rich vs. those looking to stay rich  About CARL strategies and how they offer investors opportunities to get rich and stay rich  The power of data analytics and machine learning for investors  What each investor type will be looking for in terms of their risk profiles and objectives The stats available in the CARL app that can help investors get rich and/or stay rich  What it means for investments to be uncorrelated and why this is so important   
     
    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 

    • 17 min

Top Podcasts In Business

Ramsey Network
NPR
Andy Frisella #100to0
BiggerPockets
Jocko DEFCOR Network
NPR