Resonanz Spotlight

Vincent Weber
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them. 

  1. 12/22/2025

    The Center Book: The Quiet Heart of Multi-Manager Hedge Funds

    Send us a text Everyone talks about pods and PMs in multi-manager hedge funds. But what about the Center Book? In this episode, Vincent and Saâd unpack the quiet infrastructure at the heart of every multi-manager platform — managing firm-wide risk, balancing exposures, and making the difference between a coordinated strategy and a collection of bets. They explore what it is, why it exists, and the critical questions allocators should ask during diligence. If the pods are the soloists, the Center Book is the conductor — unseen by the audience, but essential to the harmony.

    9 min

  2. 12/08/2025

    Two Games, One Field: Why SRT and CLO Investors Play by Different Rules

    Send us a text In this episode of Resonanz Spotlight: Strategy Notes, Vincent and Saâd break down why SRTs and CLOs, often grouped under “structured credit”, are actually two very different games. They explore how banks, regulators, and investors each approach these structures, why incentives diverge, and what allocators must understand before deploying capital. In under ten minutes, this conversation demystifies the mechanics, motivations, and market dynamics that separate synthetic risk transfer from traditional CLO investing.

    9 min
  3. Nick Baltas – Designing Systematic Portfolios

    11/24/2025

    Nick Baltas – Designing Systematic Portfolios

    Send us a text In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next. In Part 1, Chris Miller, Head of Equity Volatility and Derivatives Products, walks us through the transformation of volatility markets — from the explosion of 0DTE trading to what it really takes to design systematic volatility strategies that work in practice. In Part 2, Nick Baltas, Head of Cross-Asset Systematic Strategies, takes us a step further, showing how these volatility signals fit into a broader portfolio. We discuss how correlations shift, how weighting schemes evolve, and how systematic portfolios are built to last through different market regimes. Both episodes go beyond the headlines — it’s an honest, technical, and forward-looking conversation with two of the best minds in the field.

    34 min
  4. Chris Miller – Inside the Mechanics of Volatility Trading

    11/10/2025

    Chris Miller – Inside the Mechanics of Volatility Trading

    Send us a text In this two-part special of Resonanz Spotlight, Vincent sits down with Chris Miller and Nick Baltas from Goldman Sachs’ Systematic Trading Strategies team to explore how option-based investing has evolved — and where it’s heading next. In Part 1, Chris Miller, Head of Equity Volatility and Derivatives Products, walks us through the transformation of volatility markets — from the explosion of 0DTE trading to what it really takes to design systematic volatility strategies that work in practice. In Part 2, Nick Baltas, Head of Cross-Asset Systematic Strategies, takes us a step further, showing how these volatility signals fit into a broader portfolio. We discuss how correlations shift, how weighting schemes evolve, and how systematic portfolios are built to last through different market regimes. Both episodes go beyond the headlines — it’s an honest, technical, and forward-looking conversation with two of the best minds in the field.

    19 min
  5. Michael Azlen - Turning Emissions into an Asset Class

    10/10/2025

    Michael Azlen - Turning Emissions into an Asset Class

    Send us a text What happens when a climate policy becomes a tradable market? Vincent sits down with Michael Azlen of Carbon Cap to unpack the rise of compliance carbon markets — a space where regulation, scarcity, and innovation meet finance. From the mechanics of cap-and-trade to the investment case behind carbon allowances, this episode reveals how emissions are turning into an entirely new asset class.

    34 min
  6. Martin Brückner – Cracking the Code of Merger Arbitrage

    09/11/2025

    Martin Brückner – Cracking the Code of Merger Arbitrage

    Send us a text Merger arbitrage has long been seen as a strategy of instinct and judgment — a game for star traders who “just knew” which deals would close. But what happens when you take that gut-driven approach and rebuild it as a systematic process? In this episode, host Vincent speaks with Martin Brückner, CFA, Co-Founder and CIO of First Private Investment Management. Together they explore how systematic merger arbitrage works, why it challenges the discretionary legacy of risk arb, and how data and algorithms can transform deal investing into a repeatable, scalable strategy.

    28 min
  7. Benjamin Brodsky – Rewiring Credit with Science

    08/11/2025

    Benjamin Brodsky – Rewiring Credit with Science

    Send us a text Vincent sits down with Benjamin Brodsky, CIO at BlueCove, to explore the rise of scientific credit. They discuss how data, technology, and market expertise are reshaping liquid fixed income—and what it means for investors.

    45 min
  8. Jeff Shen – Beyond the Buzz: What AI Really Means for Investing

    07/02/2025

    Jeff Shen – Beyond the Buzz: What AI Really Means for Investing

    Send us a text What does AI really mean for the future of quant investing? In this episode, Vincent sits down with Jeff Shen, PhD, Co-CIO and Co-Head of Systematic Active Equities at BlackRock, to explore how the world’s largest asset manager is scaling systematic investing through big data, machine learning, and a deep, research-driven culture. From integrating large language models into real-world investment workflows to building cross-disciplinary teams that blend engineering, finance, and academic rigor, Jeff shares candid insights on what’s working, what’s evolving, and what remains fundamentally unchanged.

    30 min
See All (25)

About

This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them. 

Information

  • Creator
    Vincent Weber
  • Years Active
    2024 - 2025
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © 2025 Resonanz Spotlight
  • Show Website
    Resonanz Spotlight

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