What can you expect?
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
- What he looks for in his investments in general
- What drew him to CARL’s strategies and how they fit with his personal needs and goals
- What is was like to be an early investor with CARL
- About CARL’s K2 and Olympus strategies from the investor’s perspective
- A real user’s experience and feedback on the CARL app
OUR HOST
Jamie Uppenberg
Jamie has 15+ years in digital payments, banking and financial services software development. She’s held several executive management positions in digital product software delivery, working various digital payment projects with big tech such as Apple and Google. Jamie brings extensive compliance, regulatory and KYC product and process management.
Latest Episodes
The "Invest with CARL" podcast is a bite-sized treasure trove for anyone looking to brush up on the basics or learn the latest hedge fund news. If you're just learning how to invest, the CARL podcast offers you plenty of information for beginners, concise enough to listen to on your commute.
CARL’s Fuji Investment Strategy
Fuji is an outcome-oriented investment fund. Copernicus Investment and Risk Advisors uses the proprietary Dynamic Factor Portfolio (DFP) strategy….
Introducing Carthage Fund II
Carthage's primary objective is to achieve a weekly profit margin of +0.5-1% through the sale of options, collecting premiums, which is expected to compound to an annualized return in the range…
Introducing MB Commodities Capital
CARL’s Jamie Uppenberg speaks with Maleeha Bengali, investment manager for MB Commodities Capital, LLC …
Making Your Money Work with Sam Sivarajan
In their conversation, Sam Sivarajan and CARL’s Jamie Uppenberg discuss everything from risk management in hedge funds to crypto currency...
CARL’s Fitz Roy Quant Hedge Fund Strategy with Investment Manager Gunnar Cuevas
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...
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...
The Future of Hedge Funds: A Conversation with Spiros Margaris
Spiros and Jamie 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...
CARL’s Teton Quant Hedge Fund Strategy with Investment Manager Brent Belote
Investment manager, Brent Belote, speaks about how the Teton strategy functions, what universe it operates in and why, how it manages risk, and some reflections and projections on the state of the market in recent years...
CARL’s Everest Quant Hedge Fund Strategy with Investment Managers Philippe Huber & Tony Guida
Philippe Huber & Tony Guida share how the Everest strategy functions, how it manages risk, and some of the incredible technological advancements that make it work so well overall...
CARL’s Churfirsten Quant Hedge Fund Strategy with Investment Manager Tim Rawlins
Investment manager for Churfirsten, Tim Rawlins, shares how the strategy functions, how it manages risk, and what makes it work so well overall...
2021 Wrap Up with CARL’s Victory Peak Quant Hedge Fund Strategy
Joining the show today is investment manager, David Bush, to talk about the Victory Peak investment strategy...
Introducing CARL Self Directed IRA
Today on the podcast we are talking about Self Directed IRAs and the CARL Self Directed IRA that is now live on the CARL app...
2021 Wrap Up with CARL’s Denali Quant Hedge Fund Strategy
Investment manager Marcos Bueno talks about the Denali investment strategy in the context of 2021’s market and what 2022 might look like for the strategy...
2021 Wrap Up with CARL’s Olympus Quant Hedge Fund Strategy
Olympus team members, Ernie Chan and Nahid Jetha talk about their award-winning tail-hedging investment strategy in the context of 2021’s market...
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...
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...
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...
CARL Update with Jamie Uppenberg
Listen as host Jamie Uppenberg shares some of the exciting product updates you can expect tosee soon at CARL.
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...
Olympus Mid-Year Update with Investment Manager, Ernie Chan
Olympus strategy manager, Dr. Ernest Chan, returns to the show for a mid-year update...
Victory Peak Mid-Year Update with Investment Manager, David Bush
Victory Peak strategy manager, David Bush, returns to the show for a mid-year update....
How it Works with CARL CEO, Gunnar Cuevas
With CARL you can invest like the uber-wealthy have been doing for years with true diversification...
CARL’s Denali Quant Hedge Fund Strategy with Investment Manager Marcos Bueno
CARL’s Denali investment strategy follows a proprietary quantitative process to identify US stocks...
Risk Series - Risk Management with Quantitative Commodities Strategy, Kilimanjaro
Active risk management is a critical function within CARL’s strategies...
The Story of Idle Cash: How to Make Your Money Work Harder
Active risk management is a critical function within CARL’s strategies. An investment strategy’s ability...
CARL’s Kilimanjaro Quant Hedge Fund Strategy with Investment Manager Joel Murang
CARL’s Kilimanjaro strategy is a long short commodity trading strategy that offers great diversification...
Why Did You Invest? A Current Investor’s Experience with CARL
Host, Jamie Uppenberg chats with a current investor about why he chose to invest with CARL...
Market Update and CARL Progress Report
With current inflation concerns and tax hike talks, how do quantitative strategies like those available on the CARL app ...
Risk Series - Real World Risk Management and Diversification with Investment Manager Alan Harmer
An investment strategy’s ability to manage risk significantly decreases downturns and in an of itself will increase gains...
Risk Series - How to View Funds with Gunnar
CARL’s CEO, Gunnar Cuevas, joins the show this week for a conversation about risk as it applies to...
Risk Series Kick Off with Jamie Uppenberg
How do quantitative hedge funds manage risk? CARL’s Jamie Uppenberg introduces the upcoming risk series...
Choosing New CARL Funds: Why Less Than 5% Make It
In 2020, CARL reviewed more than 400 quantitative investment strategies. Less than 5% of these strategies were cleared...
CARL’s Victory Peak Quant Hedge Fund Strategy with Investment Manager David Bush
Join host Jamie Uppenberg and investment manager David Bush for a conversation about CARL’s Victory Peak...
CARL’s Olympus Quant Hedge Fund Strategy with Investment Manager Ernest Chan
Jamie Uppenberg is joined by Ernest Chan, investment manager for CARL’s Olympus quant hedge fund strategy...
Demystifying Quantitative Investment Strategies
CARL’s Jamie Uppenberg talks to investors about what quantitative hedge funds, or quantitative investments strategies...
CARL’s K2 Quant Hedge Fund Strategy with Investment Manager Alan Harmer
Listen to a conversation with host, Jamie Uppenberg and investment manager Alan Harmer of CARL’s K2 investment fund...
How CARL is Changing the Quant Hedge Fund Game
Listen as host Jamie Uppenberg interviews CARL founder and CEO, Gunnar Cuevas, about how CARL is...
Sophisticated Alternative Investments Aren’t Just for Institutions Anymore
LEARNING CENTER
Want to learn more about alternative investing with hedge funds?
The world of finance is open to anyone willing to educate themselves. You don't necessarily need a financial advisor to make sound decisions. As experts that handle alternative investments with quant hedge funds at CARL, we know our way around town and love to share our knowledge. Dive into our various information resources to become a self-made future investor.
Podcast
Expert guests share their views about investing, the market, the economy and all their opinions about current events and how they may affect your portfolio. Discover our Invest with CARL podcast. Dive deeper with detailed discussions, and important new for CARL members.
Webinars
Listen and learn from handpicked speakers in our webinars. Learn what's important in the world of alternative investment products and get to know everything an investor or manager might need to know
Investment Basics
Start from scratch or refresh your knowledge with our extensive archive of investment articles. Brush up on essentials like mutual funds, securities and equity to make sound investment decisions.
FAQ
You are not the first person to ask any given question about the alternative investments. Use our FAQ to find the most commonly-asked questions and get into the game today.