Alpha Exchange 250th Episode: A Retrospective

Podcast: Alpha Exchange · Dean Curnutt

Opublikowano: 2026-04-02

Welcome to Episode 250 of the Alpha Exchange. To celebrate the milestone, I asked my dear friend, Jon Kalikow, to host the conversation, switching seats and having me as the guest. I launched the podcast in 2018 with a simple idea: to create space for long-form conversations that explore how market practitioners think about risk. Rather than focusing on predictions, the goal has always been to understand frameworks—how investors process information, respond to uncertainty, evolve through cycles. In this episode, we also explore some of my own thinking on risk. Here, I outline a simple framework bu...