In the 75th episode of The Market Misbehavior Podcast, host Dave Keller sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a deep dive on benchmarks, factor models, and why the path of returns matters as much as the destination. Drawing on his journey from academia to portfolio management, Mike explains how to translate elegant backtests into resilient, real-world strategies—especially in an era when the top 10 names dominate the S&P 50...
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In the 75th episode of The Market Misbehavior Podcast, host Dave Keller sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a deep dive on benchmarks, factor models, and why the path of returns matters as much as the destination. Drawing on his journey from academia to portfolio management, Mike explains how to translate elegant backtests into resilient, real-world strategies—especially in an era when the top 10 names dominate the S&P 50...
Jeff Huge on Why This Market Feels Toppy + Elliott Wave Update for S&P 500!
Market Misbehavior with David Keller, CMT
47 minutes
1 month ago
Jeff Huge on Why This Market Feels Toppy + Elliott Wave Update for S&P 500!
In the 64th episode of the Market Misbehavior podcast, Dave checks in with Jeffrey Huge, CMT, Founder of JWH Investments and editor of the Huge Insights newsletter. Jeff highlights the strength in precious metals and cryptocurrencies in 2025, addresses high valuations and extended leverage readings, concerning divergences in momentum and breadth indicators, and applies Elliott Wave techniques to identify potential downside targets for the S&P 500. Recorded 8/5/25. You can lea...
Market Misbehavior with David Keller, CMT
In the 75th episode of The Market Misbehavior Podcast, host Dave Keller sits down with Mike Dickson, Head of Research & Quantitative Strategies at Horizon Investments, for a deep dive on benchmarks, factor models, and why the path of returns matters as much as the destination. Drawing on his journey from academia to portfolio management, Mike explains how to translate elegant backtests into resilient, real-world strategies—especially in an era when the top 10 names dominate the S&P 50...
