Invest with CARL

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 [email protected]

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 [email protected]

Olympus strategy manager, Dr. Ernest Chan, returns to the show for a mid-year update. Hear how this tail-reaper strategy works, why investors want to have a strategy like Olympus in their portfolio, as well as how it has been doing in 2021.

Episode Highlights:

• How things have been going since Olympus launched on the CARL App
• About this award-winning strategy, how it is structured, and how it works
• What a tail reaper strategy is how Ernie views its role in a portfolio
• How research is done and how machine learning comes into play in risk-management
• How Olympus is prepared for market downturns
• Looking ahead to the reminder of 2021
• The ultimate value of having a strategy like Olympus in your portfolio

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

Episode 5 Learn About CARL's Olympus Strategy https://investwithcarl.com/podcastEpisodePage.html?id=5

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 [email protected]

Victory Peak strategy manager, David Bush, returns to the show for a mid-year update. Hear how the fund has been doing, what he has been seeing in the market, and some projections for the rest of the year.

Episode Highlights:

• How things have been going since Victory Peak launched on the CARL App
• How recent performance compares to historical performance
• About the Victory Peak strategy and how it works
• How the systems handle unusual markets
• David's take on current market conditions
• Looking ahead to the remainder of 2021

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

Episode 6 Learn About CARL's Victory Peak Strategy https://investwithcarl.com/podcastEpisodePage.html?id=6

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 [email protected]

With CARL you can invest like the uber-wealthy have been doing for years with true diversification and strong intended risk controls that only sophisticated investment strategies like quant hedge funds can provide. In this episode, learn how CARL makes this possible from our CEO, Gunnar Cuevas.

Episode Highlights:

• What to expect when you first download the CARL app
• Recent improvements made to the application process
• What happens when you're ready to invest
• How to review the different strategies and their data as well as what data can you see
• The timeframes, monthly liquidity, and the 15 day notice you need to know about once you create a portfolio
• What is real time performance and how is CARL able to offer it
• How CARL protects your safety, security, and privacy.

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

CARL's Denali investment strategy follows a proprietary quantitative process to identify US stocks with strong uptrends. It systematically builds a portfolio of these stocks and applies a risk management framework to this portfolio. Listen to a conversation with investment manager, Marcos Bueno, as he shares the core philosophy of the strategy, how it functions, and what makes it work so well.

Episode Highlights:

• How he came to start the strategy for himself and why it gained interest enough to offer to other investors
• Where the Denali strategy's real value lies
• Marcos' perspective on risk and protecting capital
• About the philosophy and systematic processes that define how the strategy works
• How Denali operates in down markets

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

Active risk management is a critical function within CARL's strategies. An investment strategy's ability to manage risk significantly decreases downturns and in and of itself will improve returns. This podcast episode features a conversation about CARL's first commodities-based strategy, Kilimanjaro, with investment manager Joel Murang. Listen in as he shares his experience and perspective on risk management.

Episode Highlights:

• The importance of due diligence processes in funds selection
• The misconceptions about hedge funds and risk management
• How Kilimanjaro manages both strategy risk and portfolio risk and the difference between the two
• A deep dive into Kilimanjaro's historical performance and and explanation of times of greater volatility
• What professional investors look for in alternative investments and how Kilimanjaro fits in
• Advice for someone who has a traditional portfolio and is considering adding quant hedge funds

Links & Resources

Download the CARL App

Do you want to make your idle cash work for you? Listen as host Jamie Uppenberg talks about the challenges of traditional savings and putting your idle cash to work and how CARL is overcoming this today.

Episode Highlights:

• What we used to do with our idle cash
• How things have changed in recent years with regards to savings accounts and similar baking products
• What to look for in investments for idle cash savings
• Overview of quant hedge funds
• CARL's current strategies, their risk profiles, and how they work for idle cash
• Idle cash investing for individuals and business entities

Links & Resources

Download the CARL App

CARL's Kilimanjaro strategy is a long short commodity trading strategy that offers great diversification in a broader portfolio as it exhibits low correlation to other asset classes and strategies. Listen to a conversation with investment manager, Joel Murang, as he shares how the strategy functions and what makes it work so well.

Episode Highlights:

• What has made Kilimanjaro success full so far
• An example of how the strategy works to capture price disruptions in the commodity and supply and demand imbalance
• How Kilimanjaro is different than a typical trend follower
• How the strategy has changed over time
• How technology has impacted the investment space
• What Kilimanjaro does really well and what investors can feel good about

Links & Resources

Download the CARL App

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

Links & Resources

Download the CARL App