RT23: Populism and Market Risks ft. Chris Cole, Matthew Sargaison & Dan Stone – 2of2 | Top Traders Unplugged podcast

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Episode description

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Episode description

Today guest host Chris Solarz continues his conversation with Chris Cole, the Founder and CIO of Artemis Capital Management, Matthew Sargaison, co-CEO at AHL at Man Investments, and Dan Stone, co-founder of Ionic Capital. Our guests today go over the changing markets and why despite trend following’s recent underperformance, their clients still look to it as protection for their portfolio. They will also continue their discussion on the intersection of populism, politics, and quantitative easing, as well as the relationship between corporate debt and GDP and its long term trends.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How the recent quantitative easing could be moving into quantitative tightening, and what that means for investors

The intersection of populism, politics, and quantitative easing

How opportunities in the markets are changing managers behavior

Why Matthew is happy with the current market environment

Which asset classes currently offer a cheap volatility

What the recent huge spikes in VIX meant for long vol and short vol traders

Who in the investing space is looking for the protection of hedging for their portfolio

Why trend following is still successful despite it’s recent difficulties in the market

The meaning of the recent change of Growth outperforming Value

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And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

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