SI179: A New Golden Era for Trend Followers ft. Alan Dunne
Episode description
Today, Alan Dunne joins me to discuss how the change of tone from central banks can affect markets globally, Trend Following in a rising interest rate environment, the case for and against including carry trades in a Trend Following portfolio, how managed futures Trend Following can help investors throughout ever-changing markets, the future of the traditional 60 / 40 portfolio, some takeaways from Alan’s conversation with Phil Huber on this week’s new Top Traders Unplugged Allocator Series, and why we might be entering a great period for Trend Following strategies.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In this episode, we discuss:
- How central bank signalling affects risk appetite around the world
- How Trend Following might perform in a rising interest rate environment
- Including carry trades in a Trend Following portfolio
- How managed futures can help investor throughout ever-changing markets
- The viability of the 60 /40 portfolio going forward
- Why a new golden era for Trend Following might be emerging
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Episode TimeStamps:
00:00 - Intro
02:36 - Macro recap from Niels
05:29 - Weekly review of returns
09:55 - How the change of tone from central banks affects the markets
18:29 - Trend Following in rising interest rate environment
25:19 - Including carry trades in a Trend Following portfolio
36:12...