SI212: Trend Following in a Soft, Hard or No Landing ft. Alan Dunne

Top Traders Unplugged

Oct 01, 2022•58 min

--:--

Listen in podcast apps:

Listen to this episode in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Today, Alan Dunne joins us for our weekly dose of Trend Following where we reflect on an eventful month of September and a good year for trend, so far. We discuss what causes trends and why we are starting to see bigger moves in markets in recent years, whether the economy will have a Soft, Hard or No landing and what impact it will have on market performance, why we might still be in a commodity super cycle and why commodities are linked to volume unlike financial assets. We also discuss what Alan has learned from his recent road trip, the unintended consequences of a Liability Driven Investment Strategy in the pension fund system, why what we saw this week in the UK may be the start of a "death" cycle according to one pension fund consultant and much more.

-----

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

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

Episode TimeStamps:

00:00 - Intro

01:52 - Summary of the week

08:34 - Industry performance update

09:54 - Reflecting on the month of September

14:38 - Why do we see trends in markets?

24:12 - Soft, Hard or No landing?

31:45 - Are we still in a commodity super cycle?

40:39 - Key takeaways from Alan’s road trip

48:46 - Article from Wall Street Journal on the UK Pension Fund debacle

56:27 - Thanks for listening

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics

For the best experience, listen in Metacast app for iOS or Android

Open in Metacast