Episode description
Tune in for this week’s trend following conversation with Alan Dunne, where we discuss Barry Eichengreen’s paper on living with high public debt and how the high level of debt can be addressed, the relationship between interest rates and GDP, how Forex trading have evolved over time and why it is having a renaissance at the moment. We also discuss return expectations in markets and diversified strategies and Alan reports what he experienced from a recent investor event in Paris.
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Episode TimeStamps:
00:57 - What has been on Alan's radar recently?
04:55 - Industry performance update
08:16 - Living with high public debt
20:27 - Other investors' view on the high level of debt
24:10 - How the trading of FX markets have evolved
32:58 - Do you need specialists to trade markets?
37:45 - China imposing trading restrictions?
40:36 - Where returns may go from here?
48:49 - High interest rates not beneficial for high leverage strategies?
51:05 - Inside knowledge from Paris Investor event
59:11 - Alan to host upcoming Systematic Investor episodes
01:00:29 - Thanks for listening
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