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.
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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
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