Episode description
In today’s episode, Alan Dunne joins us to discuss currency markets and how we might see a new era of volatility in these markets moving forward, de-dollarization and the future prospects of the U.S dollar, recent performance of Trend Following and how it compares historically, insights from Alfred Winslow Jones as featured in the book, “More Money Than God”, portfolio construction techniques for managing risk, the importance of having a plan, long-only commodities vs. a long/short approach and much more.
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Episode TimeStamps:
00:00 - Intro
02:16 - Market recap
09:02 - New opportunities in Currency markets
23:57 - Putting Trend Following performance in perspective
33:13 - Insights from “More Money Than God”
40:04 - Fixed income vs. equities...where to hedge against inflation
50:52 - Insights from recent conversations with CIOs
58:49 - Commodities...Long Only or Long/Short
01:09:20 - Overview of performance
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In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful.