Episode description

In this episode, I'm joined by Katy Kaminski, who delves into the nuances distinguishing momentum trading from trend following, emphasizing the importance of comprehending the underlying philosophy of a trading strategy. Katy sheds light on the concept of 'pure trend' and offers insights on identifying convergent patterns within a trend following approach. We also reflect on the peculiarities of 2023, with Katy sharing her perspective on why we might be entering 'the final phase' and her expectations of a "bumpy" rather than smooth or abrupt economic transition, among other insightful topics.

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

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Episode TimeStamps:

00:52 - A funny story from Katy

02:34 - An important shout-out

03:42 - A rare event in Denmark

06:55 - Industry performance update

08:10 - Thoughts on 2024 so far

09:42 - The difference between momentum and trend following

13:53 - Convergent vs. divergent strategies

24:08 - What does "pure trend" mean to Katy?

28:03 - What makes you a pure trend follower?

32:53 - Looking back at 2023

37:48 - An unusual year

43:22 - Discussing Katy's paper on fixed income

47:43 - How were trend models positioned in the 1960's?

51:11 - What does your position mean?

54:40 - Next big bull market in commodities?

56:10 - Thanks for...