Episode description
Today, Alan Dunne joins us for a weekly update on Trend Following where we reflect on the ongoing instability in the markets and look back on the month of August. We also discuss behavioural biases and why we may need to distinguish between managed futures and trend following, an article by Quantica on the benefits of trend following and how it can without a doubt improve your portfolio. Lastly, we reflect on the annual event at Jackson Hole and the BIS talking about the challenges ahead, the 2% inflation target and how it can impact the economy if changed, the Volcker tightening cycle and the importance of narratives as well as an update on Jeremy Grantham’s super bubble hypothesis and much more.
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Episode TimeStamps:
00:00 - Intro
02:01 - Summary of the week
09:44 - Industry performance update
11:46 - Reflecting on the month of August
16:13 - Alan’s perspective on the Cliff Asness article
28:01 - The undisputed benefits of Trend Following
38:00 - Key takeaways from Jackson Hole
46:00 - Comment from BIS
49:45 - Are we leaving the 2% inflation target?
53:54 - Lessons from the Volcker tightening cycle
01:00:20 - Latest piece from Jeremy Grantham
01:04:23 - Thanks for listening
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