Episode description
Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the broader perspective of the markets and the economy. We discuss how the unpredictablity of inflation and interest rates affect all parts of the economy and the transition from globalization to deglobalization, the size of the CTA and trend following industry and how articles on media like Bloomberg often creates a unrealistic narrative about CTAs through colorful headlines. We also discuss Why you should add trend following to your portfolio and How trend following is done, what we have learned from our recent conversations with the best CTA managers in the world and much more.
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Episode TimeStamps:
01:59 - Broad Macro observations
12:41 - How the economy responds to interest rates
17:03 - Moving in a new direction
20:54 - Reflecting on the month of February 2023
22:44 - Industry performance update
24:29 - Bloomberg article on CTAs impact on equity markets
31:41 - Colorful headlines
34:07 - Findings from Quantica paper on CTAs market footprint
43:45 - Why trend following & How to do it?
50:47 - Takeaways from the CTA series
01:02:51 - Thanks for listening
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