Episode description
Come along for this fascinating conversation with Richard Brennan, where we dive into how to the beat the benchmarks as a manager. We discuss the different factors that goes into achieving great performance and why trend following has greater potential return than other alternative investment strategies, why bigger and newer is not always better in terms of complex adaptive systems, why it is important to be aware of system diversification and much more.
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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:
01:07 - What has caught our attention recently?
02:33 - What will 2024 bring for trend following?
07:11 - Inflation? Look to the Tooth Fairy
08:33 - Industry performance update
11:34 - Q1, Mark: Should trend followers size long and short positions the same?
17:20 - Outperforming the benchmarks
36:39 - The "secrets" of achieving great performance
44:42 - Is bigger always better?
52:43 - The importance of system diversification
01:03:45 - Working out the optimal parameters
01:08:14 - Crazy times in the cocoa market
01:09:41 - Thanks for listening
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