Episode description

With global market dynamics shifting rapidly and geopolitical noise reaching new heights, how can investors adapt and thrive? In this episode, we explore why an adaptive approach is crucial for navigating today’s turbulent financial landscape. Our conversation delves into the challenges investors face when competing against dominant market players and how trend-following strategies can shine in times of crisis. We also examine the often-overlooked disconnect between price and value - and how this mismatch might actually present fresh opportunities. Join us for an insightful discussion with Graham Robertson from Man AHL, as we unpack these critical insights and explore why trend following remains a powerful tool for generating "crisis alpha." Buckle up for a fascinating conversation!

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

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IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

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Episode TimeStamps:

01:11 - What has caught our attention recently?

03:27 - Are kids too worried about the state of the world?

05:58 - Our current observations on trend

10:54 - How to capture the moves in the European energy markets

13:05 - Valuable insights on alternative markets

17:11 - Are alternative markets trending better?

23:02 - The state of liquidity in the industry

25:52 - How Man AHL approaches crypto

29:47 - Industry performance update

31:42 - Q1, Rick: Is a cross-over system typically the primary tool for Trend?

37:14 - The origins of...