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SI216: A New Era for Trend Following? ft. Alan Dunne
29th October 2022 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 00:57:32

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Today, Alan Dunne joins us for a weekly dose of Trend Following where we reflect on an eventful week, with Elon Musk taking over Twitter, the META stock taking a big hit and much more. We discuss how to approach asset allocation when adding trend following to your portfolio, how to find the optimal allocation and why Trend Following is often the most consistent part of the portfolio. We also discuss why it is important to think about forward looking risks and the idea that we are moving into a new era and regime, the unpredictability of the current inflation and why the rule-based strategies will have the upper hand as well as reflecting on next week’s episode with William White and much more.

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Episode TimeStamps:

00:00 - Intro

01:58 - Summary of the week

07:51 - Industry performance update

15:38 - The optimal allocation

24:42 - Trend Following is the most consistent part of the Portfolio? 

37:22 - Are we moving into a new era?

47:37 - Reflecting on the upcoming conversation with William White

52:29 - Unforeseen consequences of QE

55:40 - Thanks for listening

Resources discussed in this Episode:

Copyright © 2022 – CMC AG – All Rights Reserved

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