Today, Alan Dunne joins me to reflect on the month of November and take a peek into 2023. We discuss the equity rally and what it means for the economy, both currently and historically, the cycle of bear markets and why the current period has been unusual. We also discuss the role of diversified managed futures, why short term traders are interesting in that context and how it compares to trend following, the expectations for 2023 and what environment we are heading into, the issues with public and private pension funds and what the future might hold, why having an active and adaptive strategy is becoming ever so more crucial and much more.
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Episode TimeStamps:
00:00 - Intro
01:53 - Highlights from the week
10:30 - Industry performance update
17:41 - The equity (bear market) rally
31:25 - The impact of the inflation target
38:49 - Why are short term traders interesting?
49:24 - Looking into the crystal ball
01:00:53 - The end of an era
01:04:53 - How often do you need to rebalance?
01:07:55 - Thanks for listening
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