Artwork for podcast Top Traders Unplugged
SI221: Will 2023 be another Trend Following Year? ft. Alan Dunne
3rd December 2022 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 01:10:42

Share Episode

Shownotes

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.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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 Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Alan on Twitter.

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

Copyright © 2024 – CMC AG – All Rights Reserved

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Privacy Policy

Disclaimer

Chapters

Video

More from YouTube