SI377: What's New in SG Indices in 2026? + The Regime-Adaptive Portfolio ft. Alan Dunne

SI377: What's New in SG Indices in 2026? + The Regime-Adaptive Portfolio ft. Alan Dunne

Niels and Alan explore how a fragile macro regime reshapes systematic investing, from a politicised Fed succession to widening cracks in a debt-laden, equity-dependent economy. A shifting bond landscape, rising capital demands from AI and renewed tariff risks challenge the old 60/40 orthodoxy. Listener questions on US policy shocks and the Yen carry trade open a deeper look at when trend helps and when it hurts. The episode culminates in a world exclusive of SocGen's 2026 index changes and the first public reveal of Alan’s new paper: The Regime-Adaptive Portfolio, for genuinely resilient, opportunity-aware global wealth compounding intelligently, prudently over the decade ahead.

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

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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.

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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.

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Episode TimeStamps:

00:00 - Voiceover and introduction to the Systematic Investor Series

00:23 - Niels and Alan open, what is on their radar this week

01:27 - Fed succession as a political risk factor and betting markets

03:33 - Crypto moves, Vanguard’s platform shift and MicroStrategy index pressure

05:53 - Listener questions: can constant US policy shocks break trend?

06:33 - Trouble for trend or just another regime to endure and adapt to

08:55 - Short-term CTAs, Liberation Day and when speed becomes a handicap

11:11 - How CTAs are positioned for a yen carry unwind and JGB nuances

12:16 - November trend update, five straight positive months and short-term pain

13:35 - World exclusive: new SocGen CTA and...

Jaksot(901)

SI270: CPI, Trend Reversals & Dalio on US-China War ft. Alan Dunne

SI270: CPI, Trend Reversals & Dalio on US-China War ft. Alan Dunne

Today, we are joined by Alan Dunne for a wide ranging conversation, covering pressing global macro issues, the latest trend following research, JP Morgan's outlook for the 60/40 portfolio, following a...

18 Marras 20231h 5min

OI02: Are QI Strategies Sustainable? ft. Maia Mathieson & Faheem Osman

OI02: Are QI Strategies Sustainable? ft. Maia Mathieson & Faheem Osman

Maia Mathieson and Faheem Osman, both Managing Directors at Macquarie Bank in London speak with Moritz Seibert about the bank’s growing Quantitative Investment Strategies (QIS) business and how their ...

15 Marras 202356min

SI269: Is the Big Bond Short Over? ft. Katy Kaminski

SI269: Is the Big Bond Short Over? ft. Katy Kaminski

Today’s conversation with Katy Kaminiski is all about change. We discuss what has been the driver of the changing economic environment that we experience and how changing interest rates affect trend f...

12 Marras 202356min

GM52: The Re-Emergence of the Bond Vigilantes ft. Ed Yardeni

GM52: The Re-Emergence of the Bond Vigilantes ft. Ed Yardeni

Ed Yardeni, President and Chief Investment Strategist at Yardeni Research joins us today to discuss the re-emergence of the bond vigilantes, a term Ed coined four decades ago. We discuss why bond inv...

8 Marras 202356min

SI268: Are Investors Wrongly Positioned for the New World Order? ft. Cem Karsan

SI268: Are Investors Wrongly Positioned for the New World Order? ft. Cem Karsan

Cem Karsan returns to help us uncover the art of tail hedging and whether he views the January 2024 OpEx as a possible inflection point and start of a new bear market. We discuss the latest events in ...

4 Marras 20231h 4min

OI1: Cracking the Code of Commodity Spread Trading ft. Mauritz van den Worm

OI1: Cracking the Code of Commodity Spread Trading ft. Mauritz van den Worm

You are invited to an eye-opening conversation with Mauritz van den Worm, a quant researcher at Polarstar, a commodities-focused hedge fund in Cape Town, South Africa, hosted by Moritz Seibert. In th...

1 Marras 20231h

SI267: A Masterclass in Absolute vs Cross Sectional Momentum ft. Richard Brennan

SI267: A Masterclass in Absolute vs Cross Sectional Momentum ft. Richard Brennan

In today’s episode, Richard Brennan takes us on a tour around the Australian economy and how the investment landscape is changing. We also discuss how different investment philosophies demand differen...

28 Loka 20231h 26min

ALO17: Inflation, Volatility, and AI: Ruffer's Bold Market Insights ft. Matt Smith

ALO17: Inflation, Volatility, and AI: Ruffer's Bold Market Insights ft. Matt Smith

Today we are joined by Matt Smith, Investment Director at Ruffer for a fascinating discussion on global markets, asset allocation and how history can guide us in the current global macro landscape. Ma...

25 Loka 202359min

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