SI189: A New Era for Currencies ft. Alan Dunne

In today’s episode, Alan Dunne joins us to discuss currency markets and how we might see a new era of volatility in these markets moving forward, de-dollarization and the future prospects of the U.S dollar, recent performance of Trend Following and how it compares historically, insights from Alfred Winslow Jones as featured in the book, “More Money Than God”, portfolio construction techniques for managing risk, the importance of having a plan, long-only commodities vs. a long/short approach and much more.

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Episode TimeStamps:

00:00 - Intro

02:16 - Market recap

09:02 - New opportunities in Currency markets

23:57 - Putting Trend Following performance in perspective

33:13 - Insights from “More Money Than God”

40:04 - Fixed income vs. equities...where to hedge against inflation

50:52 - Insights from recent conversations with CIOs

58:49 - Commodities...Long Only or Long/Short

01:09:20 - Overview of performance

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