Top Traders Unplugged28 Tammi 2023

SI228: Are Markets Priced for Perfection? ft. Alan Dunne

Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the current macro environment and how it impact markets. We discuss how the apparent positivity in the markets might get derailed by the lack of cooperation from policy makers and how a lurking uncertainty is threatening the calmness of the markets, the performance of the CTA industry, which markets are the best to trade and how the speed of your trend system affects the outcome, how CTAs capitalize on people’s behavioural biases and what the conversations in the new TTU mini series have taught us so far. We also discuss the advantages of being a multi manager and whether managers should give the investors multiple choices or do the choosing themselves and much more.

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

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Episode TimeStamps:

02:16 - The current macro picture

15:56 - Trend following update

18:04 - Current markets and asset allocation

28:07 - Papers on the CTA industry

38:15 - Fast vs. slow trend systems

42:32 - Reflecting on the TTU CTA mini series

49:12 - The multi-manager perspective

56:42 - Feedback on the TTU CTA Mini series

59:07 - Thanks for listening

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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

Disclaimer

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Jaksot(961)

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