SI179: A New Golden Era for Trend Followers ft. Alan Dunne

SI179: A New Golden Era for Trend Followers ft. Alan Dunne

Today, Alan Dunne joins me to discuss how the change of tone from central banks can affect markets globally, Trend Following in a rising interest rate environment, the case for and against including carry trades in a Trend Following portfolio, how managed futures Trend Following can help investors throughout ever-changing markets, the future of the traditional 60 / 40 portfolio, some takeaways from Alan’s conversation with Phil Huber on this week’s new Top Traders Unplugged Allocator Series, and why we might be entering a great period for Trend Following strategies.

-----

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

In this episode, we discuss:

  • How central bank signalling affects risk appetite around the world
  • How Trend Following might perform in a rising interest rate environment
  • Including carry trades in a Trend Following portfolio
  • How managed futures can help investor throughout ever-changing markets
  • The viability of the 60 /40 portfolio going forward
  • Why a new golden era for Trend Following might be emerging

-----


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

02:36 - Macro recap from Niels

05:29 - Weekly review of returns

09:55 - How the change of tone from central banks affects the markets

18:29 - Trend Following in rising interest rate environment

25:19 - Including carry trades in a Trend Following portfolio

36:12 - The future of the 60 / 40 portfolio

46:53 - Some takeaways from Alan’s conversation with Phil Huber on this week’s Allocator Series

52:43 - Why we might be entering a great period for Trend Following

01:01:56 - Benchmark performance update

Copyright © 2025 – 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

Avsnitt(925)

TTU37: How to Build a Multi-Billion$ Trend-Following Firm ft. Martin Lueck of Aspect Capital – 1of2

TTU37: How to Build a Multi-Billion$ Trend-Following Firm ft. Martin Lueck of Aspect Capital – 1of2

In this episode, we get an exciting behind-the-scenes story of one of the most famous systematic trading firms of its time, AHL. Our guest is one of the firms founders and takes us from the company’s ...

6 Okt 20141h 9min

TTU36: A Look inside a Currency Trading Firm ft. Chris Cruden of Insch Capital Management – 2of2

TTU36: A Look inside a Currency Trading Firm ft. Chris Cruden of Insch Capital Management – 2of2

In Part 2 of our conversation with the CEO of Insch Capital Management, we talk about how the firm’s trading models work and how they were built. We discuss how Insch deals with drawdowns, increased r...

2 Okt 20141h 5min

TTU35: The Advantages of Being a Systematic Trader ft. Chris Cruden of Insch Capital Management – 1of2

TTU35: The Advantages of Being a Systematic Trader ft. Chris Cruden of Insch Capital Management – 1of2

Our next guest was a British Army Officer and moved to South Africa before finding a career in the financial markets. He is now the CEO of his Managed Futures firm and has worked with some of the indu...

29 Sep 20141h 10min

TTU34: The Art of Risk Management ft. Luc Van Hof of Capital Hedge – 2of2

TTU34: The Art of Risk Management ft. Luc Van Hof of Capital Hedge – 2of2

In the second part of our interview with hedge fund founder Luc Van Hof, we dive into the philosophy and creation behind his trading models. We also discuss why he is a risk averse person, what hobbie...

25 Sep 20141h 22min

TTU33: Options Trading: A Dangerous Animal? ft. Luc Van Hof of Capital Hedge – 1of2

TTU33: Options Trading: A Dangerous Animal? ft. Luc Van Hof of Capital Hedge – 1of2

Our next guest worked for the European Commission before starting his own firm. In an unusual career twist, he sold his company to a larger firm only to buy it back from them a few years later and had...

22 Sep 20141h 19min

TTU32: The Most Misunderstood Stats That You Can Use ft. Marc Malek of Conquest Capital Group – 2of2

TTU32: The Most Misunderstood Stats That You Can Use ft. Marc Malek of Conquest Capital Group – 2of2

In the second part of our conversation with Marc Malek, we explore the strategies that he uses to build his models and how he explains them in simple terms. We go in depth about drawdowns and what inv...

18 Sep 20141h 5min

TTU31: Why Investors Should Not be Worried ft. Marc Malek of Conquest Capital Group – 1of2

TTU31: Why Investors Should Not be Worried ft. Marc Malek of Conquest Capital Group – 1of2

This guest had a different path that eventually led to owning a hedgefund in New York. Marc Malek got a grant from NASA to study how different armored tank positions would lead to winning results on t...

15 Sep 20141h 13min

TTU30: Don’t Tweak Your Models! ft. Aref Karim of Quality Capital Management – 2of2

TTU30: Don’t Tweak Your Models! ft. Aref Karim of Quality Capital Management – 2of2

Welcome back to the second part of our discussion with Aref Karim. In this episode, Aref discusses his firm’s strategies and the broader philosophies that drives what he does. He also talks about mark...

11 Sep 20141h 8min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
badfluence
avanzapodden
uppgang-och-fall
svd-tech-brief
rss-kort-lang-analyspodden-fran-di
fill-or-kill
rss-dagen-med-di
lastbilspodden
tabberaset
bathina-en-podcast
24fragor
kapitalet-en-podd-om-ekonomi
rss-inga-dumma-fragor-om-pengar
rikatillsammans-om-privatekonomi-rikedom-i-livet
dynastin