Adding Trend Following to your Portfolio | feat. Alan Dunne | Systematic Investor 233 скачать в хорошем качестве

Adding Trend Following to your Portfolio | feat. Alan Dunne | Systematic Investor 233

Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the broader perspective of the markets and the economy. We discuss how the unpredictablity of inflation and interest rates affect all parts of the economy and the transition from globalization to deglobalization, the size of the CTA and trend following industry and how articles on media like Bloomberg often creates a unrealistic narrative about CTAs through colorful headlines. We also discuss Why you should add trend following to your portfolio and How trend following is done, what we have learned from our recent conversations with the best CTA managers in the world and much more. #toptraders #investing #trendfollowing Episode Summary 01:59 - Broad Macro observations 12:41 - How the economy responds to interest rates 17:03 - Moving in a new direction 20:54 - Reflecting on the month of February 2023 22:44 - Industry performance update 24:29 - Bloomberg article on CTAs impact on equity markets 31:41 - Colorful headlines 34:07 - Findings from Quantica paper on CTAs footprint 43:45 - Why trend following & How to do it? 50:47 - Takeaways from the CTA series 01:02:51 - Thanks for listening === Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/t... Spotify: https://open.spotify.com/show/2OnOvLb... Follow us on social media: TWITTER:   / toptraderslive   (@TopTradersLive) FACEBOOK:   / toptradersunplugged   INSTAGRAM:   / toptradersunplugged   SOUNDCLOUD:   / toptradersunplugged-com   Alan Dunne:   / alanjdunne