IT's TRUE - – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Alan on Twitter.
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.
00:00 – Intro
01:16 – Feel free to share this podcast with like-minded friends using this link: https://top-traders-unplugged.captivate.fm/listen and a big thank you to those who have left a 5-star rating or review on iTunes
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
179 Systematic Investor Series ft. Alan Dunne – February 12th, 2022 on Top Traders Unplugged.