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00:00 – Intro
02:16 – Market recap
09:02 – New opportunities in the 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 – Highlights from recent conversations with CIOs
58:49 – Commodities…Long Only or Long/Short?
01:09:20 – Overview of performance
189 Systematic Investor Series ft. Alan Dunne – April 24th, 2022 on Top Traders Unplugged.