Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton

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Timestamps



00:00 – Why investors tend to get into strategies too late00:53 – Introducing Patrick Welton02:36 – From medicine to professional trading04:33 – Commodities Corporation and lessons from Paul Tudor Jones11:17 – How managing outside money changes everything15:26 – Why volatility targeting became important for managed futures19:53 – Should managers give investors what they actually want?25:33 – The four S’s of building a trading system30:53 – Replication and whether cheaper really means better34:59 – Where trend following returns actually come from41:15 – Why short-term trading requires a different kind of edge45:21 – Have multi-strategy funds changed trend following?49:52 – The biggest misconceptions about trend following55:09 – How do you know when a strategy has reached capacity?58:27 – Market regimes, robustness and the importance of staying the course
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