The Battleship Is Doing OK Despite the Heat Wave

There is definitely a tendency where more firms maybe than I wouldn't say suspected but there are definitely a lot of firms that are in our peer group that you're right have essentially broaden out the strategy to become more absolute return rather than just trend. January and February so far have managed to balance each other out. So I'm sitting at a break-eaten position so January was slightly down but February was slightly up, notably in February the thing that was driving that up was the orange juice trade. But really these January and early February have been sort of what I regard as stagnation month says no clear trending opportunity really in the markets that I trade. It's just great to be able to survive

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app