Trend Following in the World of Volatility

Major sell offs or dislocations across markets are often caused by margin coals or a sharp contraction in leverage. As leverage builds, friends build, as leverage is quickly pulled out, trends reverse and can move strongly in the other direction. And you don't know which market that this leverage adjustment will occur. But what you do know is that when markets go from risk on to risk off, odds are there will exaggerated moves in some market where some subsetiv markets as access to leverage changes. Yes. So of course, if you think about erad, we've got a couple of other scenarios that we want to talk about, but i just want to stay on this one for a little

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