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3min chapter
Roberto Croce - Trend and Carry Within Assets, Across Assets, and Over Time (S6E8)
Flirting with Models
How to Combine Trend and Carry Signals in Portfolio Construction
How do you think about combining trend and carry signals? You mentioned it briefly, but I really want to draw this out. Do you think about using a sleeve based approach is this an integrated approach of marrying the signals together something more non linear conditional approach,. Why the approach you take versus the variety of others that you might consider.
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