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20min chapter
Commodity Volatility, Global Macro, and Trend Following with Alan Dunne from Archive Capital
The Derivative
Navigating Trend Following Strategies and Commodity Volatility
This chapter explores the challenges and rewards of trend following strategies in the face of commodity volatility and global macroeconomic events. It discusses the impact of profit-taking on risk management, the historical trends in trend following performance post-financial crises, and the evolution of trading mindsets from discretionary to systematic approaches. The dialogue also touches on the adaptability of different strategies to varying market conditions, highlighting the potential resurgence of discretionary macro trading and the increasing role of machine learning in trading.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode