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Roberto Croce - Trend and Carry Within Assets, Across Assets, and Over Time (S6E8)
Flirting with Models
The Balance of Confidence as a Trend Signal Gets Bigger
As a trend signal gets bigger, should we have more or less conviction? How do you think about the balance of confidence as a signal gets larger? You know it's not less likely to be noise, but perhaps you have less confidence as the signal has room to run. The easiest way to do is to just use constant vault,. But again, that leaves you open to having a big exposure when a signal is just barely passed zero in terms of direction.
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