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21min chapter
SI284: Choosing Your Trend Following Battles ft. Nick Baltas
Top Traders Unplugged
Timing Strategies and Portfolio Management in Trading
This chapter explores the challenges and considerations in timing a portfolio of trading strategies, emphasizing the significance of diversification and correlations. The conversation delves into the complexities of timing investments in trend following, discussing various asset classes like equities, treasuries, currencies, and commodities. It also highlights the potential value of including alternative commodity markets in a trend-following portfolio and the importance of selecting diverse trend-following managers for optimal performance.
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