What Does This Mean for Trend Followers?

In the age of disconnect, we're going to get more dispersion in prices. And that increases the opportunity for trend followers because the markets are going to be less correlated so we can be able to find more unique trades. The big overhang is what I call the slowflation environment versus a stagflation environment. So we need some of the confluence of calamities. We need a poly crisis, which people have been talking about. It would appear to create disequilibriums to offer us opportunities.

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