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SI224: 2022 the Perfect Year for Trend Followers? (TTU Group Part 1)

Top Traders Unplugged

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I'm a Big Proponent of Strategy Diversification

Cliff Asness: I'm actually, you know, boosting this kind of idea that I think trend could be very good for a little bit here and we could be at the beginning of a new cycle. So anytime you see something start 80, 82, 84, purposely cut their risk premia, treat that with some caution. For over 40 years, we had a decline in my opinion, a psycho decline in the effectiveness of some of these trends because the risk premia got compressed. We're having acceleration of a new trend. That new acceleration, as I talked about, is as a positive in the beginning ofa new opportunity, in my view.

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