SI280: Equities for the Long Run? ft. Alan Dunne
Top Traders Unplugged
Options for Gaining Exposure to Equities and Considerations for Allocation Decisions
Exploring options for accessing equity exposure, including the use of the Kepler database, offshore vehicles, and considerations of volatility, fees, and commodity exposure.
As we are getting closer to the 2024 U.S. Presidential election, Alan Dunne joins us to discuss how markets might be affected, should Trump win the election. We also answer a question from our community, in terms of how much you should consider allocating to Trend Following as part of a multi-asset portfolio and we discuss the historical differences between equity and managed futures drawdowns. Lastly, we dive into a couple of recent papers to find out whether stocks are the most optimal allocation for the long run, whether the next decade will be like the last one and much more.
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Episode TimeStamps:
01:04 - What has been on our radar recently?
03:26 - The importance of liquidity
06:39 - The global macro picture
11:52 - How will markets be affected by the presidential election?
16:10 - What about China?
21:24 - Industry performance update
24:04 - Q1, Anonymous: What would be a fair allocation to trend following in a diversified multi-asset portfolio?
32:33 - Q1.1 Anonymous: Any resources or insights to help the selection process for UCITS funds
37:29 - Equity versus managed futures drawdowns
43:10 - Stocks for the long run - really?
55:38 - Has it gone too far with the Magnificent 7's?
57:28 - The outlook of the next decade
01:02:32 - Thanks for listening
Resources discussed in this Episode:
- LINK SI281: History Shows What to Expect from Trend-Following When Rates Are Being Cut
- LINK SI280: Driving with the Rear-View Mirror
- LINK SI280: Stocks for the Long Run?
- LINK SI280: Dial Up Return, Not Risk: The Z-Shift Framework
- LINK SI280: Stocks for the Long Run? Sometimes Yes, Sometimes No
- LINK: Insights from AlphaSimplex
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