Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 31: Clint Sorenson, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

CHAPTER

The Importance of Mindset and Behavior in Trend Following

This chapter discusses the significance of mindset and behavior in trend following, focusing on behavioral biases that can impact investors and the challenges faced by financial advisors in managing client emotions. It also emphasizes the role of education in effectively communicating the counterintuitive nature of trend following and the need to monitor and adjust risk tolerance over time.

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