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Is Global Macro Gossip? S03:E06

Pirates of Finance

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Do You Do Long Term Trend Following?

Kevan: I the whole christ salpa monicar never made sense to me, because ike if it had likea two thousand eight, it got lucky. In c for with being long bonds, like there's a lot of luck involved. And yet you need instruments to trend and be volatile for you to even take advantage. But as we've seen, most people are going to cut it out of their portfolio during the 20 tens - they didn't have it in their portfolio coming into 20 21 and 20 22.

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