The Importance of Trend Following

I'm going to do it on a no-names basis but I think it will help people understand how these dispersions can appear so for example last year there was a couple of managers that did really well one of them you know up close to 100% 80 90% whatever. But when you look at the breakdown from what I understand three markets in that portfolio made more than 100%. It just goes to show that even though we are all trend followers and we all do we all do things a little bit different is what I'm meant to saybut they can show up as big differences year to year without a doubt.

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app