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Allergy To Certainty (guest: Rupert Mitchell)

The Market Huddle

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Navigating Trend-Following Strategies

This chapter explores the effectiveness of trend-following strategies, contrasting real market positions with theoretical models. It emphasizes the importance of analyzing real-time performance of trend ETFs, the optimization of portfolio weights, and the pitfalls associated with timing and volatility. Additionally, the discussion touches on retail-friendly credit hedges and the challenges of shorting junk bonds, all while weaving in light-hearted commentary and media recommendations.

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