The Era of Product Chasing - Did I miss the trade? S03:E11
Pirates of Finance
00:00
Are You a Trend Follower That Conditions on Carry?
Short term short term demand is leading to steep backwardation in most managed futures markets, which is creating the highest rule yield since the early 2000s. There's a great paper out there that I anyone who's stuck with us this long that cares about this stuff. If people are buying you as a pure trend follower and suddenly you're a trend follower that conditions on carry, how does that change your return profile? "I think just candidly from like a sales perspective, you need to live in one of the worlds"
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