Top Traders Unplugged cover image

SI225: 2023...Another Great Year for Trend Following? (TTU Group Part 2)

Top Traders Unplugged

00:00

What Should Allocators Do in 2023?

Mark: I'm not so sure whether it's a 2023 event it could be building up during that year. But i can't help noticing some of the risks we've seen already this year in the pension fund system. The largest public pension plan in Denmark losing 47 percent of their reserve capital in the first nine months of this year. Alan: If we do see inflation rise again next year if we do see interest rates go up uh and no pivot i wonder if the market could basically lose confidence in in the policies in the central banks  that can also be a massive event for the market.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app