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SI282: Rethinking Bonds: the Changing Role of Fixed Income ft. Andrew Beer

Top Traders Unplugged

CHAPTER

The Pitfalls of Relying on Calendar Years in Evaluating Trends

This chapter explores the dangers of using calendar years as the sole basis for evaluating trends in the industry. It discusses the long-term cycle of trend following, the importance of narrative, and the skepticism towards managed futures. The conversation also delves into the advantages and disadvantages of short-term versus long-term trend following, inflection points in the market, and the value of diversification.

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