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SI172: ‘Trend Following + Nothing’ Part One ft. Jerry, Moritz, Rob, Mark & Rich

Top Traders Unplugged

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Diversification Isn't Just Across Asset Classes

Neels: Having carry and tren follwing in my portfaliu, is very powerful. They compliment each other well in sens o diversification. Trend following is like having castor oil or bad medicine - it may be good for you but most investors don't want to have lumpy returns. So everyone plays with their return stream to try to smooth it out because that's the only way they're going really attract clients.

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