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16min chapter
SI288: Why Investors are Under-Allocating to Trend Following? ft. Alan Dunne
Top Traders Unplugged
Economic Trends and Potential Market Bubbles
The chapter explores current global economic trends through the lens of historical economic cycles, drawing parallels to the 1990s and discussing market highs, productivity growth, and the debate on market bubbles. It reflects on Greenspan's speech on irrational exuberance in 1996 and its implications for today's market conditions, including considerations on AI-driven investments and global macro events. Furthermore, it delves into challenges like refinancing needs in commercial real estate and corporate bonds, as well as the impact of central bank policies on bond yields and potential systemic risks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode