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

Top Traders Unplugged

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Is This Really a Regime Shift?

In an inflationary period equities have a much more two-sided market. I think that's one area where it's been really overdone if you look at a kind of a secular time frame. As rates get higher now you're going to get more dispersion in expectations which opens up a whole new set of trading so before when we had rates very low the business was dead.

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