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TTU138: Need for Speed in Trendfollowing ft. Matt Dorsten, Portfolio Manager at PIMCO

Top Traders Unplugged

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Is There a Big Difference Between 300 Markets and 70 Markets?

I think the more commonly traded markets, you know, they do have more people doing trend flowing on them. They're more liquid, more arbed out. And I think the trend flowing performance has definitely degraded there. But we haven't seen nearly as big a decline in the more exotic hard to access markets. There really is a lot of work involved in running this in a systematic way. You can't just have a spreadsheet and say, oh, oil seems to be going up; let's buy it. It needs to be done much more professionally than that. So I'm glad you said that because that's exactly the same cut time I've answered. Okay. Now, the next

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