Doug Greenig - At the Frontier of Trend Following
Flirting with Models
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The Future of Long Convexity Strategies
The post-World War II environment that we've seen was actually a very, very good period for the world as a whole. I think it's going to be a very difficult environment from the supply side because of these challenges. We should not discount the risk of the US and China coming into increasingly intense forms of conflict. This has been a wonderful exploration of these alternative markets that we don't often get to talk about.
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