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Anthony Todd, the founder of Aspect Capital, joins the podcast to discuss the trend-following investment strategy he helped pioneer almost 50 years ago including where it might be particularly applicable in today’s markets.
Content Highlights
- What is trend-following? Quick primer (1:06);
- What makes a trend? (5:23);
- What markets does Aspect Capital trade? (7:52);
- Current opportunities (9:11):
- Fixed-income (10:09);
- Agricultural commodities (10:58);
- Price action is paramount in the trend-following model, and it can lead to closing or reversing certain trades. For example, a bond rally... (14:15);
- Wait, so is trend-following anti-contrarian? (16:11);
- Background on the guest (21:24);
- His thoughts on artificial intelligence, or AI... (28:20);
- ...and on Bitcoin and cryptocurrencies (31:55).
For More Information:
Not investment advice.
