The Importance of Trend Following

Mark: I think one of the other things we want to come back to is a little bit about skew. Look, is it like a trend follower can have negative skew in a very short run? Okay, you have a crisis. Is it like, okay, I get blown up and then, but then in the longer run, is it as a crisis actually works its way through? And that's why I have such great faith in the continuation of trend following as a strategy that will always add value. Mark: There's a paper that came out just confirming some of the things we've talked about, but I'm going to read about it and then maybe bring it up next week or

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