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Bloomberg Surveillance
Single Best Idea with Tom Keene: Kaminski, Devitt & Hot Dogs
Aug 16, 2024
Katy Kaminski, a leading analyst renowned for her market insights, joins investment strategist Aoifinn Devitt, who specializes in risk management. They delve into the current resilience of the financial markets, drawing parallels to August 1998, while discussing effective trading strategies. The conversation highlights the need for portfolio diversification beyond the classic 60-40 model. Plus, they share a delightful nod to local culture by connecting baseball teams to their nearby hot dog stands, emphasizing the importance of community.
06:35
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Quick takeaways
- Experts emphasize the need for adjusting trend signals and employing tailored filters to respond effectively to market shifts.
- The podcast advocates for diversification beyond the traditional 60-40 portfolio, urging investors to explore alternative investment options.
Deep dives
Navigating Market Trends
Recent market events have created notable shifts in trends that investors must understand. Experts discuss the importance of adjusting trend signals when significant market movements occur, emphasizing the need for tailored trend filters in investment strategies. For instance, classic moving averages react aggressively to such movements, while other models may mitigate the influence of outliers. This insight suggests that recent changes could provide crucial information about potential future trends.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode