Top Traders Unplugged

SI185: Trend Following in a De-Globalised World

Mar 26, 2022
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Episode notes
1
Introduction
00:00 • 4min
2
Fed Forecasts
04:07 • 3min
3
Is There Something Like Fan Football in the Us?
07:03 • 2min
4
Is There a Bigger Impact on Cash Flows Than Bond Duration?
09:22 • 3min
5
Trenfolloers Have Had a Barish Week
12:23 • 2min
6
The Energy Markets Are Not Capitalizing on Ukrane
14:30 • 3min
7
Eru - A Positive Week for Trend Followers
17:03 • 2min
8
Rebalancing a Portfolio?
18:52 • 3min
9
Trend Following - Should You Rebalance on a Monthly Basis?
22:04 • 2min
10
Tren Follow Your Trend Follower?
24:00 • 3min
11
Having Ranges for Acid Allocation Is the Best Approach
26:52 • 2min
12
The Rebalancing Question Is, Should I Cut Back My Trend Following Exposure?
28:30 • 2min
13
The Dark Ages - What Does That Mean for Tren Following?
30:41 • 2min
14
What's Happening When You Start to Disconnect the World?
33:03 • 4min
15
Can You Adjust Your Wheat Prices?
36:44 • 4min
16
Bond Market Correlations Are Going to Be Greater Than Before
40:43 • 3min
17
Are We Going to Move to New Equilibrium Prices?
43:57 • 3min
18
Is There a Potential for Arbitrage?
46:47 • 2min
19
What Happened at the Elme?
48:17 • 2min
20
The Hedger Dilemma
50:42 • 3min
21
Is the Eleme a Disruption?
53:14 • 3min
22
Open Interest on the Elemeis Going Down
55:56 • 2min
23
The Importance of Tes Relative to All Other Types of Traders in the Market
58:18 • 2min
24
How to Get a Little Bit Better Every Day, Every Month?
01:00:29 • 3min
25
Kaisan
01:03:40 • 4min
26
Is Kaisan a Better Trend Follower?
01:07:44 • 3min
27
How to Avoid Short Term Drawdowns
01:11:00 • 4min
28
Allocator Series Podcast - What's Next?
01:15:01 • 3min