Top Traders Unplugged

SI184: To Trend Follow or Not To Trend Follow ft. Alan Dunne

Mar 20, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
The Market Is Fully Buying Into the Prospects of the Fete
02:08 • 3min
3
Currency Markets - What's Going on in the Market?
04:41 • 4min
4
Trend Followers Are Risk Managers First Informers, and They Size Positions Inversely to Volatility
08:11 • 6min
5
Trend Following Is a Relative Value Strategy
13:59 • 3min
6
Should You Invest in a Carry Trade?
17:14 • 4min
7
What Causes Trans Indos in Market?
20:48 • 5min
8
Getting Bigger Trains in Markets
25:37 • 2min
9
The Trend Following Bias in the Markets
27:38 • 4min
10
The Minsky Moments
31:50 • 2min
11
Adapted Market Hypothesis - Why Does Your Strategy Work?
33:55 • 4min
12
The Big Crisis Comes Towards the End
38:23 • 2min
13
Is There a Disinflationary Bias?
40:41 • 3min
14
Is There a Strategy for Tran Following?
43:22 • 3min
15
Why You Shouldn't Invest in Trend Following?
46:45 • 4min
16
Risk Mitigation Strategy in Public Pension Plans
51:10 • 4min
17
Risk Mitigation
55:30 • 5min
18
The Myth of Diversification
01:00:01 • 2min
19
How to Allicate to Tren Following and Managed Features in Portfolios
01:02:14 • 4min
20
Allan and Mark on Top Trades on Plot Podcast
01:06:29 • 3min