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Top Traders Unplugged

SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan

Apr 13, 2024
Industry expert Richard Brennan challenges traditional trend following strategies, advocating for a simpler narrative. Topics include optimal trend allocation, fiduciary responsibilities, evolving industry trends, marketing challenges, and the impact of crises on the economy. The podcast explores the ethical considerations of trend following, innovative portfolio strategies, and the importance of maintaining uniqueness for exceptional performance.
01:09:54

Episode guests

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Quick takeaways

  • Trend following offers diversified exposure across asset classes for uncorrelated returns.
  • Trend following demonstrates outperformance and drawdown restraint compared to buy-and-hold strategies.

Deep dives

Diversified Exposure Across Asset Classes

Trend following focuses on diversified exposure across asset classes to provide an uncorrelated relationship with single asset classes like stocks or bonds. The methodology encompasses not just futures, but also investments in stocks, commodities, and other liquid asset classes. This diversification allows trend following to offer an uncorrelated nature, providing a broad appeal to investors seeking non-correlated investment strategies.

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