SI179: A New Golden Era for Trend Followers ft. Alan Dunne

Feb 12, 2022

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Today, Alan Dunne joins me to discuss how the change of tone from central banks can affect markets globally, Trend Following in a rising interest rate environment, the case for and against including carry trades in a Trend Following portfolio, how managed futures Trend Following can help investors throughout ever-changing markets, the future of the traditional 60 / 40 portfolio, some takeaways from Alan’s conversation with Phil Huber on this week’s new Top Traders Unplugged Allocator Series, and why we might be entering a great period for Trend Following strategies.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

How central bank signalling affects risk appetite around the world
How Trend Following might perform in a rising interest rate environment
Including carry trades in a Trend Following portfolio
How managed futures can help investor throughout ever-changing markets
The viability of the 60 /40 portfolio going forward
Why a new golden era for Trend Following might be emerging

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Episode TimeStamps:

00:00 - Intro

02:36 - Macro recap from Niels

05:29 - Weekly review of returns

09:55 - How the change of tone from central banks affects the markets

18:29 - Trend Following in rising interest rate environment

25:19 - Including carry trades in a Trend Following portfolio

36:12 - The future of the 60 / 40 portfolio

46:53 - Some takeaways from Alan’s conversation with Phil Huber on this week’s Allocator Series

52:43 - Why we might be entering a great period for Trend Following

01:01:56 - Benchmark performance update

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1. eBooks that cover key topics that you need to know about

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2. Daily Trend Barometer and Market Score

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3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

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