Top Traders Unplugged

SI224: 2022 the Perfect Year for Trend Followers? (TTU Group Part 1)

Dec 24, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Is There an End to the Carry Regime?
01:48 • 2min
3
Is There a Transition in Carry Regime?
03:51 • 2min
4
What's the Biggest Carry Trade in the Market?
05:27 • 2min
5
Is There Evidence That Carrie Hasn't Done Very Well in the Last 18 Months?
07:27 • 2min
6
Carrie Strategies
09:30 • 2min
7
Is the End of Carrie the Right Characterisation?
11:34 • 2min
8
Carrie Strategies
13:23 • 2min
9
What Did Well, What Did Badly This Year?
15:07 • 3min
10
It's Been a Bad Year for Carrie and a Good Year for Trend
18:19 • 2min
11
The Grind of Trend Followers
19:51 • 2min
12
Is the Grind Going to Continue?
21:27 • 2min
13
Volatility and Strategies
23:53 • 3min
14
The Difference Between Secular and Cyclical
26:50 • 4min
15
CTA vs Tail Hedge - What's the Difference?
31:05 • 2min
16
How Much Should You Allocate to CTA?
33:33 • 5min
17
The AQR Paper - Trend Versus Versus Systematic Put Buying
38:42 • 2min
18
Do You Think the AQR Paper Is Better?
40:45 • 2min
19
I'm a Big Proponent of Strategy Diversification
43:05 • 2min
20
Is There a Secondary Effect Between Realized and Implied Volatility?
45:22 • 5min
21
What Did We All Learn From Events in 2022?
50:39 • 3min
22
UM, Open Mindedness, and Yeah, Anything Can Happen in Markets
53:38 • 2min
23
Predicting the Distribution of Wealth
55:16 • 3min
24
Is Trend Following Predictive?
58:09 • 2min
25
Crypto and FTX - What's Going On?
59:46 • 3min
26
Is Crypto a Speculative Bubble?
01:02:49 • 3min
27
Cryptocurrency
01:06:04 • 2min
28
FTX - Is There Money to Be Made for Everyone?
01:08:01 • 3min
29
The 2022 Holiday Season Special Group Conversation
01:11:14 • 2min