Trend-Following Strategy Primer and Current Opportunities, With Anthony Todd, Aspect Capital

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Anthony Todd, the founder of Aspect Capital, joins the podcast to discuss the trend-following investment strategy he helped pioneer almost 50 years ago including where it might be particularly applicable in today’s markets.

• What is trend-following? Quick primer (1:06);
• What makes a trend? (5:23);
• What markets does Aspect Capital trade? (7:52);
• Current opportunities (9:11):
  • Fixed-income (10:09);
  • Agricultural commodities (10:58);
• Price action is paramount in the trend-following model, and it can lead to closing or reversing certain trades. For example, a bond rally... (14:15);
• Wait, so is trend-following anti-contrarian? (16:11);
• Background on the guest (21:24);
• His thoughts on artificial intelligence, or AI... (28:20);
• ...and on Bitcoin and cryptocurrencies (31:55).

• Website: AspectCapital.com;
• LinkedIn: Aspect-Capital.