The Contrarian Investor Podcast

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

Jul 13, 2023

35:24

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Episode notes

Introduction

2min

How to Be a Successful Trend Follower

3min

The Importance of Technical Inputs in Trend Falling Models

3min

The Advantages of Trend Falling Programs

3min

The Advantages of a Trend Following Approach

3min

How to Build a Short Position in the Income Markets

2min

How to Reverse a Trade

2min

Contrarian Investing: A Different Approach

3min

How to Invest in the Global Financial Markets

5min

10.

How to Be a Successful Trader

2min

11.

The Advantages of a Systematic Approach to Trading

3min

12.

AI and the Future of Investing

2min

13.

The Importance of Deep Liquid Markets

3min

14.

How to Find Out More About Your Company

2min

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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.

Content Highlights

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).