Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
Creating Convexity in a Portfolio
04:38 • 2min
The Fundamentals of Trend Following for Asset Management
06:26 • 3min
Are Trend Managers Vulnerable to This?
09:05 • 4min
Cryptocurrency
12:47 • 5min
Asset Allocation
17:53 • 3min
The Achilles Heel of Trend Following
20:52 • 5min
Trend Following Strategies to Turning Points
25:32 • 3min
Is There a Continuum?
28:22 • 2min
Is Crowding Really Real?
30:40 • 4min
Is the Trend Strategy Resistant to Overcrowding?
34:16 • 2min
Why You Shouldn't Look at Sharp Ratios on Trend Following Strategies
36:34 • 5min
Is There a Preference for Positive Convexity?
41:35 • 1min
Cryptocurrency Is a Good Place to Go After It
42:55 • 4min