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Top Traders Unplugged
SI270: CPI, Trend Reversals & Dalio on US-China War ft. Alan Dunne
Nov 18, 2023
Alan Dunne, expert in trend following and macro issues, discusses pressing global macro issues, trend following research, Ray Dalio's view on the US-China war, and the benefits of trend following. The podcast also covers Blackstone boosting leverage in a credit fund and the risks and benefits of adding leverage to investment positions.
01:05:41
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Quick takeaways
- Developing more robust portfolios in a less predictable world by enhancing the traditional 60/40 portfolio.
- Exploring strategies to enhance the 60/40 portfolio, such as incorporating risk premium factors like trend following and active management.
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The Need for More Robust Portfolios
The podcast episode discusses the importance of developing more robust portfolios in a less predictable world. It emphasizes the need to enhance the traditional 60/40 portfolio to mitigate shocks and improve returns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode