SI262: Opportunities in FX fueled by the FED ft. Alan Dunne

Sep 23, 2023

Alan Dunne, Forex trading expert, discusses the relationship between interest rates and GDP, the evolution of FX trading, return expectations in markets, and his recent investor event in Paris.

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Introduction

00:00 • 2min

Exploring Different Perspectives on the Fed's Inflation Outlook

02:25 • 2min

Analysis of Recent Market Trends and Sector Performance

04:46 • 4min

Living with High Public Debt: Historical Perspectives and Strategies for Debt Sustainability

08:22 • 16min

The Evolution and Opportunities in FX Trading

24:12 • 28min

Investor and Manager Perspectives

52:16 • 8min

Encouragement to Leave Ratings and Reviews, Upcoming Guests, and Invitation for Listener Questions

01:00:33 • 2min

Tune in for this week’s trend following conversation with Alan Dunne, where we discuss Barry Eichengreen’s paper on living with high public debt and how the high level of debt can be addressed, the relationship between interest rates and GDP, how Forex trading have evolved over time and why it is having a renaissance at the moment. We also discuss return expectations in markets and diversified strategies and Alan reports what he experienced from a recent investor event in Paris.

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Episode TimeStamps:

00:57 - What has been on Alan's radar recently?

04:55 - Industry performance update

08:16 - Living with high public debt

20:27 - Other investors' view on the high level of debt

24:10 - How the trading of FX markets have evolved

32:58 - Do you need specialists to trade markets?

37:45 - China imposing trading restrictions?

40:36 - Where returns may go from here?

48:49 - High interest rates not beneficial for high leverage strategies?

51:05 - Inside knowledge from Paris Investor event

59:11 - Alan to host upcoming Systematic Investor episodes

01:00:29 - Thanks for listening

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