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.

Kevin Coldiron, co-author of 'The Rise of Carry', and financial expert Alan Dunne dive into the evolving landscape of carry trades. They discuss the recent unwinding of the Yen carry trade and its implications on financial strategies. Coldiron highlights the role of the S&P 500 within the current carry regime and deliberates on potential risks such as a deflation shock. The conversation also touches on how geopolitical dynamics could influence future carry strategies, making this a must-listen for investors navigating today’s complex markets.

Alan Dunne, an expert in macroeconomic issues, joins forces with renowned economist Kenneth Rogoff to navigate the complexities of inflation and volatility. They unpack Rogoff's insights on anticipated inflation spikes and examine troubling trends in multi-strategy hedge funds, reflecting shifting investor sentiments. Dunne shares concerns about potential flash crashes and explores high-volatility alternatives versus traditional low-volatility strategies. Their discussion highlights the need for a long-term perspective in adapting investment strategies amid an evolving macro landscape.

Hedge fund expert Alan Dunne discusses the U.S. election's impact on the economy and markets, advice for starting a trend following fund, and the increasing performance fees in the CTA space. They delve into building a robust hedge fund portfolio, dual mandates of managed futures strategies, and the use of 'delay' by trend managers to smooth returns.

Alan Dunne discusses global macro trends, quant macro strategies, and trend following as a return enhancement overlay. Topics include family office asset allocation, narrative shifts in trend following, fees in multi-strategy space, and blending trend following with Quant Macro in portfolios.

Explore the potential market bubbles and economic trends, considering historical cycles and market highs. Analyze the positive trend following performance in various markets. Delve into the UBS Investment Returns Yearbook and discuss institutional under-allocation to trend-following strategies. Dive into portfolio diversification, risk management, and leveraging in investing for optimal returns.

Market expert, Alan Dunne, discusses the potential impact of a Trump win on the markets. They also discuss the importance of liquidity, the global macro picture, and the allocation to trend following in a multi-asset portfolio. The episode dives into options for gaining exposure to equities, compares drawdowns across different strategies, and explores the benefits of diversifying into non-correlated strategies.

Andrew Beer discusses the challenges investors face in timing managed futures allocations and the evolution of the managed futures industry. They also explore the growing appetite for trend following, the commoditisation in managed futures, and the impact of attractiveness on hedge fund managers' success.

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.

Alan Dunne, CEO of Archive Capital, discusses commodity volatility, macro trading evolution, and crisis periods' impact on trend managers. He also plays 'Where Would You Invest?' Grab a green beer and join the pot of gold chat!