Top Traders Unplugged

In this episode Hari is joined by Alex Gurevich, author, PhD in mathematics and founder of HonTe Investments, to discuss how he values bonds differently to many investors today, how to build a balanced portfolio, the many ways to loose money when buying an option (even if you are "kinda" right) as well as how he makes decisions as a trader, how to manage stress and keep a healthy lifestyle as a hedge fund manager and what the future of the global financial markets may look like.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:How different types of bonds are valuatedThe pattern in how many times the FED tends to move rates, once they beginWhy Rate cycles are getting shorter (in time)Why Alex believes that the FED should not raise rates before reducing their balance sheetAlex playbook for the Ukrainian crisis: Oil could collapse to $40 and Rates could go back to zeroHow your performance can end up defining who you are (if you are not careful)The synchronisation of the central banks and how the future might look for the global financial market-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Hari on Twitter.Follow Alex on Twitter.Episode TimeStamps: 00:00 - Intro02:42 - Introduction to Alex and his background07:20 - How Alex think about bonds16:37 - Have bonds become more important since 2008?18:15 - Making decisions as a trader, and handling victories and defeats28:01 - Why did Alex go into dividend futures during Covid crisis?33:41 - What Alex would have done if the FED had not stepped in during the Covid crisis35:40 - How manager can feel that their performance defines who they are41:27 - The synchronization of central banks and the affect on rates48:59 - What’s going to happen with the FED going forward?54:05 - Rounding off and overview of Alex’s books59:38 - Thank you for listeningCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Jerry Parker joins me in today’s episode to discuss trend following as a robust guide to the markets in a world of instability and insecurity. We also discuss the recent short squeeze in nickel which has led to an unprecidented response from the LME, how to develop a trend following system, and what to do if you miss a breakout trade. We dive into when to trade index-based products vs. single stocks, how to manage trailing stops, and Jerry's decision to stop doing trend following research and rounding off our conversation with interesting and somewhat provocative tweets from Jerry. -----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:Trend following and volatility in relation to the current situation in UkraineThe recent short squeeze in nickel trading and the reaction from the LMETips and tricks to grow as a trend followerHow to develop a good trend following systemHow to manage trailing stopsHow Jerry managed his short Russian stock positionWhat Jerry will focus on as he stops doing Trend Following Research-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Jerry on Twitter.Episode TimeStamps:00:00 - Intro01:40 - Summary of the week08:03 - What happened this week with nickel trading14:53 - Q1, Josh: Any tips and tricks for Trend Following investing and ETFs?31:57 - Q2, William: How do you react following a missed breakout?37:11 - Q3, ABE: Is it wise to avoid Index-based products and how to trade CTA Index Futures? How do CTAs as an industry, become part of the financial zeitgeist going forward?45:36 - Q4, FunnyMoney: Are trading stops intra-day or managed at the next day open?49:25 - What happens if you stop doing trend following research57:00 - Tweets from Jerry01:20:43 - Performance overview01:21:49 - Thanks for listeningResources discussed in this Episode:LINK: From VW to JPMorgan, the Unlikely Cast Behind Nickel’s Big SqueezeLink: Nickel Short Squeeze & Exchange safeguards explainedCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets are managed in the private space vs institutional space, about disrupting the 60/40 model and formulating a new standard, the evolution of the industry over the years, the role of liquidity in asset allocation, the use of Alpha and Beta in investment, what it takes to be a skilled manager and the risk of manager selection.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:How are assets managed in the private space vs institutional spaceBiases in asset allocation and how to overcome them.Using Alpha, Beta and other investment strategiesDue diligence and things to avoid in the processThe risks of manager selection and what it takes to be a good manager.-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Chris Schelling on LinkedIn & read his book.Episode TimeStamps: 00:00 - Intro03:23 - About Chris’s background and his role at Venturi12:45 - Disrupting the 60/40 model and formulating a new standard17:54 - How the industry has evolved over the years21:56 - Is private equity less risky?23:43 - Is liquidity being more or less valued as it should be?27:39 - Alpha, Beta and mapping strategies into categories32:37 - Dispersion and persistence of returns36:30 - How to set objectives and make decisions40:14 - Overcoming biases44:20 - Dealing with randomness47:33 - Important skills managers need to have54:29 - Timeframe for analysing a manager’s performance57:46 - Things to avoid in the due diligence process01:00:14 - Risks within manager selection01:03:00 - How much experience do you need?01:05:09 - Advice for working with asset allocation and manager selection01:06:12 - Book recommendationsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Today Rob Carver joins me to discuss how the Trend Following world is reacting to the aweful situation in Ukraine and how it affects markets and volatility, discussing the moral aspects of trend following in times of crises and we take lots of questions from our community regarding how to handle parabolic market moves, if trend following is over-crowded, who we believe is the next David Harding, how to allocate to different speeds of Momentum/Trend Following as well as thoughts on rebalancing assets and portfolios and much more.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:How the aweful situation in Ukraine affects trend following and volatilityRebalancing strategies within your portfolioThe advantage of systematizing your tradingWhen I sat down with the founds of AHL at Abbey Road Studios-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rob on Twitter.Episode TimeStamps: 00:00 - Intro02:15 - Update on markets05:50 - What has caught attention and review on performance27:08 - Status on Rob’s book29:27 - Q1, Harry: What might next frontier be that seems silly today, but common sense later? Who's the next David Harding?34:04 - Q2, Ravi: What are the implications to the markets and the wider global economy?39:00 - Q3, Zoran: How do you navigate through such events (war in Ukraine) as a systematic investor?46:00 - Q4, Richard: If trend following ever became overcrowded, could you identify it and would you take any action?51:55 - Q5, Y: Should traders rely on the experience of past wars/conflicts or is this time different?55:31 - Q6, Emre: Any advice on rebalancing my assets and portfolio?01:02:35 - Q7, Gene: How do you and your guests reason about the timing of your trades?01:08:03 - Q8, Akul: Why not dynamically change the allocations to different speeds of momentum?01:14:32 - Q9, Zach: Is there a way to add trend following volatility instruments? 01:18:53 - Q10, Carl: How to rebalance between multiple strategies?01:22:12 - Thank you for listening, and whats coming up nextCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today’s environment, Alan’s interest at an early age in how to earn a risk premium, being a 60/40 investor and how the strategy will evolve, asset management vs. wealth management, distressed debt investing, behavioural biases, inflation, equity and interest rates, as well as the Yale Approach finishing off with some book recommendations on asset allocation and investing.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:What the 60/40 portfolio will look like in the next decadeThe surprise of markets ability to trendThe value of Risk Mitigation, but how it’s not enoughInsights to the inflationary period in the UK under Nigel LawsonWhy this time feels differentLessons from the 1987 Crash-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Alan Higgins on LinkedIn.Episode TimeStamps: 00:00 - Intro03:05 - Alan’s background and current role04:44 - Risk premium and fixed income24:33 - Setbacks and drawdowns26:45 - Inflation35:06 - Interest rates, bonds and dividends43:22 - Asset allocation and portfolio construction46:18 - Alan’s role at Eighteen48 Partners48:33 - David Swensen and the Yale Approach50:15 - Risks of private equity strategies52:16 - Good vs. bad investment processes55:00 - Managing investment teams56:52 - Book recommendations01:01:06 - Summary by NielsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Richard Brennan joins us today to discuss the power of Trend Following during periods of heightened uncertainty, Trend Following applied to the ESG space, how endogenous price shocks cause longer-term trends, the new Top Traders Monthly Trend Following report, shorter-term Trend Following versus longer-term, and how ‘buy the dip’ investors are likely unprepared for sustained underperformance in stocks.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:Why now might be the best time to be invested in Trend Following strategiesHow systematic investing can be applied to the ESG spaceThe cause of longer-term price trendsThe Top Traders Monthly Trend Following reportThe best lookback period for Trend Following modelsThe need to diversify away from the ‘buy the dip’ mentality-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Episode TimeStamps:00:00 – Intro03:49  – Macro recap from Niels06:40 – Weekly review of performance16:35 – Thoughts on Niels, Rich & Jerrys’ LinkedIn conversation with Harold De Boer of Transtrend23:16 – Q1; Frank : How do you see Trend Following strategies fitting into the ESG space?31:43 – Why we developed the Top Traders Monthly Trend Following report51:55 – Q2; Steve : What else causes a long price trend if endogenous shocks are the initial cause?01:09:39 – Shorter-term Trend Following versus longer-term Trend Following01:15:11 – The power of Trend Following during this period of heightened uncertainty01:20:14 – Benchmark performance updateCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Alan Dunne is joined today by Elizabeth Burton to discuss managing a public fund versus a private fund, the challenges to those invested in the traditional 60 / 40 portfolio, the current outlook for inflation, performing above expectations, how to re-position a portfolio for higher expected inflation, fixed income versus real assets, categorising asset classes effectively, the limits of mean variance optimisation, using historical perspectives as an input into current decision-making, difficulties in the manager selection process, and how to simplify complex ideas in order to communicate more efficiently.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:The outlook for inflationAchieving high performance consistentlyHow to re-allocate a portfolio accordinglyMean variance optimisationWhether this time is differentSelecting the right managerSimplifying complexity for better understandingFollow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Elizabeth on LinkedIn.-----Episode TimeStamps: 00:00 - Intro03:30 - Elizabeth’s background and history in the investment world04:55 - Elizabeth’s perspective on today’s markets06:52 - Managing a public fund versus a private fund08:14 - Performing above expectations09:38 - The current outlook for inflation11:31 - How to re-position a portfolio for higher expected inflation13:57 - Fixed income versus real assets14:51 - Categorising asset classes effectively19:56 - The limits of mean variance optimisation21:59 - Using historical perspectives as an input into current decision-making24:09 - Whether this time really is different25:25 - Difficulties in the manager selection process28:35 - Choosing between macro and systematic investors30:08 - The pitfalls of investing with macro traders32:40 - Investing in a manager who includes crypto in their portfolio34:34 - Allocating between systematic and discretionary managers36:45 - How to screen for a good money manager40:44 - How to respond when a manager is underperforming43:48 - Process over outcome47:04 - Working with consultants52:27 - Lessons from a leadership coach57:00 - Simplifying complex ideas for better communication 01:00:28 -Advice for aspiring allocatorsCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Mark Rzepczynski joins us today to discuss Trend Following versus Momentum strategies, the need to be humble about making economic forecasts, how Central Bank policies affect Trend Following performance, Cathie Wood and ARKK coming under pressure from the media, Trend Following on options, calculating a systems’ risk-to-stop, vetting new investors for their ability to handle risk, hard data versus stories, when to apply the ‘Moscow rules’.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:How Trend Following differs to momentumAvoiding the need to make predictionsThe Federal Reserve and its effects on Trend Following strategiesARKK’s media scrutiny following recent poor performanceThe similarities between Trend Following and optionsHow to calculate ‘risk-to-stop’Qualifying new investors before accepting them as clientsThe “Moscow Rules"-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Mark on Twitter.Episode TimeStamps:00:00 – Intro02:02  – Macro recap from Niels04:39 – Weekly review of performance23:00 – Q1 Zack: How should I calculate the risk-to-stop metric?28:42 – Q2 Peregrine: Vetting new investors for their ability to handle risk 42:09 – Q3 Graham: Can you detail some of the definitions of a breakout?47:24 – Trend Following versus Momentum01:00:58 – Molecules of prices01:08:31 – Data versus stories and when to apply the ‘Moscow Rules’01:15:00 – Benchmark performance update01:15:52 – A big thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen Copyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Alan Dunne is joined today by Sebastien Page to discuss how price shocks affect correlations, approaches to strategic asset allocation, how to position portfolios for the years ahead, the current outlook for equities their various sectors, investing in a rising interest rate environment, responding to unexpected regime shifts in the markets, defining and achieving utility maximisation, the merits and drawbacks of mean variance analysis, how to properly diversify a portfolio, the durability of treasury bonds, lessons from research on high performance individuals and teams, achieving a state of ‘flow’, and how to simplify complex financial topics.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:Ever-changing market correlationsStrategic asset allocationResponding to interest rate changesAchieving utility maximisationMean variance analysisPortfolio diversificationTreasury bondsHigh performance teamsSimplifying complexityFollow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Sebastien on LinkedIn & read his book.-----Episode TimeStamps: 00:00 - Intro03:52 - Sebastien’s journey into the investment management industry07:45 - How Sebastien’s book came about09:39 - Current view on the markets13:37 - How to position portfolios for the year ahead and beyond18:41 - The current outlook for equities and the sectors within19:43 - Investing in a rising interest rate environment24:06 - Responding to unexpected regime shifts in the markets27:04 - Approaches to strategic asset allocation33:24 - Defining and achieving utility maximisation37:48 - The merits and drawbacks of mean variance analysis41:49 - Using scenario analysis47:41 - Distributions during different market regimes55:12 - How to properly diversify a portfolio58:51 - The durability of treasury bonds01:05:18 - Lessons from research on high performance individuals and teams01:07:58 - Achieving a state of ‘flow’01:10:58 - Simplifying complex financial topics----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HereCopyright © 2024 – CMC AG – All Rights ReservedPrivacy PolicyDisclaimer

Today, Alan Dunne joins me to discuss how the change of tone from central banks can affect markets globally, Trend Following in a rising interest rate environment, the case for and against including carry trades in a Trend Following portfolio, how managed futures Trend Following can help investors throughout ever-changing markets, the future of the traditional 60 / 40 portfolio, some takeaways from Alan’s conversation with Phil Huber on this week’s new Top Traders Unplugged Allocator Series, and why we might be entering a great period for Trend Following strategies.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn this episode, we discuss:How central bank signalling affects risk appetite around the worldHow Trend Following might perform in a rising interest rate environmentIncluding carry trades in a Trend Following portfolioHow managed futures can help investor throughout ever-changing marketsThe viability of the 60 /40 portfolio going forwardWhy a new golden era for Trend Following might be emerging-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Intro02:36 - Macro recap from Niels05:29 - Weekly review of returns09:55 - How the change of tone from central banks affects the markets18:29 - Trend Following in rising interest rate environment25:19 - Including carry trades in a Trend Following portfolio36:12 - The future of the 60 / 40 portfolio46:53 - Some takeaways from Alan’s conversation with Phil Huber on this week’s Allocator Series52:43 - Why we might be entering a great period for Trend Following01:01:56 - Benchmark performance updateCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer