SI179: A New Golden Era for Trend Followers ft. Alan Dunne
发布时间 2022-02-12 21:00:00 来源
摘要
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.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn 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 “The Many Flavors of Trend Following” 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...
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