Rob Carver returns to the show this week to discuss Jerome Powell’s comments at Jackson Hole, the potential Bond market bubble that very few are talking about, the sweet-spot for Trend Following fund AUMs, Dave Portnoy’s influence on Robinhood traders, Tom Basso’s recent interview with Meb Faber, and the continual need to improve your successful trading strategies.  Questions we answer this week include: Do you know of any Trend Following funds who use the Black-Litterman model of asset allocation?  Is it possible to have too much of an allocation to Trend Following strategies?
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Episode TimeStamps: 
00:00 – Intro
03:01 – Macro recap from Niels
22:22 – Weekly review of performance
42:34 – Q1; Mike: Do you know of any Trend Followers who use the Black-Litterman model in their work?
55:31 – Q2; Michael: Should you combine the weight of more than 1 entry signal, for added effectiveness?
01:02:30 – Q3; from Twitter, for Rob: Do you have any update on using forecast-strength in a trading system?
01:09:02 – Q4; from Twitter: Is it possible to have too much of an allocation to Trend Following strategies?
01:22:28 – Benchmark performance update
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