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SI228: Are Markets Priced for Perfection? ft. Alan Dunne

SI228: Are Markets Priced for Perfection? ft. Alan Dunne

FromTop Traders Unplugged


SI228: Are Markets Priced for Perfection? ft. Alan Dunne

FromTop Traders Unplugged

ratings:
Length:
61 minutes
Released:
Jan 29, 2023
Format:
Podcast episode

Description

Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the current macro environment and how it impact markets. We discuss how the apparent positivity in the markets might get derailed by the lack of cooperation from policy makers and how a lurking uncertainty is threatening the calmness of the markets, the performance of the CTA industry, which markets are the best to trade and how the speed of your trend system affects the outcome, how CTAs capitalize on people’s behavioural biases and what the conversations in the new TTU mini series have taught us so far. We also discuss the advantages of being a multi manager and whether managers should give the investors multiple choices or do the choosing themselves and much more.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----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:02:16 - The current macro picture 15:56 - Trend following update 18:04 - Current markets and asset allocation 28:07 - Papers on the CTA industry 38:15 - Fast vs. slow trend systems 42:32 - Reflecting on the TTU CTA mini series 49:12 - The multi-manager perspective 56:42 - Feedback on the TTU CTA Mini series 59:07 - Thanks for listening Copyright © 2023 – 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...
Released:
Jan 29, 2023
Format:
Podcast episode

Titles in the series (100)

Join Niels Kaastrup-Larsen as he explores the world of finance and investing, through weekly conversations with the most interesting and experienced investors, economists, traders & thought leaders. Learn from their experiences, their successes, and their failures. We don't want you to think like them...but we do want to make you think! Stay up-to-date on https://toptradersunplugged.com