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SI233: The Market Impact of CTAs & Trend Followers ft. Alan Dunne

SI233: The Market Impact of CTAs & Trend Followers ft. Alan Dunne

FromTop Traders Unplugged


SI233: The Market Impact of CTAs & Trend Followers ft. Alan Dunne

FromTop Traders Unplugged

ratings:
Length:
65 minutes
Released:
Mar 4, 2023
Format:
Podcast episode

Description

Alan Dunne joins us for the weekly conversation on Trend Following, where we reflect on the broader perspective of the markets and the economy. We discuss how the unpredictablity of inflation and interest rates affect all parts of the economy and the transition from globalization to deglobalization, the size of the CTA and trend following industry and how articles on media like Bloomberg often creates a unrealistic narrative about CTAs through colorful headlines. We also discuss Why you should add trend following to your portfolio and How trend following is done, what we have learned from our recent conversations with the best CTA managers in the world 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:01:59 - Broad Macro observations 12:41 - How the economy responds to interest rates 17:03 - Moving in a new direction 20:54 - Reflecting on the month of February 202322:44 - Industry performance update 24:29 - Bloomberg article on CTAs impact on equity markets31:41 - Colorful headlines 34:07 - Findings from Quantica paper on CTAs market footprint43:45 - Why trend following & How to do it? 50:47 - Takeaways from the CTA series 01:02:51 - 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...
Released:
Mar 4, 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