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Feb 2022
1h 4m

SI179: A New Golden Era for Trend Follow...

NIELS KAASTRUP-LARSEN
About this episode

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.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In this episode, we discuss:

  • How central bank signalling affects risk appetite around the world
  • How Trend Following might perform in a rising interest rate environment
  • Including carry trades in a Trend Following portfolio
  • How managed futures can help investor throughout ever-changing markets
  • The viability of the 60 /40 portfolio going forward
  • Why a new golden era for Trend Following might be emerging

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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.com

And 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 - Intro

02:36 - Macro recap from Niels

05:29 - Weekly review of returns

09:55 - How the change of tone from central banks affects the markets

18:29 - Trend Following in rising interest rate environment

25:19 - Including carry trades in a Trend Following portfolio

36:12...

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