Join us for the weekly trend following update with Alan Dunne, where we discuss why 2024 is turning into an interesting year for investors with diverging signals from Central Banks. We debate the possibility of the markets entering a bubble and how the levels of interest rates could cause a refinance crisis. Alan also takes us through the history and outlook as per the newly released UBS 2024 Yearbook, uncovering what has been dominating the economy throughout history, and the reason why many investors might be missing out on potential diversification by under-allocating to trend following. Lastly, we discuss the role of hedge funds in a multi asset portfolio and the importance of constructing a portfolio that best suits the investor’s needs.
-----
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.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:
01:21 - What is catching our attention at the moment?
05:40 - Is the economy becoming a bubble?
14:09 - A refinance crisis inbound?
20:41 - Industry performance update
24:49 - The economic outlook and history - UBS 2024 Yearbook
32:29 - Equities are here for the long term
37:57 - All in on equities?
44:15 - Investors are getting this wrong
46:19 - Can hedge funds play the right role?
50:17 - Where do multi-strat funds fit in?
53:28 - Choosing the right strategy
58:00 - Thanks for listening
Resources discussed in this Episode:
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 more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
SI253: A New Trend Following ETF is Born ft. Andrew Beer & Jerry Parker
GAL03: Global Conflicts and the Trajectory of Humanity ft. Dr. Paul Sullivan
SI252: From Crypto Sceptic to Crypto Adviser ft. Rob Carver
IL18: We Need to Talk About Inflation ft. Stephen King
SI251: A Deep Dive Into Models and Systems ft. Richard Brennan
GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave
SI250: Tour de Volatility ft. Cem Karsan
GAL02: The Blind Spot of AI & UAPs ft. Izabella Kaminska & Dario Garcia Garner
SI249: Unfulfilled Expectations in 1st Half of 2023 ft. Mark Rzepczynski
GAL01: Galactic Macro...The New Investment Frontier ft. Jay Anderson
SI248: Trend Following, AI & Mastering Risk Management ft. Alan Dunne
GM45: A Geopolitical Mosh Pit ft. Michael Kao
SI247: What is Smart Diversification? ft. Nick Baltas
GM44: Insights From Inside Credit Suisse ft. Mika Kastenholz
SI246: The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering
ALO14: Investing for a Decade of Dispersion ft. Clint Stone
SI245: Which CTA Should You Buy ft. Rob Carver
GM43: On the Verge of Recession ft. David Rosenberg
TTU144: Turtle Trading 2.0? ft. Brian Proctor, Managing Director at EMC Capital Advisors
SI244: Trend Following - How to Hunt them & Select a Manager ft. Richard Brennan
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast