SI204: Trend Following & A Cocktail of Macro Factors ft. Alan Dunne
发布时间 2022-08-06 13:00:00 来源
摘要
Today, Alan Dunne joins us to discuss the ongoing instability in the markets and rising inflation, and why we, as investors, should keep an open mind for what is to come. We address the pros and cons of replication strategies, the performance of the past months and why we are beginning to see a shift in the markets. We review some recent articles, including an interview with Edward Chancellor, who is current with a new book, The Price of Time. Topics we cover include the impact of low interest rates, how we are in a war economy and how we are seeing a shift in the aggregate supply curve, expectations and predictions for inflation in the coming time 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 [email protected] 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 - Intro02:02 - What happened this week?14:20 - Trend Following update of the week16:55 - Replicating vs. hiring managers22:30 - Reflecting on the past months market reversals40:36 - Why is Trend Following performing well at the moment?48:06 - Discussing Edward Chancellor’s interview53:06 - Zoltan Pozsar’s article on war and interest rates58:56 - Bridgewater article on inflation and conversation with Bilal Hafeez01:06:45 - 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...
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