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Title:Trend Following returns in a 60/40 Portfolio | Systematic Investor 218 | feat. Richard Brennan
Duration:01:22:22
Viewed:0
Published:14-11-2022
Source:Youtube

Richard Brennan joins us for a very important conversation on Trend Following, where we reflect on the FTX crypto collapse and CPI melt-up. We discuss how the outlook of inflation is changing and how it impacts trends, how the concept of "pants size" relates to different lookback periods as well as stops and the importance of position sizing, the difference between different position sizing schemes and how to best utilize them. We also discuss the trading opportunities that the uncertainty of the current environment brings and how trend following is part of it, what drive trends and why trend following is an essential tool in diversifying your portfolio, how uncertainty in the markets causes a shift in trader behaviour and much more. #toptraders #investing #trendfollowing Episode Summary 00:00 - Intro 02:26 - What happened this week? 11:32 - Industry performance update 15:41 - Q1, Daniel: Tight or loose pants for different lookback periods 22:52 - Q2, Henrik: Trade-offs between different position sizing schemes 34:51 - Trading opportunities that uncertainty brings 48:02 - Why is trend following so great in times of uncertainty? 01:17:49 - Thanks for listening === Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/top-traders-unplugged-niels-kaastrup-larsen-engaging/id888420325?mt=2 Spotify: https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW Follow us on social media: TWITTER: https://twitter.com/TopTradersLive (@TopTradersLive) FACEBOOK: https://www.facebook.com/toptradersunplugged INSTAGRAM: https://www.instagram.com/toptradersunplugged SOUNDCLOUD: https://soundcloud.com/toptradersunplugged-com Richard Brennan: https://twitter.com/richb118 (@richb118)



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