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Top Traders Unplugged

SI184: To Trend Follow or Not To Trend Follow ft. Alan Dunne

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8670 Ratings

🗓️ 20 March 2022

⏱️ 70 minutes

🧾️ Download transcript

Summary

In today's episode Alan Dunne joins me to discuss many different aspects of trend following - its relevance, strengths, weaknesses and future, roll-harvesting strategies, what causes trends in markets, whether it is too late to invest in trend following, its role within risk mitigation, how investors perceive trend following and if you really need to trade strategies that fits your personality.

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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:

  • Trend following and its strengths, weaknesses, relevance and future
  • Dealing with volatility as a trend follower
  • Finding investment strategies that fits your personality
  • What causes trends in markets
  • Risk mitigation strategies

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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 Portfoliohere.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

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

02:45 - Market recap

04:32 - Overview of the week

11:35 - Q1, ABE: What are your opinion on roll-harvesting strategies?

21:06 - What causes trends in markets?

43:05 - Is it too late to invest in trend following?

50:22 - Risk mitigation and investor perception of Trend Following

58:42 - Key insights from the Allocator series so far

01:06:51 - Update on performance

Resources discussed in this Episode:


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Transcript

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0:00.0

You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy.

0:13.2

Welcome to the Systematic Investor Series.

0:26.9

Welcome and welcome back to this week's edition of the Systematic Investor series with Alan Don and I, Neil's Castleblaston, where each week we take the pulse of the global

0:30.8

markets through the lens of a rules-based investor.

0:34.3

If you're new to the show, I hope that today's episode will trigger your curiosity

0:37.9

enough to check out the Mac catalog and listen to the past episodes that you may have missed,

0:42.5

like last week's episode with Jerry Parker, which I actually thought was one of the most

0:47.1

important episodes Jerry and I have recorded over the years and where we really got into the

0:52.0

core of trend following. So if you don't mind me saying, if you have not listened to that one yet,

0:57.5

it really should be the next one that is queued on your phone.

1:01.6

As you may know, the aim of the podcast is to inspire you to become the best investor that you can be.

1:07.4

We want to be prerogative, but without being polarizing.

1:10.7

We want to challenge consensus narrativeogative, but without being polarizing. We want to challenge consensus

1:12.1

narrative and to advocate how to think critically about investing in an uncertain world and to provide

1:18.2

you with a framework and mindset that we believe is truly robust. And if you want to help us achieve

1:24.3

that goal, what we ask of you is that if you can comment, if you can continue

1:28.4

to send your questions, if you can share these episodes, and not least, if you can rate and review

1:33.1

them in iTunes and Spotify, we would greatly appreciate it as it's the best way for us to see that

1:38.3

you get some value from the time and dedication we put in each week to create these episodes.

1:43.3

And as long as that continues, we continue to do them.

1:46.3

With all that said, Alan, great to see you, great to have you back on the podcast.

1:51.0

How are you doing?

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