SI221: Will 2023 be another Trend Following Year? ft. Alan Dunne

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 3 December 2022

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today, Alan Dunne joins me to reflect on the month of November and take a peek into 2023. We discuss the equity rally and what it means for the economy, both currently and historically, the cycle of bear markets and why the current period has been unusual. We also discuss the role of diversified managed futures, why short term traders are interesting in that context and how it compares to trend following, the expectations for 2023 and what environment we are heading into, the issues with public and private pension funds and what the future might hold, why having an active and adaptive strategy is becoming ever so more crucial and much more.

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Episode TimeStamps:

00:00 - Intro

01:53 - Highlights from the week

10:30 - Industry performance update

17:41 - The equity (bear market) rally

31:25 - The impact of the inflation target

38:49 - Why are short term traders interesting?

49:24 - Looking into the crystal ball

01:00:53 - The end of an era

01:04:53 - How often do you need to rebalance?

01:07:55 - Thanks for listening

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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.
0:13.0	Welcome to the Systematic Investor Series.
0:26.6	Welcome and welcome back to this week's edition of the Systematic Investor series with Alan Dunn and I, Neil's Castelblassen,
0:28.9	where each week we take the pulse of the global market
0:30.8	through the lens of a rules-based investor.
0:33.6	If you're new to the show, I hope that today's episode
0:36.0	will trigger your curiosity enough to check out the back catal catalog and listen to the past episodes that you may have missed, like last week's episode with Mark, where we discussed some of the most current topics that is being discussed in our industry at the moment, including the latest paper from AQR that asked the questions, is it too late to invest in trend following?
0:55.5	Also, I would like to really encourage you
0:57.6	to listen to the midweek episode
0:59.2	where Alan, who's with me today,
1:01.3	spoke to the CIO of SVB, private bank,
1:05.0	Shannon SACOSHA,
1:06.1	to find out how private banks invest their client money
1:08.7	and of course, if they are considering using
1:11.4	trend following in the future. Alan great to be back with you this week how are things going in
1:17.2	Dublin are there any Christmas lights out or is Dublin saving the energy this year? Things are good
1:23.2	yeah it's um no I think people are not not really saving under electricity when it comes to turning
1:29.5	under Christmas lights. There's plenty around and more to be switched on around here, I think,
1:34.4	later today actually. So, yeah, no, the festive cheer is starting to take hold for sure.
1:41.3	It's funny how that is. We've spent so long time now talking about this energy crisis,
1:46.9	right? And then when it comes to Christmas, people kind of forget, you know, to do the sensible
1:51.1	thing. But there we are. Now, we are recording on the 2nd of December, and therefore we will
	...

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