SI262: Opportunities in FX fueled by the FED ft. Alan Dunne

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 23 September 2023

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tune in for this week’s trend following conversation with Alan Dunne, where we discuss Barry Eichengreen’s paper on living with high public debt and how the high level of debt can be addressed, the relationship between interest rates and GDP, how Forex trading have evolved over time and why it is having a renaissance at the moment. We also discuss return expectations in markets and diversified strategies and Alan reports what he experienced from a recent investor event in Paris.

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Episode TimeStamps:

00:57 - What has been on Alan's radar recently?

04:55 - Industry performance update

08:16 - Living with high public debt

20:27 - Other investors' view on the high level of debt

24:10 - How the trading of FX markets have evolved

32:58 - Do you need specialists to trade markets?

37:45 - China imposing trading restrictions?

40:36 - Where returns may go from here?

48:49 - High interest rates not beneficial for high leverage strategies?

51:05 - Inside knowledge from Paris Investor event

59:11 - Alan to host upcoming Systematic Investor episodes

01:00:29 - 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
0:07.2	and learn about the most dependable and consistent yet often overlooked investment strategy.
0:13.2	Welcome to the Systematic Investor Series.
0:26.5	Welcome and welcome back to this week's edition of the Systematic Investor Series with Alan Dunn and I, Neil's Castor Blaston, where each week we take the pulse of the global
0:30.3	market through the lens of a rules-based investor. Alan, wonderful to be back with you this week.
0:36.5	How are you doing? How is Dobley treating you at the moment? Very good. Good to be back with you this week. How are you doing? How is Dublin treating you at the moment?
0:39.1	Very good.
0:40.0	Good to be back.
0:41.1	Lovely sunny Friday here in Dublin and looking forward to more rugby.
0:46.4	Rugby World Cup at the moment.
0:47.5	So that's the big focus outside of the Federal Reserve and the volatility in markets.
0:53.3	Absolutely.
0:54.2	Hopefully in that order, I imagine.
0:57.5	All right.
0:58.2	Well, we have, thanks to you, a very solid lineup, I have to say, of topics that we'll
1:04.1	be tackling today.
1:05.9	But as you know, before we do, I'm always curious to know, kind of a little bit outside the topics we're going
1:11.9	to talk about. What's been on your radar the last few weeks since we last spoke?
1:18.3	Yeah, I guess, you know, we'll get into it in terms of the kind of bond market and treasuries,
1:25.7	etc. But I mean, it is interesting. there's been a couple of articles out in the last
1:32.3	while talking about the concerns around the treasury market again and the basis trade
1:38.3	and the BIS highlighting that the magnitude of that trade, you know, was basically
	...

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