SI331: Crafting the Perfect Investment Portfolio in 2025 ft. Alan Dunne
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 18 January 2025
⏱️ 66 minutes
🧾️ Download transcript
Summary
Today, we dive deep into the evolving landscape of investment strategies, emphasizing the critical need for diversification in portfolios. With a particular focus on the German economy's challenges, we highlight how geopolitical factors and shifting market dynamics are reshaping investment approaches. We explore the potential implications of rising bond yields and the importance of incorporating trend-following strategies to mitigate risks associated with traditional asset classes. We also touch on the necessity for investors to rethink their allocations to adapt to an uncertain future, moving beyond outdated correlations and assumptions. As we examine the perspectives of notable figures in finance, the episode serves as a timely reminder of the importance of strategic asset allocation in navigating today's complex market environment.
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Episode TimeStamps:
00:55 - What has caught our attention recently?
02:41 - Why has the German economy changed so much?
10:20 - A world of unexpected political events
13:57 - How can there be a beta if managers are so different?
16:06 - The state of the global macro environment
25:10 - Industry performance update
28:10 - Are investors relying too much on past performance?
35:01 - Are we seeing signs of a catastrophic bubble?
40:14 - 2025 - a deja vu to 1995?
42:24 - Advice for constructing a robust trend following portfolio
54:49...
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. |
| 0:33.1 | Welcome and welcome back to this week's edition of the systematic investor series with Alan Dunn and I, Neil's Castra Blasen, where each week we take the pulse of the global market through the lens of a rules-based investor. |
| 0:37.6 | Alan, wonderful to be back with you this week. How are things in Dublin? |
| 0:43.7 | Things are good. Niels, good to be back. Interesting times as ever, but all good here. How are you? |
| 0:51.5 | Yes, no, absolutely all good. But, you know, the year is really off to a flying start in so many ways. |
| 0:57.1 | The market's included. So, yeah, it'll be interesting times ahead, no doubt. |
| 1:02.5 | And of course, speaking of interesting times, before we dive into a lot of the topics you brought along, and thank you for that. I was wondering what's kind of on your radar at the moment at the |
| 1:07.8 | beginning of 2025? Well, there's obviously lots going on. |
| 1:12.2 | US politics as interesting as ever. |
| 1:14.7 | But the one thing that I've been monitoring |
| 1:17.0 | and kind of talking about in this segment |
| 1:18.6 | the last couple of times has been Germany |
| 1:21.0 | and some of the challenges in Germany. |
| 1:23.1 | And we've talked about the problems |
| 1:25.2 | at Volkswagen. |
| 1:27.1 | And that theme continues to be on my radar, I'd say. |
| 1:32.3 | We had the German GDP data for last year released this week, |
| 1:38.3 | showing a second year of contraction in the German economy. |
| 1:42.3 | And if you go back to December, the Bundesbank were |
| 1:44.6 | forecasting growth of just 0.1% for this year. But crucially, that was before you factor in any |
... |
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