I think this last year has really shown that, you know, the change in the macro environment,

I think we believe that's going to continue to be front and center for the next, you know,

the inflation dynamics play out as, you know, the impact of

central bank tightening on economies plays out. And so, you know, we believe that this is a

really good environment for this strategy set. And we're excited, you know, about where it's

going to go from here. Imagine spending an hour with the world's greatest traders. Imagine learning from their

experiences, their successes, and their failures. Imagine no more. Welcome to Top Traders Unplugged,

the place where you can learn from the best hedge fund managers in the world so you can take your

manager due diligence or investment career to the

next level. Before we begin today's conversation, remember to keep two things in mind. All the

discussion we'll have about investment performance is about the past, and past performance does

not guarantee or even infer anything about future performance. Also understand that there's a significant

risk of financial loss

with all investment strategies, and you need to request and understand the specific risks from

the investment manager about their product before you make investment decisions. Here's your

host, veteran hedge fund manager, Nealz Kostrup Larson.

Hey everyone, and welcome to another edition of Top Traders Unplocked, where today Alan Don

and I are joined by Kevin Cole, CEO and CIO at Campbell & Company as part of our mini-series

focusing on the one investment strategy that beat everything else in 2022, namely

trend following and manage futures more broadly. First off, Kevin, it's great to have you on the

podcast. Thank you so much for joining us today. We have really been looking forward to our conversation.

How are you doing? I hope you had a good start to the new year. I did. Nils and Allen,

...