We're always concerned that when markets lack direction and there isn't a fundamental driver,

that returns are going to be lackluster in those types of environments, and that people can,

you know, get bored of trend following and go back to your earlier point is that, well,

you had one in 08, a great year, you know, a couple of good years here and there and then another

ban a year, maybe we'll just wait two or three years and then they forget.

I think it's important that there's an allocation and a dialogue with investors down that

we don't, we don't slip into you know

at two choppy markets for too long 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, Niels Kostrup Larson.

Hey everyone and welcome to another edition of Top Traders on Pluck, where Alan Dunn and I are joined

today by David Gorton, founder and

chief investment officer of DG Partners as part of our mini-series focusing on the one investment

strategy that beat everything else in 2022, namely trend following and managed futures more broadly.

...