“I thought that trend-following was an amazing part of the story, but maybe it could be complemented by some contrarian approach. And also, taking the trend by cutting it into parts.” - Jean Jacques Duhot (Tweet)
In This Episode, You'll Learn:
- How Arctic Blue Capital got it's start
- What influenced Jean Jacques in how he developed his unique "contrarian" trend following system
- How Jean Jacques shaped his multi-part trend-following model
“You have your very reactive traders, your very patient traders, and your contrarian traders. And you want to empower them by giving them the same level of risk and being totally independent from each other, and not talking to each other.” - Jean Jacques Duhot (Tweet)
- Who the three different types of traders are in his model
- Why Jean Jacques took a more "agnostic" outlook when he tested his model
- The reason why using a relatively small portfolio of markets benefits Jean Jacques's model
“We found that the VIX was acting as a good warning signal on one side, and a carry generation on the other side.” - Jean Jacques Duhot (Tweet)
- Why Jean Jacques prefers ETF over the futures markets
- How VIX can act as a warning signal
- Why going in full on a new signal works for Jean Jacques
Connect with Arctic Blue Capital:
Visit the Website: Arctic Blue Capital
Call Arctic Blue Capital: +44 207 292 1608
E-Mail Arctic Blue Capital: ABC.Investors@h2o-am.com
Follow Jean Jacques Duhot on Linkedin
“I think that there's amazing gains of production in the United States. The farmers have been the first benefitting from US banks to get cheap money lended to them, and they made tremendous gains in productivity, and therefore the supply is quite ample.” - Jean Jacques Duhot - (Tweet)