Get Your FREE Copy of the latest Research Paper from DUNN Capital .
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
Follow Niels on Twitter, LinkedIn and YouTube.
Follow Katy on LinkedIn.
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.
Episode TimeStamps:
00:00 - Introduction and catching up from Boston
02:00 - Life without economic data and what markets really need
04:20 - Price as the only truth and the limits of official data
05:45 - CalPERS, total portfolio thinking and what it means for trend
08:20 - AI, data centers and the inflation story hiding in electricity
10:30 - Inflation regimes, unstable prices and why trend cares about change
12:40 - Year to date trend review across equities, metals, FX and bonds
15:10 - Why short term traders struggled in a headline driven year
20:00 - Picking “the best strategy” and why robustness matters more than Sharpe
24:10 - Parameters, speed of response and treating markets differently
26:20 - Liberation Day: three consecutive shock days and what CTAs learned
33:40 - Economic trend, price trend and the blurry line with global macro
39:00 - Crisis alpha, convexity and when fundamentals stop mattering
44:50 - The rise of alternatives and why “core” portfolios are changing
48:20 - How the industry can tap private wealth and model portfolios
52:00 - Trend in target retirement funds and the sequence of returns problem
56:40 - Looking ahead, volatility forecasting and next week’s guest
58:25 - Wrap up, disclosures and final reflections
