In this episode, we discuss how Trend Following strategies are able to cope with the extra volatility around huge world events, Transtrend’s recent article on responsible investing and why that includes the ability to short a market, the current oil situation, and recent interview appearances by Ray Dalio and Danielle DiMartino Booth. Questions answered this week include: Can Trend Following do well in a hyper inflationary environment? Have you discovered anything new from the 2020 Crash?
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0:00 - Intro
1:55 - Macro recap from Niels
7:06 - Weekly review of returns
8:09 - Top Tweets
36:58 - Craig: Question 1: Can Trend Following do well in a hyper-inflationary environment?
46:31 - George: Question 2: Have you discovered anything new from the 2020 crash?
53:49 - Performance recap