Special guest Eric Crittenden returns to the show today to discuss the fallacies of the typical 60/40 portfolio, the Federal Reserve’s recent decision to begin tightening fiscal policy, Eric’s last appearance on the show which was at the March 2020 stock market bottom, different speeds of Trend Following, why stable returns doesn’t always equate to low risk, the difficulty in being comfortable with doing the opposite of what we’re wired to do, how managed futures can help investor’s portfolios, negative interest rates and flight out of fixed income, what could Trend Following bring to the crypto space, and changing the narrative around Trend Following.

Find out more about Eric and his firm Standpoint here.

If you would like to leave us a voicemail to play on the show, you can do so here.

Check out our Global Macro series here.

Learn more about the Trend Barometer here.

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