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Welcome to the Alpha Architect Round up, where we talk market news, trends and answer any questions you may have through an evidence-based lens.

In this special edition, we dive deep into trend following, macro momentum, equity valuations, and the market reaction to major trade policy shifts.

In this episode:

•Does the 200-day moving average still "work"?

•April’s tariff news and the return of protectionism

•Market volatility and what the VIX is really saying

•Trend following vs. macro momentum

•Equity valuations and the risks of concentration

•The role of Treasury duration in portfolios

•And yes... a few predictions for May

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