Today I'm joined by Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General, for a fun and insightful journey into the world of Trend Following.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

• Key Insights from arguably the best Trend Follower & the best Short-Term CTA
• How the challenges they overcame to get to where they are today
• How trend followers can evolve their strategies to stay ahead
• The reason why some trend followers haven’t changed in decades
• Key insights to how Marty has allowed DUNN to stay ahead
• How Mike & Societe Generale sees the industry changing and it’s new opportunities
• Why the UCITS Directive started benefitting smaller specialized managers
• The challenges with short-term trading
• Why Crabel is strict with its capacity
• The research that increased Crabel’s bottom line
• How to ensure that CTA flagship offerings retain value over low-cost alternatives

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And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

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.

Learn more about Marty Bergin and DUNN Capital Management

Learn more about Grant Jaffarian and Crabel Capital Management

Learn more about Mike Boss and Societe General

Copyright © 2025 – CMC AG – All Rights Reserved

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

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