Luke sits down with Gavin Duckett, portfolio manager at Newport Asset Management to discuss the history of financial theory, ETF's and 'passive' investments.  They also get deep into trend-following and momentum strategies as well as the pitfalls and limitations of traditional "strategic asset allocation" when it comes to managing sequence risk.  If you have a question or a comment, you can always email us at [email protected],hope you enjoy the epsiode!