Top Traders Unplugged

Today, Alan Dunne is joined by Ted Seides, host and creator of the Capital Allocators podcast, to discuss the investment approach and philosophy of David Swensen, the Yale Model and how Seides has used the model to develop his own approach, whether being a hedgefond allocator has become gradually more difficult over the years, the bet Seides made with Warren Buffett, asset allocation vs. manager selection and the challenges to overcome, what Seides has learned from doing his podcast, decision making processes and governance, crypto currencies and digital assets and much more.

-----

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

In this episode, we discuss:

• The philosophy of David Swensen and the Yale Model
• How the role of hedge funds has changed over the years
• The bet Seides made with Warren Buffett
• Asset allocation vs. manager selection and the challenges to overcome
• What Seides has learned from doing his podcast
• The importance of leadership and time management
• The difficulty of making a good decision in the heat of the moment
• The future of crypto currencies and digital assets

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Alan on Twitter.

Follow Ted on LinkedIn .

Episode TimeStamps:

00:00 - Intro

03:23 - Ted’s background

07:35 - How Seides deviates from Swensen in his approach

10:36 - The Yale Model and the end of 60/40

15:55 - Is it more difficult to be a hedgefond allocator now?

23:03 - Asset allocation vs. manager selection

31:35 - What has Seides learned from doing his podcast?

39:58 - Learning by doing vs. learning from courses etc.

41:22 - What has Seides learned from interviewing CIOs and Allocators?

43:35 - What constitutes good and bad governance?

49:14 - Ted’s perspective on crypto currencies and digital assets

51:55 - Macro trends in the coming years

53:39 - Reflection on the success of Ted’s podcast

57:47 - How Ted’s role has evolved

01:01:21 - Thanks for listening

Resources discussed in this Episode:

• Link: David F. Swensen

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

Mark Rzepczynski joins me in this week’s episode, to discuss strategies for rebalancing your portfolio, the coming de-globalisation and its impact on Trend Following, especially in light of events in Ukraine, the Hedger’s dilemma and how the LME may have lost the trust of its clients, divergence and how it might cause disruption in markets, what Mark learned from working with Ned Johnson III at Fidelity, and how the principle of Kaizen can be applied to trend following.

-----

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

In this episode, we discuss:

• Different strategies for rebalancing your portfolio
• How de-globalisation can impact Trend Following
• The recent events in Nickel trading at the LME
• How divergence might cause disruption in markets,
• How the Japanese philosophy, Kaizen, can be applied to trend following

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Mark on Twitter.

Episode TimeStamps:

00:00 - Intro

02:10 - Market recap

04:41 - What has caught Mark’s attention recently?

13:46 - Overview of the week

18:28 - Q1, Brett: Any thoughts on rebalancing based on trending performance?

30:45 - Trend Following, globalization and the Dark Ages

47:15 - What happened at LME?

59:18 - Fidelity, Edward Johnson and the Kaizen philosophy

01:14:29 - Update on performance 

Resources discussed in this Episode:

• Link: Edward ‘Ned’ Johnson, Former Fidelity CEO, Dies - WSJ

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

In this episode, Niels and Rob is joined by Kevin Coldiron, co-author of the book “The Rise of Carry” and lecturer in Asset Management at UC Berkeley, to discuss the use of carry trading as a trading strategy, how it relates to volatility and risk, how carry trading creates market feedback effects, and how that is distinct from feedback created by other strategies, how it can play a role in financial bubbles, whether we are still in a carry regime or transitioning away from it and what comes after.

-----

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

In This Episode, we discuss:

• The increasing popularity of carry trading and its role in the global economy
• The risk and volatility of carry trading, and how it can play a role in financial bubbles
• How carry trading creates market feedback effects, and how that is distinct from feedback created by other strategies
• The role of liquidity within the carry world
• The future of carry

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Kevin on Twitter

Episode Timestamps:

00:00 - Intro

02:25 - Introduction to Kevin

05:53 - Background on the co-authors of Kevin’s book

09:43 - Definition of carry trading with examples

13:56 - Volatility vs. risk

23:11 - The role of Volatility in investing

28:27 - Carry trade suppressing volatility

35:55 - Does carry trades play a role in financial bubbles?

41:01 - The current carry regime?

43:38 - Carry in macroeconomics

52:48 - What comes after the carry regime?

01:05:44 - Thanks for listening

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

In today's episode Alan Dunne joins me to discuss many different aspects of trend following - its relevance, strengths, weaknesses and future, roll-harvesting strategies, what causes trends in markets, whether it is too late to invest in trend following, its role within risk mitigation, how investors perceive trend following and if you really need to trade strategies that fits your personality.

-----

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

In this episode, we discuss:

• Trend following and its strengths, weaknesses, relevance and future
• Dealing with volatility as a trend follower
• Finding investment strategies that fits your personality
• What causes trends in markets
• Risk mitigation strategies

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Alan on Twitter.

Episode TimeStamps:

00:00 - Intro

02:45 - Market recap

04:32 - Overview of the week

11:35 - Q1, ABE: What are your opinion on roll-harvesting strategies?

21:06 - What causes trends in markets?

43:05 - Is it too late to invest in trend following?

50:22 - Risk mitigation and investor perception of Trend Following

58:42 - Key insights from the Allocator series so far

01:06:51 - Update on performance

Resources discussed in this Episode:

• Hedge funds pull in another USD11.29bn in January

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

In this episode Hari is joined by Alex Gurevich, author, PhD in mathematics and founder of HonTe Investments, to discuss how he values bonds differently to many investors today, how to build a balanced portfolio, the many ways to loose money when buying an option (even if you are "kinda" right) as well as how he makes decisions as a trader, how to manage stress and keep a healthy lifestyle as a hedge fund manager and what the future of the global financial markets may look like.

-----

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

In this episode, we discuss:

• How different types of bonds are valuated
• The pattern in how many times the FED tends to move rates, once they begin
• Why Rate cycles are getting shorter (in time)
• Why Alex believes that the FED should not raise rates before reducing their balance sheet
• Alex playbook for the Ukrainian crisis: Oil could collapse to $40 and Rates could go back to zero
• How your performance can end up defining who you are (if you are not careful)
• The synchronisation of the central banks and how the future might look for the global financial market

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Hari on Twitter.

Follow Alex on Twitter.

Episode TimeStamps:

00:00 - Intro

02:42 - Introduction to Alex and his background

07:20 - How Alex think about bonds

16:37 - Have bonds become more important since 2008?

18:15 - Making decisions as a trader, and handling victories and defeats

28:01 - Why did Alex go into dividend futures during Covid crisis?

33:41 - What Alex would have done if the FED had not stepped in during the Covid crisis

35:40 - How manager can feel that their performance defines who they are

41:27 - The synchronization of central banks and the affect on rates

48:59 - What’s going to happen with the FED going forward?

54:05 - Rounding off and overview of Alex’s books

59:38 - Thank you for listening

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

Jerry Parker joins me in today’s episode to discuss trend following as a robust guide to the markets in a world of instability and insecurity. We also discuss the recent short squeeze in nickel which has led to an unprecidented response from the LME, how to develop a trend following system, and what to do if you miss a breakout trade. We dive into when to trade index-based products vs. single stocks, how to manage trailing stops, and Jerry's decision to stop doing trend following research and rounding off our conversation with interesting and somewhat provocative tweets from Jerry.

-----

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

In this episode, we discuss:

• Trend following and volatility in relation to the current situation in Ukraine
• The recent short squeeze in nickel trading and the reaction from the LME
• Tips and tricks to grow as a trend follower
• How to develop a good trend following system
• How to manage trailing stops
• How Jerry managed his short Russian stock position
• What Jerry will focus on as he stops doing Trend Following Research

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Jerry on Twitter.

Episode TimeStamps:

00:00 - Intro

01:40 - Summary of the week

08:03 - What happened this week with nickel trading

14:53 - Q1, Josh: Any tips and tricks for Trend Following investing and ETFs?

31:57 - Q2, William: How do you react following a missed breakout?

37:11 - Q3, ABE: Is it wise to avoid Index-based products and how to trade CTA Index Futures? How do CTAs as an industry, become part of the financial zeitgeist going forward?

45:36 - Q4, FunnyMoney: Are trading stops intra-day or managed at the next day open?

49:25 - What happens if you stop doing trend following research

57:00 - Tweets from Jerry

01:20:43 - Performance overview

01:21:49 - Thanks for listening

Resources discussed in this Episode:

• LINK: From VW to JPMorgan, the Unlikely Cast Behind Nickel’s Big Squeeze
• Link: Nickel Short Squeeze & Exchange safeguards explained

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

In this episode, Alan Dunne is joined by Chris Schelling, Chief Investment Strategist at Venturi Private Wealth and author of the book “Better Than Alpha”, to discuss asset allocation and how assets are managed in the private space vs institutional space, about disrupting the 60/40 model and formulating a new standard, the evolution of the industry over the years, the role of liquidity in asset allocation, the use of Alpha and Beta in investment, what it takes to be a skilled manager and the risk of manager selection.

-----

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

In this episode, we discuss:

• How are assets managed in the private space vs institutional space
• Biases in asset allocation and how to overcome them.
• Using Alpha, Beta and other investment strategies
• Due diligence and things to avoid in the process
• The risks of manager selection and what it takes to be a good manager.

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Alan on Twitter.

Follow Chris Schelling on LinkedIn & read his book.

Episode TimeStamps:

00:00 - Intro

03:23 - About Chris’s background and his role at Venturi

12:45 - Disrupting the 60/40 model and formulating a new standard

17:54 - How the industry has evolved over the years

21:56 - Is private equity less risky?

23:43 - Is liquidity being more or less valued as it should be?

27:39 - Alpha, Beta and mapping strategies into categories

32:37 - Dispersion and persistence of returns

36:30 - How to set objectives and make decisions

40:14 - Overcoming biases

44:20 - Dealing with randomness

47:33 - Important skills managers need to have

54:29 - Timeframe for analysing a manager’s performance

57:46 - Things to avoid in the due diligence process

01:00:14 - Risks within manager selection

01:03:00 - How much experience do you need?

01:05:09 - Advice for working with asset allocation and manager selection

01:06:12 - Book recommendations

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

Today Rob Carver joins me to discuss how the Trend Following world is reacting to the aweful situation in Ukraine and how it affects markets and volatility, discussing the moral aspects of trend following in times of crises and we take lots of questions from our community regarding how to handle parabolic market moves, if trend following is over-crowded, who we believe is the next David Harding, how to allocate to different speeds of Momentum/Trend Following as well as thoughts on rebalancing assets and portfolios and much more.

-----

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

In this episode, we discuss:

• How the aweful situation in Ukraine affects trend following and volatility
• Rebalancing strategies within your portfolio
• The advantage of systematizing your trading
• When I sat down with the founds of AHL at Abbey Road Studios

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Rob on Twitter.

Episode TimeStamps:

00:00 - Intro

02:15 - Update on markets

05:50 - What has caught attention and review on performance

27:08 - Status on Rob’s book

29:27 - Q1, Harry: What might next frontier be that seems silly today, but common sense later? Who's the next David Harding?

34:04 - Q2, Ravi: What are the implications to the markets and the wider global economy?

39:00 - Q3, Zoran: How do you navigate through such events (war in Ukraine) as a systematic investor?

46:00 - Q4, Richard: If trend following ever became overcrowded, could you identify it and would you take any action?

51:55 - Q5, Y: Should traders rely on the experience of past wars/conflicts or is this time different?

55:31 - Q6, Emre: Any advice on rebalancing my assets and portfolio?

01:02:35 - Q7, Gene: How do you and your guests reason about the timing of your trades?

01:08:03 - Q8, Akul: Why not dynamically change the allocations to different speeds of momentum?

01:14:32 - Q9, Zach: Is there a way to add trend following volatility instruments?

01:18:53 - Q10, Carl: How to rebalance between multiple strategies?

01:22:12 - Thank you for listening, and whats coming up next

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

On today’s episode, Alan Dunne is joined by Alan Higgins, the CIO and Chief Market Strategise of Coutts UK, also known as the Queens Bank, to discuss sound ways to invest in today’s environment, Alan’s interest at an early age in how to earn a risk premium, being a 60/40 investor and how the strategy will evolve, asset management vs. wealth management, distressed debt investing, behavioural biases, inflation, equity and interest rates, as well as the Yale Approach finishing off with some book recommendations on asset allocation and investing.

-----

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

In this episode, we discuss:

• What the 60/40 portfolio will look like in the next decade
• The surprise of markets ability to trend
• The value of Risk Mitigation, but how it’s not enough
• Insights to the inflationary period in the UK under Nigel Lawson
• Why this time feels different
• Lessons from the 1987 Crash

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Alan on Twitter.

Follow Alan Higgins on LinkedIn.

Episode TimeStamps:

00:00 - Intro

03:05 - Alan’s background and current role

04:44 - Risk premium and fixed income

24:33 - Setbacks and drawdowns

26:45 - Inflation

35:06 - Interest rates, bonds and dividends

43:22 - Asset allocation and portfolio construction

46:18 - Alan’s role at Eighteen48 Partners

48:33 - David Swensen and the Yale Approach

50:15 - Risks of private equity strategies

52:16 - Good vs. bad investment processes

55:00 - Managing investment teams

56:52 - Book recommendations

01:01:06 - Summary by Niels

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer

Richard Brennan joins us today to discuss the power of Trend Following during periods of heightened uncertainty, Trend Following applied to the ESG space, how endogenous price shocks cause longer-term trends, the new Top Traders Monthly Trend Following report, shorter-term Trend Following versus longer-term, and how ‘buy the dip’ investors are likely unprepared for sustained underperformance in stocks.

-----

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

In this episode, we discuss:

• Why now might be the best time to be invested in Trend Following strategies
• How systematic investing can be applied to the ESG space
• The cause of longer-term price trends
• The Top Traders Monthly Trend Following report
• The best lookback period for Trend Following models
• The need to diversify away from the ‘buy the dip’ mentality

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

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.

Follow Rich on Twitter.

Episode TimeStamps:

00:00 – Intro

03:49  – Macro recap from Niels

06:40 – Weekly review of performance

16:35 – Thoughts on Niels, Rich & Jerrys’ LinkedIn conversation with Harold De Boer of Transtrend

23:16 – Q1; Frank : How do you see Trend Following strategies fitting into the ESG space?

31:43 – Why we developed the Top Traders Monthly Trend Following report

51:55 – Q2; Steve : What else causes a long price trend if endogenous shocks are the initial cause?

01:09:39 – Shorter-term Trend Following versus longer-term Trend Following

01:15:11 – The power of Trend Following during this period of heightened uncertainty

01:20:14 – Benchmark performance update

Copyright © 2025 – CMC AG – All Rights Reserved

----

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

Privacy Policy

Disclaimer