In this episode, you'll learn:
- Why should you have trend following in a diversified portfolio?
- Why trend following and value investing complement each other well
- How to follow a rule-based strategy and when you should change your rules
- Why the best trend following sector is commodities
- Why trend following is interesting at this point in time of the interest rate cycle
BOOKS AND RESOURCES MENTIONED IN THIS EPISODE
- Niels Kaastrup-Larsen's free guide and free book about trend following
- Listen to Niels Kaastrup-Larsen’s popular podcast, Top Traders Unplugged
- Niels Kaastrup-Larsen’s interview episode with Preston about the failure of the dollar
- How much DUNN Capital has outperformed the S&P500 since 1974
- CME group white paper Lintner Revisited
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