SI291: Trend Following...What should it mean to Investors? ft. Richard Brennan
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Description
In this episode, we are joined by Richard Brennan to discuss why now is the time to step up your trend following allocation. Rich challenges Andrew Beer’s conclusion that a 3% allocation to trend following is the sweet spot and explains why he believes the trend following industry should simplify its narrative and quit the fancy “jargon”. We also discuss what defines a trend follower and why we may be losing the incentive to keep improving as trend followers, new research on the impact of crises and much more. ----- EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool ----- 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 “The Many Flavors of Trend Following” 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: 02:08 - What has been on our radar recently? 08:33 - Industry performance update 16:02 - What is the optimal allocation to trend following? 24:02 - Do trend followers have fiduciary responsibility? 27:09 - Why is Andrew Beer having trouble with his trend following allocation? 31:30 - Are we moving too far away from the classic trend following? 37:21 - What does it take to call yourself a trend follower? 42:01 - Discussing Corey Hoffstein's approach 46:44 - What about the fees? 50:34 - Are we losing the incentive to improve? 58:45 - The impact of crises 01:07:11 - Sign up for our new newsletter 01:08:26 - What is up for next week? Copyright © 2023 – 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
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