Together with Yoav Git, we’ll explore how market conditions are shifting and what that means for investors, especially in light of recent bond market movements. It’s been a wild ride lately, with unexpected changes in correlations between stocks and bonds, and we’re here to break it all down. We’ll also touch on the implications for trend-following strategies and how they can adapt in these turbulent times. So, whether you’re a seasoned investor or just curious, hang tight as we unravel these complex topics together!

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

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Episode TimeStamps:

01:21 - What has caught our attention recently?

04:39 - Are there more to the Trump Tariffs than meets the eyes?

09:53 - What is actually a safe haven asset today?

11:50 - Industry performance update

15:15 - Git's trend following perspective on fixed income

17:25 - Trend following performance numbers

21:39 - What you can expect from trend following during a crisis period

30:31 - What we can learn from the current economic events

34:27 - Key insights to achieving diversification

40:40 - Achieving better performance through trend predictors

45:01 - How CTAs interpret diversification in a unique way

50:03 - Are we experiencing more dispersion today than previously?

57:57 - The symbiotic relation between time and price in a trend following...

SI343: CTAs: The Unexpected Heroes of Market Crises ft. Yoav Git

Top Traders Unplugged