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SI212: Trend Following in a Soft, Hard or No Landing ft. Alan Dunne

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Sinopsis

Today, Alan Dunne joins us for our weekly dose of Trend Following where we reflect on an eventful month of September and a good year for trend, so far. We discuss what causes trends and why we are starting to see bigger moves in markets in recent years, whether the economy will have a Soft, Hard or No landing and what impact it will have on market performance, why we might still be in a commodity super cycle and why commodities are linked to volume unlike financial assets. We also discuss what Alan has learned from his recent road trip, the unintended consequences of a Liability Driven Investment Strategy in the pension fund system, why what we saw this week in the UK may be the start of a "death" cycle according to one pension fund consultant and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT’s T