SI262: Opportunities in FX fueled by the FED ft. Alan Dunne
发布时间 2023-09-23 08:00:00 来源
摘要
Tune in for this week’s trend following conversation with Alan Dunne, where we discuss Barry Eichengreen’s paper on living with high public debt and how the high level of debt can be addressed, the relationship between interest rates and GDP, how Forex trading have evolved over time and why it is having a renaissance at the moment. We also discuss return expectations in markets and diversified strategies and Alan reports what he experienced from a recent investor event in Paris.-----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] 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:00:57 - What has been on Alan's radar recently?04:55 - Industry performance update08:16 - Living with high public debt20:27 - Other investors' view on the high level of debt24:10 - How the trading of FX markets have evolved32:58 - Do you need specialists to trade markets?37:45 - China imposing trading restrictions?40:36 - Where returns may go from here?48:49 - High interest rates not beneficial for high leverage strategies?51:05 - Inside knowledge from Paris Investor event59:11 - Alan to host upcoming Systematic Investor episodes01:00:29 - Thanks for listening 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 that you need to know about In my eBooks, I put together some key discoveries and things
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