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Episode TimeStamps:02:32 – Broad macro observations
10:21 – Consumer confidence and political obstacles
14:44 – Looking towards China
18:53 – Trend following update
24:38 – Q1, Lawrence: What to do when approaching retirement drawdown?
29:53 – Q2, Lawrence: How can smaller investors benefit from allocating to CTAs
31:31 – A trend following rollercoaster
36:33 – Using risk mitigation strategies
45:52 – Risk mitigation in pension funds
50:57 – How to build an Alternative Portfolio
01:00:06 – What does the future holds for trend following?
01:04:51 – Thanks for listening

The post 241 Systematic Investor Series ft. Alan Dunne – April 29th, 2023 appeared first on Top Traders Unplugged.