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Episode TimeStamps:01:16 – What has caught our attention recently?
03:43 – Industry performance update
06:06 – The challenge of bias in trend following systems
13:54 – Taking the bonds out?
16:22 – Advice on trading universal parameters
19:35 – Going back to normal – a fantasy?
23:35 – Trend following – a long divergence strategy
26:31 – Are we actually in a crisis?
32:05 – Are crises becoming shorter and shorter?
36:38 – How does Katy define a crisis?
37:40 – A different understanding of trend following?
40:32 – Are there different types of crises?
45:55 – A global macro perspective
51:38 – Are bonds mispriced?
55:37 – From predictable to unpredictable inflation
59:11 – Thanks for listening

The post 259 Systematic Investor Series ft. Katy Kaminski – September 2nd, 2023 appeared first on Top Traders Unplugged.