10th August 2023
Alan Dunne joined Niels Kaastrup-Larsen on Top Traders Unplugged podcast recently to speak about recent market moves, global macro developments, trend following and asset allocation.
They discuss the recent downgrade of US debt and how the coming wave of debt refinancing could be a slow burning Minsky moment.
They also discuss asset allocation, what are reasonable return expectations for stocks, bonds and diversifying strategies and what that means for an optimal portfolio.