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Are markets priced for perfection?

January 2023

Alan Dunne spoke to Niels Kaastrup-Larsen on Top Traders Unplugged podcast to discuss current markets, trend following strategies and the case for a multi-manager approach when allocating to trend followers.

The conversation covers the main macro themes driving markets right now, a review of the recent market update from Jeremy Gantham at GMO, observations on trend following performance in 2022, lessons learned from the podcast series focused on the largest managers in the CTA industry and why a multi-manager approach can be helpful when allocating to CTAs.


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