Listen "RT23: Populism and Market Risks ft. Chris Cole, Matthew Sargaison & Dan Stone – 2of2"
Episode Synopsis
Today guest host Chris Solarz continues his conversation with Chris Cole, the Founder and CIO of Artemis Capital Management, Matthew Sargaison, co-CEO at AHL at Man Investments, and Dan Stone, co-founder of Ionic Capital. Our guests today go over the changing markets and why despite trend following’s recent underperformance, their clients still look to it as protection for their portfolio. They will also continue their discussion on the intersection of populism, politics, and quantitative easing, as well as the relationship between corporate debt and GDP and its long term trends.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HEREIn This Episode, You’ll Learn:How the recent quantitative easing could be moving into quantitative tightening, and what that means for investorsThe intersection of populism, politics, and quantitative easingHow opportunities in the markets are changing managers behaviorWhy Matthew is happy with the current market environmentWhich asset classes currently offer a cheap volatilityWhat the recent huge spikes in VIX meant for long vol and short vol tradersWho in the investing space is looking for the protection of hedging for their portfolioWhy trend following is still successful despite it’s recent difficulties in the marketThe meaning of the recent change of Growth outperforming Value-----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 “Ten Reasons to Add Trend Following to Your Portfolio” 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.Learn more about Chris Cole and Artemis Capital ManagementLearn more about...
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