RT23: Populism and Market Risks ft. Chris Cole, Matthew Sargaison & Dan Stone 2of2

Published: March 27, 2019, 1:31 p.m.

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\u2019s 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.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

In This Episode, You\u2019ll Learn:

  • How the recent quantitative easing could be moving into quantitative tightening, and what that means for investors
  • The intersection of populism, politics, and quantitative easing
  • How opportunities in the markets are changing managers behavior
  • Why Matthew is happy with the current market environment
  • Which asset classes currently offer a cheap volatility
  • What the recent huge spikes in VIX meant for long vol and short vol traders
  • Who in the investing space is looking for the protection of hedging for their portfolio
  • Why trend following is still successful despite it\u2019s recent difficulties in the market
  • The meaning of the recent change of Growth outperforming Value

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT\u2019s TRUE ? \u2013 most CIO\u2019s read 50+ books each year \u2013 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 \u201cTen Reasons to Add Trend Following to Your Portfolio\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And 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 Management

Learn more about <a...