SI189: A New Era for Currencies ft. Alan Dunne

Published: April 24, 2022, 7 a.m.

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In today\\u2019s episode, Alan Dunne joins us to discuss currency markets and how we might see a new era of volatility in these markets moving forward, de-dollarization and the future prospects of the U.S dollar, recent performance of Trend Following and how it compares historically, insights from Alfred Winslow Jones as featured in the book, \\u201cMore Money Than God\\u201d, portfolio construction techniques for managing risk, the importance of having a plan, long-only commodities vs. a long/short approach and much more.

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Episode TimeStamps:

00:00 - Intro

02:16 - Market recap

09:02 - New opportunities in Currency markets

23:57 - Putting Trend Following performance in perspective

33:13 - Insights from \\u201cMore Money Than God\\u201d  

40:04 - Fixed income vs. equities...where to hedge against inflation

50:52 - Insights from recent conversations with CIOs

58:49 - Commodities...Long Only or Long/Short

01:09:20 - Overview of performance

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In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful.