BROADCASTS.com

b'

Today, Alan Dunne joins us to discuss manager selection and how to overcome behavioural biases, based on his paper, \\u201cSolving the Manager Selection Puzzle\\u201d, narratives and dealing with randomness in Trend Following, the end of the 60/40 portfolio and moving from public to private equity, trend following performance and quantitative investment strategies, trend following in an ever changing world and the expectation of going back to \\u201cnormal\\u201d, the challenges of globalization and demographics and much more.

-----

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

-----

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 \\u201cThe Many Flavors of Trend Following\\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.

Follow Alan on Twitter.

Episode TimeStamps:

00:00 - Intro

02:14 - Summary of the week

11:47 - The Challenges of Manager selection

18:22 - The Influeence of Randomness

25:57 - Alan\'s own Vulnerability

28:16 - The 5 Step Solution

30:03 - When the honest answer is what investors want to hear

46:42 - The evolution of the 60/40 portfolio - Barrons article

55:51 - Trend following in the Press

01:02:53 - Will we ever go back to "normal"

01:06:11 - The Great Demographic Twist

01:09:00 - Performance Update

Resources discussed in this Episode:

• LINK: Solving the Manager Selection Puzzle

Copyright \\xa9 2023 \\u2013 CMC AG \\u2013 All Rights Reserved

----

PLUS: Whenever you\'re ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you...'