SI224: 2022 the Perfect Year for Trend Followers? (TTU Group Part 1)

Published: Dec. 24, 2022, 1 a.m.

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Today, the TopTradersUnplugged team get together for a group conversation on trend following and Volatility, leading up to the end of 2022. We discuss the possibility that the carry regime has ended and why 2022 was such a great year for trend following, why \\u201cthe grind\\u201d has been so influential this year and why volatility strategies has been performing different than expected, and how CTAs performance compares to bonds. We also discuss how the volatility market is changing in the coming years and why you need to be active with your hedges, what the TTU team has learned from 2022 and why you have to be open to imagine the unimaginable, what the future might hold for the Crypto space and much more.

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Episode TimeStamps:

00:00 - Intro

02:14 - Q1, Zach: Have we seen the end of the carry regime? And what are the indicators?

14:16 - The perfect year for trend following?

25:52 - The wrong kind of volatility?

31:04 - Trend vs. Tail Hedge

43:04 - What is happening with volatility? 

50:38 - What did we learn from the year 2022?

01:00:40 - The future of Crypto

01:11:37 - Coming up'