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Today, Mark Rzepczynsky is back with us, following a tense week with the collapse of Silicon Valley Bank and a few other bank emergencies. We discuss how we are in a period that Mark calls \\u201cthe great bond reprising\\u201d and what this means for the economy, why the collapse of SVB was somehow "expected", if only regulators had been looking at the right data and how you build models that are well prepared for unexpected events. We also discuss why the core concept of CTA replication in itself may be problematic and why the collapse of SVB might indicate that some people possess too much power, how the wealth of information creates a poverty of attention, how change and uncertainty in the world affects investors and the economy and much more.

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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.

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Episode TimeStamps:

02:00 - What really happened this week?\\t

19:19 - Industry performance update\\t

25:21 - A tough week for trend\\t

36:13 - Looking through the rear view mirror\\t

46:25 - SVB and trend following\\t

52:47 - The dynamics of the financial world\\t

59:20 - A changing world\\t

01:09:27 - Reflecting on the CTA series\\t

01:13:33 - Thanks for listening\\t

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

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