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Today, we welcome Katy Kaminski to the Systematic Investor Series, as we dive deep into trend following systems and how to overcome the unintended biases that can creep into CTA systems, why Katy believes everybody has to \u201cgo back to the drawing board\u201d, why it is unrealistic to expect things to go back to \u201cnormal\u201d, and why Katy believes we are not in a crisis but rather a correction. We also discuss how a crisis is in the eye of the beholder and shed light on the current global macro narrative. We round things off uncovering why Katy believes bonds are mispriced, why "simple" trend following strategies persist to thrive 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 \u201cTen Reasons to Add Trend Following to Your Portfolio\u201d here.

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Episode TimeStamps:

01:16 - What has caught our attention recently?

03:43 - Industry performance update

06:06 - The challenge of bias in trend following systems

13:54 - Taking the bonds out?

16:22 - Advice on trading universal parameters

19:35 - Going back to normal - a fantasy?

23:35 - Trend following - a long divergence strategy

26:31 - Are we actually in a crisis?

32:05 - Are crises becoming shorter and shorter?

36:38 - How does Katy define a crisis?

37:40 - A different understanding of trend following?

40:32 - Are there different types of crises?

45:55 - A global macro perspective

51:38 - Are bonds mispriced?

55:37 - From...