trend following

4 statements across 4 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Apr 6, 2020 by Eric Peters · across every show →

Everything said about trend following, oldest first

Apr 6, 2020 bullish
Insight
Peters: Trend following works because humans cannot comprehend the scale of change
“I think that we get paid to trade long-term trends because the world is always changing, and there are certain times in history it's changing more dramatically and perhaps quickly than others, but the world is always changing, and it's difficult for humans to …”
Eric Peters Apr 6, 2020 ▶ 28:19 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Sep 9, 2021 positive
Insight
Braga: Trend following is portfolio insurance investors get paid to hold
“That strategy in itself has positive expectation of return. So this is a bit like the insurance policy that I get paid to hold because the thing will have positive expectation of return. And yet when the rubbish hits the firm, I expect it to help my portfolio.”
Leda Braga Sep 9, 2021 ▶ 25:13 Leda Braga – Systematica Investments (Manager Meetings, EP.10)
Sep 20, 2021 positive
Prediction Not checkable as stated
Ellis: Trend Following Will Profit in a Downturn, but Clients Will Lose Net
“And even if I think the best thing to somewhere between hope and expect to make money out of that change when it happens is trend following. We have a bunch of products, which I think will make our clients a whole load of money in that environment, but it's no…”
Luke Ellis Sep 20, 2021 ▶ 53:21 Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
Dec 16, 2024 bullish
Prediction Not checkable as stated
Peters: Trend following will generate substantial crypto alpha
“We do trend following in that, which is, I think there'll be a lot of alpha in trend following.”
Eric Peters Dec 16, 2024 ▶ 34:22 Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
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