TTU105: The Many Flavors of Trend Following ft. Niels Kaastrup-Larsen of DUNN Capital (Europe)

We’re changing things up on today’s episode of the podcast: we have with us Frank Conway from the Economic Rockstar Podcast interviewing Niels about trend following strategies, asset allocation, and more. Listen in to find out what changes need to be made in the trend following space, the importance and benefits of your asset allocation when it comes to your investments, and new publications that can take you farther in mastering trend following and managed futures.

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In This Episode, You’ll Learn:

Why Niels has worked hard to keep his explanation of trend following as simple as possible
Why at the end of the day, all investors are trend followers
What really sets one trend follower apart from another
How trend following techniques have evolved over time
What traits Niels sees in the company he works with as most important in their 40+ year success
The challenges and difficulties of trend following
Why trying to do it yourself in trend following can hurt rather than help
Why successfully executing a trend following strategy is not something that Niels believes everybody can or should do
Why despite their successes, many trend followers feel an embarrassment in showing their track records
How the right asset allocation can build safer and better performing portfolios
Why it’s important to have “skin in the game” as an investment manager
The importance of COI versus ROI
What Niels thinks of cryptocurrencies and how it relates to trend following
Why DUNN Capital trades the VIX and its importance in their portfolio
What inspired Niels to write his recent books on trend following and managed futures
The purpose behind Niels outreach, whether it’s podcasts, books, newsletters, or anything else
What Niels hopes people will get out of his books