This part 1 of 2 episode features a compelling roundtable discussion among all of our incredible co-hosts here at TopTradersUnplugged, where we reflect on the key takeaways of 2024. The main focus is on the significant return dispersion observed in the trend-following community throughout 2024, where performance varied dramatically among managers. We explore the factors contributing to this dispersion, such as differences in speed, market universe, and the impact of discretionary de-risking strategies. Additionally, we examine the influence of macroeconomic changes, particularly the effects of Federal Reserve policies, on market trends and investor behavior. As the conversation unfolds, we also share insights and personal reflections on our investment strategies and predictions for 2025.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Episode TimeStamps:

00:22 - Introduction to the group conversations

02:33 - A trend following recap of 2024

13:07 - A new president - how does it impact geopolitics?

17:21 - What role crowding has played in 2024

24:00 - Do less liquid markets trend more?

32:32 - Have markets become less efficient over time?

40:28 - Are we actually using AI in our work?

46:00 - What was the biggest mistake we learned in 2024?

49:21 - Why have we experienced such a high dispersion in 2024?

57:05 - Wrapping up

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

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2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

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Disclaimer

SI327: 2024's Biggest Investment & Trend Following Insights (Part 1)

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