Yoav Git and Alan Dunne sits down for a conversation that challenges familiar assumptions about curve trading, market structure, and the role of CTAs. They explore why dislocations across time horizons create pockets of alpha most models miss, and how breakout behavior in commodity spreads signals more than noise. Drawing on a recent Bank of England study, Yoav explains how different participants leave distinct footprints on the FX curve, and why CTAs, far from being passive allocators, can act as dynamic responders to changing regimes. This is systematic trading, without the shorthand.

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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:

01:32 - What has caught our attention recently?

07:10 - Industry performance update

09:20 - Dont just trend it, curve it

16:33 - The drivers of spread

23:26 - Breaking markets into factors

26:37 - Mastering speed in spread trades

31:39 - Is there too much money in trend?

36:47 - Key insights into FX trading

44:23 - How dealers and market makers approach risk differently

47:28 - The thought provoking fact about the top 5% dealers and market makers

50:23 - The real process of an allocator

56:39 - Using trend as part of a long term strategy

01:01:35 - You should just go play golf

01:04:21 - The tools of trade as an allocator

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

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

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

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

SI362: The Alpha Most Systems Miss ft. Yoav Git

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