Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan)
The Market Huddle
00:00
The Cost of Trend Following
Patrick O'Mara: One of the things that I think is interesting is that, you know, he recorded this a couple of weeks ago, but in the meantime, those trend followings that had worked so well for 2022 and even for the start of 2023 have actually been part of the problem. A portfolio of the two as an insurance product could make a lot of sense because they hedge different things. "I will make the self-serving claim that long slow crashes tend to be more deleterious to your wealth long term"
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