Good Afternoon Michael,
I just finished reading Trend Following and enjoy your podcast. Turns out you were right. Trend following is the scapegoat during market swings. (But I still believe). This Bloomberg article about CTAs popped up on my apple news feed today:
Go long the dollar, Treasuries and defensive stocks. Sell metals and the pound. It was an investing playbook that worked virtually all year — until suddenly it didn’t. Read the full story.
Thanks for all the hard work and keep fighting the good fight!!