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The Idea Farm에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Idea Farm 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548

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Manage episode 438463016 series 1058800
The Idea Farm에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Idea Farm 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group.

In today’s episode, Doug explains why we’re living in a world made for trend following. He explains his unique approach to trend following and the benefits of expanding the number of markets traded, including esoteric ones like California carbon emissions and Turkish interest rate swaps. Doug also touches on the macro backdrop - characterized by deep structural hange and tail risks, including intensifying geopolitical conflict and US fiscal instability.

(3:00) Doug Greenig intro

(7:56) Trend following

(10:22) Trading in unique and esoteric markets

(22:38) Why trend following works

(27:00) Leverage cycles and reflexivity

(29:08) Integrating trend following with traditional portfolios

(34:52) The macro environment

(37:26) Market volatility & narrative shifts

(40:21) Gray rhinos

(43:29) Bullish on China

(48:55) Most memorable investment

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Sponsor: YCharts - YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and get 20% off your subscription (new clients only).

Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

636 에피소드

Artwork
icon공유
 
Manage episode 438463016 series 1058800
The Idea Farm에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Idea Farm 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group.

In today’s episode, Doug explains why we’re living in a world made for trend following. He explains his unique approach to trend following and the benefits of expanding the number of markets traded, including esoteric ones like California carbon emissions and Turkish interest rate swaps. Doug also touches on the macro backdrop - characterized by deep structural hange and tail risks, including intensifying geopolitical conflict and US fiscal instability.

(3:00) Doug Greenig intro

(7:56) Trend following

(10:22) Trading in unique and esoteric markets

(22:38) Why trend following works

(27:00) Leverage cycles and reflexivity

(29:08) Integrating trend following with traditional portfolios

(34:52) The macro environment

(37:26) Market volatility & narrative shifts

(40:21) Gray rhinos

(43:29) Bullish on China

(48:55) Most memorable investment

-----

Follow Meb on Twitter, LinkedIn and YouTube

For detailed show notes, click here

To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com

-----

Sponsor: YCharts - YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and get 20% off your subscription (new clients only).

Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok

-----

Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com

-----

Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

-----

Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

636 에피소드

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