Episode 22 - Andrew Strasman, Principal, Totem Asset Group

This episode focuses specifically on trend following, with Andrew Strasman from Chicago-based Totem Asset Group explaining why 2020 should have been a great year for firms deploying this strategy, but also why in some cases it wasn’t. He also discusses why FX has become a more frustrating asset class for trend followers to trade, makes the case that this strategy is still an effective diversification play within investors portfolios and talks about how to distinguish a relevant correlation in financial markets from a spurious one.