SI255: A Treasury Tsunami & Slow Burning Minsky Moments ft. Alan Dunne

Today, I'm joined by Alan Dunne to discuss the ‘treasury tsunami’ and the current challenges that the economy faces, the state of the Japanese and Chinese economy and the fear of ‘Japanification’, what is a reasonable return expectation for the different asset classes and why you should allocate to trend following despite the scepticism surrounding it. We also discuss how we are witnessing a slow burning Minsky moment in terms of debt and the refinancing risks that will emerge in the coming years, why meaningful allocation to markets is more important than allocating to too many markets and much more. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Alan on Twitter: @TopTradersLive & @AlanJDunne And please share this episode with a like-minded friend and leave an honest rating & review on iTunes, Spotify or Amazon so more people can discover the podcast.