SI344: Trend Following during Trump Tariff Turmoil ft. Katy Kaminski episode artwork

EPISODE · Apr 19, 2025 · 1H 10M

SI344: Trend Following during Trump Tariff Turmoil ft. Katy Kaminski

from TopTradersUnplugged.com · host TopTradersUnplugged.com

In this episode, we explore the current market dynamics and discuss Katy Kaminski's latest research paper on crisis and correction alpha, which provides insights into how CTA strategies are navigating turbulent times. We also touch on the importance of understanding how trends shift and the implications for various asset classes. From examining the impact of correlation and volatility in risk management to discussing the nuances of different trading speeds, we aim to equip you with a clearer perspective on what to expect from these time tested strategies, which forms part of the latest wave of Portable Alpha offerings. Join us, as we find out how you can uncover opportunities in these challenging market conditions. 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 & Katy on Twitter: @TopTradersLive & @katykam And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

In this episode, we explore the current market dynamics and discuss Katy Kaminski's latest research paper on crisis and correction alpha, which provides insights into how CTA strategies are navigating turbulent times. We also touch on the importance of understanding how trends shift and the implications for various asset classes. From examining the impact of correlation and volatility in risk management to discussing the nuances of different trading speeds, we aim to equip you with a clearer perspective on what to expect from these time tested strategies, which forms part of the latest wave of Portable Alpha offerings. Join us, as we find out how you can uncover opportunities in these challenging market conditions. 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 & Katy on Twitter: @TopTradersLive & @katykam And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.

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SI344: Trend Following during Trump Tariff Turmoil ft. Katy Kaminski

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This episode was published on April 19, 2025.

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In this episode, we explore the current market dynamics and discuss Katy Kaminski's latest research paper on crisis and correction alpha, which provides insights into how CTA strategies are navigating turbulent times. We also touch on the importance...

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