Business
Alan Dunne is joined today by Sebastien Page to discuss how price shocks affect correlations, approaches to strategic asset allocation, how to position portfolios for the years ahead, the current outlook for equities their various sectors, investing in a rising interest rate environment, responding to unexpected regime shifts in the markets, defining and achieving utility maximisation, the merits and drawbacks of mean variance analysis, how to properly diversify a portfolio, the durability of treasury bonds, lessons from research on high performance individuals and teams, achieving a state of ‘flow’, and how to simplify complex financial topics. ---- In this episode, we discuss: Ever-changing market correlations Strategic asset allocation Responding to interest rate changes Achieving utility maximisation Mean variance analysis Portfolio diversification Treasury bonds High performance teams Simplifying complexity Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Alan on https://twitter.com/alanjdunne (Twitter). Follow Sebastien on https://www.linkedin.com/in/sebastien-page/ (LinkedIn) & https://www.amazon.com/Beyond-Diversification-Every-Investor-Allocation/dp/1260474879 (read his book). ---- Episode TimeStamps: 00:00 - Intro 03:52 - Sebastien’s journey into the investment management industry 07:45 - How Sebastien’s book came about 09:39 - Current view on the markets 13:37 - How to position portfolios for the year ahead and beyond 18:41 - The current outlook for equities and the sectors within 19:43 - Investing in a rising interest rate environment 24:06 - Responding to unexpected regime shifts in the markets 27:04 - Approaches to strategic asset allocation 33:24 - Defining and achieving utility maximisation 37:48 - The merits and drawbacks of mean variance analysis 41:49 - Using scenario analysis 47:41 - Distributions during different market regimes 55:12 - How to properly diversify a portfolio 58:51 - The durability of treasury bonds 01:05:18 - Lessons from research on high performance individuals and teams 01:07:58 - Achieving a state of ‘flow’ 01:10:58 - Simplifying complex financial topics ---- PLUS: Whenever you're ready... here are 4 ways I can help you in your investment Journey: 1. My library of interviews with some of the world’s best traders One of my favorite things is to hear these amazing investors tell their stories as well as what they have learned through their journey. https://www.toptradersunplugged.com/ (Click Here) 2. eBooks that cover key topics that you need to know about In my eBooks, I put together some of the key findings from my conversations with my peers as well as other experts in their respective field. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 3. Daily Trend Barometer and Market Score One of the things I’m really proud of, is the fact that I have each day published the Trend Barometer and Market Score...as these tools are really good at describing the environment for...