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Podcast: The Meb Faber Show - Better Investing
Episode: #188 - Andreas Clenow - Trend Following Is…About Taking A Lot of Bets On A Very Large Number Of Markets
Description: In episode 188 we welcome our guest, Andreas Clenow. Meb and Andreas start the conversation with a hat on what hooked Andreas on trend following, and his book, Following the Trend.Andreas discusses running trend following as a portfolio strategy, not something that is optimal to run on a single market. He talks about some basic fundamentals of trend following, including the premise that it’s about taking a lot of bets on a large number of markets independently.Meb then asks Andreas to get into some detail about risk management and position sizing. Andreas defines the...