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Portfolio Construction and Diversification
episode icon The Meb Faber Show - Better Investing
Inside the Mind Of A Successful Trend Follower: Doug Greenig | #548
Today’s guest is Doug Greenig, CEO & CIO of ... more
Sep 6 2024 54m
Portfolio Construction and Diversification
Chapter 1 4 mins
Doug Greenig intro
Chapter 2 2 mins
Trend following
Chapter 3 12 mins
Trading in unique and esoteric markets
Chapter 4 4 mins
Why trend following works
Chapter 5 2 mins
Leverage cycles and reflexivity
Chapter 6 5 mins
Integrating trend following with traditional portfolios
Chapter 7 2 mins
The macro environment
Chapter 8 2 mins
Market volatility & narrative shifts
Chapter 9 3 mins
Gray rhinos
Chapter 10 5 mins
Bullish on China
Chapter 11 5 mins
Most memorable investment
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