Episode 5 - Following the Trend: Benefits and optimal allocation
Top of the Swaps

Episode 5 - Following the Trend: Benefits and optimal allocation

2025-02-10
Welcome to "Top of the Swaps," the Atlantic House derivatives podcast. In this episode, we delve into the current market atmosphere as we kick-off 2025, touching on the resurgence of equities to all-time highs and the market's reaction to Donald Trump's inauguration. As investors brace for unpredictable markets, we explore the strategic importance of building diversified portfolios that include liquid alternatives. Special guest Nick Baltas from Goldman Sachs introduces the concept of trend following strategies....
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