February review, Energy Breakouts & Myth Busting
February was another outstanding month for classic trend followers, but March has thrown a few spanners in the works. The guys unpack what’s really driving performance and where the next big opportunities might be hiding.
They also take aim at some of the most persistent myths in the trend following space: what Richard Dennis actually said about position sizing and the real purpose of diversification in classic trend following.
You can watch or listen to the full episode here: