Insights from Bruno Campos
This month’s Turtle Talk takes us to Brazil, as Bruno Campos joins Richard Brennan, Adam Havryliv and Jerry Parker for a different perspective on trend recovery and outlier hunting.
Bruno, a macroeconomist turned systematic investor, shares how he moved from economic modelling to embracing uncertainty, while the Turtles dig into June’s trend-following reports to unpack what separates outlier hunters from more constrained approaches.
They cover:
- June’s bounce back: V-shaped recovery, or something more complex?
- The market movers: grains slump, metals surge, bitcoin breaks out, and the surprising instrument stealing the show
- Outlier hunting vs. vol control: are some managers slowing their own recoveries?
It’s a cross-continental conversation packed with timely insights from those who think beyond the curve.