The Meb Faber Show: “Inside the Mind Of A Successful Trend Follower: A Conversation with Doug Greenig”
The Meb Faber Show: “Inside the Mind Of A Successful Trend Follower: A Conversation with Doug Greenig”
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Today’s guest is Doug Greenig, CEO & CIO of Florin Court Capital, which uses systematic trend-following in over 500 markets. Doug’s been involved in markets for over 30 years and was most recently at Man AHL as the Chief Risk Officer and Head of the Portfolio Management Group.
In today’s episode, Doug explains why we’re living in a world made for trend following. He explains his unique approach to trend following and the benefits of expanding the number of markets traded, including esoteric ones like California carbon emissions and Turkish interest rate swaps.
Doug also touches on the macro backdrop – characterized by deep structural change and tail risks, including intensifying geopolitical conflict and US fiscal instability.
To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo…
(1:44) Doug Greenig intro
(5:39) Trend following
(11:21) Trading in unique and esoteric markets
(15:12) The challenges of adding new markets
(22:22) Explaining trend following to traditional equity investors
(31:06) The macro environment
(36:55) Narrative shifts & market volatility
(40:22) Gray rhinos
(43:29) Bullish on China
(48:55) Most memorable investment
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