Trend-Following Strategies for the New World Order: Doug Greenig, Florin Court Capital

The Contrarian Investor Podcast

This episode was recorded April 15, 2024, and was made available to premium subscribers the following day -- without ads or interruptions. More information on premium subscriptions is available on our Substack page.

Dr. Doug Greenig of Florin Court Capital joins the podcast to discuss his worldview -- one where the US is no longer the sole superpower -- the situation in the Middle East, US fiscal concerns, artificial intelligence, and trends in commodities.

And of course how this all impacts his trading strategy.

Content Highlights

• The world has undergone many changes with the US emerging as its lone superpower. That era is over (2:09);
• China is a legitimate competitor to the US. It's just having a bad moment due to the property market. But China is not going anywhere as an economic or military power (6:07);
• The guest's trend-following model trades 500 assets and seeks to capture medium-term changes. What he looks for to enter and exit trades (16:52);
• One trend is lower electricity prices in Europe (19:19);
• Populism and the latter stage of democratic government make for a potentially bearish outlook for US stocks (27:15);
• Background on the guest (41:04);
• Iran is still a force in the Middle East and beyond. Discussion of the weekend drone attack on Israel, which may have been an attempt at making a point (48:40);
• As Russia's economy illustrates, sanctions are hard to enforce. There may be inherent bias in many pro-Western analysis... (53:03);
• US fiscal problems are real. The guest says it has "something like five years" before this takes a serious toll. Artificial intelligence may postpone this however (55:45);
• Hypersonic missiles: One area where Russia and China have an edge over the US (57:45).

More Information on the Guest

• LinkedIn;
• Website: FlorinCourt.com.