OI12: Breaking Rules: Going Beyond Traditional Trend Following ft. Tillmann Sachs & Vishal Sharma

In this episode of Top Traders Unplugged, Moritz Seibert interviews Tillmann Sachs and Vishal Sharma from J8 Capital Management. They discuss J8's Global Absolute Return Strategy, highlighting its diversification across various return drivers and model components, differentiating it from typical CTA strategies. The conversation covers the firm's approach to risk management, the inclusion of strategies like FX carry and commodity term structure arbitrage, and the recent addition of Vishal's short-term Redwood strategy, which incorporates equity indices. They delve into the specifics of the Redwood strategy, its intraday focus, and its diversifying impact on the overall portfolio, as well as J8's future plans, including launching a fund vehicle for global professional investors.